Estate Planning | The Scottie Show:

Do you know what your estate plan looks like? If you don’t you should start planning, and if you do, you should probably get that on paper for your beneficiaries.

In this episode, Scott Leonardi emphasizes the importance of 16 things you should do before you die. Not the fun things, like going sky-diving or trying a cup of Kopi Luwak from your bucket list. But he explains some of the most important things you should start thinking about to prepare for when you go.

Scott discusses:

How creating an itemized inventory can help with more than just estate planning
Why you shouldn’t keep only one copy of your estate plans
Why you need to review and update your retirement, estate and insurance documents regularly
The importance of simplifying your finances
And more

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You have probably heard the saying “When you die you can’t take the money with you” countless times. If you can’t take the money with you, who do you want to leave your money with?

Deciding who and where to leave your money can be difficult.

In this episode, Scott Leonardi discusses the different options that people have in regards to who and where to leave their money. He also discusses the importance of having proper beneficiaries in places, so more goes to them and less goes to the government.

Scott discusses:

The importance of having proper beneficiaries
How to ensure more money goes where you want it to
What gift tax is
The reasons why life insurance can be used
And more!

The Scottie Show:

Time to Get Your Ducks in a Row

Tag Archives: Estate Planning

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