• Should Seniors Give It All Away like Buffett or “Die with Zero”?

  • Dec 18 2024
  • Durée: 42 min
  • Podcast

Should Seniors Give It All Away like Buffett or “Die with Zero”?

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  • Résumé

  • Reviewing your estate plan is an important part of the year-end review sessions that we hold at Keen Wealth. At least annually, folks should make sure that their plan is still in sync with how they want to be cared for, how they want their assets distributed, and who they trust to settle their estate and preserve their legacy.

    But an estate plan check-up is also a good opportunity to review your feelings around what your money means to you, both while you're still around to enjoy it and after the next generation takes over. On today's show, we discuss lessons from two different approaches to estate planning that all seniors should think about as they prepare their financial plans for a new year.
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