The Investing Tutor Podcast

Estate Plan: How to Transfer Wealth to the Next Generation | Courtney Richardson

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No one wants to talk about what happens when someone passes away. However, it's an uncomfortable conversation we all need to have because not talking about it can cost you everything.

In today's episode with Courtney Richardson (The Ivy Investor) we discuss:

  • How Micheal Jackson protected his wealth through his estate plan.
  • Without a Will, the government has the power over your estate.
  • Reasons for creating a Trust.
  • Why Go Fund Me should not be your estate plan.
  • The difference between probate & non-probate assets

    • and so much more.

    ...more
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    The Investing Tutor PodcastBy The Investing Tutor
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