Welcome back to the second part of our lessons in estate planning. Bret and I recently reviewed all of our clients’ estate plans and in doing so, we learned a lot from this exercise that could help you and your heirs.

If you haven’t listened to last week’s episode make sure to go back and listen–especially if you have stepchildren or blended families. In this episode, you’ll learn why you might want to disclaim some assets, how to specifically disinherit a child, and why it is so important to clearly state your medical wishes to all of your kids. 

Outline of This Episode

• [1:22] Why you may want to disclaim assets
• [6:00] What to do if you want to specifically disinherit one of your children
• [8:07] Common
• [11:22] Make sure your medical wishes are clear to all your children
• [13:53] Surprising things we learned from our clients

Resources & People Mentioned

• Episode 295 - How Could This Go Horribly Wrong? Lessons in Estate Planning Part 1
• We will soon be accepting new clients! Use this link to schedule a fit meeting

Connect with Benjamin Brandt

• Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/
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• Join the newsletter: https://retirementstartstodayradio.com/newsletter
• Dive deeper into retirement planning with Ben at www.RetirementIncome.University

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