Legacy Planning, Once Removed

Talking With Family About Your Estate Plan — More Lessons From Warren Buffett


Listen Later

Many clients ask whether and when to share the estate plan with beneficiaries. Even after a client’s death, during the administration of an estate or trust, executors and trustees often ask the same questions about how much to share with beneficiaries. Communicating this estate plan can have important practical, moral and legal benefits in making sure the plan is carried out in the right way while fostering family unity and reducing tension or disagreement.

In this episode, Steve draws on the lessons from Warren Buffett’s 2024 letter to the shareholders of Berkshire Hathaway in which Buffett provides wisdom on the question of sharing the estate plan with beneficiaries.

...more
View all episodesView all episodes
Download on the App Store

Legacy Planning, Once RemovedBy McGuireWoods

  • 5
  • 5
  • 5
  • 5
  • 5

5

5 ratings


More shows like Legacy Planning, Once Removed

View all
Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,144 Listeners

Up First from NPR by NPR

Up First from NPR

56,155 Listeners

Crime Junkie by audiochuck

Crime Junkie

364,663 Listeners

ACTEC Trust & Estate Talk by The American College of Trust and Estate Counsel | ACTEC

ACTEC Trust & Estate Talk

69 Listeners

The Journal. by The Wall Street Journal & Gimlet

The Journal.

5,897 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,073 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,682 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

28,298 Listeners

Morning Wire by The Daily Wire

Morning Wire

26,442 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

21,131 Listeners

Moneywise by Hampton

Moneywise

636 Listeners

iPlan Law - Estate Planning by WCAT Radio

iPlan Law - Estate Planning

0 Listeners