Sooner or later, time catches up with all of us. As unpleasant as that thought may be, planning for death is, in fact, a necessary part of life, and we simply couldn’t think of a better time to share some critical estate planning tips with you than this week – which also happens to be National Estate Planning Awareness Week.
Dave McCarthy, a principal in Rea’s Medina office, has a knack for estate planning and trusts. We discuss how to choose an executor, which assets to include in your estate plan, what you should do with your asset list, and what other documents you should have in place before you die.
Estate Planning is for Everyone
Well over half of the people in the U.S. do not have an estate plan. Many people feel that they’re too young, too single, or simple don’t have to deal with it. However, even if you don’t have to pay an estate tax, you still have to worry about successfully transferring your assets to someone else.
If you want an orderly transition of assets, you will be interested in these other topics discussed in this episode:
If you liked this episode of unsuitable on Rea Radio, let us know by hitting the like button or by sharing it with your followers on social media. You can also use #ReaRadio to join the conversation on Facebook and Twitter, and you can watch the podcast in action on the Rea & Associates YouTube channel. We’ve also included access to additional resources on our website at www.reacpa.com.
