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Home > For Your Benefit > It’s National Make a Will Month – Let’s Get Started
Podcast: For Your Benefit
Episode:

It’s National Make a Will Month – Let’s Get Started
Category: Government & Organizations
Duration: 00:51:59
Publish Date: 2023-08-14 16:27:58
Description:

August 14, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP® and Megan Schaeffer, Estate Planning Attorney. In honor of National Make a Will Month, Karen and Megan will talk about:

  • Essential documents for everyone.
  • How to get the process started.
  • What happens when the documents aren’t in place.
  • Why every 18-year-old should have at least health care documents.
  • How and when to update your will and other estate planning documents.
  • Strategies for streamlining transfers to family and charities.

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com

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