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Listen "Episode E - Estate Planning"
Episode Synopsis
Mark Jordan of BHMK Law joins us to talk about all things estate planning - what IS an estate? What happens to my IRA, or qualified plan, or life insurance, if I die? Does it matter if I'm married? What documents should I have for a complete estate plan, and how much does it cost? What are the top three things that he's seen people do - or not do! - that screws up their estate plan? Mark helps us talk it through - and, because it's Mark, provides a few great jokes along the way!
More episodes of the podcast Retirement A to Z
Episode R: Retirement - what now?
19/02/2021
Episode V - Vesting and Eligibility
22/02/2020
Episode T - Types of Plans
20/02/2020
Episode S - The SECURE Act
19/02/2020
Episode P - Protection
16/02/2020
Episode K - Kids and Other Family Members
11/02/2020
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