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Eccentric Legacy Plans and the Basics Each Person Should Consider

Author
Richard Warner
Published
Tue 08 Jul 2025
Episode Link
https://omny.fm/shows/the-retirement-bullpen-with-richard-warner/eccentric-legacy-plans-and-the-basics-each-person-should-consider

Richard Warner of Warner Financial Solutions discusses some odd-ball requests that celebrities made in their wills and notes some of the biggest mistakes he has seen people make. Richard emphasizes the importance of designating the correct beneficiaries for different accounts and how having a set plan post-mortem gives someone much more control of their legacy and makes things easier on their heirs. Richard explains how attorneys can help with wills and trusts and why probate can be costly. And Richard shares how he is far too busy this summer to go cool off in the pool.

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