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Warren Buffett’s five estate-planning tips

Author
Ben Smith
Published
Tue 07 Jan 2025
Episode Link
https://omny.fm/shows/vision-wealth-a-new-view-on-retirement/warren-buffett-s-five-estate-planning-tips

Ben and Megan Smtih discuss estate planning and talk about some times in even their own families, when relatives do not want to discuss and plan for the dispersion of their estate. Ben and Megan explain billionaire Warren Buffet’s five tips in this field, including why having co-trustees is not necessarily a bad thing. And Ben and Megan discuss New Year’s goal-planning and how that is especially important with money.

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