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Do You Need to Update Beneficiaries After Getting Remarried
Manage episode 464263532 series 1507600
With more people getting divorced later in life, blended families are common, and it leads to additional conversations involving planning. One of the things that need to be addressed when someone remarries is the estate plan, particularly the beneficiaries. Do you need to make changes or can you just let your will take care of your needs?
In this episode of the Money Wisdom podcast with Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP®, we’ll answer a question from someone in this position who doesn’t want to go through the hassle of updating all their estate documents but wants to change beneficiaries.
Here’s what we discuss in this episode:
0:00 – Today’s question
1:05 – Estate planning conversations
3:06 – Issues with not updating beneficiaries
5:04 – Important conversations
Our website: https://johnsonbrunetti.com/
Phone: 800-208-7233
Contact our team: https://johnsonbrunetti.com/contact-us/
Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form
Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/
Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/
Check us out on YouTube: https://bit.ly/3CcAzai
217 에피소드
Manage episode 464263532 series 1507600
With more people getting divorced later in life, blended families are common, and it leads to additional conversations involving planning. One of the things that need to be addressed when someone remarries is the estate plan, particularly the beneficiaries. Do you need to make changes or can you just let your will take care of your needs?
In this episode of the Money Wisdom podcast with Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP®, we’ll answer a question from someone in this position who doesn’t want to go through the hassle of updating all their estate documents but wants to change beneficiaries.
Here’s what we discuss in this episode:
0:00 – Today’s question
1:05 – Estate planning conversations
3:06 – Issues with not updating beneficiaries
5:04 – Important conversations
Our website: https://johnsonbrunetti.com/
Phone: 800-208-7233
Contact our team: https://johnsonbrunetti.com/contact-us/
Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form
Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/
Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/
Check us out on YouTube: https://bit.ly/3CcAzai
217 에피소드
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