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Talking With Family About Your Estate Plan — More Lessons From Warren Buffett
Manage episode 455983635 series 3486035
McGuireWoods에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 McGuireWoods 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Many clients ask whether and when to share the estate plan with beneficiaries. Even after a client’s death, during the administration of an estate or trust, executors and trustees often ask the same questions about how much to share with beneficiaries. Communicating this estate plan can have important practical, moral and legal benefits in making sure the plan is carried out in the right way while fostering family unity and reducing tension or disagreement.
In this episode, Steve draws on the lessons from Warren Buffett’s 2024 letter to the shareholders of Berkshire Hathaway in which Buffett provides wisdom on the question of sharing the estate plan with beneficiaries.
35 에피소드
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