• Do You Need to Update Beneficiaries After Getting Remarried

  • 2025/01/31
  • 再生時間： 8 分
  • ポッドキャスト

Do You Need to Update Beneficiaries After Getting Remarried

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • 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
    続きを読む 一部表示

あらすじ・解説

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
続きを読む 一部表示

Do You Need to Update Beneficiaries After Getting Remarriedに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。