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Episode 26: Will Your Loved Ones Be Okay After You’re Gone?

Dec 9, 2022

In this episode, Eric and Katie discuss how estate planning can benefit you during your life and your loved ones at your death.

Here are just a handful of the things that we'll discuss:

  • The proceeds of your life insurance might be forced to go through probate depending on your specific beneficiary designation
  • A beneficiary who inherits any money remaining in your retirement plan balance could also be receiving a tax liability as well
  • Depending on your specific circumstances, there may be ways to avoid probate without the need for a living trust

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