• Warren Buffett’s five estate-planning tips

  • Jan 7 2025
  • Duración: 22 m
  • Podcast

Warren Buffett’s five estate-planning tips

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  • Resumen

  • Ben and Megan Smtih discuss estate planning with listeners and co-host Doug Turnbull. They 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.

    Ready to connect with Ben? For more information go to www.visionwealth.com

    See omnystudio.com/listener for privacy information.
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