Everyday Wealth with Soledad O’Brien and Jean Chatzk. Episode 28:Rethinking estate planning
Today’s headlines are full of what the markets are doing due to inflation, rising interest rates and the possibility of a recession. We’re also in the midst of the biggest wealth transfer in history and we need to pay attention to the longer-term items that are important to help build and preserve wealth, like estate planning. In this episode of Everyday Wealth™, Jean and Soledad are joined by estate planning attorney and author David York to examine wealth transfer through a new purpose-driven lens. Later in the episode, Jean and Soledad are joined by Edelman Financial Engines wealth planner Rose Niang to discuss considerations to make when you’re leaving an inheritance.