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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta discuss a real-life story that shows how one overlooked detail can lead to heartbreaking consequences for a family.
Related Podcast Episodes:
Ep 295: What Happens If You Die Without a Will? The Legal Nightmare
Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning?
Ep 233: How Second Marriages and Blended Families Impact Estate Planning
Related Financial Education Videos:
Prevent Family Conflict with Legacy Planning
Does inheritance count as income?
Other Links:
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Chapters
1. Cold Open: The Costly Mistake (00:00:00)
2. Meet Shauna and Attorney Arun (00:00:29)
3. Estate Tax Exemption Update (00:01:10)
4. Case Study Setup: Travis and Taylor (00:02:14)
5. The Beneficiary Mismatch Uncovered (00:06:45)
6. Why Custodians Follow Forms, Not Wills (00:10:40)
7. HR Prompts, Life Events, and Oversight (00:14:55)
8. Litigation Risks and Emotional Fallout (00:16:14)
9. Clear Docs Reduce Family Conflict (00:18:56)
10. Home Title Trap: Survivorship Language (00:20:37)
11. How to Check and Fix Your Deed (00:24:18)
12. Start with the End: Asset Flow (00:27:15)
13. Prepare Before the Unthinkable (00:29:12)
14. Resources, Links, and Closing (00:29:38)
315 episodes
