He Survived an Estate Nightmare (and you can too!)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.4 • 2K Ratings

🗓️ 15 December 2021

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Last week we talked about one of the certainties in life: taxes. Today, we tackle what to do before the other certainty. David E. Edey went through his own family troubles when settling his parent's estate, spending seven years and over $50,000 on attorney fees. Why? His siblings fought over the inheritance. The phrase "inheritance curse" is too real for some families who've spent countless time and money fighting. Now David is sharing lessons he's learned to help us all put our estate in order now to avoid headache for others later. During our headline segment, we'll talk about another purchase feeling the sting of inflation: the Christmas tree. That's right, inflation isn't hitting just food and gas. Just how much are prices rising? And how can we adjust our budget for inflation? Joe and OG will dive in. We'll also answer Daniel's question about company stock and Doug will share his mind-bending trivia. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Brings smiles to all when shopping online with Dell Technology's gift guide.
0:04.1	Whether it's for the artist, the entrepreneur, the student, the streamer, or the gamer,
0:07.6	you'll find the perfect gift for everyone on your list.
0:10.4	Dell.com-slash-gift-guide makes gifting easy with a carefully curated selection of our best tech.
0:17.1	Shop now to explore innovative laptops and desktops,
0:20.1	and this season's top accessories plus get select savings on impressive PCs like the
0:25.4	XPS-13 laptop powered by the latest Intel Core processors.
0:29.9	Visit Dell.com-slash-gift-guide today for details and to get a jump on your holiday gift list,
0:35.2	that's Dell.com-slash-gift-guide.
0:41.6	Can you fly this plane and land it?
0:44.5	Surely you can't be serious.
0:46.1	I am serious, and don't call me Shirley.
0:48.4	Why, from Joe's mom's basement, it's the stacking Benjamin show.
1:08.3	I'm Joe's mom's neighbor, Dougan.
1:09.9	Which do you like more?
1:11.1	Contemplating your own demise or filling out paperwork?
1:14.6	Today, because we're sickos, we're talking about both.
1:18.8	Not only because on this day in 1792,
1:22.0	the first life insurance policy was issued in the United States,
1:25.6	but also because we have with us to help you make sure your evil step-daughter
1:30.4	doesn't steal all your inheritance.
1:32.4	The author of Executive Help, David Edie.
	...

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