Lifetime Income Series: Death, Taxes, Fees and Public Exposure

This week on the Lifetime Income Series, Jim and John address why you do not want to die without a will. Jim discusses some famous celebrity deaths, including Prince very recently, that created estate settlement nightmares through the lack of any estate planning, including even a simple will. If you were to die in the same manner, the state in which you lived decides who gets the money and the other estate assets. The process also becomes part of the public record. The guest this week is attorney Adam Sherry of Anderson & Yocum, APC. Adam discusses estate planning, probate issues, and the various trusts that can avoid the headaches and cost of probate.

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