Key Points

• In this podcast, Lynnette Khalfani-Cox, who’s also known as The Money Coach^®, is joined by guests Jeffrey Condon, author of “Beyond the Grave: The Right Way and the Wrong Way of Leaving Money to Your Children (and Others),” and Roger Young, a CERTIFIED FINANCIAL PLANNER™ at T. Rowe Price, to tackle the subject.
• The panel will address questions, including: What are the various components of an estate plan? Is it expensive to develop an estate plan? What happens if you don’t have an estate plan?
• In a segment called “This or That?,” the experts discuss the pros and cons of two choices: liquidation of assets versus distribution of items. Tune in to hear their advice.