Podcasts Government For Your Benefit Finance and Estate Planning Lessons from the Pandemic

Finance and Estate Planning Lessons from the Pandemic

Published: Aug. 2, 2021, 2:35 p.m.

b'August 2, 2021 on ForYourBenefit, host Bob Leins, CPA\\xae welcomes Karen Schaeffer, CFP\\xae and Megan Schaeffer, Estate Planning Attorney.\\xa0 Karen and Megan will talk about what financial planners and lawyers specializing in estate planning have learned from the pandemic.\\n\\nPlanning for incapacity is as important as planning for death.\\nDocuments without conversation and conversation without documents is not enough.\\nEmergencies happen, but planning for them works.\\nThe economy is not the stock market.\\nRental real estate requires a strong plan and strong temperament.\\nTaking money from retirement plans is an expensive way to survive the pandemic.\\nHow to keep emotions from steering us to bad decisions.\\n\\n\\nSend in a question:\\xa0 Email us in advance at\\xa0ForYourBenefit@nitpinc.com'