Radio Interview: Wills, Estates, and Beneficiaries

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Live Oak

David John Marotta was interviewed on radio WINA’s Schilling Show discussing estate planning. David and host Rob Schilling discuss what estate planning is, why you want to do it, and explain some of the jargon. They also talk about whom to appoint to look after your affairs and settle your estate.

Listen to the interview here:

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Here are two articles to open the conversation with your parents:

Photo used here under Flickr Creative Commons.

Follow Austin Fey:

Wealth Manager

Austin Fey is a Wealth Manager at Marotta Wealth Management, specializing in charitable giving and asset allocations. She is a regular contributor to our Marotta On Money articles, often giving advice to those just getting started in finance.

Follow David John Marotta:

President

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. Favorite number: e (2.7182818…)