Radio Interview: Wills, Estates, and Beneficiaries

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Live Oak

On January 12, 2016, 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:

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

Photo used here under Flickr Creative Commons.

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Follow Austin Fey:

Former Contributor

Austin Fey was a Wealth Manager at Marotta Wealth Management. She specialized in charitable giving.

Follow David John Marotta:

President, CFP®, AIF®, AAMS®

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. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.