Per Stirpes: How This Funny Word Can Save You From Sending Thousands (or Millions) of Retirement Dollars to the Wrong Beneficiary
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
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Show Notes
Today I'm going to explain exactly what Per Stirpes is.
Per-what?!
Yes, it's a funny Latin legal term but it recently saved my client from sending a healthy six-figure sum to the wrong beneficiary.
And she didn't even need to hire an attorney to fix it!
If you want to make sure your money is inherited by the right people when you are gone, you'll enjoy today's episode.
For all the links and resources mentioned in today's episode, visit www.youstaywealthy.com/61
DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.