43 min listen
Where there’s a will isn’t always the way!
Where there’s a will isn’t always the way!
ratings:
Length:
44 minutes
Released:
Oct 29, 2019
Format:
Podcast episode
Description
Many federal workers and retirees don’t bother with estate planning. Mostly because they don’t think of themselves, long-time civil servants, as the estate type. Get a will off the internet, get it notarized and all is well, right?
Not necessarily. Wills are great, but if you are or were a career civil servant, if you own a house, if you have money in your TSP account, bank or investments — chances are you have an estate. If you check all those boxes and are still married to your first spouse, you almost certainly do. So what next?
Tom O’Rourke, an estate/tax attorney in the Washington D.C. area, says many people have estates but don’t realize it. He’ll be my guest today on our Your Turn show at 10 a.m. EST, streaming here or on 1500 AM in the D.C. area. If you have questions for Tom, email them to mcausey@federalnewsnetwork.com before the show.
Not necessarily. Wills are great, but if you are or were a career civil servant, if you own a house, if you have money in your TSP account, bank or investments — chances are you have an estate. If you check all those boxes and are still married to your first spouse, you almost certainly do. So what next?
Tom O’Rourke, an estate/tax attorney in the Washington D.C. area, says many people have estates but don’t realize it. He’ll be my guest today on our Your Turn show at 10 a.m. EST, streaming here or on 1500 AM in the D.C. area. If you have questions for Tom, email them to mcausey@federalnewsnetwork.com before the show.
Released:
Oct 29, 2019
Format:
Podcast episode
Titles in the series (100)
Index Funds & The TSP: Follow The Money: The biggest gains federal worker and retiree investors have made in their Thrift Savings Plan accounts have come from the stock-indexed C, S and I funds. But whats an index and whats an index fund. And why do you need them in your portfolio?... by Your Turn with Mike Causey