Today I’m going to tell you what per stirpes is, in Plain English.
Because most retirement investors skip this step when setting up their retirement accounts. And skipping this step can result in thousands (or millions) of your hard-earned dollars going to the wrong person.
The good news is that you don’t even need an attorney to take action.
So, if you want to learn how you can avoid making a big estate planning mistake, you will enjoy today’s episode.
How to Listen to Today’s Episode
Episode Links & Resources:
- 👉 Get Your One-Time Retirement Plan
- Carl Richards:
- The Behavior Gap [Book]
- The Definition of Per Stirpes and What it Means [Define Financial Blog]