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2015 -- Special Edition 
Chris Long

NPR Marketplace Weekend Interview
Inheritance

Last week I was interviewed for Marketplace Weekend, a NPR program, on the topic of inheritance.  One thing that I found interesting was the concept that some people plan to spend all of their money before they die leaving no inheritance.  In my experience this is rare.  What is much more likely is people will usually have some assets when they die.  For example, many people own a house with equity when they die which their heirs will inherit.
I counsel my clients not to base their financial plan on receiving an inheritance because it is something they have no control over.

To listen to the entire show click here.  My segment begins at 34:45

 
Take care,

 
 





Chris Long, CFP®
Long Financial Planning

 

 


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