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Waiting Until Death to Give Isn't Really Giving
August 11, 2023
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Dead people can't give money. While having a will in place before death is sound advice, we believe there is a better way to give. In this podcast, Ben Taatjes will outline the difference between a will and a wealth transfer plan. He will also share the reasons giving to heirs and charities now will have a bigger impact than waiting until your death.
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Meet Your Host
Ben has been in the financial services industry for nearly two decades. He has worked alongside thousands of families and individuals while owning and operating Taatjes Financial Group, a retirement planning firm in west-central Minnesota. While Ben loves to work with retirees, his passion extends far beyond the numbers. This passion led to the publishing of his first book, Repurposed: The Untold Story of Retirement in America in 2017 as well as co-founding Retire Repurposed in 2019.
