Do You Need a Will?

Do You Need a Will?

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Do you actually need a will? In this YSR FAQ episode, we break down one of the most common estate planning questions and explain why a will still matters, even if some of your assets already have built-in protections. Dennis walks through how jointly owned property, beneficiary designations, and transfer-on-death accounts work, and what happens when someone passes away without a will.

This episode also explores the probate process, how state intestacy laws decide who inherits your assets, and why outdated or missing beneficiary forms can create major problems for families. Along the way, Dennis shares real-world stories and practical insights that help simplify a topic many people avoid talking about.

Key takeaways:

  • Why most adults should have a will
  • How joint ownership affects inheritance
  • The importance of updated IRA and 401(k) beneficiaries
  • What happens if you pass away without a will 
  • And more!

Connect with Dennis O’Keefe: 

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable, but it is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.

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