Gary Botwinick Discusses Estate Planning on “Don’t Run Out of Money”

“Don’t Run Out of Money” host and financial planner David Seibel interviewed Gary Botwinick on RVNTV in September 2020 about the estate planning process, including preparing wills and trusts, and coordinating non-probate assets such as a 401ks, IRAs and life insurance, which pass by beneficiary designations, as well as planning for healthcare and elder care. Gary also discusses how, – similar to why individuals and families will work with financial planners rather than use a DIY product – there are many reasons to consult with an experienced Trusts & Estates attorney to develop a bespoke estate plan that ensures your wishes are clearly documented and offers the most protective and intended outcome, even within complicated family relationships. Gary advises that estate planning documents should be modified anytime there is a significant change in the law or in a family’s particular situation.

Watch the interview here.