Episode 23 - Estate Planning Lessons We Can Learn from the Late Princess Diana
Mar 11, 2021 ·
12m 31s
In this episode, we discuss a few estate planning lessons we can take away from the Late Princess Diana. This week, Oprah Winfrey's interview with Prince Harry and Meghan Markle...
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In this episode, we discuss a few estate planning lessons we can take away from the Late Princess Diana. This week, Oprah Winfrey's interview with Prince Harry and Meghan Markle dominated the news and social media. During the conversation, Prince Harry mentioned that he is living off of the inheritance left for him by his mother, Princess Diana.
I researched some of the details of her estate plan and it's execution, and developed these takeaways based on what Princess Diana did well and what could have been better: 1) Have An Estate Plan 2) Have Your Estate Plan Created By Attorney/Lawyer Who Specializes In This Area and 3) Be Thoughtful About Who You Designate As The Executor And Trustee Of Your Will Or Trust
show less
I researched some of the details of her estate plan and it's execution, and developed these takeaways based on what Princess Diana did well and what could have been better: 1) Have An Estate Plan 2) Have Your Estate Plan Created By Attorney/Lawyer Who Specializes In This Area and 3) Be Thoughtful About Who You Designate As The Executor And Trustee Of Your Will Or Trust
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| Author | Kimberly Page |
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