Who Will Control Your Money After You’re Gone? – 284

Estate planning usually starts with deciding who gets what. But here’s another question can matter just as much: who will be responsible for carrying out your wishes after you are gone? It seems like that part of it often gets overlooked.

Choosing a trustee or executor should not be treated like a box to check. The right person needs to be trustworthy, organized, willing to ask for help, and able to follow the plan even when emotions are running high. In some cases, a family member may be the right choice. But not always.

Who will control your money after you’re gone, and what should you think about before naming that person? Learn more from podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future!

The opinions voiced in this show (program; podcast) are for general information and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to make a decision.

10/2026 # ART-1197602