Waiting Until Death to Give Isn’t Really Giving

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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.

Waiting Until Death to Give Isn’t Really Giving

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Originally published August 14, 2023

Author(s):

Jerrid Sebesta

Read More About Our Contributors

After spending 12 years as a TV meteorologist, Jerrid changed careers and moved into the financial services industry in 2014. Jerrid has a heart for teaching and continues to utilize his broadcasting background to inspire people to live with more purpose, impact, and freedom. Besides being the co-founder of Retire Repurposed, Jerrid is the Director of Business Development for Taatjes Financial Group.

Ben Taatjes

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.