VanEck
April 16, 2024
Identifying trends that create impactful investment opportunities since 1955

Estate Planning with Anne Rhodes

Anne Rhodes discusses estate planning, addresses common obstacles, and highlights why having some plan in place is better than nothing. Show Notes: 00:00 Introduction 01:59 Anne’s podcasting experience 05:00 Biggest misconceptions of estate planning 10:49 Trusts 12:49 Limitations to a trust 18:17 How the great wealth transfer impacts estate planning 19:26 Takeaways for the sandwich generation 25:37 Long-term trend 29:40 Trend or Fad

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