Savings Bonds, "Coast FI," and Do I Need a Trust? (Your Questions)
The Stacking Benjamins Show
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Exploring Savings Bonds and Estate Planning
This chapter covers a detailed discussion on savings bonds, including series EE savings bonds, the process of cashing them in, interest rates, and tax implications. The hosts share personal anecdotes and insights on I-Bonds and the historical context of savings bonds. Additionally, the chapter delves into estate planning, highlighting the importance of wills, trusts, and setting up arrangements for beneficiaries to manage assets and ensure privacy.
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