MoneyWise Live | October 26, 2018

The Heartbreak of Intestacy

Show Notes

It’s a condition most of us have but few want to talk about. If it’s mentioned, we quickly change the subject or walk away. We don’t want others to know that we live day by day with the heartbreak … of intestacy.  What’s that, you ask?  Intestacy is simply the state of not having a will.  Rob West has the prescription for curing intestacy. 

  • Is it really true that most of don’t have a will?
  • It’s so easy to draw up a will with an attorney or even online these days. Why don’t more people do it?
  • Can you be specific about when and how assets are disbursed?
  • What’s the easiest way to draw up a will?

Next, Rob and Steve answer these questions at 800-525-7000 or via email at

  • What does the Bible say about being am extremely frugal person? 
  • If you feel comfortable with your retirement savings and 4 years to retirement and have seen the funds in fluctuate a lot, should you move one of the retirement funds into an annuity?
  • Should you move 2 investment accounts worth about $3000 each that are not in retirement vehicles into an Roth IRA?
  • What should do with funds that want to keep liquid but also get as much interest as possible on?
  • Is it more important to buy life insurance policies for your children or just save that money for them? 
  • If you just quit your job to go back to school and your husband will be earning tax free money deployed overseas, should you use that money to pay off debt or save it for future student loans?
  • If your employer offers it's own stock as an investment in your company IRA, should you concentrate on those stocks or diversify?
  • If your young daughter wants to know if she should tithe on money she receives for birthdays, graduation, etc., what should you tell her?

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