Prepare now, make things easier later. Clarification at 5’04”-5’10”: The Surviving Spouse/Single Person might consider naming a charity as a beneficiary of their HSA.
Show Notes:
After the death of your spouse, by Mike Piper.
Managing a Windfall, from the Bogleheads Wikipedia.
Widow, by Lynn Caine
The Blue Binder, Rob Berger
Nerd’s Eye View post Michael Kitces
Episode: #7
Podcast Date: 2/13/2024