200: Why Your Health Savings Account Needs a Beneficiary

About this episode

In this milestone 200th episode, Kirsten discusses the importance of naming a beneficiary for Health Savings Accounts as part of estate planning.

We've reached a huge milestone here at Absolute Trust Counsel—drum roll, please—the launch of our 200th Absolute Trust Talk episode! What started as an idea while driving down the road after a guest appearance on a financial advisor's radio show has become a trusted resource for thousands of listeners over the years. Kirsten's dream was always to have a platform where she could share the expertise of smart professionals she knows—financial planners, accountants, insurance experts, and fellow attorneys—with anyone who could benefit from their knowledge, and to explore the myths, misconceptions, and commonly overlooked estate planning details. From all of us at Absolute Trust Counsel, we want to say THANK YOU! We are deeply grateful to everyone who watches, listens, comments, subscribes, and shares our slice of the airwaves. And speaking of commonly overlooked details, in this celebratory episode, Kirsten continues her "Estate Planning Misses" series by tackling Health Savings Accounts. While HSAs offer valuable tax benefits, there's a simple estate planning step most HSA owners completely overlook—and skipping it could create unnecessary tax bills and legal headaches for the…

People in this episode

Host: Kirsten Howe

Topics covered

• Health Savings Accounts
• Estate Planning
• Tax Benefits
• Beneficiary Designation
• Financial Planning

Keywords

• Health Savings Account
• beneficiary
• estate planning
• tax benefits
• financial planning

Mentioned in this episode

Organizations: Absolute Trust Counsel

Products: Health Savings Account

Places: United States

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