Ep 60: Beneficiary Designations: The Halfway House Estate Plan
Ep 60: Beneficiary Designations: The Halfway House Estate Plan
Many types of accounts allow the owner to designate beneficiaries to receive the account after the owner dies. This can ... Read more
7 Jul 2022
•
19mins
Ep 59: Using a Trust as a Utility Knife
Ep 59: Using a Trust as a Utility Knife
Most times, people look towards setting up a trust as a flexible, efficient, private, customized way to manage an inheri... Read more
16 Jun 2022
•
21mins
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Ep 58: Why Your Investments Matter in Your Estate Plan
Ep 58: Why Your Investments Matter in Your Estate Plan
It is always prudent to work with experts who specialize in a certain area. Use your estate planning attorney for your e... Read more
2 Jun 2022
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24mins
Ep 57: Filling The Box - How To Make Sure Your Trust Actually Protects Your Assets
Ep 57: Filling The Box - How To Make Sure Your Trust Actually Protects Your Assets
Setting up a trust is a great way to protect your loved ones after you’re gone. However, just signing the legal document... Read more
19 May 2022
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28mins
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Ep 56: Why Every Trust Needs A Will
Ep 56: Why Every Trust Needs A Will
Many families choose a trust as the best way to manage and distribute their inheritance after they pass away. However, p... Read more
5 May 2022
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22mins
Ep 55: When Should I Give My Children Their Money?
Ep 55: When Should I Give My Children Their Money?
It is impossible to predict the future. However, families with underage beneficiaries often have to work with their atto... Read more
21 Apr 2022
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26mins
Ep 54: What If Someone Puts You In Charge Of Their Estate Plan?
Ep 54: What If Someone Puts You In Charge Of Their Estate Plan?
Most of the focus on this show is about properly setting up your own plan to protect your family and your life savings. ... Read more
7 Apr 2022
•
23mins
Ep 53: Estate Planning Battle Royale: The Commodity vs. The Professional Service
Ep 53: Estate Planning Battle Royale: The Commodity vs. The Professional Service
There are two schools of thought on estate planning. The first (which we disagree with) is that estate planning is merel... Read more
31 Mar 2022
•
25mins
Ep 52: Student Loans After You Die
Ep 52: Student Loans After You Die
With tuition costs continuing to rise, more and more families are taking out student loans to pay for higher education. ... Read more
3 Mar 2022
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24mins
Ep 51: “Thanks But No Thanks”… The Worst Assets To Inherit
Ep 51: “Thanks But No Thanks”… The Worst Assets To Inherit
People always want to pass their estate smoothly to their heirs after they pass away. Many conversations with families r... Read more
17 Feb 2022
•
25mins
