Estate Planning Naughty and Nice List: Safeguard Your Legacy with Essential Strategies

Elder Law Report

Вміст надано Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A.. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Greg McIntyre, J.D., M.B.A., Greg McIntyre, J.D., and M.B.A. або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

2M ago 20:10

MP3•Головна епізоду

Unlock the secrets to ensuring your legacy isn't left to chance with our holiday-inspired guide to estate planning! Elder law attorneys Greg McIntyre and Brenton Begley bring you the "Estate Planning Naughty and Nice List," revealing essential strategies to safeguard your assets and avoid legal pitfalls. Learn why simply having a spouse doesn't automatically grant decision-making powers over your financial and healthcare matters, and discover the proactive steps needed to keep your estate out of probate and secure for future generations.
Our episode sheds light on the power of taking a thorough inventory of your personal relationships and financial assets as the cornerstone of a robust estate plan. From utilizing Lady Bird deeds to creating Medicaid asset protection trusts, we explore how these tools can shield your wealth from unforeseen claims. Britton and I debunk common misconceptions and stress the importance of appointing powers of attorney, ensuring trusted individuals can step in when needed. With professional guidance, you can craft a comprehensive plan that not only protects your family's future but also honors your personal wishes.

Розділи

1. Estate Planning Naughty and Nice List (00:00:00)

2. The Nice List for Estate Planning (00:07:27)

3. Estate Planning (00:13:40)

597 епізодів