Estate Planning Special Edition: EDU #2439

The Retirement and IRA Show

Вміст надано Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein 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 1:25:33

MP3•Головна епізоду

Jim and Chris welcome back Estate Planning Attorney, Shelly Thompson in this special EDU edition turned Q&A…

(8:30) A listener asks how to find a reputable estate lawyer and if there are any books Shelly recommends for learning more about Living Trusts.

(20:00) George wonders what the best practice is for making funds available to an executor that in not named as an account beneficiary. The gang also tackles a question on which type of account to pay estate taxes from.

(39:15) A question about the legality of a bank refusing to accept a Power of Attorney document is addressed.

(1:00:30) Shelly and the guys answer whether it is best to title a Trust with something other than your legal name(s) in order to make it less easily discoverable if a lawsuit is filed against you.

(1:05:15) Georgette is curious if it is best to start estate planning in her current state or wait a year or two to do it in the state she’s retiring to.

(1:07:45) A listener wants to know how often she should update her Living Trust and related documents.

(1:11:30) The gang discuss a question about setting up beneficiaries in a way that would potentially reduce the tax burden for a listener’s adult children.

The post Estate Planning Special Edition: EDU #2439 appeared first on The Retirement and IRA Show.

357 епізодів

#Trading #Business #Social Security #Chris Stein #Jim Saulnier #Retirement #Lifestyle #Jim Saulnier, CFP® & Chris Stein, CFP®