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How to Properly Protect Your Assets (6/15/2024)
Manage episode 424093998 series 3083349
コンテンツは Alec Kelso and The Real Money Pros によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Alec Kelso and The Real Money Pros またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this episode of The Real Money Pros, host Brian Wiley and attorney Steve Rausch from Gravis Law explore key topics in estate planning and asset protection. Steve explains the differences between wills, which go through probate, and trusts, which can avoid probate if properly set up. They discuss the importance of titling accounts and designating beneficiaries to avoid probate, focusing on transfer on death (TOD) and pay on death (POD) designations, and joint accounts. Steve also covers how state laws affect asset ownership and distribution, especially in divorce and estate planning contexts. Learn how to efficiently protect your assets and get it right the first time.
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Brian Wiley, Financial Advisor
Steven Rausch, Attorney, Gravis Law
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SPONSORS:
Guild Mortgage:
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Formations:
https://get.formationscorp.com/real-money-pros
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