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Estate Planning Special Edition: EDU #2439
Manage episode 441690949 series 2424283
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.
363 つのエピソード
Manage episode 441690949 series 2424283
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.
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