Tag: Estate planning

Steve Waltar with Legacy Estate Planning joins Suzanne to talk about the particulars of choosing beneficiaries when planning for your estate.

Listen in to learn about setting up your estate plan and the people needed to set up irrevocable third-party trusts, with elder law attorney Jim Koewler.

Elder law attorney Jim Koewler joins Suzanne to talk about setting up your estate plan and the people needed to complete various documents. This segment covers revocable trusts.

Elder law attorney Jim Koewler joins Suzanne to talk about your estate plan and the people needed to complete various documents, such as wills and living wills.

Elder law attorney Jim Koewler joins Suzanne to talk about setting up your estate plan and the people needed to complete various documents, such as powers of attorney, wills, living wills, revocable trusts, and irrevocable third-party trusts. This segment covers Powers of Attorney.

This hour is about how to appoint people to represent you in situations where you're unable to act for yourself – a who's who of people who should be involved in your estate plan. This segment focuses on Revocable Trusts — Grantors are initial trustees, Successor Trustee, HIPAA Release.

Learn how to appoint people to represent you in situations where you're unable to act for yourself. This segment focuses on after you pass away. You can choose between a will-based estate plan or a trust-based estate plan.

Learn how to appoint people to represent you in situations where you're unable to act for yourself – a who's who of people who should be involved in your estate plan. This segment focuses on living wills. One person does the job – pick one person.

This hour presents a who's who of people who should be involved in your estate plan, and how to choose people to have power of attorney – specifically, the personality traits they should have. For Powers of Attorney (General and Health Care), you need to choose an Agent, First successor agent, Second successor agent, and Others.

Suzanne speaks with Phillip George, an elder law and estate planning attorney from Safe Harbor Legal Solutions at 360-746-7169. This segment focuses on what...