Tag: Estate planning

Most people want their family to remember them, they want to pass on something. What does it mean to leave a lasting legacy? What's a mistake, and what are some pointers? Steve Waltar with Legacy Estate Planning joins Suzanne to talk about matters of Inheritance and philanthropy with your estate.

Steve Waltar with Legacy Estate Planning joins Suzanne to talk about whether you might prefer to have a will or a trust, and why.

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.