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SECURE ACT – New Planning
Guest David Ellowitch, CFP® joined Laurie to discuss the nuances of the SECURE ACT that impact beneficiaries of retirement accounts in their income tax, estate and cash flow planning.
Bringing the Estate Plan Together
Laurie Siebert, CPA, CFP®, AEP® wraps up her Estate Planning Month series with a discussion about “Bringing the Estate Plan Together.”
Long-Term Care Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss: “Long-Term Care Planning.” RELATED SHOWS: Tax & Cash Flow in Estate Plans
Tax & Cash Flow in Estate Plans
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis & Associates discuss: “Conversations around tax and cash-flow planning as part of an estate plan.”
Long-Term Care Planning
Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Stanley Vasiliadis, discuss: “Long-term care as part of retirement and estate planning”
Beneficiaries & Asset Titling in Estate Plans
Laurie Siebert, CPA, CFP®, AEP® discusses Estate Planning – specifically, beneficiary designations and asset titling.
Investment Planning for Every Stage
Laurie Siebert, CPA, CFP®, AEP® and guest, Timothy Roof, CFP®, discuss estate planning for every stage of life. RELATED PODCASTS: Investing Basics with Guest Host, Rod Young, CPA, CFP®
Trusts – when do they make sense?
Laurie Siebert, CPA, CFP®, AEP® and her guest, Nicholas Nanovic, Esq., LL.M., AEP® from Gross McGinley, LLP, discuss: “Trusts – general estate planning, minor trusts, A/B trusts and more.”
Legal Considerations
Laurie A. Siebert, CPA, CFP®, AEP® and her guest Attorney Gladys Wiles of Snyder & Wiles, PC, discuss “A Potpourri of Legal Considerations for You” (including real estate, personal injury, business and estate planning).
Mid-Year Financial Check-up
Guest host, Rodman Young CPA/PFS, CFP® discusses paying attention – “It’s time for a Financial Check-up.” PAY ATTENTION TO… Your employer retirement plan. Your employer benefit programs. Your spending budget and “invisible” expenses. Roth IRAs – strategic or tactical conversions. Rebalancing your investment portfolio. Your estate planning documents. Your income tax planning. Your risk management […]
