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Show Category: Estate Planning

Trusts
Original Air Date: June 08th, 2022

Trusts

Category: Estate Planning

Laurie welcomes Attorney James Ruggiero to discuss: Trusts 101

Estate Planning Implementation
Original Air Date: May 04th, 2022

Estate Planning Implementation

Category: Estate Planning

Laurie discusses Estate Planning Implementation

Multi-State Estate Planning
Original Air Date: July 14th, 2021

Multi-State Estate Planning

Category: Estate Planning

Laurie and her guest, Attorney Tim Duckworth Jr from Mosebach, Funt, Dayton & Duckworth, P.C., discuss multi-state implications in estate planning. Receiving an inheritance from out of state.Using trusts for real estate in another state.Choosing representatives near or far.What if you move? Do you have to redo your will? Why is it important to do […]

Organizing Your Digital Estate
Original Air Date: June 30th, 2021

Organizing Your Digital Estate

Category: Estate Planning

Laurie is joined by Erin McCune from Easeenet to discuss: Capturing the Logistics of Your Life.

Fearless Estate Planning
Original Air Date: October 21st, 2020

Fearless Estate Planning

Category: Estate Planning

Laurie Siebert, CPA, CFP®, AEP® is joined by Eric R. Strauss, Attorney at Worth, Magee & Fisher to discuss: “Removing the fear from estate planning to move forward.” Key takeaways from this show include:Understanding the nature of any joint account you have – there is joint tenancy by the entireties (with a spouse), joint with rights […]

Document Retention
Original Air Date: May 20th, 2020

Document Retention

Category: Estate Planning, Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “Document Retention – How and what you should keep?”

Divorce Estate Planning
Original Air Date: March 18th, 2020

Divorce Estate Planning

Category: Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest, Allen Tullar, Esq. from Gross McGinley , discuss: “Estate planning considerations through divorce.”

Trusts – when do they make sense?
Original Air Date: January 14th, 2020

Trusts – when do they make sense?

Category: Estate Planning

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.”

Estate Planning Basics
Original Air Date: October 30th, 2019

Estate Planning Basics

Category: Estate Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest Ryan Fields, Esq. from King, Spry, Herman, Freund & Faul discuss: “Estate Planning Basics (and Beyond).”

Gifting
Original Air Date: December 19th, 2018

Gifting

Category: Charity, Estate Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “Gifting – how much, when and how?”