Show Category: Estate Planning
Estate Planning Stories
Laurie and her guest Attorney Pete Iorio from Fitzpatrick Lentz & Bubba discussed Estate Planning Stories
Questions to Know When Someone Dies
Laurie discusses: Basic questions when someone dies (understanding what to ask before it happens)
Estate Planning Implementation
Laurie discusses Estate Planning Implementation
Multi-State 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
Laurie is joined by Erin McCune from Easeenet to discuss: Capturing the Logistics of Your Life.
Fearless 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
Laurie Siebert, CPA, CFP®, AEP® discusses: “Document Retention – How and what you should keep?”
Divorce 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?
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.”
