The Lowdown on Legacy Planning: Recent Episodes
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We shine a light on legacy planning because we know it's a topic that's often avoided. And we want to help break that taboo. We know this topic seems dark and dreary, but don't worry. We're fun. We offer easy-to-understand explanations, share real-world examples and offer clever analogies. Pretty soon, you'll see that this stuff isn't that hard to grasp.
Sample from managing trust investments
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Answers to questions you may have if you've been named the beneficiary of a trust. Plain English explanations, always.
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Get a basic understanding of the responsibilities and practical considerations associated with managing trust investments. Plain English explanations, always.
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The more the merrier, right? Maybe not, when it comes to multiple trustees. Learn some of the advantages and disadvantages of naming more than one trustee to manage your trust. Plain English explanations, always.
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Research shows that those who receive an inheritance tend to lose a major portion due to spending and bad investments. If you're worried that your loved one could mismanage an inheritance, you're not alone. But don't worry, you can plan ahead with a trust. Let us tell you about it in under 15 minutes. Plain English explanations, always.
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If you've got a loved one with special needs, it's very important to plan ahead to ensure they are care for when you're gone. Tune in to learn more.
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Have you ever wondered what a Trustee is and what a Trustee does? We explain the basics in plain English, always.
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Want to leave property to one person for his or her lifetime and to another upon their death? You can do that, with a Life Estate. Join us as we discuss this unique legacy planning tool and the interesting dynamic it creates between both beneficiaries. Plain English explanations, always.
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Learn about the different types of guardians and their responsibilities. Plain English explanations, always.
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Learn about two primary legacy planning tools, wills and trusts, in under 10 minutes. Plain English explanations, always.
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Understand the risks you run if you fail to set up a legacy plan, all in under 10 minutes. Plain English explanations, always.
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A house is often one of the largest assets held by a trust. If you've been named as Trustee, tune in to learn more about some of the responsibilities associated with real estate.
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