『Lessons From Real-World Estate Planning Cases』のカバーアート

Lessons From Real-World Estate Planning Cases

Lessons From Real-World Estate Planning Cases

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概要
 In episode 10, we examine non-identifying estate planning examples that illustrate how seemingly small gaps can create significant problems for families. The situations explore outdated beneficiary designations, incomplete trust funding, business succession, trustee selection, incapacity planning, blended families, real estate, charitable intentions, and coordination among professional advisors. This episode highlights a common theme across these situations: many estate planning problems can be addressed before a crisis occurs. It also explores how financial advisors and other professionals can recognize changes in a client's family, finances, business, health, or goals that may warrant a proactive estate planning review. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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