『Navigating the Complexities of Estate Planning with Jacque Albus』のカバーアート

Navigating the Complexities of Estate Planning with Jacque Albus

Navigating the Complexities of Estate Planning with Jacque Albus

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 The spotlight often shines on the glitz and glamour in entertainment and sports. But amidst the whirlwind of success and fame, a critical aspect is often overlooked—estate planning. The process involves the protection of artistic works, intellectual property, and the well-being of loved ones. In this episode, Tyler and Peggy talk with Jacque Albus, Attorney and Leader of Husch Blackwell's Financial Services and Capital Markets Business Unit. They discuss the importance of reviewing and updating estate plans, especially for beneficiaries. They also touch on the impact of changing laws on estate planning strategies and the need for flexibility. Jacqueline emphasizes the significance of properly titling assets and implementing the estate plan to ensure effectiveness.  The conversation also delves into the unique challenges of managing intellectual property and having a trusted team of advisors. They discuss sudden wealth events and potential for estate battles. Join us as we discuss: [01:32] - Jacque's diverse background and resume. [08:03] - The importance of updating estate planning documents. [10:55] - What it means to put assets into a trust. [15:26] - The recommended frequency for reviewing estate plans. [23:18] - Different types of trusts. [26:43] - Asset protection and privacy. [28:16] - Charitable trusts and their flexibility. [31:39] - Incorporating intellectual property into strategies. [38:41] - Advice for celebrities in managing fame and wealth. [41:52] - Houdini's will and unique trust provision. [43:50] - Common occurrence of estate battles. [46:55] - The legitimacy of a holographic will. [49:37] - Potential pitfalls in estate planning in the future. [54:29] - One thing that Jacque wishes she’d known earlier. Key Takeaways Regularly review and update estate plans to ensure they align with current intentions and include all beneficiaries. Implement the plan by properly titling assets and following the rules outlined. Stay informed about changing laws and their potential impact. Consider the unique challenges of managing intellectual property. Surround yourself with a trusted team of advisors. Be prepared for sudden wealth events. Quotes "To stay on top of your plan, make sure you've got the right people making decisions. Make sure you're naming the beneficiaries that you want. Make sure everything is documented and make sure people know your goals and intentions." ~ Jacque Albus "You have to look at people's estate plans as a holistic plan and recognize that anything you tinker with is going to impact something else. And that requires a very in-depth knowledge of your client's assets, their plan, and their goals." ~ Jacque Albus Links  Jacque Albus on LinkedIn Husch Blackwell Kobe Bryant Patrick Mahomes Winnie the Pooh: Blood and Honey Rotten Tomatoes Yellowstone Oliver Anthony Rich Men North of Richmond Prince Jimi Hendrix Tupac Shakur Amy Winehouse Aretha Franklin Sonny Bono Pablo Picasso Connect with our hosts Stonebridge Wealth Management Tyler on LinkedIn Peggy on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts Partner with Tyler and Peggy If you'd like to partner or work with Tyler or Peggy, please send an email to richesandrhythms@gmail.com. Disclosure OneAscent Financial Services, LLC ("OAFS"), d/b/a Stonebridge Wealth Management, is a registered investment adviser with the United States Securities and Exchange Commission. OAFS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by OAFS or any unaffiliated third party. OAFS is neither an attorney nor accountant, and no portion of the presented content should be interpreted as legal, accounting, or tax advice. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
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