Getting Your Estate Plan in Order S.4 | Ep.14

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    Don't think you need an estate plan? You could be putting your assets at risk.

    Financial experts Joe Anderson and Alan Clopine break down estate planning to its most basic level.

    Estate Planning Attorney Nicole Newman discusses the mistakes that many people make when putting together their will and trust.

    Important Points:

    (1:15) Financial Focus: Americans Without a Will

    (3:16) The Components of an Estate Plan

    (4:23) The Purpose of a Will

    (5:25) If You Pass Without a Will

    (6:05) Power of Attorney

    (7:35) True or False? I don't need any estate planning if I own less than the federal estate tax exemption.



    (8:50) Countdown to Retirement

    (10:57) Joe interviews Nicole Newman, Attorney at Law on Wills vs.

    Trusts

    (12:43) Advantages of a Trust

    (16:15) True or False? If I become incapacitated my executor will be able to handle my financial affairs.



    (17:38) Estate Taxes

    (19:16) Email Question #1: Can I transfer my properties into my children's names before I die so they can avoid paying estate taxes?

    (20:38) Email Question #2: My husband and I want all of our assets to go to a charity when we die rather than to our children.

    What can we do to make sure the funds and properties to go to the charity?

    (21:42) Email Question #3: I want to make sure my grandchildren's college tuition is taken care if I pass away.  What can I do to make sure that money is set-aside for them?

    Original Broadcast Date: July 16, 2017


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  • gettingyourestateplanorders4|ep14