The Legacy Planning Show
By Joe Clark
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Category: Investing
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Episodes: 37
Description
Learn how to make the most of your legacy planning strategies with The Legacy Planning Show.
Real, useful information for everyday people that can be translated into daily life and thought.
We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the "Average Joe" to take home and put to use.
| Episode | Date |
|---|---|
|
Trustee and Executor Job Descriptions
|
Sep 09, 2022 |
|
The Difference Between Trustee, Successor Trustee, and More
|
Aug 25, 2022 |
|
Tax Diversification For Your Legacy Plan
|
Aug 19, 2022 |
|
Creating Your Letter Of Intention - Legacy Planning and Estate Planning
|
Aug 09, 2022 |
|
Financial Planning With The End In Mind. Part 2
|
Feb 25, 2022 |
|
Financial Planning With The End In Mind. Part 1
|
Feb 23, 2022 |
|
Is Incremental Incapacitation Going To Affect You? (with special guest Tom Hurley, J.D.)
|
Feb 16, 2022 |
|
Are You Hurting Your Beneficiaries By Leaving Them A Gift?
|
Feb 02, 2022 |
|
What Does Fading Away Mean For You, Your Family And Your Legacy
|
Jan 13, 2022 |
|
Prepare For Cognitive Decline
|
Jan 05, 2022 |
|
Don't Just Plan For The Metaphorical "Hit By A Bus" - Fading Away
|
Dec 24, 2021 |
|
It Is Never Too Early For Legacy Planning, But It Can Be Too Late
|
Dec 21, 2021 |
|
Why Family Trustees May Not Be The Way To Go
|
Nov 11, 2021 |
|
How To Be Charitable NOW vs. After You Are Gone
|
Nov 09, 2021 |
|
Coming Back From The Grave - What You Can Do Today To Haunt Your Family Later
|
Nov 05, 2021 |
|
End Of Life Planning
|
Nov 04, 2021 |
|
Wills, Trusts And Successor Trustees
|
Oct 22, 2021 |
|
Preparing For The Death Of A Spouse
|
Oct 21, 2021 |
|
The Most Important Lesson We Never Taught Our Children
|
Oct 05, 2021 |
|
IRA's Have Changed. Have Your Beneficiaries Or Your Situation Changed?
|
Oct 01, 2021 |
|
Pt. 2 What happens when you are no longer the right person to make the most critical decisions?
|
Sep 29, 2021 |
|
Pt. 1 What happens when you are no longer the right person to make the most critical decisions?
|
Sep 28, 2021 |
|
Successor Trustees - The Obligations And The Liability
|
Sep 10, 2021 |
|
Inheritance And The Tax Rules You Need To Make Sure They Know
|
Aug 31, 2021 |
|
Trusts And Trustees Are More Important Than You May Think
|
Aug 24, 2021 |
|
Why You Should Monitor Your Aging Parents' Finances And How To Do It (with Special Guest Cameron Huddleston)
|
Aug 03, 2021 |
|
Retirement Is A Marathon, Not A Sprint
|
Jul 30, 2021 |
|
Teaching Our Children (No Matter How Old) Good Money Habits
|
Jul 21, 2021 |
|
5 Critical Elements for Legacy Planning
|
Jul 02, 2021 |
|
Importance Of A Trust And Trustees
|
Jun 30, 2021 |
|
Taxes play a bigger part for your beneficiaries than you think
|
Jun 18, 2021 |
|
Who Takes Care Of You When You Can't Take Care Of Yourself?
|
May 18, 2021 |
|
What Is A Special Needs Trust And Do You Need One?
|
May 18, 2021 |
|
Your Successor Trustee Makes All The Difference In The World
|
Apr 20, 2021 |
|
Wills & Trusts: Which One Offers More Control When You Are Gone?
|
Apr 06, 2021 |
|
How To Talk To Your Parents About Money
|
Mar 16, 2021 |
|
What Is The Difference Between A Trust And A Trust Protector?
|
Mar 16, 2021 |