#117 Protect Your Assets With Estate Planning Money Matters With Dino podcast

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#117 Protect Your Assets With Estate Planning

9+ y ago 27:59

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Indhold leveret af Money Matters With Dino and Dino Katsiametis. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Money Matters With Dino and Dino Katsiametis eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Why would you want to work your whole lives just to give all of your assets away to the government and other 3rd parties at the time of your death? The answer is that you wouldn’t; nor would you want to have little or no control over medical decisions if you’re injured.

Tom Walden, Senior VP of Investments with Trilogy Financial Services came on to discuss these and other very impactful reasons to sit down with an estate planning professional.

Why is estate planning important for your clients?
What is probate and/or what would trigger probate?
What does Guardianship for Minors mean?
Are there taxes due at someone’s death?
As A Financial Advisor How can you help a client save on Estate Taxes?
How do your clients start the estate planning process

For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com

Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

… continue reading

154 episoder

#Business #Trading #Real Estate #Money Matters With Dino #Dino Katsiametis

Artwork

#117 Protect Your Assets With Estate Planning

Money Matters With Dino

published 9+ y ago

Del

MP3•Episode hjem

Indhold leveret af Money Matters With Dino and Dino Katsiametis. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Money Matters With Dino and Dino Katsiametis eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Why would you want to work your whole lives just to give all of your assets away to the government and other 3rd parties at the time of your death? The answer is that you wouldn’t; nor would you want to have little or no control over medical decisions if you’re injured.

Tom Walden, Senior VP of Investments with Trilogy Financial Services came on to discuss these and other very impactful reasons to sit down with an estate planning professional.

Why is estate planning important for your clients?
What is probate and/or what would trigger probate?
What does Guardianship for Minors mean?
Are there taxes due at someone’s death?
As A Financial Advisor How can you help a client save on Estate Taxes?
How do your clients start the estate planning process

For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com

Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino

Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

… continue reading

154 episoder

#Business #Trading #Real Estate #Money Matters With Dino #Dino Katsiametis

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