Wills, Trusts and Estates
Jim Lange, CPA/Attorney
Guest: Matt Schwartz, Esq.
Episode 115
TOPICS COVERED:
Guest Introduction – Matt Schwartz, Esq.
Money Saving Strategies for your Legacy: Leaving to Charities
Avoiding Probate
Trusts as Beneficiaries
Attorneys and Financial Advisors Working Together for You
Special Needs Trust
The Importance of Having Assets in the Right Name
Naming Trustees and Executors
Money Saving Strategies: For You and Your Livelihood
The Threat of the Death of the Stretch IRA
Disclaimers
