Shows
A Matter of TrustThe Ins and Outs of Limited Liability Corporations (LLCs)A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us at podcasts@creativeplanning.com
2022-04-1807 minA Matter of TrustWhy You Should Add Your Revocable Living Trust to Your Insurance PoliciesLearn the differences between revocable and irrevocable trusts here: https://creativeplanning.com/education/podcast/revocable-trusts-vs-irrevocable-trusts/A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Legal Disclosure: http://bit.ly/2DC250bHave questions or topic suggestions? Email us at podcasts@creativeplanning.com
2022-03-2104 minA Matter of TrustEstate Planning Considerations for Unmarried CouplesListen to more reasons to call your estate attorney: https://creativeplanning.com/education/podcast/reasons-to-call-your-estate-planning-attorney/A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Legal Disclosure: http://bit.ly/2DC250bHave questions or topic suggestions? Email us at podcasts@creativeplanning.com
2022-02-2505 minA Matter of TrustEight New Year’s Estate Planning ResolutionsListen to some more reasons to call your estate attorney: https://creativeplanning.com/education/podcast/reasons-to-call-your-estate-planning-attorney/Learn the difference between a revocable and an irrevocable trust: https://creativeplanning.com/education/podcast/revocable-trusts-vs-irrevocable-trusts/ A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Legal Disclosure: http://bit.ly/2DC250b2022-01-1804 min
A Matter of Trust‘Tis the Season for GivingRead more about gifting rules: https://creativeplanning.com/education/article/the-rules-of-gifting-for-the-season-of-giving/Read more about leaving a charitable legacy: https://creativeplanning.com/education/article/gifting-strategies-for-spending-down-assets/Learn more about gifting to 529 education savings plans: https://creativeplanning.com/education/financial-planning/the-virtues-of-529-education-savings-plans/ A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.2021-12-2004 min
A Matter of TrustDodging Bullets: The Latest Estate Tax NewsRead more about the latest tax proposals: https://creativeplanning.com/education/article/important-updates-to-president-bidens-tax-plan/ A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Legal Disclosure: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2021-11-1504 min
A Matter of TrustAdvanced Estate Planning: Spousal Lifetime Access Trusts (SLATs)Read more about SLATs: https://creativeplanning.com/education/article/spousal-lifetime-access-trusts-slats/A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Legal Disclosure: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2021-10-1806 min
A Matter of TrustImportant Legal Healthcare DocumentsA Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Legal Disclosure: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2021-09-2006 minA Matter of TrustReasons to Call Your Estate Planning AttorneyA Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Legal Disclosure: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2021-08-1605 min
A Matter of TrustRevocable Trusts vs. Irrevocable TrustsA Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.Important Legal Disclosure: http://bit.ly/2DC250bHave questions or topic suggestions? Email us @ podcasts@creativeplanning.com
2021-07-1403 min
A Matter of TrustWhere to Start When Settling an EstatePeter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss safekeeping of documents like wills and trusts, and how this applies to digital assets, also. They tell how preserving documents has changed rapidly in the last 10 years, and how to keep them at your fingertips. Listen in as we explore these topics in the latest podcast episode.A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire...2020-10-1906 min
A Matter of TrustGet Specific In Your Special-Needs Estate PlanningPeter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the important but often overlooked nuances of estate planning for someone with special needs. Surprisingly, a generous gift made without guidance can actually hinder more than help. Listen in as we explore these topics in the latest podcast episode.A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge...2020-09-1405 min
A Matter of TrustHow Moving Affects Your Estate Planning DocumentsPeter Mallouk and his co-hosts, Attorneys Annie Rogers and Christina Knopke, discuss how your legal documents may need to change when you move to a new state. They reveal that while there’s no need to panic, a review from your new state’s perspective is in order. Listen in as we explore these topics in the latest podcast episode. A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and i...2020-08-1705 min
A Matter of TrustLegal Lessons Learned from Covid-19Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the importance of having a current Healthcare Power of Attorney, especially during a crisis. They reveal how proper planning avoids “haste makes waste” when resources are already scarce. Listen in as we explore these topics in the latest podcast episode.A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through know...2020-07-1307 min