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WealthHealth Radio - 2008-07-12 - Estate Plans PDF Print E-mail
Written by John D. Buerger, CFP®   
Saturday, 12 July 2008 03:00
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Wealth Health Radio

Check out the Wealth Coach on the Radio!

ESTATE PLANNING w/ Special Guest Mistala Merchant

In this show we cover all the basics of estate planning including many of the mistakes folks make in developing their own plan.  A recent survey found that more than 60% of adult Americans DO NOT have ANY FORM of estate plan - not even a simple will.  Of those that do have some legal documentation expressing their wealth transfer wishes, most do not have all the documents they need or those documents are grossly outdated or incompletely constructed.

This show was an hour long.  We have edited it down and broken it into pieces to make it easier to navigate. 

ESTATE PLANNING - Everything you need to know in order to create a more secure future for your family - especially if something happens to you and/or your spouse.

Introduction of Mistala Merchant and Estate Planning in General
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Trust Amendments - Keeping Your Trust Up To Date (caller)
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Probate - What Happens if you Don't Have a Trust
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HIPAA and Health Care Directives - (caller)
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Probate Issues - Minimum Estate Size, Negative Estates
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Naming Guardians For Your Children
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No Trust, No Will - What Happens When You Die Intestate
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Spendthrift Provisions - Not Dumping Big $$ on Young People
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Estate Planning Costs
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Reviewing Estate Planning Documents (caller)
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Estate Planning in Different States (caller)
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Charitable Giving, How to Find a Lawyer
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Tune in live each Saturday at 10am Pacific www.920kvec.com

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Last Updated on Saturday, 11 October 2008 17:07