May 19, 2020
Many people believe that having an estate plan simply means drafting a will or a trust. You may ultimately find yourself left with a lot of questions before you even start. Acknowledging that it is high time to get your legal affairs in order and finding the right firm to prepare your documents are the initial actions you need to take.
In this episode, I’ll talk about the next steps that can help you cover all contingencies and make sure that your estate plan is complete.
In this Episode:
- Chris’ positive focus for the week
- Following a plan and picking the right tools for state planning
- The big dirty secret of estate planning
- What is the advantage of Castle Wealth Group from other firms
- Four ways assets can be transferred to your name
- Certified Elder Law Attorney gold standard in estate planning and elder law
- Elder Law for asset protection
- Estate planning 10-point checklist
- What is Castle Trust?
- Estate planning 101 webinars
- Funding a trust
- Investment and tax planning advice to coordinate your full plan
- The macro approach in terms of taxes
- Three big law changes as it relates to taxes
- The brisket analogy
- Viewing an estate plan as a parachute
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