Lessons From Real-World Estate Planning Cases
From Wise Counsel: Effective Financial and Estate Planning · 00:10:38
Show by Jay Franz
In episode 10, we examine non-identifying estate planning examples that illustrate how seemingly small gaps can create significant problems for families. The situations explore outdated beneficiary designations, incomplete trust funding, business succession, trustee selection, incapacity planning, blended families, real estate, charitable intentions, and coordination among professional advisors. This episode highlights a common theme across these situations: many estate planning problems can be addressed before a crisis occurs. It also explores how financial advisors and other professionals can recognize changes in a client's family, finances, business, health, or goals that may warrant a proactive estate planning review. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: [email protected] Phone: (480) 383-1861
More episodes of Wise Counsel: Effective Financial and Estate Planning
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- What Happens When an Estate Plan Is Never Updated?
- Charitable Giving and Philanthropy Planning
- Updating Your Estate Plan: Why Once Isn’t Enough
- Medicaid and Elder Care Planning Essentials
- Estate Planning for Families with Complex Assets
- Communicating Estate Plans With Families
- The Role of Professional Trustees vs Family Members
- Trailer: Wise Counsel: Effective Financial and Estate Planning
- The Importance of Starting Estate Planning Early
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