Sign up to save your podcasts
Or
Share Avoid Common Missteps in Your Estate Plans [Episode 108]
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Avoid Common Missteps in Your Estate Plans [Episode 108]
Attorney-CPA Joe Cordell and co-host Susan Arthur dive into
some of the more common mistakes that people make when estate planning. They
talk about the hazards surrounding losing track of where your will is or not
updating it.
Joe and Susan also talk about the complications surrounding
pets and providing for them in your estate plan. They bring up pet custody and
the modern commonality of including your pet in your estate plans through the
uniform trust code.
They highlight some of the issues surrounding property, as
well as creative property, and make recommendations, including putting property
within a revocable living trust. Joe talks about the use of a deed of gift
within a trust and how beneficial this mechanism can be.
Joe talks about the benefits of a trust owning an asset, in
order to offer the asset and your loved ones protection from financial hardship
or other risks.
Joe and Susan explain how interpersonal dynamics can play a
factor in various parts of the estate planning experience, as well as how you
should avoid surprising your spouse with the details of your will.
View all episodes
By Life's Third Act
5
66 ratings
Attorney-CPA Joe Cordell and co-host Susan Arthur dive into
some of the more common mistakes that people make when estate planning. They
talk about the hazards surrounding losing track of where your will is or not
updating it.
Joe and Susan also talk about the complications surrounding
pets and providing for them in your estate plan. They bring up pet custody and
the modern commonality of including your pet in your estate plans through the
uniform trust code.
They highlight some of the issues surrounding property, as
well as creative property, and make recommendations, including putting property
within a revocable living trust. Joe talks about the use of a deed of gift
within a trust and how beneficial this mechanism can be.
Joe talks about the benefits of a trust owning an asset, in
order to offer the asset and your loved ones protection from financial hardship
or other risks.
Joe and Susan explain how interpersonal dynamics can play a
factor in various parts of the estate planning experience, as well as how you
should avoid surprising your spouse with the details of your will.