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Avoiding Estate Planning Mistakes, Part 1
Today, Bruce sits down with Jon Gay for the first of a two-part series on avoiding estate planning mistakes. Sadly, we see these mistakes every day. We'd like to help you avoid them.
How do you know if you need a Trust or a Will? Who should have a Trust, and what are the benefits of a Revocable Trust?
Also, consider these documents:
- Pour-over Will
- Revocable Living Trust
- Durable Financial Power of Attorney
- Durable Health Care Power of Attorney
- Living Will
- Mental Health Care Power of Attorney (Arizona)
- Beneficiary Deed (Arizona)
- Beneficiary designation forms for all bank investment accounts with a POD or TOD designation (and what those mean.)
Bruce explains the tertiary beneficiary designation - this can be a strategic way to distribute your wealth upon passing. And also, if you have a Trust, why is funding it so important.
Bruce spends time explaining estate taxes and why it's very likely to apply to many more of us in a couple of years.
Learn why you should build an estate planning team.
Finally, they discuss the importance of a durable power of attorney, charitable planning, and successor trustees.
For more information about anything related to your finances, contact Bruce Hosler and the team at Hosler Wealth Management: Visit us online at https://www.hoslerwm.com/
Contact Our Team: https://hoslerwm.com/contact-us/
Or call them in their Prescott office at (928) 778-7666 or their Scottsdale office at (480) 994-7342.
For more podcast episodes, visit our podcast website at https://hoslerwm.com/protectingwealthpodcast/
Limitation of Liability Disclosures: https://www.hoslerwm.com/disclosures/
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Copyright © 2022-2026 Hosler Wealth Management | All Rights Reserved.
Produced by JAG Podcast Productions - www.jagpodcastproductions.com.
#ProtectingWealthPodcast #ProtectingandPreservingWealthPodcast #HoslerWealthManagement #BruceHosler
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By Bruce HoslerToday, Bruce sits down with Jon Gay for the first of a two-part series on avoiding estate planning mistakes. Sadly, we see these mistakes every day. We'd like to help you avoid them.
How do you know if you need a Trust or a Will? Who should have a Trust, and what are the benefits of a Revocable Trust?
Also, consider these documents:
- Pour-over Will
- Revocable Living Trust
- Durable Financial Power of Attorney
- Durable Health Care Power of Attorney
- Living Will
- Mental Health Care Power of Attorney (Arizona)
- Beneficiary Deed (Arizona)
- Beneficiary designation forms for all bank investment accounts with a POD or TOD designation (and what those mean.)
Bruce explains the tertiary beneficiary designation - this can be a strategic way to distribute your wealth upon passing. And also, if you have a Trust, why is funding it so important.
Bruce spends time explaining estate taxes and why it's very likely to apply to many more of us in a couple of years.
Learn why you should build an estate planning team.
Finally, they discuss the importance of a durable power of attorney, charitable planning, and successor trustees.
For more information about anything related to your finances, contact Bruce Hosler and the team at Hosler Wealth Management: Visit us online at https://www.hoslerwm.com/
Contact Our Team: https://hoslerwm.com/contact-us/
Or call them in their Prescott office at (928) 778-7666 or their Scottsdale office at (480) 994-7342.
For more podcast episodes, visit our podcast website at https://hoslerwm.com/protectingwealthpodcast/
Limitation of Liability Disclosures: https://www.hoslerwm.com/disclosures/
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Copyright © 2022-2026 Hosler Wealth Management | All Rights Reserved.
Produced by JAG Podcast Productions - www.jagpodcastproductions.com.
#ProtectingWealthPodcast #ProtectingandPreservingWealthPodcast #HoslerWealthManagement #BruceHosler