George Bischof

– The Confident Retirement Podcast with Brett Kris Flammang and Mark Picchi Episode 011 George Bischof

George L. Bischof is a wills, trusts, and estates attorney for Bischof & Bischof LLP. He helps families with some of the most important aspects of financial and family responsibility. His approach to estate planning combines direct personal attention with legal expertise: clients protect their loved ones while pre-serving their wealth, and, in so doing, they express their deepest commitments, goals, and values.

Because every family is unique, an engagement begins with a meeting to discuss client objectives and questions, and then George drafts clear, binding documents. When young children are involved, clients are assured that the right people will become guardians/trustees and that those fiduciaries will have appropriate guidance. Clients who need more specialized provisions, such as those with non-U.S. spouses, with children from different marriages, or with special-needs children (or parents), or who are same-sex partners, also benefit from custom document drafting.

With proper planning, many of George’s clients prudently address their estate tax exposure, leaving more for their family, friends, and charities. His commitment is not to make his clients experts in estate taxation, but rather to explain choices so that tax planning opportunities can be coordinated with investment, philanthropic, and family objectives.

George also appears in New York’s probate courts to counsel families on estate administration, advising executors, administrators, beneficiaries, creditors, and other interested parties. He also handles trust matters, including accountings and trustee replacements. 

Listen to this dynamic The Confident Retirement Podcast episode with George Bischof. He is fun to talk to and he shared a lot of valuable insights on the importance of estate planning that should be done with professionals who had experience and expertise to custom tailor and get the plan right for each individual.

Here is what to expect on this week’s show:

-We got to hear his previous job roles that eventually led him to what he liked to do - talking and working with people, and tongue firmly in cheek to tell what they need to do, and using his smarts and charm

-George talks about account designation that oftentimes get overlooked and the common fears that he sees when starting out an estate plan.

-George breaks the mindset that estate planning is only needed when you have an estate. He explained that all life events direct to protecting and caring for a loved one.

-George shares his take on Zoom and other online platforms that can be good in the business, but at the same time can take away watching the client’s body language

-He gave us his insights on Artificial Intelligence and online drafting website and the other documents that are necessary besides their own planning documents.

-Hear some of his experiences, aspirations and personal stories that is fun and informative at the same time.

Connect with George Bischof:

Website: https://www.bischoflegal.com/

LinkedIn: https://www.linkedin.com/in/georgebischof/

Twitter: https://twitter.com/BischofGeorge

Connect with Kris and Mark

Website: https://www.lpfadvisors.com/

LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

Twitter: @kflammang

#MarkPicchi

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