TOPICS COVERED:  Introduction to Guest – Bruce Steiner, JD;  When Should You Leave Trusts as Beneficiaries of IRAs; Leaving IRAs to Minor Beneficiaries; A Well-Drafted Trust Has Flexibility; Leaving Assets to A Child With Special Needs; Avoiding Probate With Revocable Trusts; Much Lower Estate Exemption in 2013

TOPICS COVERED: Introduction to Guest – Bruce Steiner, JD; When Should You Leave Trusts as Beneficiaries of IRAs; Leaving IRAs to Minor Beneficiaries; A Well-Drafted Trust Has Flexibility; Leaving Assets to A Child With Special Needs; Avoiding Probate With Revocable Trusts; Much Lower Estate Exemption in 2013

Episode 76 - Trusts to Protect Your Family with Bruce Steiner, JD

The Best Free Audio Library in the United States for IRA and retirement plan owners.  After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money.  All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country.   Jim reads the books and develops intelligent questions and those questions make up the basis for the shows.  Guests include John Bogle (founder of Vanguard) EdSlott, Jane Bryant Quinn, Roger Ibbotson, Natalie Choate and many more.Like what you've heard from Jim so far? Call our offices at (412) 521-2732 if you're in the Pittsburgh area or call toll-free at (800) 387-1129 and schedule an appointment to meet with Jim! Go to https://paytaxeslater.com to get all of Jim's incredible content and his books and learn how you can Retire Secure!

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The Best Free Audio Library in the United States for IRA and retirement plan owners. After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money. All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country. Jim reads the books and develops intelligent questions and those questions make up the basis for the shows. Guests include John Bogle (founder of Vanguard) EdSlott, Jane Bryant Quinn, Roger Ibbotson, Natalie Choate and many more.Like what you've heard from Jim so far? Call our offices at (412) 521-2732 if you're in the Pittsburgh area or call toll-free at (800) 387-1129 and schedule an appointment to meet with Jim! Go to https://paytaxeslater.com to get all of Jim's incredible content and his books and learn how you can Retire Secure!

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Episode 76 - Trusts to Protect Your Family with Bruce Steiner, JD

Episode 76 - Trusts to Protect Your Family with Bruce Steiner, JD

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