Smart Planning 101 with Nicole Wipp

Even though for many, pets are as dear as children, the laws definitely don’t see it that way.  Unless you plan, your pet is no more important, legally, than a piece of furniture.

That being said, Americans seriously love their pets!

Despite the fact that we love our pets so much, most people fail to plan.   This simple fact is part of the reason that it is estimated that approximately 3.7 million animals were euthanized in the nation’s shelters in 2008.

Don’t let this happen you your vulnerable loved one!  Join me as I discuss pet planning with nationally renowned expert and author of All My Children Wear Fur Coats – How to Leave A Legacy For Your Pet, Peggy Hoyt, as she offers some great tips on how to properly plan for pets, and really gives perspective on why it is important — even if you think that you “already have it taken care of.”

WHAT YOU WILL LEARN IN THIS EPISODE:

And more!

As a central Florida Estate Planning Attorney/Family Wealth & Legacy Counselors, Peggy works with individuals and families who want to create a lasting legacy for loved ones.  Peggy is dual Board Certified in Wills, Trusts and Estates and Elder Law.

Peggy practices in the areas of family wealth and legacy counseling, including trust and estate planning and administration, elder law, small business creation, succession and exit planning, real estate transactions, and animal law. In addition to her law degree, she holds a Florida real estate license. Peggy formerly held an NASD Series 7 license and health, life, and variable annuities licenses. Peggy holds her Board Certification from the Florida Bar in Wills, Trusts, and Estates and Elder Law.

Peggy speaks at the local, regional and national levels on estate planning and elder law topics including pet planning, special needs planning, and planning for unmarried couples and same-sex partners. Peggy has been featured on CNN Financial News, the Wall Street Journal, and the Orlando Sentinel for her work in pet planning. Peggy is the author of All My Children Wear Fur Coats: How to Leave a Legacy for Your Pet, a book that discusses what a person should do if their pet were no longer with them or what their pet would do if they were no longer there

Aside from being a partner shareholder in the law firm of She is also the founder of The Center for Animal Advocacy,  Central Florida’s first animal law firm dedicated to providing legal services to pets and their families.

Peggy is also a Florida Supreme Court Certified Circuit Court Mediator concentrating in family business issues, elder law, and estate administration, as well as the resolution of pet disputes, AND a FINRA Arbitrator!

Contact Peggy:

LegacyforYourPet.com

HoytBryan.com

Twitter: @PeggyRHoyt

In this continuation of my discussion with a nationally recognized expert on VA Improved Pension, Jim Swain, you will learn:

Make sure you listen to part 1~ Click here

CONTACT Jim Swain by clicking here

MEMORIAL DAY – Let’s honor those that have given their lives in service to our country by learning more about how we can help our elderly Veterans, or their spouses, widows, and widowers, in need with a little known, but extremely valuable benefit:  the Veteran’s Improved Pension (which is commonly known as “Aid and Attendance”).

Veteran’s Improved Pension Planning Expert, Jim Swain

Jim has a Law Degree (JD) and a Masters of Business Administration Degree (MBA) from Memphis State University (now University of Memphis), a BA in Human Resource Management from Pepperdine University. He is a graduate of Renaissance Inc.’s Charitable Planning School and he is an accredited attorney with the Veterans Administration. He is licensed to practice law in Georgia and Tennessee. Jim has a unique background with extensive knowledge and experience in Wealth Transfer and Estate Planning, Business Planning, Charitable Giving Planning, Executive Compensation Plans, developing and administrating Qualified and Nonqualified Benefit Plans, and advising Veterans about their Benefits.

He conducts seminars for charitable institutions, individuals, attorneys, CPAs, investment advisors, insurance agents, and trust officers on estate planning, wealth preservation, business succession, charitable gifting, wealth transfer, and Military Veterans benefits. He is a co-developer and a co-presenter for the ElderCounsel VA Pension Course, the Academy of VA Pension Planner’s Conference on VA Pension Planning for Attorneys, the Georgia State Bar Association Attorney VA Certification Course, and a speaker on VA Pension Benefits at WealthCounsel’s Annual Conference.
He is the founder and principal of Swain Law Firm with offices in Roswell, Georgia, and founder and CEO of the Academy of VA Pension Planners. He is licensed to practice law in Georgia and Tennessee and was one of the first 50 attorneys to be accredited by the VA.
He is also a member of ElderCounsel, WealthCounsel, National Academy of Elder Law Attorneys, the Roswell Rotary Club, the Tennessee and Georgia Bar Associations, American Legion Post 201 (Alpharetta), the Veterans of Foreign Wars (VFW) Post 120001 (John’s Creek), and the Georgia Vietnam Veterans Association.
He is a Vietnam Veteran, having served at the US Navy Base at Cam Ranh Bay. He has 10 years of active duty in the US Navy and 10 years in the Naval Reserve.

CONTACT Jim by clicking here

Listen to Part 2 by clicking here. 

Certified Exit Coach Bill Black discusses how approaching retirement for business owners can be a time that is difficult, especially when you're used to working. At the same time, however, it is a great opportunity to "re-wire" and do the things you've always wanted to do. The key? Smart Planning!

Listen to Bill's entire interview: www.SmartPlanning101.com/5

Leadership Coach Steve Frank's "Smart Minute" planning tip is revealed when he discusses taking a leadership role in long-term care issues for parents, in light of his experience as both a professional executive leadership coach and his personal experiences with his mother's Alzheimers.

Listen to Steve’s entire interview, “002 Mom Had Alzheimer’s: A Family’s Emotional, Legal & Financial Journey” and read our show notes: www.SmartPlanning101.com/2

Business exit planning is crucial to maximizing your investment in time, energy, and brainpower as an entrepreneur. Business owners over 50 have a special challenge because so many will be exiting the business world over the next 15 years. Make sure you get the most money out of your transition AND have it go smoothly! Bill Black from ExitCoachRadio.com shares strategies in this episode.

Nicole gives advice to anyone contemplating divorce about keeping your head on straight, planning for the rest of your life, understanding what divorce DOESN’T do for you, who you need on your team, and more.

Steve Frank, an executive leadership coach and CEO of Evolution 360, discusses his family's journey after his mother was diagnosed with Alzheimer's. In this interview, he tells us about the challenges the family faced, which -over and above caring for mom - including managing legal and financial issues, helping his father cope with the emotional toll and ultimately the physical toll of caregiving, how to make decisions about impossible issues without creating self-doubt and family conflict, and why taking a leadership role in times of healthcare crisis is crucial.

The tables are turned – I get interviewed by popular blog and radio show host Bert Martinez of Money for Lunch. Bert asks me some great questions (and I hope gets some great answers!). Here’s what’s in this episode:

Bert is about to release his new book, Created to Succeed.  Check it out!