Welcome to the Steak Bottles and Building podcast. I am joined by Shon Yancey, a lawyer who has shared his expertise to assist you. Whether you're just starting to think about your legacy or looking to refine your existing plans, I hope this is the beginning for you.
I also hope this episode helps to guide you through the complex and often misunderstood world of estate planning. Whether you're a young professional, a family caregiver, or nearing retirement, you'll find valuable information to help you plan for the future.
Please research all below (Your homework is listed below)
Wills and Trusts: Understand the differences between wills, revocable trusts, irrevocable trusts, and other legal instruments that help you manage your assets.
Power of Attorney: Learn about financial and medical power of attorney, including how to set them up and their importance in your overall estate plan.
Guardianship and Special Needs Planning: Discover how to plan for children with special needs, including the use of special needs trusts, pooled trusts, and ABLE accounts.
Asset Protection: Explore strategies for protecting your assets from creditors, taxes, and other potential risks, including the use of asset protection trusts.
Legacy and Wealth Creation: Get tips on how to build and protect your wealth, including insights into estate taxes, generation-skipping taxes, and charitable giving.
Elder Law and Financial Abuse: Stay informed about elder financial abuse and how to protect yourself and your loved ones from such threats.
Digital Assets and Modern Estate Planning: Learn how to include digital assets like Facebook accounts, Bitcoin, and other digital properties in your estate planThank you for listening; please like and share. Also, please feel free to leave a comment
Why Listen?Estate planning is not just for the wealthy; it is essential for every adult to ensure their wishes are known, save time, prevent conflicts, and reduce legal expenses after their passing. By tuning in to Estate Planning Insights, you will gain a deeper understanding of how to protect your family's future and safeguard your legacy.Call to ActionDon’t leave your family’s future up to chance. Subscribe to Estate Planning Insights today and start building a solid foundation for your estate plan. Join us each week as we explore the intricacies of estate planning and provide you with the tools and knowledge you need to secure your family’s future. This description covers a wide range of topics, emphasizes the importance of estate planning, and invites listeners to engage with the podcast for practical and insightful information.