FURTHER INSIGHT.....ON ESTATE PLANNING
A podcast based on Adler Pollock & Sheehan's bimonthly trusts and estates newsletter, INSIGHT ON ESTATE PLANNING.
Episodes
7 episodes
You Haven't Coordinated Beneficiary Designations In Your Will
Perhaps you drafted your will years ago and it references many of your existing assets, including retirement plan accounts and life insurance policies. But you also have paperwork on file with the applicable financial institutions. And you migh...
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Season 1
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Episode 7
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3:01
Comparing Inter Vivos and Testamentary Trust
Creating and adhering to an estate plan is no simple task. Generally, the end goal of estate planning is to divide up and transfer assets to loved ones at a minimum or zero tax cost. Of course, a will is a good starting point, but it may be sup...
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Season 1
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Episode 6
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6:06
Changing Residency and Domicile
This episode discusses best practices for establishing domicile in a tax-friendly state.
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Season 1
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Episode 5
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5:05
You Sell Your Real Estate for $1
In this episode, You Sell Your Real Estate for $1, Kristin and Kathryn discuss how despite what the storyteller says, there are potentially dire tax consequences to this technique under current federal tax laws.
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Season 1
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Episode 4
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3:34
You Haven’t Coordinated Your Estate Plan With Your Spouse
Estate planning can be complicated enough when a person doesn’t have a spouse. But things can get even trickier for married couples. Even if the couple have generally agreed on most major issues in the past — such as child rearing, where to liv...
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Season 1
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Episode 3
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3:17
Why Contingent Beneficiaries Matter
A will provides for the disposition of one’s worldly possessions, including a house, investments and other property. These go to the beneficiaries named in the will. In addition, this foundation is usually supported by documents for trusts, ret...
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Season 1
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Episode 2
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3:19
Now is the Time to Review Your Estate Plan.
That estate plan an individual created years ago should be dusted off and carefully reviewed. One may find it to be out of date or in need of minor tweaking. In any event, it’s likely that some changes are required. Get a fresh star...
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Season 1
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Episode 1
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3:01