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What You Will Learn at Our Estate Planning Workshop
Manage episode 441551796 series 3561789
Bill Miller에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Bill Miller 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode, attorney Bill Miller provides an overview of estate planning and asset protection. He discusses common mistakes people make, such as putting their children's names on bank accounts and deeding property to their children. He emphasizes the importance of having the right kind of durable financial power of attorney, advance directive for healthcare, and a will or trust. He also explains the benefits of revocable and irrevocable trusts, as well as the options for paying for long-term care, including Medicaid and long-term care insurance. Want to learn more? Attend one of our upcoming estate planning workshops for more detailed information.
Takeaways
- Avoid common estate planning mistakes, such as putting children's names on bank accounts and deeding property to children.
- Ensure you have the right kind of durable financial power of attorney, advance directive for healthcare, and a will or trust.
- Consider the benefits of revocable and irrevocable trusts for avoiding probate and protecting assets.
- Explore options for paying for long-term care, including Medicaid and long-term care insurance.
- Attend our workshops or webinars for more detailed information on estate planning and asset protection.
Chapters
(00:00) Introduction and Disclaimer
(02:00) Common Mistakes in Estate Planning
(06:40) The Importance of the Right Documents
(12:10) Understanding Revocable and Irrevocable Trusts
(14:06) Options for Paying for Long-Term Care
(23:43) Attend Workshops for Detailed Information
Learn More and Connect with Bill Miller
https://millerestateandelderlaw.com/
https://www.facebook.com/MillerEstateandElderLaw/
https://www.linkedin.com/in/bill-miller-estate-and-elder-law-attorney-44036511/
20 에피소드
공유
