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Ep. 38 The Future of Elder Law Part 2 - One Solution, Financial Planning
Manage episode 430207621 series 3556882
Todd Whatley에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Todd Whatley 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.
Unlock the secrets to effective elder law and estate planning as we host Ian Weiner, a Certified Financial Planner, who shares his expertise on the critical risks of using templated legal documents and "do it yourself" financial advice. Discover why DIY and advisor-mediated estate plans often fall short and how improper documentation can lead to serious consequences. Ian and Todd Whatley expose the ethical concerns of financial advisors inflating legal service costs and stress the importance of consulting certified elder law attorneys for comprehensive estate planning.
In our advanced segment, we dissect sophisticated estate planning strategies tailored for high-net-worth individuals. Learn how integrating robust financial and tax strategies, such as charitable remainder trusts and AB trusts, can result in substantial tax savings. We emphasize the continuous need for personalized client relationships and collaborative teamwork to ensure strategic, effective estate planning. Tune in for an enlightening discussion that promises to equip you with the knowledge to safeguard your estate with expert legal guidance.
Check out our new website www.TheElderLawCoach.com.
챕터
1. Ep. 38 The Future of Elder Law Part 2 - One Solution, Financial Planning (00:00:00)
2. Elder Law Coach Masterclass Discussion (00:00:19)
3. Advanced Estate Planning Strategies and Benefits (00:13:54)
43 에피소드
공유
