The Legacy Planning Show

The Legacy Planning Show

Por: Joe Clark
Learn how to make the most of your legacy planning strategies with The Legacy Planning Show.

Real, useful information for everyday people that can be translated into daily life and thought.

We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
37 episodios disponibles

Latest episodes of the podcast The Legacy Planning Show

Trustee and Executor Job Descriptions 09/09/2022
The Difference Between Trustee, Successor Trustee, and More 25/08/2022
Tax Diversification For Your Legacy Plan 19/08/2022
Creating Your Letter Of Intention - Legacy Planning and Estate Planning 09/08/2022
Financial Planning With The End In Mind. Part 2 25/02/2022
Financial Planning With The End In Mind. Part 1 23/02/2022
Is Incremental Incapacitation Going To Affect You? (with special guest Tom Hurley, J.D.) 16/02/2022
Are You Hurting Your Beneficiaries By Leaving Them A Gift? 02/02/2022
What Does Fading Away Mean For You, Your Family And Your Legacy 13/01/2022
Prepare For Cognitive Decline 05/01/2022
Don’t Just Plan For The Metaphorical “Hit By A Bus” - Fading Away 24/12/2021
It Is Never Too Early For Legacy Planning, But It Can Be Too Late 21/12/2021
Why Family Trustees May Not Be The Way To Go 11/11/2021
How To Be Charitable NOW vs. After You Are Gone 09/11/2021
Coming Back From The Grave - What You Can Do Today To Haunt Your Family Later 05/11/2021
End Of Life Planning 04/11/2021
Wills, Trusts And Successor Trustees 22/10/2021
Preparing For The Death Of A Spouse 21/10/2021
The Most Important Lesson We Never Taught Our Children 05/10/2021
IRA’s Have Changed. Have Your Beneficiaries Or Your Situation Changed? 01/10/2021
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