The Lowdown on Legacy Planning

Por: Proxima
We shine a light on legacy planning because we know it's a topic that's often avoided. And we want to help break that taboo. We know this topic seems dark and dreary, but don't worry. We're fun. We offer easy-to-understand explanations, share real-world examples and offer clever analogies. Pretty soon, you'll see that this stuff isn't that hard to grasp.
12 episodios disponibles

Latest episodes of the podcast The Lowdown on Legacy Planning

Managing Trust Investments_Sample 03/06/2022
Trust Beneficiary Basics 21/04/2022
Understanding Trust Investments 21/04/2022
Clarifying Co-Trustees 21/04/2022
Protecting Beneficiaries Who Are Big Spenders 20/04/2022
The Skinny on Special Needs Trusts 20/04/2022
What's a Trustee and what does a Trustee do? 19/04/2022
Learn About Life Estates 18/04/2022
The Ins and Outs of Guardianship 18/04/2022
What's difference between a will and a trust? 18/04/2022
Why plan at all? 18/04/2022
Managing Trust-Owned Real Estate 15/04/2022
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