Second Half of Life Podcast

What's in Your Estate Planning Toolbox?

July 08, 2020 Steinbacher, Goodall & Yurchak Season 1 Episode 10
Second Half of Life Podcast
What's in Your Estate Planning Toolbox?
Chapters
Second Half of Life Podcast
What's in Your Estate Planning Toolbox?
Jul 08, 2020 Season 1 Episode 10
Steinbacher, Goodall & Yurchak

The right estate planning tools can help you meet your goals when it comes to preserving your assets for yourself and future generations, while saving time, money, energy and stress. In this episode, Attorney Landon Hodges and Long-Term Care Planner Kristin Daugherty take a look at some of these tools that will help anyone plan for their second half of life. Among several items, they discuss which documents everyone needs for estate planning, why a Power of Attorney may not be enough, beneficiary designations, advantages and disadvantages of transferring assets into a trust, special needs planning and ABLE accounts, and why pre-planning for long-term care costs provides the best options.

This is a recording of a virtual seminar originally presented live on June 10, 2020. View a video of this recording with PowerPoint slides at https://www.youtube.com/watch?v=jlXS6I-Ox7Y

Show Notes

The right estate planning tools can help you meet your goals when it comes to preserving your assets for yourself and future generations, while saving time, money, energy and stress. In this episode, Attorney Landon Hodges and Long-Term Care Planner Kristin Daugherty take a look at some of these tools that will help anyone plan for their second half of life. Among several items, they discuss which documents everyone needs for estate planning, why a Power of Attorney may not be enough, beneficiary designations, advantages and disadvantages of transferring assets into a trust, special needs planning and ABLE accounts, and why pre-planning for long-term care costs provides the best options.

This is a recording of a virtual seminar originally presented live on June 10, 2020. View a video of this recording with PowerPoint slides at https://www.youtube.com/watch?v=jlXS6I-Ox7Y