Every week moderator Scott Trout hosts a quick but dynamic 15-minute segment with one TuckerAllen attorney and discusses the ins and outs of estate planning and elder law and answers live viewer questions. From everything about avoiding probate to guidance on estate planning for blended families, these sessions provide more than just the basics. With years of experience in the legal industry, Mr. Trout and his co-hosts provide their insights into what everyone should know when creating an estate plan or preparing long-term care options. http://www.tuckerallen.com
With his no-nonsense style and plain-spoken explanation of complex legal topics, expert estate and tax planning attorney James L. Cunningham, Jr. shows how to avoid the mistakes that could damage your financial future, financial succession, family, heirs, and legacy. Author of bestselling book Savvy Estate Planning, Jim provides both the essentials and the advanced strategies you need in the protection and transfer of multi-generational wealth. The only mistake you could make now would be to neglect this vital part of your financial life. http://www.cunninghamlegal.com
Building the best financial team
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Building the best financial team
Duration 1h, 2m
How did you pick your current Financial Planner? Your CPA? Your Lawyer? Was it a casual referral? Advice from your Uncle Bob? How do you interact with them throughout the year? Do they ever chat with one another? Suppose you systematically assembled a genuine A-Team that pro-actively reviewed your finances, your investments, and your tax situation year-round? In this important webinar, we look at how to create a serious team to lower your anxiety level, reduce your hassles, and help you make the right moves. Along the way, we’ll review some key changes in the laws on gifting, retirement account contribution limits, and other issues you and your new team should discuss ASAP!