Logo of Estate Planning 101 TV show   with information on estate plans, tax planning, probate, and wills and trusts

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

Season 2 (2022)Estate Planning 101

Tips for Funding Your Trust
What Happens When a Beneficiary Dies
When to Give Money to Your Beneficiaries
Logo of Cunningham Legal an estate, trust and tax planning law firm with information on estate plans, tax planning, probate, and wills and trusts

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

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!