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

Start 2022 Tax Planning NOW Kick Strategies into High Gear

Start 2022 Tax Planning NOW Kick Strategies into High Gear

Duration 51m

Can we all agree that 2021 was devilishly confusing for tax and financial planning?! Well, 2022 is likely to be just as special. We’ll discuss the major changes that occurred over the last year, the changes we see on the horizon, which laws are sunsetting, which took effect in January, and how to place your tax planning bets for the coming year. What’s happening with RMDs? Is this the year for a mega Roth conversion? How do you start doing your own “tax arbitrage?” Use this webinar to kick your planning into high gear and up your game for 2022!