Estate Planning Special Edition: EDU #2439

The Retirement and IRA Show

Jim and Chris welcome back Estate Planning Attorney, Shelly Thompson in this special EDU edition turned Q&A…

(8:30) A listener asks how to find a reputable estate lawyer and if there are any books Shelly recommends for learning more about Living Trusts.

(20:00) George wonders what the best practice is for making funds available to an executor that in not named as an account beneficiary. The gang also tackles a question on which type of account to pay estate taxes from.

(39:15) A question about the legality of a bank refusing to accept a Power of Attorney document is addressed.

(1:00:30) Shelly and the guys answer whether it is best to title a Trust with something other than your legal name(s) in order to make it less easily discoverable if a lawsuit is filed against you.

(1:05:15) Georgette is curious if it is best to start estate planning in her current state or wait a year or two to do it in the state she’s retiring to.

(1:07:45) A listener wants to know how often she should update her Living Trust and related documents.

(1:11:30) The gang discuss a question about setting up beneficiaries in a way that would potentially reduce the tax burden for a listener’s adult children.

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