108: Preparing Your Successors with Matt Kasper

The Guided Retirement Show

Το περιεχόμενο παρέχεται από το Dean Barber. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Dean Barber ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

7M ago 32:46

MP3•Αρχική οθόνη επεισοδίου

Estate planning can be a complicated issue. It can run smoothly or there can be a lot of pitfalls that you don't foresee. As Matt Kasper, CFP®, AIF® makes his third appearance on The Guided Retirement Show, he and Dean Barber will go over some key items for successor trustees while discussing the importance of having a solid estate plan and being transparent about your wishes with the next generation.

In this podcast interview, you’ll learn:

The two distinct sides of an estate plan
Differences between will-based and trust-based plans
The roles of co-trustees, successor trustees, corporate trustees, and contingent successor trustees
Estate planning is individual

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To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/108

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