Why You Need a Professionally Prepared Estate Plan, Ep #165
Financial Symmetry: Balancing Today with Retirement
English - May 30, 2022 07:00 - 26 minutes - 20.9 MB - ★★★★★ - 45 ratingsInvesting Business Management saving financialadvisor financialplanner financialplanning investing money personalfinance retirement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Do you have an estate plan?
Is it up to date?
Was it prepared by an estate planning professional?
Video link: https://youtu.be/c7XO462BOcg
If you answered "no" to any of these questions, this episode is for you.
On the show this week, we welcome Adam Tarsitano, an estate planning attorney in Raleigh, NC, to discuss why it is so important to have a professionally prepared estate plan in place.
Listen in to hear the difference between a professional estate plan and a DIY estate plan and what could happen to your assets if the state decides what to do with them.
Outline of This Episode [1:30] The goal of an estate plan is an orderly transfer of assets [4:26] Why it is important to set up a trust for minor children [13:57] Make sure to use full names [16:30] Make sure your goals are the same every few years [19:27] What is the default? [23:20] Progress principle Resources & People Mentioned Tarsitano Law Connect With Cameron https://www.financialsymmetry.com/podcast-archive/ Connect on Twitter @csmithraleigh @TeamFSINC Follow Financial Symmetry on Facebook Subscribe To This PodcastApple Podcasts <> Stitcher <> Google Play
Do you have an estate plan?
Is it up to date?
Was it prepared by an estate planning professional?
Video link: https://youtu.be/c7XO462BOcg
If you answered "no" to any of these questions, this episode is for you.
On the show this week, we welcome Adam Tarsitano, an estate planning attorney in Raleigh, NC, to discuss why it is so important to have a professionally prepared estate plan in place.
Listen in to hear the difference between a professional estate plan and a DIY estate plan and what could happen to your assets if the state decides what to do with them.
Outline of This Episode [1:30] The goal of an estate plan is an orderly transfer of assets [4:26] Why it is important to set up a trust for minor children [13:57] Make sure to use full names [16:30] Make sure your goals are the same every few years [19:27] What is the default? [23:20] Progress principle Resources & People Mentioned Tarsitano Law Connect With Cameron https://www.financialsymmetry.com/podcast-archive/ Connect on Twitter @csmithraleigh @TeamFSINC Follow Financial Symmetry on Facebook Subscribe To This Podcast