Why Millions of People Lose Their Money When They Die & How To Avoid It (with Allan Gibber, Esq.)

Kosher Money

English - July 03, 2022 18:14 - 1 hour - 83.4 MB - ★★★★★ - 681 ratings
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Previous Episode: Money Tips for Teens & Young Adults (with Stacey Zrihen at HAFTR)

Next Episode: Revealed: Jewish Wisdom on Financial Success (featuring Rabbi Daniel Lapin)

This is an important episode.

Estate planning is the management of a person’s estate DURING a person's life in the event the person becomes incapacitated or dies.

It’s not a whole lot of fun to think about, but one can save their family a whole lot of grief if they properly take care of merical directives, healthcare proxies, a will, a trust, HIPAA release forms and more.

Fret not: there are people whose sole job is to help you with all of this.

* TIME STAMPS *

00:00 Intro

02:32 Who is Allan Gibber?

03:49 Is Estate Planning Just for the Rich?

07:57 Planning Wisely

10:10 The List of Items

11:20 Medical Directives, Healthcare Proxy & HIPAA Release Form

20:40 Aging Gracefully with Parents

22:50 Power of Attorney

29:30 Trusts & Wills

35:36 Updating & Storing Important Information

41:00 Sponsor

42:46 County & State Laws

48:20 Knowing How to Spot the Right Estate Planner

51:28 Fees of an Estate Planner

52:30 Allen Gibber’s Contact Info

53:30 Structuring Family Businesses & Equity Splits

1:00:30 Sponsor Message

1:02:15 Informing Family of Your Decisions

1:06:10 Turning a Secular Will into a Religious Will

1:27:00 An Important Parting Message

1:28:06 Outro

SPONSORS OF THIS EPISODE

• Colel Chabad: Get a FREE pushka (charity box) from this great non-profit helping feed Israel's neediest. Simply visit https://www.ColelChabad.org/Pushka & https://www.ColelChabad.org/KosherMoney to make a much-needed donation.

• Approved Funding: Looking to purchase a home? Looking to refinance? You need to speak to Shmuel Shayowitz at https://www.ApprovedFunding.com/Mortg... to make sure you do it right. Tell him we say hi!

To contact Allan, email [email protected] or call 410-332-8580.

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As a reminder, all investment strategies and investments involve risk of loss. Nothing contained in this episode or any of our episodes and videos should be construed as investment advice. Got it? Good!

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