Estate Planning Videos
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Hiring an estate planning attorney is one of the most important things you ll ever do in your lifetime. Choosing the right attorney could mean the difference between a speedy disbursement after your death, or the hassle your family might have to go through should the wrong attorney be hired and your estate stuck in probate. There are several things to consider when hiring an estate planning attorney. Learn how to choose the best attorney for your needs.

The Uniform Trust Code exists in 19 states. Do you live in one of them? Here you ll learn what the code does and how you need to alter your revocable living trust to meet its guidelines. Todo of this and more is explained in detail by an experienced living trust attorney. The Uniform Trust Code provides more rights and privileges to your beneficiaries. Make sure that you ve taken the proper steps to protect your revocable living trust and keep it out of probate.

Wendy help individuals create a financial plan

BusinessWeek's weekly podcast features the magazine's writers and editors recapping the week's top business and economic stories, as well as taking an advance look at the most important economic news expected in the week ahead

Witnesses place their hand on the Bible before they testify: how would principles from that Bible play out if it were actually opened up and applied? Would prosecutors be arguing for forgiveness? Stephen Bloom, attorney with Irwin & McKnight law firm in Carlisle, Pennsylvania, and author of The Believer's Guide to Legal Issues, wonders with host Karen Saupe how empty courtrooms might become.

Witnesses place their hand on the Bible before they testify: how would principles from that Bible play out if it were actually opened up and applied? Would prosecutors be arguing for forgiveness? Stephen Bloom, attorney with Irwin & McKnight law firm in Carlisle, Pennsylvania, and author of The Believer's Guide to Legal Issues, wonders with host Karen Saupe how empty courtrooms might become.

Thomas W. Lyons of Faelon Business Brokers, Inc. discusses the best strategy for selling a business and the wealth manager’s role.

Have you ever wondered why your financial attitudes are different from those of your siblings? Why is this the case when you have been brought up in the same home with the same money messages, you have gone to the same schools, and mixed in the same circles? Addressing these questions is VERY important for parents who are making financial decisions that will impact their children (for instance, business succession or estate planning). It is also important for the parents and siblings themselves to understand how these differences may potentially have a significant impact on the family relationships. Finally, the advisors need to have this insight as well so that they can facilitate the family with greater understanding.

Download Harding and Mike H What would you be willing to do if you knew that you could save hundreds of thousands of dollars in income taxes while building a secure retirement? Would you be willing to invest a little time learning about the options available to you? In this episode of Pro Money Talk, we discuss retirement plans; how they work, the various types available, basic considerations in choosing a plan for a business, and some of the recent changes that have been enacted. Our guest is Sam Harding, a local Bay Area Pension Administrator with over 25 years experience in helping companies set up and administer retirement plans for their owners and employees. Our interview and discussion applies only to U.S. tax laws and provisions. The good news is that we ve seen substantial improvements to the benefits available to participants in retirement plans, as the Government moves to provide more options and alternatives to supplement traditional sources of retirement income such as Social Security and company pension plans. Show recorded in March of 2006; short follow-up interview recorded in January, 2007 to update for Pension Protection Act, passed in mid-2006, so the interview is a combination of two parts. The second part was recorded outdoors at a hotel where we were attending a professional meeting that Sam was a speaker at, so you ll notice an obvious change in sound quality, but it still sounds clear. The discussion does get technical; you ll want to stop and replay certain segments to get a better understanding, but it s well worth it. Success Segment Mike H, a young saver with insights beyond his years. More information at Wikipedia: http://en.wikipedia.org/wiki/Retirement_plan This episode of Pro Money Talk provides a high-level introduction to the valuable tax-advantaged savings plans available to business owners in the U.S. Our expert guest is Sam Harding, an Accredited Pension Administrator (APA) with more than 25 years of experience in retirement plan consulting and administration for small to mid-sized businesses. If you re in business (even if you re the sole employee of your company), or if you re thinking of starting a business, you need to know about these potent savings tools. Our discussion provides a roadmap, including definitions, of various retirement plans with a focus on so-called qualified plans that offer the biggest benefits for business owners and employees. Revised plan contribution limits. Cochesmatic enrollment (companies can choose to opt employees in to 401k plans). A handy pdf document comparing various types of retirement plans as well as their advantages and disadvantages may be found here. Sam Harding is the founder and President of Retirement Administration, Inc., based in Los Altos, California. Sam is an Accredited Pension Administrator (APA). He has served a three-year term on the Board of Directors of the National Institute of Pension Administrators (NIPA), and is the past president of the Northern California NIPA Chapter. Sam brings more than twenty-five years of experience in meeting the retirement planning needs of small to mid-sized companies. More information about Retirement Administration, Inc., may be found here.

Download Standard Podcast This episodes interview is with Jim Cashman of the law firm Berliner/Cohen. Our topic is estate planning, what it is and why everyone needs estate planning. Jim is the estate planner for some of the biggest names in the Silicon Valley and brings over 20 years of experience on the topic to the interview. In the interview we discuss: Estate Planning: beyond wills and trusts. Why everyone needs an estate plan, even if you don t die. Practical considerations of estate planning. Preventing estate surprises, and the transfer of wealth. Why 40% of estates are contested. Issues of communication and education. What keeps people from doing estate planning? Some tips to get past the emotional and mental barriers to estate planning. Custom crafting of trusts: Protecting your children with special needs or vulnerable careers.

Download Standard Podcast Starting with this weeks show we ll be focusing on only one major educational topic per week. In this show, Peter finishes his discussion of communication in family wealth family and gives information about: Who benefits from family communication in estate planning. Satisfaction, security and relationships of the heirs. Developing a family mission statement. How to bring the family closer through open discussion. Creating a family advisory board. How to have an open discussion when the fear of tension or animosity is present. We also are starting a new segment with this week s show: client success stories. Peter is beginning work on a book that will serve to educate and inspire it s readers, so if you or anyone you know has a great financial success story, please send it in.

Download Standard Podcast [00:02:00] In this week s show Peter rereproducciones the causes of inflation, the measurements of inflation and the consequences of those measurements. Next he talks about what inflation does to various investment vehicles and how to invest in an inflationary environment. Finally Peter looks into the near future and tells us what he thinks is a likely scenario for inflation going forward. [00:27:30] On the second portion of the show, Jason interreproducciones Robert Browning from Wealth Plan (www.wealthplan.com). Wealth Plan is an estate planning practice focusing on marrying traditional estate planning with qualitative and quantitative analysis, making a plan that fits with the clients goals and lifestyle. Robert talks about a powerful tool for passing highly appreciable assets to heirs, called an intentionally defective irrevocable trust (IDIT). IDIT s can provide a tremendous tax savings for those looking to transfer real estate, interest in a closely held company, options, partnership shares, and other assets with a high potential for appreciation. Robert gives us information on IDIT s as well as concrete examples to show the potential for tax savings. You ll want to hear this piece.