Estate Planning 101

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.6 • 2.8K Ratings

🗓️ 23 August 2013

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

Brian and Bo take a detailed look at estate planning that will be helpful no matter what stage you are in financially. This topic affects everyone differently and the guys are here to give you some insight. From the basics to complex strategies, the Money-Guy covers the realm of estate planning in this show!

Transcript

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0:00.0	It's Brian Preston, The Money Guy.
0:03.1	Restoring order to your financial chaos, retirement, investing, taxing.
0:09.0	You've got financial questions, he's got financial answers.
0:12.6	It's Brian Preston, The Money Guy.
0:16.0	www.money-guy.com, that's right, I knew you were expecting me to say good afternoon or something
0:23.2	like that.
0:24.2	So I felt like I'd mix it up a little bit.
0:26.2	We're in one of those weird moods.
0:27.4	We're going to be talking about a state planning 101 because we've been doing a lot of work
0:31.1	here at the office to just make sure that all of our clients have thought about everything
0:35.3	with their beneficiary designations and all their true wishes are reflected with their
0:41.7	accounts that they have with us.
0:43.0	But I think that's led to Bo and I we're talking about, why don't we do a show to talk about
0:47.2	some of these terms that we've just explained to all of our clients?
0:50.0	Don't you feel like a state planning is one of those black box things that a lot of people
0:53.8	don't really understand.
0:54.8	They don't know what they need to know and what they don't need to know and it's kind
0:58.4	of confusing and fuzzy and they don't know what is actually important to pay attention
1:02.4	to.
1:03.4	Would you agree with that?
1:04.4	Definitely, because it can be as complicated, we can go a mile deep with how complicated
1:09.4	your state planning needs to be or it can be very simple.
	...

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