major areas that are important to focus on and the tools available to use. We cover wills, living wills, powers of attorney and the other most important documents should be put in place, the importance of trusts, the estate tax, intergenerational planning and a lot more.
00:00 - Intro
01:57 - What is estate planning?
04:21 - The most important estate planning documents
06:05 - The problems with probate
08:16 - Child guardianship considerations
10:03 - Executors, trustees and the most important people in estate planning
16:48 - Revocable vs. Irrevocable trusts
18:12 - The basics of the estate tax
22:03 - The importance of planning for illiquid assets
25:09 - Account titling and beneficiaries
27:19 - The difference between the taxable and probate estate
29:33 - How the gift tax works
35:40 - Real world uses of trusts
38:46 - Charitable giving and donor advised funds
42:45 - Additional considerations for business owners
45:42 - Potential future changes to the estate tax
ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.
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https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
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https://www.valideacapital.com
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LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
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