Financial Wellness: Family Meeting

Communication is key. Are we communicating our wishes properly to family members when preparing estate documents, to ensure our wishes are carried out in case something happens? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about this aspect of financial and legal wellness…

Financial Wellness: Who Do You Trust?

What are the criteria to use when choosing people to represent you financially? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about this aspect of financial and legal wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality…

Financial Wellness: Investing Rules

Are you preparing for the future financially? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about investing rules, part of financial wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series. Steve…

Financial Wellness: Wills and Trusts

Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about financial and legal wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series. Are you preparing for the future? Topics include investing in long …

Nuts and Bolts of Living Trusts

Why would you want to set up a living trust? Legacy Estate Planning attorney Steve Waltar joins Suzanne to talk about the basics and benefits of living trusts. Benefits include ease of management and they work in all 50 states. Steve says, "I think it was Oliver Wendell Holmes who said, 'Don't put…

Living Trusts and Trustees

Trustees manage assets on a trust. Successor trustees do the same sorts of things that an executor of an estate does, but for a trust. Sometimes it's the same person. Legacy Estate Planning attorney Steve Waltar joins Suzanne to talk more about living trusts, and this segment focuses on trustees. …

Living Trusts and Trustors

Legacy Estate Planning attorney Steve Waltar joins Suzanne to talk more about living trusts. This segment focuses on who does what when trusts are created and managed. Steve says, "We need to identify the three parties. The first is the trustor. Sometimes it's called grantor or settlor, but I like…

Benefits of a Living Trust

You want to have documents to protect your wishes, making sure that you leave a legacy behind for your loved ones, and if you become incapacitated — if you need help in your later life, if you're unable to speak for yourself — there is legal proof that honors your wishes. Legacy Estate Planning att…

How Legal Documents Work Together to Help You

This segment focuses on how various legal documents work together as part of your estate planning to make sure you're taken care of if anything happens that makes you incapacitated. Andrea Lee from Legacy Estate Planning joins Suzanne to talk about the pieces of a person's legal puzzle. Andrea say…

Incapacity: Everything You Need to Know

Andrea Lee from Legacy Estate Planning joins Suzanne to talk about issues individuals and families face in regards to incapacity. Incapacity planning is a broad area of law that covers how you are cared for if you become physically or mentally unable to care for yourself. The type of care could ran…