Answers for Elders
Money and Law
Playlist by Answers for EldersHelping Families Protect Their Legacy! Making an estate plan is a big and important step; a step that no one should take without being informed. Get the knowledge you need to help secure your legacy a…Follow the podcast:
29 clip(s) in playlist
Maintain Your Car, Maintain Your Estate Plan
People sometimes put their estate documents in a file and forget about it. Elder law attorney Steve Waltar joins Suzanne to talk how to keep your estate plan documents current. Visit the Legacy Estate Planning website at waltar.com for beneficial articles, resources, and webinars. Steve Waltar: ht…
13:51
Wills and Trusts are not Tires, You Can't Shop Prices
How do you make updates to your estate plan? Elder law attorney Steve Waltar joins Suzanne to talk about dos and don'ts. Visit the Legacy Estate Planning website at waltar.com for beneficial articles, resources, and webinars. Steve Waltar: https://www.waltar.com/our-firm/about-our-firm/ Books: htt…
13:32
Your Legal Documents: Are Kids Unequal?
With a new year arriving, it's time to consider reviewing and updating legal documents. Elder law attorney Steve Waltar joins Suzanne to talk about when to update estate plans. Visit the Legacy Estate Planning website at waltar.com for beneficial articles, resources, and webinars. Steve Waltar: ht…
12:44
10 Years in Jail for Breaking New LLC Law
Elder law attorney Steve Waltar joins Suzanne to talk about the Corporate Transparency Act, a new federal law made to thwart money laundering, but has overreaching implications for owners of new and existing small businesses and their legal agents across America. Visit the Legacy Estate Planning w…
12:04
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…
06:46
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…
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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…
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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 …
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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…
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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. …
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