Estate Planning Tales from the Crypt, Ep #176

None of us know how long we will live, so it is important to prepare for the inevitable. Unfortunately, all that we have earned in this life won’t transfer into the next, so it is important that we have our wishes laid out appropriately. An estate plan is a critical component of the retirement planning journey.

Estate attorney, Adam Tarsitano joins the Financial Symmetry podcast again today to discuss spooky estate planning tales from the crypt that he has seen in his experience.

Outline of This Episode

• [1:34] The law offices of Frankenstein and Elvira may be too generalized
• [5:25] The law offices of Dracula and Wolfman may create overly complicated plans
• [9:15] What is a Crummey trust?
• [11:22] Should you put your house in a trust?
• [12:29] Mr. Bonjangles forgets the details
• [15:21] Avoid the horrors of probate
• [23:50] Progress principles

Resources & People Mentioned

• Episode 165 - Why You Need a Professionally Prepared Estate Plan

Connect with Adam Tarsitano

• Tarsitano Law

Connect With Chad and Mike

• https://www.financialsymmetry.com/podcast-archive/ 
• Connect on Twitter @csmithraleigh @TeamFSINC
• Follow Financial Symmetry on Facebook

Subscribe To This Podcast

Apple Podcasts  Stitcher  Google Play