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Search Results : Legal documents

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The following listen on-demand podcasts matched your search results for: Legal documents
Planning Matters Radio
Peter Richon
June 10, 2023
Despite potentially devastating consequences of Americans don't have a will leaving estate planning to a complicated range of state laws If you die without a will your loved ones might get kicked out of the family house and could face hefty surprise tax bills In this video Peter with Richon Planning and Erin Kennedy share these tips when it comes to creating a will -Know Your State's Laws -Make Sure All Your Assets are Covered -Don't Delay If you die without a will your loved ones may get nothing especially if they are unmarried partners or stepchildren who are left [... more]
Finishing Well
Hans Scheil
July 30, 2022
Hans and Robby are back again this week with a brand new episode The topic this week is about legal documents that everyone will need Hans and Robby will go over each document and why they are important Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com Find us on YouTube Cardinal Advisors [... more]
Finishing Well
Hans Scheil
July 09, 2022
This week special guest Tom Griffith is sitting in for Hans The topic this week is about having a plan in place when it's time to start thinking of long term care What type of questions and conversations do you need to have What type of legal documents do you need before you start talking about funding Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more [... more]
Finishing Well
Hans Scheil
April 23, 2022
Hans and Robby are back again this week with a brand new episode This week's show is about trusts Do you need a trust What is the purpose of a trust There are those of you that may have one and not need it Hans and Robby get to the bottom of this topic Don't forget to get your copy of The Complete Cardinal Guide to Planning for and Living in Retirement on Amazon or on CardinalGuide com for free You can contact Hans and Cardinal by emailing hans cardinalguide com or calling - - Learn more at CardinalGuide com [... more]
MoneyWise
Rob West and Steve Moore
December 30, 2020
Many people find it hard to discuss end-of-life choices Although death is an inevitable part of life many of us are reluctant to plan for end-of-life care and make our wishes known with the proper legal documents On the next MoneyWise Live hosts Rob West and Steve Moore explain why you need to have a health care directive It rsquo s about advance care planning on MoneyWise Live at pm Eastern pm Central on Moody Radio [... more]
Hope for the Caregiver
Peter Rosenberger
September 23, 2019
It's a very short step from 'I don't want to live like that' to 'No one should live like that ' We need more protection for people - Nancy Valko www nancyvalko com Palliative and Hospice care continue to confuse so many caregivers While some programs offer amazing and beneficial services to families others seem to be detrimental Involving the Govt seems to give a stamp of approval of something but is it what it says it is How can we know Nancy Valko called HOPE FOR THE CAREGIVER on Sirius XM's Family Talk Channel to discuss this Transcript of [... more]
Finishing Well
Hans Scheil
August 17, 2019
Proverbs says Plans fail for lack of counsel but with many advisers they succeed This week Tovah Mitchell elder law and estate planning attorney joins Hans and Robby as an adviser to help you succeed in finishing well She covers everything from power of attorneys to stock certificates and taxes Estate planning is for everyone Once you turn you're an adult Your parents cannot help you unless you have the documents in place Tovah does say it is important to remember that estate plans do not just involve legal documents though you have to consider what life insurance you have [... more]
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