Category Archives: Estate Planning
The objectives of agents acting under a power of attorney can be frustrated when banks, brokerages, or title companies refuse to accept the authority granted to the agent under a duly executed power of attorney. This can happen even though the power of attorney appears to be valid. Do you know why this occurs and how it might be avoided?
https://bottledbusinesssenseshow.com/bottled-business-sense-show/
Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222
Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182
The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.
How do you transfer property when someone passes? Does the Estate’s value matter, and if so, how do you go about establishing the total value of someone’s Estate?
Learn about the important details on this week’s Bottled Business Sense Show.
https://bottledbusinesssenseshow.com/bottled-business-sense-show/
Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222
Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182
The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.
Many people often assume that they don’t have an “estate” worth planning or that their families will take care of everything when the need arises. On the contrary, everyone, regardless of their net worth, requires comprehensive estate planning in order to ensure that their wishes are executed and their families are adequately provided for. Simply, without an estate plan, the government and the courts decide who will inherit your assets, who will become the guardian of your minor children, and who will make health care and financial decisions on your behalf in the event of your incapacity without regard to your wishes.
Learn more on our next show this Tuesday at 10am PST.
https://bottledbusinesssenseshow.com/bottled-business-sense-show/
Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222
Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182
The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.
Most people put “buy more life insurance” on the very bottom of the “things that excite me” list. But if you’ve realized that life insurance is often the most cost effective answer to several very important problems, you have probably also heard talk of an irrevocable life insurance trust. If you’re the owner of a policy and the insured person under the policy, the proceeds will be part of your taxable estate. An ILIT (pronounced EYE-let) is viewed by some as a time-tested and IRS approved way to avoid this scenario and protect those proceeds from the estate tax.
Join us this Tuesday to learn more on the Bottled Business Sense Show.
Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222
Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182
The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.
Do you know when and how a Successor Trustee is supposed to distribute your estate once your gone–know exactly what his or her duties are? Remember, if you have business assets, they should also be in your trust along with your personal assets, and should be properly evaluated and distributed according to the trust’s intent.
Join Bill and Rick for this revealing show on a Successor Trustee’s duties and have a pen and piece of paper handy to take some notes.
Whether property is funded into a trust is primarily a matter of intent. With every comprehensive estate plan you should include not only an “Assignment of Personal Property,” which explicitly states that all personal property is intended to be funded into the trust, but also instructions as to how all other types of estate assets should be transferred into your trust. In this show, Bill and Rick discuss how each asset “type” is funded and what you should have prepared to ensure that end.
An Advance Healthcare Directive enables California residents to authorize someone to make healthcare decisions on their behalf in the event they become disabled or incompetent. Join Bill and Rick to discuss why this estate planning document can benefit you, and how it enables both you and your family to move forward should the need arise.
Sponsor:
Devin Doherty – Doherty Real Estate Group
866.338.4677
devin@dohertyrealestategroup.com
http://bestorangecountyhomesearch.com
