Plan Your Estate Radio With Bob Bergman Podcast

May 11, 2018See omnystudio.com/listener for privacy information.

Bob introduces his new show, and relates his personal background and philosophy of his estate planning law practice.See omnystudio.com/listener for privacy information.

Estate planning for retirement plan asset such as IRAs and 401k plans is difficult and confusing, and the wrong planning decisions may cause a major loss of benefits for your heirs.  Tune in to learn about Qualified Retirement Plans and the Inherited IRA, their similarities and differences, and asset protection planning for your heirs for the Inherited IRA.See omnystudio.com/listener for privacy information.

First three segments: “10 Costly Mistakes to Avoid When Planning for Your Special Needs Child or Other Relative” and the solution.   Final Segment:  Who should do your estate planning for you?   A comparison of the “do it yourself” options, “will and trust” lawyers,” and the Board Certified Specialist in Estate Planning.See omnystudio.com/listener for privacy information.

First two segments:  Planning for your minor children – “The Children’s Legacy Plan” Last two segments:  “Castle Trust Planning.”  How inheritances are lost by heirs and beneficiaries, and a possible solutionSee omnystudio.com/listener for privacy information.

Fixing Broken Trusts – Outdated living trusts may be dangerous to your family’s financial health, and how to fix them.  Also, the Heggstad petition – getting property transferred to a living trust after your death.See omnystudio.com/listener for privacy information.

What is a living trust, and what are some of the uses of the living trust in estate planning. See omnystudio.com/listener for privacy information.

Bob introduces his new show, and relates his personal background and philosophy of his estate planning law practice.See omnystudio.com/listener for privacy information.