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01.19.2022 - Estate Planning

Attendees Rating:

Excellent (91%)
Average (9%)
Below Average (0%)

Comments
Here are comments from listeners.
• Ask clients about more than just do you have a will, ask about the ancillary documents
• "Dower rights - never heard of that. Only Ohio, Arkansas & Kentucky have them.
• Cautions regarding adding your kid to J&S affidavit."
• Examples to use with clients to explain the documents and what they protect/avoid. Dower rights was new--four states still have it (thanks Google). Distinction between TOD/POD.
• For me, this was mostly a review of material I learned in my estate planning class in my CFP(R) program. However, I was once again reminded of how desperately my husband and I need to execute a will! (I know, shame on us!)
• Good information and speaker was very good, kept it moving at a good pace. She was clear, to the point, didn't over-or-under explain.
• Good reinforcement of fundamentals
• H & W separate states of residency: Co- executors & Co-Trustees could become burdensome
• Hazards of naming one of multiple children as JTWRS on bank accounts.
• I liked the breakdown of Focus Four or Core Four. Makes it easy to bite off for entry client.
• I should get a durable power of attorney in case my parents get incapacitated.
• Laurie is very knowledgeable and thorough in her presentation. She also answered all the many questions with expertise.
• learned about dower rights and how to protect against
• Material/content delivery well organized.
• Most of information reinforced my understanding of the Core 4. The information on titling options to avoid probate was very helpful
• needs for a will even if not needed to probate assests
• one or more webinars on administering an estate after death occurs - under a will or under one or more trusts Death has occurred - Now what?
• Problems of using POD, TOD and Joint survivorship
• Review of "per stirpes" term & use.
• Since I am located near the PA/OH border, I do have a few clients in OH. I learned some of the differences between PA and OH estate law.
• The discussion was valuable as a refresher on terminology and how estate settlement can vary from State to State.
• TOD for real estate and autos
• Trade offs on how assets are titled
• Trying to avoid trouble without these legal documents, including a trust, is ineffective. Transfers/management goes much smoother when death or disability happens if we pay attention to having excellent Estate Planning for our clients.
• Understand avoiding probate better
Essential Estate Planning Documents & Probate Avoidance
Presented by Laurie Steiner, Esq.,
Laurien Steiner

Estate planning lawyer Laurie Steiner provides an excellent review of the four documents that are essential to estate planning while introducing and/or important concepts such as: 

  • Dower Rights
  • Titling of Assets (POD, TOD, JTRS)
  • The important of POAs (Power of Attorney)
  • Advanced Health Directives
  • How to avoid Probate

 BE SURE to read the listener comments below. 

 

Attendees Comments:

Here are comments from listeners.
• Ask clients about more than just do you have a will, ask about the ancillary documents
• "Dower rights - never heard of that. Only Ohio, Arkansas & Kentucky have them.
• Cautions regarding adding your kid to J&S affidavit."
• Examples to use with clients to explain the documents and what they protect/avoid. Dower rights was new--four states still have it (thanks Google). Distinction between TOD/POD.
• For me, this was mostly a review of material I learned in my estate planning class in my CFP(R) program. However, I was once again reminded of how desperately my husband and I need to execute a will! (I know, shame on us!)
• Good information and speaker was very good, kept it moving at a good pace. She was clear, to the point, didn't over-or-under explain.
• Good reinforcement of fundamentals
• H & W separate states of residency: Co- executors & Co-Trustees could become burdensome
• Hazards of naming one of multiple children as JTWRS on bank accounts.
• I liked the breakdown of Focus Four or Core Four. Makes it easy to bite off for entry client.
• I should get a durable power of attorney in case my parents get incapacitated.
• Laurie is very knowledgeable and thorough in her presentation. She also answered all the many questions with expertise.
• learned about dower rights and how to protect against
• Material/content delivery well organized.
• Most of information reinforced my understanding of the Core 4. The information on titling options to avoid probate was very helpful
• needs for a will even if not needed to probate assests
• one or more webinars on administering an estate after death occurs - under a will or under one or more trusts Death has occurred - Now what?
• Problems of using POD, TOD and Joint survivorship
• Review of "per stirpes" term & use.
• Since I am located near the PA/OH border, I do have a few clients in OH. I learned some of the differences between PA and OH estate law.
• The discussion was valuable as a refresher on terminology and how estate settlement can vary from State to State.
• TOD for real estate and autos
• Trade offs on how assets are titled
• Trying to avoid trouble without these legal documents, including a trust, is ineffective. Transfers/management goes much smoother when death or disability happens if we pay attention to having excellent Estate Planning for our clients.
• Understand avoiding probate better