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In Episode 8 of 8, the finale of this podcasts series Estate Planning Demystified, I talk about putting it all together, working with the pieces of of the puzzle and give my best recommendation ever. Items covered in this episode include:

1. Review and summary of the previous episodes;
2. The Trust, Last Will and Testament, the Durable Power of Attorney; and
3. The most important recommendation and piece of information in this series.

As always, if you want to contact me check out my website at www.shawnjroberts.com or email me directly at sjr@shawnjroberts.com

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Also available on your BlackBerry in the BlackBerry Podcast Store!

 

In this episode 7 of the 8 episode series Estate Planning Demystified, I talk about the final major piece of the estate planning puzzle: the Durable Power of Attorney.

Items covered in this episode include:

1. What is a Durable Power of Attorney?
2. What makes its “durable”?
3. Why would someone want a durable power of attorney?
4. How does a durable power of attorney relate to a guardianship proceeding through a court?

As always, if you want to contact me check out my website at www.shawnjroberts.com or email me directly at sjr@shawnjroberts.com

Direct Download
iTunes Download

Also available on your BlackBerry in the BlackBerry Podcast Store!

In this week’s “post-rapture” edition of Estate Planning Demystified (Episode number 5), I discuss one of the oldest and most well-know estate planning documents:

The Last Will and Testament

I cover some topics including:

1. Some history of the Will;

2. What a person can accomplish in a Will;

3. The things that you need to do to make the Will legal; and

4. A story about person making Will that they thought had them covered only for the surivors to find out that it did not work!

If you have any questions or comments about the Last Will and Testament or anything else, please email me at sjr@shawnjroberts.com or visit my website www.shawnjroberts.com

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This is Episode 4 of Estate Planning Demystified. In this episode, I discuss the Revocable Living Trust in more detail including:

There are any different terms used to describe the same thing: revocable trust, living trust, revocable living trust, family trust, A-B Trust. All terms essentially describe the same instrument:

A. The creation by a person of a legal vehicle, while alive;
B. that has a separate legal existence from the people who created it;
C. to hold property for the benefit of the people that created and other people who are called “beneficiaries”
D. where the people who create it generally maintain full control over it while they are alive

I also discuss some of the benefits of a Revocable Living Trust over a Will include: (1) elimination of the probate process; and (2) immediate and continuous access to assets and to cash flow.

Link to the Will vs. Trust Table

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If you want to leave me feedback or ask a question (both of which would be awesome to have), please send me an email at sjr@shawnjroberts.com.

This is Episode 3 of Estate Planning Demystified. In this episode, I discuss how do you know if need a Last Will and Testament or a Living Trust including:

1. Who are the people I want to transfer my estate to?
2. What do I have in terms of assets?
3. Who do I want to care for me when I can no longer care for myself
4. Who will you choose to help make life-ending or
5. life-sustaining discussions?
6. What are the ages and the capacity of the people I give my estate?
7. W ho do I want to take care of my minor children?

 

Link to the Will vs. Trust Table

Direct Download

Subscribe in iTunes

If you want to leave me feedback or ask a question (both of which would be awesome to have), please send me an email at sjr@shawnjroberts.com.

This is episode 2 of Estate Planning Demystified.  In this episode, I go over and explain the terms that are commonly used in estate planning including:
 
*Probate
*Last Will and Testament
*Power of Attorney
*Living Trust
*Guardian
 

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If you want to leave me feedback or ask a question (both of which would be awesome to have), please send me an email at sjr@shawnjroberts.com.

This is Episode 1 of the Estate Planning Demystified Podcast.

I have been talking about doing a podcast for a long time. Recently, “talking” become “doing” and I shipped the product. I am excited to introduce my podcast series: Estate Planning Demystified.

This will be an 8-episode series in which I talk about what estate planning is, how it is used, what the tools are and how it might impact you. The information on Episode I: The Introduction are below. You can watch the podcast right here, but I would appreciate it if you would subscribe to the podcast in iTunes.

The phrase “estate planning” is thrown around a lot, often without a solid understanding of what it means. I am attorney who helps people plan their estates and in this podcasts I am going to provide a plain language explanation of estate planning, what it means and how it impacts you.

Direct Download

Subscribe in iTunes

If you want to leave me feedback or ask a question (both of which would be awesome to have), please send me an email at sjr@shawnjroberts.com.