Our Most Recent Show
Spousal Benefit and Estate Planning Questions
Chris and special guest Estate Planning Attorney Peter Scott answer email questions from listeners. First up, Chris discusses social security strategies regarding "Spousal Benefits" and the rule changes that have occurred over the last year. Peter follows up with a detailed answer to a question involving land-lease agreements in an estate plan. Peter discusses various terms that are important to understand when looking at an estate plan:
- Explain the difference between a conservator-ship and guardianship.
- "Real" property vs. "Personal" property.
- Examples of type of "Personal" property that can be assigned to a beneficiary.
- What do the following terms mean: "Probate", "Living Probate", "Joint Tenancy", "Tenants in Common", and "Right of Survivor-ship"?
About the Show
What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor for two hours on Saturday morning you get the Retirement and IRA Radio Show, an informative, educational and entertaining radio program focused on retirement topics.
Looking for more information on a specific topic? Use the Search feature to find information on this site and Jim Saulnier and Associates’ business site.
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