Spousal Benefit and Estate Planning Questions

November 26, 2016

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”?

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.