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”?

Check out the background of firms and investment professionals on SEC’s Adviser Info Page.

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

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.