))
What You Will Learn at Our Estate Planning Workshop
Manage episode 441551796 series 3561789
内容由Bill Miller提供。所有播客内容（包括剧集、图形和播客描述）均由 Bill Miller 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In this episode, attorney Bill Miller provides an overview of estate planning and asset protection. He discusses common mistakes people make, such as putting their children's names on bank accounts and deeding property to their children. He emphasizes the importance of having the right kind of durable financial power of attorney, advance directive for healthcare, and a will or trust. He also explains the benefits of revocable and irrevocable trusts, as well as the options for paying for long-term care, including Medicaid and long-term care insurance. Want to learn more? Attend one of our upcoming estate planning workshops for more detailed information.
Takeaways
- Avoid common estate planning mistakes, such as putting children's names on bank accounts and deeding property to children.
- Ensure you have the right kind of durable financial power of attorney, advance directive for healthcare, and a will or trust.
- Consider the benefits of revocable and irrevocable trusts for avoiding probate and protecting assets.
- Explore options for paying for long-term care, including Medicaid and long-term care insurance.
- Attend our workshops or webinars for more detailed information on estate planning and asset protection.
Chapters
(00:00) Introduction and Disclaimer
(02:00) Common Mistakes in Estate Planning
(06:40) The Importance of the Right Documents
(12:10) Understanding Revocable and Irrevocable Trusts
(14:06) Options for Paying for Long-Term Care
(23:43) Attend Workshops for Detailed Information
Learn More and Connect with Bill Miller
https://millerestateandelderlaw.com/
https://www.facebook.com/MillerEstateandElderLaw/
https://www.linkedin.com/in/bill-miller-estate-and-elder-law-attorney-44036511/
22集单集
分享
