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Legacy Matters: Navigating Estate Planning Essentials with Alessandra Long
Manage episode 421085027 series 3558454
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In today's episode, Tom is joined by estate attorney Alessandra Long where they discuss the importance of estate planning for financial security and peace of mind. Joins them as they explore the basics of wills, trusts, and essential roles like executor, trustee, and guardian. Tune in to learn more about estate planning and feel empowered to make informed decisions for your future.
Highlights 01:15 - Importance of Estate Planning 03:40 - Tax Day Coincidence 05:40 - Early Realization about Estate Messes 08:59 - The Hassles of Guardianship After Death 11:25 - Key Elements of an Estate Plan 12:50 - Healthcare Directives and Durable Power of Attorney 15:35 - Importance of a Living Will 19:35 - Comparing Will vs. Revocable Living Trust 22:34 - Mention of Testamentary Trust Pitfalls 26:51 - Benefits of a Pour-Over Will 31:45 - Role of Financial Advisors in Estate Planning 34:00 - Understanding the Important Roles: Executor, Trustee, Guardian 38:49 - Corporate Trustees and Professional Help 43:20 - Reviewing Estate Plan Every 3-5 Years 45:30 - Importance of Elderly Parents’ Estate Plans 51:20 - Emphasis on Getting Started Early with Estate Planning
Episode Resources
- Connect with Tom Suvansri
- https://perennialpride.com/
- https://www.facebook.com/perennialpride/
- https://twitter.com/perennialpride
- https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA
- Connect with Alessandra Long
- aml@amlonglaw.com
- https://amlonglaw.com/
Call to Action Schedule a Call with Tom
How to Listen: Subscribe on Youtube Listen on Spotify
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