))
How to Properly Protect Your Assets (6/15/2024)
Manage episode 424093998 series 3083349
内容由Alec Kelso and The Real Money Pros提供。所有播客内容（包括剧集、图形和播客描述）均由 Alec Kelso and The Real Money Pros 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 of The Real Money Pros, host Brian Wiley and attorney Steve Rausch from Gravis Law explore key topics in estate planning and asset protection. Steve explains the differences between wills, which go through probate, and trusts, which can avoid probate if properly set up. They discuss the importance of titling accounts and designating beneficiaries to avoid probate, focusing on transfer on death (TOD) and pay on death (POD) designations, and joint accounts. Steve also covers how state laws affect asset ownership and distribution, especially in divorce and estate planning contexts. Learn how to efficiently protect your assets and get it right the first time.
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Brian Wiley, Financial Advisor
Steven Rausch, Attorney, Gravis Law
—————————————————————
SPONSORS:
Guild Mortgage:
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Formations:
https://get.formationscorp.com/real-money-pros
————————————————————
100集单集
分享
