Controlling Your Wealth: Wills, Trusts and Estate Planning [Video]

Let’s get into the essentials of estate planning with the Me Financial Podcast. Michelle Moses, CFP and lawyer Grant McKeehan, explore wills, trusts, and the impact of the Secure Act on your financial legacy. They discuss legal and financial concepts, offering actionable advice on setting up trusts, understanding probate, and ensuring your wishes are respected.

Key Topics:

🔑 The advantages of having a trust over a will
📈 The new changes brought about by the Secure Act for your inherited IRAs
💰 Gifting strategies to reduce your taxes
📜 The different estate planning documents and what they do

⏰ Time Stamps
00:00 Welcome to the Financial Podcast with Special Guest Grant McKeehan
01:03 Introduction to Estate Planning and Its Complexities
03:37 The Surprising Truth About Wills and Trusts
07:16 Navigating the Intricacies of Trusts: From Funding to Protection
13:55 Exploring Irrevocable Trusts and Gift Tax Strategies
20:44 Maximizing Asset Protection Through Trusts
23:54 The Importance of Proactive Estate Planning
27:38 Understanding Wills and Trusts: A Deep Dive
29:04 The Importance of Powers of Attorney in Estate Planning
32:26 Addressing Elder Abuse and the Role of Estate Planning
43:25 Navigating the SECURE Act and Its Impact on Retirement Accounts

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🔹 Learn more about Me Financial: https://www.mefinancial.net/

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

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