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Episode 006 Notes
Episode 005
September 16, 2017 – In this episode we discuss Family Retirement Preservation Trusts and Cabin Trusts.
Episode 004
September 9, 2017 – In this episode we discuss the estate tax.
Episode 003
September 2, 2017 – In this episode we explored ways to protect a surviving spouses and children’s inheritance from creditors, predators, divorce and mismanagement.
Episode 002
August 26, 2017 – On this episode we discussed financial and healthcare powers of attorney, and a service called DocuBank that stores and delivers your healthcare documents to your healthcare providers.
Episode 001
August 19, 2017 – In this episode we discussed recent newspaper articles in the New York Times and the Clarion Ledger that show the importance of Medicaid planning.
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