Another series of short podcast episodes, this time a total of eight and all under four minutes in length, all focus on different aspects of setting up and managing trusts. This series makes up Episodes 24-30 and Episode 32, and all of these are short clips from a virtual happy hour event, "Wine & Wills," originally held on July 22, 2020, featuring Attorney Landon Hodges and Long-Term Care Planner Kristin Daugherty. Among the trust-related topics discussed in this series are managing a trust after it is set up, making charitable donations before and after setting up a trust, paying a trustee, adding more assets to a trust after it is initially set up, using a trust to avoid probate, and more.
Links to each individual episode are below, and they can be found, along with all other episodes of the Second Half of Life Podcast, on the Steinbacher, Goodall & Yurchak website, as well as on several podcast directories. The podcast is also available on most podcast platforms, including Apple Podcasts, Spotify, TuneIn + Alexa, iHeartRadio, Stitcher, Podcast Addict, Google Podcasts, Podchaser, Deezer, Listen Notes, Bullhorn, Overcast, Pocket Casts, Castro and Castbox.
Episode 24 - Managing a Trust After it is Set Up
Episode 25 - Making Charitable Donations Before and After Setting Up a Trust
Episode 26 - Paying a Trustee
Episode 27 - Adding New Assets to a Trust After it is Set Up
Episode 28 - Putting Land, Oil or Gas Royalties or Leases Into a Trust
Episode 29 - What Happens When a Trustee Lives in Another State, and What About Inheritance Tax
Episode 30 - Using a Revocable Trust to Avoid Probate
Episode 32 - What to Put Into a Trust
Attorneys and other staff members from Steinbacher, Goodall & Yurchak conduct a number of speaking engagements each month, including speaking at the firm's own seminars and outside events. Here's a summary of the firm's speaking engagements from the third quarter of 2020 (July - September). As with the second quarter, all of these events were virtual due to the current circumstances in our communities. If you weren't able to attend, or even if you were but would like to hear the presentation again, you're in luck, as many of our virtual seminars and events are now recorded for anyone to view or listen to later at their convenience. If you're interested in learning more about any of the topics outlined below and how it applies to your individual situation, please call the firm at 1-800-351-8334 for a free consultation. Visit the seminar page for a list of upcoming seminars.
On July 15, Attorney Julie Steinbacher, CELA*, teamed up with Kevin Jameson, the founder of the Dementia Society of America, to virtually present The Dementia Action Plan: 7 Steps to Take in the Face of Dementia. This presentation covered everything from a Dementia diagnosis and health prevention tips to government benefits available for care. Most importantly, Julie and Kevin offered action steps to take sooner rather than later if you or a loved one are at risk of Dementia. Due to copyright, we are unable to offer a recording of this entire seminar, but Julie's brief presentation on Powers of Attorney, which followed the presentation by Kevin, can be viewed.
In today's digital world, information is plentiful, comes from a variety of sources and through several media. But how do you know if the information is accurate and reliable, especially about a subject like estate planning that isn't necessarily always top of mind for most people. In the Second Half of Life Podcast episode 23, Attorney Jenna Franks and Long-Term Care Planner Kristin Daugherty draw upon their many years of experience in working with clients on their estate and long-term care planning and identify 14 myths about estate planning that they've heard the most over the years, and debunk each one with the actual truth.
This episode is a recording of a virtual seminar originally held on August 19, 2020, and this and other episodes of the Second Half of Life podcast can be accessed on the Steinbacher, Goodall & Yurchak website, as well as on several podcast directories. The podcast is also available on most podcast platforms, including Apple Podcasts, Spotify, TuneIn + Alexa, iHeartRadio, Stitcher, Podcast Addict, Google Podcasts, Podchaser, Deezer, Listen Notes, Bullhorn, Overcast, Pocket Casts, Castro and Castbox.