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İçerik Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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Financial Planning for Illness and Death

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Manage episode 413224948 series 79150
İçerik Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Financial planning is always important, but it’s especially crucial when health issues arise. A well-built plan allows you and your family to focus on health and family connections, without worrying about the day-after. How can you make sure you are setting yourself up for a smooth transition of wealth to your family?

Tune in and learn about the nuances of managing shared accounts, the pros and cons of transferring control to family members, and the critical role of clear communication in preserving both wealth and relationships.

Some key insights:

  1. Learn how to effectively shift financial authority to a trusted individual within the family, balancing legal necessities with personal dynamics.
  2. Learn about the importance of transparent discussions about financial matters with family members, especially in light of health changes.
  3. Discover some of the tools available, such as powers of attorney and trusts, that allow your wishes be followed.
  4. Professional advice from financial and legal advisors is crucial in creating a seamless and effective estate plan that aligns with your long-term goals.

For more information, visit the show notes at https://goldsteinongelt.com/personal-finance/financial-planning-for-illness-and-death

  continue reading

546 bölüm

Artwork
iconPaylaş
 
Manage episode 413224948 series 79150
İçerik Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

Financial planning is always important, but it’s especially crucial when health issues arise. A well-built plan allows you and your family to focus on health and family connections, without worrying about the day-after. How can you make sure you are setting yourself up for a smooth transition of wealth to your family?

Tune in and learn about the nuances of managing shared accounts, the pros and cons of transferring control to family members, and the critical role of clear communication in preserving both wealth and relationships.

Some key insights:

  1. Learn how to effectively shift financial authority to a trusted individual within the family, balancing legal necessities with personal dynamics.
  2. Learn about the importance of transparent discussions about financial matters with family members, especially in light of health changes.
  3. Discover some of the tools available, such as powers of attorney and trusts, that allow your wishes be followed.
  4. Professional advice from financial and legal advisors is crucial in creating a seamless and effective estate plan that aligns with your long-term goals.

For more information, visit the show notes at https://goldsteinongelt.com/personal-finance/financial-planning-for-illness-and-death

  continue reading

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