Breast Friends Cancer Support Network with Guest Michelle-Shari Kruss – Adulting 101. The five “W” of basic Estate Planning
Everyone, regardless of income or net worth, has an estate. It may include minor children, assets like a home, car, computers, websites, business, bank accounts, retirement accounts, life insurance, collections and of course your online presence (Digital Property). The best way to get your Estate Plan started is to answer four simple questions: Where, Who, What and When. 1. Where will your children live if something happens to you and your spouse? 2. Who do you want to receive your things (either cash, tangible personal or virtual property)? 3: What things are your family going to receive and 4: When would you like your family to receive those things? Do you want your children receiving everything at 18 years of age? And once you have answered those questions it might be a good idea to think about a fifth “W”. Wondering… I wonder what would happen if you or your spouse suffers a temporary incapacity. What types of legal document can be drafted now so you can stand in each other’s shoes to make medical or financial decisions. A new W that just happened Jan 1 2020. Will the Secure Act Impact Your Retirement Plan? Several provisions of the Act are worth highlighting, as they could have an impact on your ability to grow assets, manage taxes and protect retirement assets for your children.
For more information:
(503) 490-4020 www.Krusslaw.com
Hosted by our Programs Assistant Michelle Beck, Breast Friends Cancer Support Network is a live show Wednesdays at 9am Pacific Time. While interviewing a variety of guest speakers, including doctors, nutritionists, sex therapists, counselors, comedians and nurses to name a few; Michelle brings their unique perspectives with fresh information every week. To listen to Breast Friends Cancer Support Network go to VoiceAmerica Health & Wellness or search on the major podcast platforms. You can also join us as a Guest Speaker. To explore Sponsorship Opportunities, please contact Michelle Beck at 310-801-1512 or email her at firstname.lastname@example.org.