Good Financial Reads: Estate Planning (Part 2)

2 min read
November 08, 2019

Estate Planning (Part 2)

Estate Planning: The Red-Headed Stepchild of Financial Planning

by Britton Gregory, Seaborn Financial

Man, I can't tell you how many times someone has come to me and said, "yes, I'd love for you to run an analysis on retirement, investing, insurance, and all that, but what I'm really worried about is my estate plan!" 

Actually, yes, I can. It's zero.

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Trust Issues – How to Choose Your Trustee

by Brian Sheahen, Hudson Oak Wealth Advisory

A trust: in it’s most basic form and definition - is a legal relationship where:

  • a) the legal ownership of property is separated from

  • b) it’s beneficial ownership.

To effectively practice this relationship a trust requires three separate parties, one of which is a trustee.

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On Death, Taxes, and the "Death Tax"

by Britton Gregory, Seaborn Financial

Let's get this out of the way first: I hate the phrase "death tax". "Death tax" makes it sound like the Big Bad Federal Government taxes everyone's poor mother, just to make sure nothing goes to the long-suffering children. No. Just no.

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Yes, You Need Digital Estate Planning. Here's Why.

by Michael Rivas, Bienvenue Wealth LLC

You’ve done your due diligence when it comes to shoring up your affairs: bequeathed home or property made plans for where your money should go, or even made plans for the end of life care and health directives. You have responsibly planned for what lies ahead and now you’re all set, right? 

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A Tale of Two Franklins

by Sean Wood, Stewardship Colorado, LLC

I was sad to learn of Aretha Franklin's death last month at age 76, and surprised to find out that she died intestate (without a will). Dying intestate often means a long, expensive and public process (probate) where state laws and strangers make all the decisions.

Aretha left behind four sons and other family, but no instructions on how to divide up her $80 million estate.

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For more on this topic, check out Good Financial Reads: Estate Planning (Part 1),

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