The Truth About Estate Planning Por arte de portada

The Truth About Estate Planning

De: Rick Randall
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  • Resumen

  • The Truth About Estate Planning (TAEP) podcast is an ongoing discussion about all things “estate planning.” Most think estate planning is just about assets-who gets what when. TAEP will explore much more than that. In fact, TAEP is designed to expand your thinking—it’s the home of the 24 Hour Thinker™! Presented in the familiar “radio show” format, TAEP is hosted by Rick Randall, Chairman and CEO of the National Network of Estate Planning Attorneys and founder of the Indianapolis law firm of Randall, Gentry & Pike. TAEP will feature segments on new planning approaches, planning pitfalls and what you’d expect--legal technical developments and strategies. TAEP will address broader “estate planning” topics from NextGen Estate Planning® to PROActive Elder Law™. We’ll investigate building and leaving your legacy, assisting loved ones from aging parents to parenting young toddlers through discussion of strategies and available resources most never know about. Topics will include controlling your own health care, grieving, promoting family values, how to maximize your inheritance and more. Featuring guest presenters who’ve invested their lives and careers in putting together effective ways to address these issues, TAEP will connect you with their often little known, and in many cases quite contrarian, approaches. The goal is to help you learn everything you need to create, maintain and implement your plan, an Empowered Estate Plan® designed to work throughout the “Lifespan Circle”. From industry leaders to practitioners in the trenches to the popular “Randall’s Rants” segments, TAEP helps you think yourself “rich!”
    2020 Copyright
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Episodios
  • Bodies of "Good Work" with Tammi Brannan

    Bodies of "Good Work" with Tammi Brannan
    Jan 17 2022
    27 m
  • The "True Cost" of an Estate Plan

    The "True Cost" of an Estate Plan
    Aug 1 2020

    In this episode, Tammi and Rick discuss the cost(s) of an estate plan. Typically, clients “shop” advisors refer to an attorney price based on the cost of the documents. In reality, there are THREE costs to any estate plan. They review the pricing from the point of view of all involved, including both direct and indirect impact. Another “24 Hour Thinker” episode that will challenge you to think through the cost issue fully!

     

    Show Notes

    • Attorneys fees in estate planning - 0:46
    • Talking about the final price - 8:48
    • Losing money to be a good attorney - 11:43
    • Three costs on an estate plan - 12:21
    • The three-step strategy - 17:21
    • The easiest clients to attract - 18:07
    • What is an education program? - 24:30
    • The practice of an attorney - 29:04
    • Advisors that like to work with attorneys - 32:40
    • Everybody moves forward - 40:49
    • A national network member - 46:06
    • The truth about estate planning is so fascinating - 48:00
    • The importance of the education process - 50:50

     

    Review, Subscribe and Share

    If you like what you hear please leave a review by clicking here

     

    Make sure you’re subscribed to the podcast so you get the latest episodes.

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    54 m
  • Finding the "Right" Attorney

    Finding the "Right" Attorney
    Jul 31 2020

    Rick shares his experience as head of the National Network regarding what makes a successful estate planning attorney. He covers what clients and advisors to look for, as well as speaking directly to attorneys who may be considering practicing estate planning. Valuable information from each point of view is presented—and the surprising solution is we’re all looking for the same thing!

     

    Show Notes

    • The Lifespan Circle - 2:39
    • Building a community of attorneys - 5:34
    • Communication with clients - 10:45
    • Some history about attorneys - 19:12
    • Building plans that work - 21:06
    • The truth about estate planning - 24:38
    • Planning to do a symposium - 33:55
    • As a client, you need an attorney that listens to you - 36:42
    • An attorney with no-estate planning background - 40:39
    • Doing training about estate planning - 42:28
    • Teaching a new concept - 45:00
    • The success of the plan - 45:55
    • Helping people take a different approach about planning - 47:27
    • Struggling financially - 50:22

     

    Review, Subscribe and Share

    If you like what you hear please leave a review by clicking here

     

    Make sure you’re subscribed to the podcast so you get the latest episodes.

    • Subscribe with Apple Podcasts
    • Follow on Spotify
    • Subscribe with Stitcher
    • Subscribe with RSS
    Más Menos
    53 m
Economía Finanzas Personales
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