Real Estate Fails
Grandma thought she was doing everything she should have been doing. She was, but she was getting it done by someone who didn’t know what they were doing.
Estate Planning Questions during the Covid-19 Crisis
The Tax Boss Podcast is sponsored by Your Caring Law Firm and The Law Center P.C.
In this episode, attorneys Merrell Bailey and Krystal Woodbury discuss their answers to the most common estate planning questions they are getting.
Merrell and Krystal discuss helping clients through the grieving process, and a book about remembering loved ones, The Likely Resolutions of Oliver Clock.
The SECURE Act
The SECURE Act of 2020:
- is changing retirement, and it may change how your wealth is distributed;
- it may require a check-in with your estate planner to adjust your estate plan’s language and/or structure to do what you originally intended;
- or if you’re an advisor, it may require a check-in with the estate planner and other financial professionals in your client’s sphere
Estate Planning through Beneficiary Designations
When is estate planning through beneficiary designations and/or payable on death designations a good idea? Merrell and Krystal discuss the very particular situations and criteria that makes this a safe estate planning tool.
The Tax Boss Podcast is sponsored by Your Caring Law Firm and the Law Center P.C.
“Welcome to Tax Boss. I’m Merrell Bailey in Orlando, FL. And I’m Krystal Woodbury in Denver, CO. We’re each licensed as attorneys and also CPAs, and between us, we hold nine college degrees. We help our clients get the best results because we work well with their trusted advisors — CPAs, financial planners, bankers, trust officers, attorneys, care managers – you name it. Tax Boss is a podcast for advisors from multiple professions to get together to discuss common client issues and how we can work together to solve them.”