Timothy Sumer

Watch this video to learn about IRA beneficiary trusts and if you are in need of one. An estate plan lays out what happens to your assets when you pass on and explains what you want loved ones and caretakers to do if you become incapacitated and can no longer take care of yourself. Our highly experienced estate attorneys have helped hundreds of clients protect their loved ones from the probate courts, conservatorship hearings and estate taxes. To schedule a free consultation, call our offices at Irvine at 949-979-6551 or Huntington Beach at 714-844-0427. You can also visit our website at www.mycaliforniaestate.com for more info.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA OC Wills & Trust Attorneys - What are the benefits of an IRA beneficiary trust? An IRA beneficiary trust is a legal tool that can provide several benefits to bo

In this video, we'll talk about spousal limited access trust. A spousal limited access trust is a trust that allows one spouse to make a gift into a trust to benefit the other spouse while removing the assets from their combined estates. This trust can be a useful estate planning tool for couples who want to protect their assets and prepare for the future. We'll discuss the benefits of a spousal limited access trust and detail how to create one. After watching this video, you'll be able to understand how a spousal limited access trust can benefit your family!... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Write an article about Spousal Limited Access Trust Explained in English https://inflationprotection.org/rewrite-this-title-spousal-limited-access-trust-explained/?feed_id=104210&_unique_id=647c3c0657268 #Infla

Estate planning and inherited IRAs. #estateplanning #probate #wealth #family #kids #taxhacks #estatetax #realestate #cmslawfirm #washingtonstate #divorce -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… PS - It would mean the world to me if you hit the subscribe button. 🙂 PPS - if you WOULD like to chat for free about estate planning or probate, just go here - ======================= Christopher Small is the owner of CMS Law Firm LLC. He created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. ======================= tiktok = Instagram = Facebook

Official WPLG Channel 10 news story featuring Frye Financial President and CEO, Austin A. Frye, JD, MBA, CFP. Interview covers the differences between a Traditional IRA and a ROTH IRA. Securities offered through LPL Financial, Member FINRA/SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine with investment(s) may be appropriate for you, consult your financial advisor prior to investing.... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA retirement planning can be a daunting task, and one of the most important decisions you will have to make is choosing between a Traditional IRA and a Roth IRA. WPLG 10 News spoke to financial advisor Austin Frye, who shared his insights on the differences between the two types of

In this Zoomside Chat, Michael Ettinger discusses the strategies we can use to better protect our assets for the future. We will talk about Caregiver Agreements, Pooled Income Trust, Long-Term Care Insurance, Medicaid Asset Protection Trust and many others, along with their pros and cons. Get the Ettinger Plan: To learn more, please visit: Contact us directly: 1-800-500-2525 Ettinger Law Firm focuses exclusively on elder law estate planning. Our attorneys and paralegals work to provide asset protection and tax savings for baby boomers and senior citizens. Practicing for twenty seven years and with offices in sixteen New York State locations, Ettinger Law Firm has prepared thousands of estate plans for generations of middle class families. Chapters: 00:00 Intro 2:00 Caregiver Agreements 4:56 The Pooled Income Trust 11:54 Long-Term Care Insurance 16:11 Veteran's Benefits for Caregivers 17:18 Medicaid Exemptions 22:42 Medicaid Qualifying Annuities 25:02 Spousal Refu

Discussion of IRA Beneficiary Trusts featuring Estate Planning Attorney Eileen Kerlin Walsh... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/ira-beneficiary-trusts-february-2015/?feed_id=58528&_unique_id=63bbcedede74f #Inflation #Retirement #GoldIRA #Wealth #Investing #EileenKerlinWalsh #EstatePlanningAttorney #EstatePlanningBeneficiaryTrusts #InheritedIRA #EileenKerlinWalsh #EstatePlanningAttorney #EstatePlanningBeneficiaryTrusts

Who inherits my Individual retirement account (IRA) if I do not name a beneficiary? You have to look to the contract with the IRA custodian to see what their default language is regarding who would inherit your IRA if you do not name a beneficiary. Some companies automatically default to the spouse. If there is no spouse, to the surviving children, or sometimes it defaults to the estate. Each company has a different contractual provision regarding this issue. | Kathleen Flammia | Elder Law - Trusts - Wills - Estate Planning | Compassionate Counsel, Expert Advice | Orlando Elder Law Services | | (407) 478-8700 | 2707 W. Fairbanks Ave., Suite 110, Winter Park, Florida 32789... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/who-inherits-my-individual-retirement-account-ira-if-i-do-not-name-a-beneficiary/?fee

Orange County Estate Planning Attorney James F. Roberts answers FAQ and gives information on what is currently happening in estate planning. One of the reasons you may want to name a trust as beneficiary to your IRA rather than your children is that they may not be good with money management. Rather than having them blow through the money, you can name the trust as being in control of the IRA and it does have to distribute the required minimum distribution but the rest can be growing tax deferred and you can distribute to them in a way that it actually benefits the beneficiary and not let them go through the money too quickly. So if you have beneficiaries that are not good with money management you may want to consider an IRA beneficiary trust as a way to protect the assets for them and provide for them longer term. If you are concerned about beneficiaries needing a little help to protect their inheritance then contact us for an appointment.... ( read more ) LEARN MO

What Happens to IRAs if they are Probated? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: If you want to talk more about probate: -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. Christopher Small is the owner of CMS Law Firm LLC. He created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, po

Have you heard of couples getting divorced to qualify for Medicaid? Crazy, right? There is another option - it's called Spousal Refusal. Elder Law Attorney Melissa O'Connor discusses this option and explains how it works. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: -- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Family opportunity 3. A plan that works when it's needed If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Melissa O'Connor is the owner of O'Connor Law. She cre

Will beneficiaries get taxed on their inheritance? --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars: 1. Family protection 2. Elimination of barriers to entry (we make it easy for you) 3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person). Estate Planning - Probate - Christopher Small is the owner of CMS Law Firm LLC. He created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. ----------------------------- How to find me out there in th