Timothy Sumer

THIS SEMINAR HAS BEEN UPDATED WITH THE "LIVING TRUST WEBINAR: INHERITANCE PLANNING FOR YOU AND YOUR FAMILY," AVAILABLE ON THIS CHANNEL. An online seminar for California residents that outlines the various planning options available for estate planning, incapacity planning, and planning for the transfer of family wealth. The presentation discusses the effects of no planning, planning using a Will only, using beneficiary designations, using joint tenancy ownership, and the use of living trust planning. Discusses Probate in California, including the costs, time delays, and public nature.... ( 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 The Living Trust Seminar - Inheritance Planning for You and Your Family in 2014 and Beyond In today's ever-changing world, it is essential to plan for the future and ensure the well-being of...

In this recording of a webinar originally presented to current clients and professionals, which is now being made available to everyone, Attorneys Julie Steinbacher and Landon Hodges go over in detail some of the changes brought out by the passage of SECURE 2.0, which was signed into law on Dec. 29, 2022. SECURE 2.0 is a continuation of the original SECURE Act, which became law in December 2019. Both pieces of legislation are primarily designed to increase and facilitate access to retirement savings and lower employers' costs of offering and funding retirement plans, but they also have several provisions that could affect individuals' estate planning. Even though most of the SECURE 2.0 provisions aren't effective until 2024 or later, the time to plan is NOW! If you would like to schedule an initial consultation with our firm to begin your estate planning, visit ChatwithSGY.com to book a free introductory information gathering session. Presented by Steinbacher,...

In this presentation, a recording of a virtual seminar originally held live on Nov. 9, 2022, Attorney Julie Steinbacher and James Lange, CPA, Attorney and Registered Investment Advisor, go into great detail on the topic of Roth IRA conversions, with a special focus and emphasis for parents with children with special needs. With the SECURE Act nearing its three-year anniversary and it having eliminated the old "stretch" IRA, there remains a loophole in the current law for beneficiaries of IRAs that have special needs, so those individuals that may be passing on a Roth IRA to a beneficiary that has special needs will want to take this into consideration when doing their estate planning. To get the free resources from James that are referenced at the end of the presentation, visit: Presented Steinbacher, Goodall & Yurchak We prepare handcrafted estate plans that guide you on your path. OUR SERVICES INCLUDE: Long-Term Care Planning Crisis Planning Es...