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...

If you are the beneficiary of a 401K or individual retirement account (IRA), notify the company and offer the required documents. Learn from an estate planning and probate lawyer what to give insurance or investment companies to receive IRA or 401K monies in this free video on estate law. Expert: Brad Wiewel Contact: www.texastrustlaw.com Bio: Brad Wiewel is board certified in estate planning and probate by the Texas Board of Legal Specialization and has been practicing law since 1978. Filmmaker: Demand Media... ( 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 Estate Planning: If You Are a Beneficiary of an IRA or 401k Estate planning is a critical aspect of managing one's assets and ensuring their smooth transfer to beneficiaries after death. While it encompasses various financial instruments, this article focuses specifically on Individu...

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,...

Joe Anderson, CFP® and "Big Al" Clopine, CPA share the biggest misconception about inherited IRAs that's costing families thousands of dollars. If you live in southern California and would like to schedule a free assessment with one of our CFP® professionals, click here: Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a pr...

What to do with my Inherited IRA? #estateplanning #probate #wealth #family #kids #taxhacks #estatetax #realestate #campanilelaw #njestateattorney #divorce #will #newjersey #wills #trusts #nj #inheritance #inheritancetax #executor #IRA I love comments. I create these videos to help people out withe estate planning and I have zero expectations. I love to help people and love to interact. 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 or probate go to -- If you need estate planning or probate help, send me a message and I will schedule time, at no cost, to discuss your needs with you. David Campanile is the owner of Campanile Law, LLC. He created it with one goal to ensure your legacy is preserved for future generations. You’ll find information here on estate planning, probate, revocable living trus...

... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/beneficiary-designation-strategies-for-life-insurance-retirement-plans-3m25s-9-d1v9/?feed_id=62959&_unique_id=63ccc5e99bef1 #Inflation #Retirement #GoldIRA #Wealth #Investing #AdvanceHealthDirective #AffordableTrusts #Conservatorship #CostofaLivingTrust #CostofProbate #livingtrust #LivingTrusts #livingwill #powerofattorney #probate #ProbateFees #trustattorney #TrustSettlement #Will #wills #QualifiedRetirementPlan #AdvanceHealthDirective #AffordableTrusts #Conservatorship #CostofaLivingTrust #CostofProbate #livingtrust #LivingTrusts #livingwill #powerofattorney #probate #ProbateFees #trustattorney #TrustSettlement #Will #wills

What happens to my IRA when I die? One of the most frequent questions asked during client meetings is, “What happens to my IRA when I die?” In this episode we discuss: 0:00 - Intro 0:43 - How a surviving spouse can handle an IRA 1:43 - Define eligible designated beneficiaries and the rules they follow. 4:35 - Discuss the 10-year rule for other beneficiaries. 6:28 - The problems with not naming beneficiaries on your IRA or retirement plan. 8:00 - Using a trust as a beneficiary 8:45 - Wrap Up And don’t forget these rules apply to both traditional and Roth IRA’s. To learn more, please visit: Appearing in this video: Michael Seese, CFP® Tyler Szafran, CRPC® Neal Watson CFP® #IRA #401k #FinancialPlanning To learn more about our firm or to contact a financial advisor near you, please visit: ... ( 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 ...

Rich Paul, CFP® and special guest Rebecca Wrock, discuss common estate planning mistakes such as a minor inheriting money, ways to stretch your IRA, adding a child as joint owner, lady bird deeds, and more. www.rwpaul.com/ Disclosure: The retirement planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.... ( read more ) LEARN MORE ABOUT: IRA...

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...

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 L...