Tag: Revocable Living Trust
How We Guard Your Legacy (Ep. 5)

How We Guard Your Legacy (Ep. 5)

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Think estate planning is just for the wealthy? 

Think again. 

Jerry Goodman and Megan Hubbard are here to shatter this and other common misconceptions. Listen in as they reveal pivotal truths essential to safeguarding your family’s financial future.

In this PodCLASS, Jerry and Megan explore:

  • Why neglecting estate planning could be the biggest risk to your family’s legacy
  • How choosing the right estate planning package could save you money compared to traditional legal services
  • An insider’s guide to two crucial estate packages that put you in control of your future
  • A creative spin on ‘Leave it to Beaver’ that reveals the stark realities of dying without a will in Tennessee
  • The surprising truths about revocable living trusts and why they might not be the safeguard you thought
  • A critical look at the hidden drawbacks of trusts – especially when it comes to accessing your assets when you need them most
  • And much more!

 

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Estate Planning Series: More than Just Tidying Up (Ep. 4)

Estate Planning Series: More than Just Tidying Up (Ep. 4)

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Estate planning isn’t just about documents; it’s about the details. Ready to master yours?

In this enlightening PodCLASS, the father-daughter duo of Jerry Goodman and Megan Hubbard from Tennessee Wealth Management decode the complexities of estate planning. Drawing from Jerry’s four-decade-long financial experience and Megan’s teaching background, the hosts unravel the importance of meticulous planning and the dangers of overlooking the details.

In this PodCLASS, Jerry and Megan highlight:

  • Their 5-step estate planning process, initiated with their PodCLASS spiral learning
  • The need for in-depth discussions to grasp personal situations, with a focus on in-person meetings
  • Essential attorney involvement for crafting and refining estate documents
  • The document signing ceremony and its inherent adaptability
  • Step Five: the crucial housekeeping stage safeguarding previous planning
  • Challenges include Tennessee’s probate process, out-of-state probate issues, and pitfalls of incorrect asset ownership.
  • Plus more insights!

 

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