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ReShawna Leaven interviews Rose M. Price, Branch Manager of VLP Financial Advisors on estate planning. If you are curious about planning your estate, this is an epsiode that you don't want to miss. Rose shares her insight and expertise on the world of estates, wills, POAs, living trusts and much more.
Rose M. Price, CFP®, AIF®
VLP Financial Advisors
8391 Old Courthouse Road, Suite 203
Vienna, VA 22182
tel: 703-356-4360 ext. 702
Rick and Bill discuss the basic framework of an estate plan for family and business asset preservation and how you can pass on your net worth to loved ones without the costly expense of probate. Also discussed are other advantages of securing a complete trust package, such as complete privacy from prying eyes, as well as the specific documents of which it is comprised.
Today, we welcome Karen Schroeder, attorney, to the show. She ad I will be talking about the importance of estate planning in "non-traditional" relationships. Join us to hear more.
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Plaid for Women radio is produced to give you information, advice and resources to be YOUR wise advisor. Our goal is to help you achieve your goals, gain influence, and be heard.
Every show, we are committed to bringing you new ideas and offering new ways of thinking to give you opportunities to change your thinking and change your life. You CAN live the life you've imagined!
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CONTACT INFO FOR TODAY'S GUEST:
Karen Schroeder, attorney
OUTTRO MUSIC BY JACK T. BLUES
Many of us have no idea about estate planning. We hear the word "Estate", and we immediately associate it with a wealthy person. If you have a house, car, pension plan, life insurance then you need to plan your estate. Toady Ernest and Renate will discuss the basics of planning an estate. We will share information on what is needed to create an estate plan. Tune in today at 3PM to see just how simple it really is.
in Real Estate
We’re joined today by Joel McClintock, the broker-owner of the Global Real Estate Agency, a Keller-Williams real estate franchise with local market expertise in the south florida area. Joel’s organization made a name for itself during the economic downturn in the REO & Short-Sale marketplace, and now that the economy is recovering he’s once again set his sights on traditional sales & listings.
Joel joins us today to discuss what it takes to be a successful top-producing agent in his local south florida marketplace, and to talk about the role of real estate coaching & training in helping agents to be more successful.
Schedule A Free Coaching Call
Visit Tim & Julie Harris Online
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in Real Estate
Join real estate influencer and leader Vija Williams for Real estate radio via Vija. This is a weekly show where we talk about what's buzzing in the Puget Sound real estate market and across the nation. Vija Williams is a well known real estate agent in the Seattle area and her husband co-host is also a Realtor in Seattle. Vija and Ben discuss consumer and industry related topics in a fast-paced, witty and entertaining way every Monday 9-9:30am PST live on air from the KKNW 1150AM studios in Seattle. Their show is simulcast on BlogTalkRadio/ViaVija.
in Real Estate
Join us for a conversation with Ernest Furtado, thirty year commercial real estate veterin with Royal LePage Commercial, Real Estate Centre Team. Ernest has built up a number of commercial real estate teams in his career and he knows his way around a real estate transaction. Learn a few cool things about commercial real estate and how you can start making money today by spotting opportunities.
Also, on this episode, you'll hear from Matt Gonsalves from Foremost Financial Corporation about financing hard to place development projects and more. Foremost Financial has a large pool of investment capital get your development off the ground.
For more information about about the guests or to arrange mortgage funding on your next real estate project call David at 416 876 2031. David specializes in commercial and private lending. Apartment buildings, mixed use properties, construction, 1st & 2nd mortgages.
Forget all the tried and true tactics of estate planning your advisors formerly told you. Under the new laws, these practices could be slitting your fiscal throat. Host Bart Jackson invites Martin Shenkman, CPA, attorney, and one of the nation’s most sought after estate planners to explain how new legislation means new estate strategies. Are you one of those who have undervalued your firm for tax reasons or annually divested stock to your heirs? OOPS!
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