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Join Mark and Mat as they discuss the exciting and misunderstood topic of Wills and Trusts. What CAN you really do to plan your estate and get creative? Listen to Mark and Mat as they share stories and examples of some of their most creative plans they have ever created.
ALSO, they will be hosting regular Open Forum Questions!! A Show that is always a favorite of our listeners!! FIRST our regular tax tips and legal tips and then I will be fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. I NEED and WANT your INPUT and Feedback. I'll do my best to answer your questions, and if I don't have the answer for you, I will find it.
Please email your questions and comments in advance to email@example.com Put in the subject line 'Show Question'.
The show will broadcast LIVE Tuesday, May 19th, at 11am PST / 2 EST. You can call in and listen LIVE on the road at 646-200-4285, or listen in here.
Topics and Strategies discussed in TIPShow broadcasts are general in nature and may not apply to your individual situation.
The views expressed in this talk are solely the opinions of the speakers involved.
These opinions are general in nature and not designed to provide specific investment advice to individuals.
Investors should not make investment decisions based exclusively on the material discussed on this call.
CapSouth Partners is an independent, Registered Investment Advisor. Please consult your tax or legal advisor before making decisions that may have tax or legal consequences The topic of today's program is using trust as beneficiaries of IRAs.
We will talk about:
Why you should use them Reasons why you shouldn't. Things you'd need to watch out for. And other major areas of interest in regard to this subject. This is a very important topic and can be a very useful planning tool. It's also very complicated and you must follow the rules very carefully.
Today's guest will be Carter Bates and Donald Bolden.
Carter is a partner in the law firm of James-Bates-Brannan-Groover, LLP. He is a tax attorney with offices in Macon and Atlanta. He has is LLM degrees in taxation from New York University. He has set up quite a few of these trusts that we will be talking about today.
Donald Bolden is a CFP and CLU. Donald is a Senior Wealth Advisor with CapSouth Partners and he has extensive experience in estate planning.
Join KLP and guest co-hosts Attorneys Jim Fletcher and Kedra Gotel as they discuss trust and estate issues (wills, trusts, etc.) and the correct way to leave a legacy to those you love, especially your business and its assets. It's a show you don't want to miss as these experts help describe to you the IMPORTANCE of planning your estate to make sure your wishes are carried through after you are gone.
KLP is a boutique business law firm keeping growing Georgia businesses "IN business and OUT of Court" through customized and comprehensive business and lega services. Visit us online for more information or give us a call at (678) 739-8109 to set up your FREE Services consultation.
in Self Help
TRUSTS, EXECUTOR LETTER(S), ALLODIAL TITLES & UCCs
LOVE IS... One of the most powerful emotions out of all the emotions because it has the ability to bring life to a situation, and it can rearranged the atmosphere at any given time. The calm presence of LOVE brings a roaring sea to a peaceful, gentle positive flowing stream.
1 Corinthians 13:4-13 New International Version (NIV)
4 Love is patient, love is kind. It does not envy, it does not boast, it is not proud. 5 It does not dishonor others, it is not self-seeking, it is not easily angered, it keeps no record of wrongs. 6 Love does not delight in evil but rejoices with the truth. 7 It always protects, always trusts, always hopes, always perseveres. But where there are prophecies, they will cease; where there are tongues, they will be stilled; where there is knowledge, it will pass away. 9 For we know in part and we prophesy in part, 10 but when completeness comes, what is in part disappears. 11 When I was a child, I talked like a child, I thought like a child, I reasoned like a child. When I became a man, I put the ways of childhood behind me. 12 For now we see only a reflection as in a mirror; then we shall see face to face. Now I know in part; then I shall know fully, even as I am fully known.13 And now these three remain: faith, hope and love. But the greatest of these is love.
OPEN YOUR BIBLES AND LOOK AT THIS PASSAGE FROM THE KING JAMES VERSION 1 CORINTHIANS 13:4-13 (KJV)
Our weekly podcasts focus on a healer’s journey. This week’s interview, taped on Mother’s Day, is a marvelous story of a journey that begins with a car accident, moves through a career in publishing to adding a second career in Coaching. Our guest is Melissa Rosati who tells us how this journey led her to her mother’s bedside to aid/coach her mother from her stroke to her return to teaching dance. As Melissa tells us, ”I am a creativity steward. My job is listening and learning from the clients I serve”. She listens and trusts her intuition to guide her to the next right question. She certainly did this when she arrived at her mother’s hospital bedside where she saw a dance teacher, not a stoke victim in that bed. Melissa recounts that episode and the road that then led to her mother’s recovery.
Today Debbie Cunningham, attorney at law is joining us to continue the conversation about wills, trusts, and the critical value of planning ahead. We're going to explore the various pre- and post-marital agreements that create agreements that are not 'divorce planning', rather, they provide a guide as to how probate, creditors, bankruptcy, business ownership and more can be handled. Tune in to hear more!
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OUTTRO MUSIC BY JACK T. BLUES
Overcoming Fear and Trusting Faith
Hebrew 11:6 But without faith, it is impossible to please him for he that cometh to God must believe that he is, and that he is a rewarder of them that deligently seek him.
Proverbs 29:25 The fear of man brings a snare, But whoever trusts in the Lord shall be safe.
2 Timothy 1:7 For God has not given us a spirit of fear, but of power and of love and of a sound mind.
1 John 4:18 There is no fear in love; but perfect love casts out fear, because fear involves torment. But he who fears has not been made perfect in love.
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