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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 firstname.lastname@example.org 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.
Join me this week for my 2 for 1 show. Two great guests in one hour! My first guest is Dr. Charles E. Meusberger. My second guest is Mona Parsa, Esq.
Charles E. Meusburger, MD southjerseypsychiatry.com. is a Board Certified Diplomat of Neurology and Psychiatry and has been a practicing psychiatrist for more than 25 years. A former Department Chairman of Psychiatry, Residency Director and Medical Director for Behavioral Health Services in a large health system, Dr. Meusburger is an independent practitioner specializing in adult and adolescent psychiatry. Though Dr. Meusburger has a thriving private practice, he also serves as the psychiatrist for a community mental health program that cares for homeless individuals with intellectual and behavioral disabilities.
Spurred by the belief that understanding and empowerment can be fostered through communication in any form Mona Parsa's name can be seen on paper and her presence behind the mic as an emcee, presenter, and host. Underpinning her work is the passion to empower others with the means to live a purposeful life, from providing legal assistance to those pursuing their calling, to publishing an award-winning children’s book, And So You Were Born, which encourages a purpose-led life for youngsters.
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.
Everyone has the same question in the back of their minds. The loans should be worked out rather than foreclosed. That is what is done with commercial loans, that is what was done in residential loans and it is still done with credit cards and other consumer loans. So why are we having problems with workouts and modifications?
The answer is simple: we are not dealing with the creditor. We are dealing with an intermediary whose instructions are to get the loan into foreclosure. So they tell borrowers that they can’t qualify for a redo of their loan unless they stop paying, they say and do a lot of things that encourage the borrowers to do things that make them look like deadbeats when the case goes to foreclosure judgments. The borrowers are not deadbeats. They are victims just as the investors are victims. But we never hear from the investors because they don’t know that anything is wrong with their investments — because they are getting paid regardless of whether the “borrower” pays or not.
Many judges have been asking two questions for years even as they give the banks the benefit of the doubt:
(1) why is the modification process so enigmatic and random (and why are there not more workouts like it used to be in civil courts and bankruptcy courts) and
(2) why are we seeing this shell game with first some bank or other entity claiming it is the owner of the loan, denying even the existence of the REMIC Trust, then they admit the existence of the Trust and claim the loan is owned by the Trusts, then they say the servicers have the right to foreclose and not the trusts or the investors, and then they keep switching servicers and trustees? To the Judges that ask these questions, it looks like a shell game but without appropriate pleading and evidence they can’t rule on it — or get the answers to their questions.
Do you know when and how a Successor Trustee is supposed to distribute your estate once your gone--know exactly what his or her duties are? Remember, if you have business assets, they should also be in your trust along with your personal assets, and should be properly evaluated and distributed according to the trust's intent.
Join Bill and Rick for this revealing show on a Successor Trustee's duties and have a pen and piece of paper handy to take some notes.
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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
The Truth Is: The Sexual Predator Isn't a Stranger but a Familiar Face Your Family Knows and Trusts
Join us as we discuss the taboo subjects of sexual abuse within families, its secrecy and the signs to look for in those around you. We bring truth to a sensitive subject of secrecy and abuse within our communities.