Show notes
Tom is joined today by estate planner and attorney Everett Sussman. Death isn't something everyone wants to talk about, but the reality is that it will eventually happen. Society has come to rely on the government more than ever for benefits and reduced the freedoms we have in life. Majority of families don't have an estate plan in place. Listen to hear about why you should have a plan in place and what trends are coming related to estate planning. Highlights 01:34 How Everett got into estate planning law 04:15 Addressing concerns about what happens in various situations 07:41 The difference between a will and a trust 10:31 The role of a living trust in estate planning 13:07 How estate planning varies in different states 15:04 How moving to a different state can impact estate planning 20:08 Irrevocable life insurance trusts (ILITs) and their benefits 23:11 Probate fees and taxes in different states 25:43 Estate planning for children with special needs 29:25 Estate planning for business owners and managing different scenarios 32:04 Importance of relying on experienced professionals for complex estate planning tasks Episode Resources Connect with Tom Suvansri https://perennialpride.com/ https://www.facebook.com/perennialpride/ https://twitter.com/perennialpride https://www.youtube.com/channel/UC6N7YVoDx7BSRdiYRRb1BiA Connect with Everett Sussman https://www.estatelawonline.com/ https://www.linkedin.com/in/egsesq https://www.facebook.com/LawOfficesOfEGSussman/ Call to Action Schedule a Call with Tom How to Listen: Subscribe on Youtube Listen on Spotify
