Wealth Tactic Rebels
Wealth Tactic Rebels
Kevin M Dumont
WTR Thomas Sciacca – Estate Planning
30 minutes Posted Mar 13, 2019 at 12:00 pm.
] Wealth Tactic Rebels.
] I'm your host, Kevin Dumont. And I've been thinking differently in the wealth field for over 10 years.
] Talk about this firm specializes exclusively.
] Really
] Well sometimes we like it.
] So what's involved in doing something like that again what is the typical estate is sort of an interesting question,
] Batman Portuguese some bad medical trying to get there,
] A lot of people usually do in these situations some very broad parameters,
] I should be clients and the Dirty Work and really reflects the client's personal wishes so just taking something off.
] I will talk a little bit about their assets as Madison's World,
] Executive.
] Whether it's a whale or a trustor power of attorney and Health Care proxy it's helpful is a bring the source of operation today.
] I don't want planes riding out launch out numbers because I want to make sure their privacy,
] Super interesting
] Every now and then they will pull those that she doesn't even worse than x
] I asked you a course of a safe reading interview that sometimes people aren't.
] First thing we often talked about is what happens to their debt.
] Thomas choo creation there are all the same sort of question who gets your ashes and you wish to divide them among certain people.
] It's also interesting to note that the time some people want an open casket sort of weight review and Memorial.
] Sidonie-gabrielle chewy medical school which is interesting is a lot of people feel like they don't want to spend a lot of money on them.
] And they talked to talk about how do you spell donations I really impacted their education research shows very very powerful
] Dogs and cats are some more exotic or interesting animal I seem to have a lot of octogenarians you decide to adopt these three year old
] The other thing is that a Goodwill addresses a lot of contingencies what happens those closest to you.
] Usually they're surprised.
] Sprite recipes very specific cherry,
] Guess what they were so successful. So now they are focusing on other types change the chart.
] Every now and then you'll see a disaster of a case for example money to a hospital that I was performing.
] Is there a way for people to disappoint.
] Tactic Rebels here,
] The other name that I tell people who want to save a few dollars.
] Just be someone in your will is not such a good idea if you decide to ask to disinherit one of your family members.
] Whether or not that's true it's funny for a will contest that I like but everyone is trying to get out of jury duty.
] About their adult children and she has kids who are in their late 50s early 60s.
] That is a recipe for disaster whether or not certain a conversation with your lawyer,
] If you're anticipating the challenge make sure that your executor or your family as other money available to them.
] What you will.
] Appreciate your time today thank you so much
] Takeout course genius tactics 201 Louis teach you all the wealth accumulating tax.
] The details.
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] Music.
] This presentation is intended as informational only
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Show notes
Estate planning is very important to make sure what you want to happen happens. Listen in as WTR interviews Thomas Sciacca, Esq and discuss the ins and outs of the basics, some less common information as well as common misconceptions.
Wealth Tactic Rebels interviews Thomas Sciacca, Esq of the LAW OFFICES OF THOMAS SCIACCA, PLLC with a focus on Estate Planning. Located in Manhattan, he founded the firm in 2007. His firm focuses their practice on estate planning, estate and trust administration, Surrogate’s Court proceedings, guardianship proceedings in the Supreme and Surrogate’s Courts as well as planning for parents with minor or adult disabled children.
Thomas Sciacca, Esq of the LAW OFFICES OF THOMAS SCIACCA, PLLC
[email protected]
(212) 495-0317
https://www.sciaccalaw.com
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Transcript
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We are joined today by Thomas Sciacca of Sciacca Law
Thomas is an expert in Estate Planning and wills and things of that nature.
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Very simple what someone is attempting to validate so well.
How to produce about this year's I am finally also.
That's why someone challenges,
lactic acid or undue influence exercise.
Somebody else also so we get involved in all this.
Probably less than three or four dozen.
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New York
people's emotions are running errands to do something.
Question someone else's motives and especially when you're dealing with you guys and money to children and unequal shares
sometimes you're dealing with you sister this is just the latest Skirmish in in an ongoing War
yeah
used to refer to this is the Melrose Place of the law but it says that younger and I'm younger and I got older and older that that reference to come all this way and it depresses me significant,
show Estate Planning in proper.
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Estate planning
first in some sort of document transfer stencils on. For some people or a trust of some sort is also.
Things such as advance directive
which are a series of documents all the power of attorney your health care proxy for a living will and very little,
Zara battery of documents song.
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my clients really range,
Charles Jennings case something happens to me.
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appliances red wagon wheel shaking as we talked about her well
is always glad at the end. Look forward to go.
When you come back you feel like you have a great sense of accomplishment
something I have to do.
Names that idea I was happy exactly like there's no typical estate planning.
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just about anything that you would like.
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Yeah we're young married couple in this situation should you was also not the right answer
6 winged flying
I mean you know I was going to say that it's not something that someone doesn't want to talk to you about buying a literal also rock form online
or if you're talkin about coming in to sit with an attorney and say look I want to leave here in 45 minutes to sign the will.
You're probably doing yourself a disservice show me a girl.
State Farm prices of admission consultation,
take me to 1609 Mission constipation.
Why is choosing to revise.
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people who are investors a lot of times their assets that don't be beneficiaries at those that do like a retirement account life insurance policy.
Talk about this
sketch out from there I chased you up letter from you stating all the bells and whistles and calling your attention.
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Please come and talk to me
several meeting for you might get to someone
there are a lot of attorneys who dabble in Missouri and will do a quickie will.
Sewer in this Shield.
Chiropractor Saturday things that when they,
estate should care for head of time
show me what I'm looking for is I'd like to know about their prior planning.
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It's helpful if they have a mental list of the assets a lot of lawyers get out cuz I like to keep things.
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marriage counseling your joints with the Stars Partners dial
they should know who are the beneficiaries on their life insurance policy for their retirement accounts
I should know whether or not that shouldn't you include their next lyrics to Sabor you partially or not at all.
Knowing the nature and extent of their assets natural outfits,
which is a fancy $10.
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who are the beneficiaries on their retirement and a lot of times that question is maybe this person needs a person.
I'm free sample is not uncommon for a forty-year-old Mary client.
To say they don't know Bears score.
Now they were shooting stars with no children.
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write a testosterone ex-boyfriend new girlfriend and it's very difficult especially after someone dies every 2 or 3 years,
what is the beneficiary designation for their website request a letter from that corresponds to party.
Just make sure their beneficiary is thank you and of course if you have clients that have a lot of stuff to you later.
Ira from this employer Ira from this employer hiring for this employer is.
Something that makes their life easier next beneficiary designations a lot less likely to talk to the cops.
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Things that I am doing to shopping list.
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SunTrust in the state's attorney more than other people just something that comes up right what sorts of things am I looking to
yeah we serve the very simple question why do you want to be buried or where do you want to meet.
Have you already purchased the blotter do you want to direct your executor to purchase,
do you have certain religious beliefs that are important to you.
[
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That would involve right once you're talking about a lot of information of your embalm body.
I'm trying to see if you were people want that Tuesday's more or less Nautica want was called the direct Creation with no involvement.
This is a personal decision that everyone is a little.
Or do you want to be an opportunity.
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They would rather give the money to their beneficiaries regardless of whether you're a thousand dollars is $8.
Medical school,
allows students to work on the cadaver scientific services for up to two years after which the medical store.
Second grade will scatter them see you there on the sense and anyone at the door
swimming games at their own sense.
Regardless of which of the three outcomes the school has a ceremony invite all the donor's family and friends to in the middle.
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it is most prepared for me to talk about them donating their mm.
Another another thing that comes up
is Sprite if I have a patch I'm a dog person a lot of my clients have.
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what to do when the animal and in that situation we have to have a conversation going to take the animal
today by Milwaukee animal is there a charity this willing to take the animal like a real skill shelter or do you also want some Nation Zoo depending on the nature of the animal,
you know she's here here in the city of New York the most of the animals are
nothing we should be sleeping in our part of an interesting animal and skulking around Central Park like an alligator
so you never really know what's going to what's going to turn up there,
there is a fair amount of operation nor dog sitting on wall
I'm really become quite expensive.
[
We can trust and Estates community call this parade of horribles talking to a client and ask him get your money if you're if you're.
Teenage children conversations.
[
Yes come in and pay your lawyer money go right to rewrite your well.
Sample I leave everything to my spouse. If I died at a time when I have mentioned I was passing the song.
I know I'm a problem.
Charities or something usually there are primary family members,
are really close friends or family.
Charlie's are always happy to receive charity.
[
classic example of versus the market.
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Directions to the hospital
Irvine Medical Center
7 year Well is leaving money to a for-profit corporation.
You're well out of the garage.
[
You are intending to that these organizations.
And you authorize your executor to substitute.
Executor exercising that sort of description.
Name something you have any.
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chips you can do on your own.
One of them is a care proxy directive.
Most Department of Health Website is a free health care decision-making form.
Shauctions as a fill in the blank I think this is for everyone,
because it's very important and it's not something.
Many states also make their powers available online.
Document does not necessarily a lawyer whenever they sign a document.
Make sure that they understand about it somewhere else other than where you're buying the horn so you understand
what is the issues in shortfalls of the.
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Charms just are inviting litigation after they die.
I'm usually pretty good at my client's out of your butt every now and then I'll call you something you want focus camera Steel.
It's important to it's important to know that there's some things that may become stitches.
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Rite Aid Shooting Star Drive in your will about why because first it goes to your capacity of any portion of it is not true.
Sucking the will contest becomes about.
[
Jurors want to serve all these will contest everyone in Brooklyn last summer and when we were excusing jurors they just looked press ball to say really wants it here
why this woman is disinherited some of her family and it was a very unique experience.
Be realistic about who your executives are and whether or not we get along with the beneficiaries must are amount of most trust and Estates litigators business.
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They may be very accomplished professional mom writes a will executor saying that although finally learn to love each other and get.
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under the laws of your state.
And Sherlock is there anything that can be done to save off of sample if I know someone is going to challenge the well I may have a client sign the same price.
Why a person is challenging the well,
ass to overcome I overturn the one signed on November 30th
the one song on November 57.
[
Such as money to a life insurance policy.
The challenge.
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Dimensions.
You're planning for yourself yes people who are going to fit in there are others she starts children.
Charities in order so you're not leaving a mess,
this is a wonderful thing. It's not something that everyone,
something
I need to talk to your financial advisors.
And sometimes it's worthwhile.
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informational speech for.
Rebels.com and you go to our, Sciacca interview.
And we shall be there also while you're on our website.
Thomas Road pre-shaped.
What are really see things differently.
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