EPISODE · Jun 20, 2014 · 47 MIN
Episode 76 - Trusts to Protect Your Family with Bruce Steiner, JD
from Retire Secure! · host James Lange
TOPICS COVERED: Introduction to Guest – Bruce Steiner, JD; When Should You Leave Trusts as Beneficiaries of IRAs; Leaving IRAs to Minor Beneficiaries; A Well-Drafted Trust Has Flexibility; Leaving Assets to A Child With Special Needs; Avoiding Probate With Revocable Trusts; Much Lower Estate Exemption in 2013
Embed this episode
NOW PLAYING
Episode 76 - Trusts to Protect Your Family with Bruce Steiner, JD
0:00
47:14
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
Retire With Purpose - The Retirement Podcast
Casey Weade
Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and CEO of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you've always imagined and deserve. Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit finra.org/investors/professional-designations.©2026 HOWARD BAILEY FINANCIAL, INC.
Aussie Firebug
Aussie Firebug
My name's Matt, I'm a country boy for regional Victoria who is on track to reach Financial Independence and Retire Early (FIRE) by my mid-thirties. I interview interesting people on topics relating to financial independence. You can learn more about the FIRE movement in Australia here https://www.aussiefirebug.com/start-here/
Frequently Asked Questions
How long is this episode of Retire Secure!?
This episode is 47 minutes long.
When was this Retire Secure! episode published?
This episode was published on June 20, 2014.
Can I download this Retire Secure! episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!