EPISODE · Jun 13, 2024 · 48 MIN
Estate Planning Essentials: Securing your Legacy with Alissa Baier
from Red Zone Retirement Planning · host Adam Olson
In this episode of the Money Mastery Unleashed podcast, host Adam Olson welcomes attorney Alissa Baier, who specializes in estate planning, real estate transactions, civil litigation, and business entity formation. Alissa shares her journey from Creighton, Nebraska, through her education at UNL and the formation of her law firm. The conversation dives deep into the critical aspects of estate planning, emphasizing the importance of having a will, power of attorney, and trust in place. Alissa discusses the necessity of estate planning for all individuals, regardless of their asset level, and the potential legal complications of not having one. She also explains the different types of trusts and their uses, the importance of updating estate plans regularly, and the role of LLCs in asset protection. The episode concludes with a focus on the significance of having a trusted team of advisors to ensure a smooth transition of assets and minimize family conflicts. "Without an estate plan, the state dictates what happens to your assets and your loved ones, adding stress to an already difficult time." - Alissa Baier What you will learn: Importance of Estate Planning Misconceptions about Estate Planning Components of an Estate Plan Payable on Death (POD) and Transferable on Death (TOD) Designations Learn more about Adam Olson by visiting the following links: Facebook Personal Website Business Website -- Investing involves risk, including loss of principal. Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product. Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.
What this episode covers
In this episode of the Money Mastery Unleashed podcast, host Adam Olson welcomes attorney Alissa Baier, who specializes in estate planning, real estate transactions, civil litigation, and business entity formation. Alissa shares her journey from Creighton, Nebraska, through her education at UNL and the formation of her law firm. The conversation dives deep into the critical aspects of estate planning, emphasizing the importance of having a will, power of attorney, and trust in place. Alissa discusses the necessity of estate planning for all individuals, regardless of their asset level, and the potential legal complications of not having one. She also explains the different types of trusts and their uses, the importance of updating estate plans regularly, and the role of LLCs in asset protection. The episode concludes with a focus on the significance of having a trusted team of advisors to ensure a smooth transition of assets and minimize family conflicts. "Without an estate plan, the state dictates what happens to your assets and your loved ones, adding stress to an already difficult time." - Alissa Baier What you will learn: Importance of Estate Planning Misconceptions about Estate Planning Components of an Estate Plan Payable on Death (POD) and Transferable on Death (TOD) Designations Learn more about Adam Olson by visiting the following links: Facebook Personal Website Business Website -- Investing involves risk, including loss of principal. Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product. Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.
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Estate Planning Essentials: Securing your Legacy with Alissa Baier
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