The Pros & Cons of Itemizing Invidiual Accounts vs. Dividing a Percentage of the Entire Estate

from Complete Estate Planning · host Nick Rosenbauer

In this episode, we're exploring two different paths you can take when designating benefits. We focus on the pros and cons of itemizing individual accounts versus dividing a percentage of your entire estate. We also look at how each approach can impact your financial legacy. Tune in as we break down these strategies to help you choose the best path for your estate planning goals. Contact: 513-463-6789 [email protected] https://cincinnatiestateplan.com/contact/

Episode metadata supplied by the publisher feed · Published Jun 21, 2024

Embed this episode

Attribution link and audio player

Ready to play

The Pros & Cons of Itemizing Invidiual Accounts vs. Dividing a Percentage of the Entire Estate

0:00 25:29

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Do Video Podcast Video Confidence Coach (Zoë Wood) With guided episodes on everything from planning, filming yourself and promoting your video to the 80 percent of your clients that will watch, engage and most importantly trust you and your business. Find us on your favorite podcasting app or at dovideopodcast.com. Attention and trust is now the best currency for your business. Daily Ops Boost Joshua Johnston Daily Ops Boost is your ultimate resource for mastering the inner workings of running a successful agency. This podcast is designed to redefine the way you perceive 'Operations,' going beyond systems and processes, and highlighting its pervasive role in every aspect of your agency - from lead generation, sales, and fulfillment, to HR and finance. Each week, we'll delve deep into strategic planning, client service, quality control, technology management, risk mitigation, and even cultural development to ensure your agency runs efficiently and effectively. The Brendan Ecker Influence Brendan Scott Ecker The Brendan Ecker Influence is hosted by Brendan Scott Ecker — a 27-year-old American entrepreneur, Michigan real estate agent, CEO of Gold Shark Media Ai, founder of PassRE USA, investor, law enforcement officer, former NCAA two-sport athlete, and author of Beyond the Beat and How I Made My Dorm My Office.Ecker went from a middle-class “Matrix” upbringing to building a fast-growing digital brand, scaling multiple businesses, and growing a YouTube channel with over 27,000 subscribers. With a background in Criminology, law enforcement, and competitive athletics, he blends discipline, strategy, and mindset into everything he teaches.On this podcast, Brendan breaks down the real frameworks behind wealth, business, real estate, marketing, AI, geopolitics, mindset, and personal growth. He discusses the journey in growing his businesses, documenting the wins, failures, and the tactical steps that helped him escape Wealth, Wine and Wisdom Andy Fenton, Jason Whitton Financial worlds collide when real estate expert Jason Whitton and sharemarket expert Andy Fenton come together each Friday for a wine. Wealth, wine and wisdom - more wine than anything else - is a relaxed retrospective look back at what’s been happening this week in the world of wealth, and what might happen next week and beyond.Andy Fenton is Managing Director at Fenton Financial. Jason Whitton is co-founder of Positive Real Estate.

Frequently Asked Questions

How long is this episode of Complete Estate Planning?

This episode is 25 minutes long.

When was this Complete Estate Planning episode published?

This episode was published on June 21, 2024.

Can I download this Complete Estate Planning episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!