EPISODE · Mar 3, 2023 · 38 MIN
What You Need to Know About Estate Planning With John K. Ross
from The Agent of Wealth · host Marc Bautis
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John K. Ross, Founder of Ross & Shoalmire Elder Law Attorneys. John is a nationally recognized expert in estate planning, asset protection and taxation with over twenty years of law practice. Together, they discuss the process of estate planning, including the elements of a proper plan and considerations to make along the way.In this episode, you will learn:The basic elements of an estate plan.If you should self-fund for long-term care or get long-term care insurance.The uses of a will and a trust, and how to determine if you need one or the other (or both).How frequently you should review and update your estate planning documents.And more!Resources:Episode Transcript & Blog | rossandshoalmire.com | Big Picture Retirement Podcast | Schedule an Introductory Call | Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
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In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by John K. Ross, Founder of Ross & Shoalmire Elder Law Attorneys. John is a nationally recognized expert in estate planning, asset protection and taxation with over twenty years of law practice. Together, they discuss the process of estate planning, including the elements of a proper plan and considerations to make along the way. In this episode, you will learn: The basic elements of an estate plan.If you should se...
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