EPISODE · Jul 3, 2022 · 1H 30M
Why Millions of People Lose Their Money When They Die & How To Avoid It (with Allan Gibber, Esq.)
from Kosher Money · host Living Lchaim
This is an important episode.Estate planning is the management of a person’s estate DURING a person's life in the event the person becomes incapacitated or dies. It’s not a whole lot of fun to think about, but one can save their family a whole lot of grief if they properly take care of merical directives, healthcare proxies, a will, a trust, HIPAA release forms and more. Fret not: there are people whose sole job is to help you with all of this.* TIME STAMPS *00:00 Intro02:32 Who is Allan Gibber?03:49 Is Estate Planning Just for the Rich?07:57 Planning Wisely 10:10 The List of Items11:20 Medical Directives, Healthcare Proxy & HIPAA Release Form20:40 Aging Gracefully with Parents 22:50 Power of Attorney29:30 Trusts & Wills35:36 Updating & Storing Important Information 41:00 Sponsor42:46 County & State Laws48:20 Knowing How to Spot the Right Estate Planner51:28 Fees of an Estate Planner52:30 Allen Gibber’s Contact Info 53:30 Structuring Family Businesses & Equity Splits1:00:30 Sponsor Message1:02:15 Informing Family of Your Decisions1:06:10 Turning a Secular Will into a Religious Will1:27:00 An Important Parting Message1:28:06 OutroSPONSORS OF THIS EPISODE• Colel Chabad: Get a FREE pushka (charity box) from this great non-profit helping feed Israel's neediest. Simply visit https://www.ColelChabad.org/Pushka & https://www.ColelChabad.org/KosherMoney to make a much-needed donation. • Approved Funding: Looking to purchase a home? Looking to refinance? You need to speak to Shmuel Shayowitz at https://www.ApprovedFunding.com/Mortg... to make sure you do it right. Tell him we say hi!To contact Allan, email [email protected] or call 410-332-8580.Follow us on social media for more content:TikTok - https://www.tiktok.com/@livinglchaimInstagram - https://www.instagram.com/livinglchaim/Facebook - https://www.facebook.com/livinglchaimLinkedIn - https://www.linkedin.com/company/living-lchaim As a reminder, all investment strategies and investments involve risk of loss. Nothing contained in this episode or any of our episodes and videos should be construed as investment advice. Got it? Good!Submit your questions to [email protected] can WhatsApp us questions, comments & voice notes: 1-914-222-5513WhatsApp us feedback and you'll get first access to episodes!Our new and free call-in-to listen feature is here:🇺🇸 USA: 712-432-3489🇬🇧 UK: 0333-366-0154🇮🇱 ISRAEL: 079-579-5088Need financial guidance? Get help from our friends at LivingSmarterJewish.orgKosher Money is produced by Living Lchaim and you can find more shows at LivingLchaim.com Hosted on Acast. See acast.com/privacy for more information.Kosher Money is the bi-weekly podcast from Living Lchaim, hosted by Eli Langer.
What this episode covers
This is an important episode.Estate planning is the management of a person’s estate DURING a person's life in the event the person becomes incapacitated or dies. It’s not a whole lot of fun to think about, but one can save their family a whole lot of grief if they properly take care of merical directives, healthcare proxies, a will, a trust, HIPAA release forms and more. Fret not: there are people whose sole job is to help you with all of this.* TIME STAMPS *00:00 Intro02:32 Who is Allan Gibber?03:49 Is Estate Planning Just for the Rich?07:57 Planning Wisely 10:10 The List of Items11:20 Medical Directives, Healthcare Proxy & HIPAA Release Form20:40 Aging Gracefully with Parents 22:50 Power of Attorney29:30 Trusts & Wills35:36 Updating & Storing Important Information 41:00 Sponsor42:46 County & State Laws48:20 Knowing How to Spot the Right Estate Planner51:28 Fees of an Estate Planner52:30 Allen Gibber’s Contact Info 53:30 Structuring Family Businesses & Equity Splits1:00:30 Sponsor Message1:02:15 Informing Family of Your Decisions1:06:10 Turning a Secular Will into a Religious Will1:27:00 An Important Parting Message1:28:06 OutroSPONSORS OF THIS EPISODE• Colel Chabad: Get a FREE pushka (charity box) from this great non-profit helping feed Israel's neediest. Simply visit https://www.ColelChabad.org/Pushka & https://www.ColelChabad.org/KosherMoney to make a much-needed donation. • Approved Funding: Looking to purchase a home? Looking to refinance? You need to speak to Shmuel Shayowitz at https://www.ApprovedFunding.com/Mortg... to make sure you do it right. Tell him we say hi!To contact Allan, email [email protected] or call 410-332-8580.Follow us on social media for more content:TikTok - https://www.tiktok.com/@livinglchaimInstagram - https://www.instagram.com/livinglchaim/Facebook - https://www.facebook.com/livinglchaimLinkedIn - https://www.linkedin.com/company/living-lchaim As a reminder, all investment strategies and investments involve risk of loss. Nothing contained in this episode or any of our episodes and videos should be construed as investment advice. Got it? Good!Submit your questions to [email protected] can WhatsApp us questions, comments & voice notes: 1-914-222-5513WhatsApp us feedback and you'll get first access to episodes!Our new and free call-in-to listen feature is here:🇺🇸 USA: 712-432-3489🇬🇧 UK: 0333-366-0154🇮🇱 ISRAEL: 079-579-5088Need financial guidance? Get help from our friends at LivingSmarterJewish.orgKosher Money is produced by Living Lchaim and you can find more shows at LivingLchaim.com Hosted on Acast. See acast.com/privacy for more information.Kosher Money is the bi-weekly podcast from Living Lchaim, hosted by Eli Langer.
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Why Millions of People Lose Their Money When They Die & How To Avoid It (with Allan Gibber, Esq.)
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