PODCAST · education
The Lowdown on Legacy Planning
by Proxima
We shine a light on legacy planning because we know it's a topic that's often avoided. And we want to help break that taboo. We know this topic seems dark and dreary, but don't worry. We're fun. We offer easy-to-understand explanations, share real-world examples and offer clever analogies. Pretty soon, you'll see that this stuff isn't that hard to grasp.
Episodes
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Managing Trust Investments_Sample
Sample from managing trust investments
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Trust Beneficiary Basics
Answers to questions you may have if you've been named the beneficiary of a trust. Plain English explanations, always.
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Understanding Trust Investments
Get a basic understanding of the responsibilities and practical considerations associated with managing trust investments. Plain English explanations, always.
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Clarifying Co-Trustees
The more the merrier, right? Maybe not, when it comes to multiple trustees. Learn some of the advantages and disadvantages of naming more than one trustee to manage your trust. Plain English explanations, always.
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Protecting Beneficiaries Who Are Big Spenders
Research shows that those who receive an inheritance tend to lose a major portion due to spending and bad investments. If you're worried that your loved one could mismanage an inheritance, you're not alone. But don't worry, you can plan ahead with a trust. Let us tell you about it in under 15...
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The Skinny on Special Needs Trusts
If you've got a loved one with special needs, it's very important to plan ahead to ensure they are care for when you're gone. Tune in to learn more.
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What's a Trustee and what does a Trustee do?
Have you ever wondered what a Trustee is and what a Trustee does? We explain the basics in plain English, always.
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Learn About Life Estates
Want to leave property to one person for his or her lifetime and to another upon their death? You can do that, with a Life Estate. Join us as we discuss this unique legacy planning tool and the interesting dynamic it creates between both beneficiaries. Plain English explanations, always.
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The Ins and Outs of Guardianship
Learn about the different types of guardians and their responsibilities. Plain English explanations, always.
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What's difference between a will and a trust?
Learn about two primary legacy planning tools, wills and trusts, in under 10 minutes. Plain English explanations, always.
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Why plan at all?
Understand the risks you run if you fail to set up a legacy plan, all in under 10 minutes. Plain English explanations, always.
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Managing Trust-Owned Real Estate
A house is often one of the largest assets held by a trust. If you've been named as Trustee, tune in to learn more about some of the responsibilities associated with real estate.
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ABOUT THIS SHOW
We shine a light on legacy planning because we know it's a topic that's often avoided. And we want to help break that taboo. We know this topic seems dark and dreary, but don't worry. We're fun. We offer easy-to-understand explanations, share real-world examples and offer clever analogies. Pretty soon, you'll see that this stuff isn't that hard to grasp.
HOSTED BY
Proxima
CATEGORIES
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Frequently Asked Questions
How many episodes does The Lowdown on Legacy Planning have?
The Lowdown on Legacy Planning currently has 12 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Lowdown on Legacy Planning about?
We shine a light on legacy planning because we know it's a topic that's often avoided. And we want to help break that taboo. We know this topic seems dark and dreary, but don't worry. We're fun. We offer easy-to-understand explanations, share real-world examples and offer clever analogies. Pretty...
How often does The Lowdown on Legacy Planning release new episodes?
The Lowdown on Legacy Planning has 12 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Lowdown on Legacy Planning?
You can listen to The Lowdown on Legacy Planning on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Lowdown on Legacy Planning?
The Lowdown on Legacy Planning is created and hosted by Proxima.
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