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Why Millions of People Lose Their Money When They Die & How To Avoid It (with Allan Gibber, Esq.)
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 Intro 02:32 Who is Allan Gibber? 03:49 Is Estate Planning Just for the Rich? 07:57 Planning Wisely 10:10 The List of Items 11:20 Medical Directives, Healthcare Proxy & HIPAA Release Form 20:40 Aging Gracefully with Parents 22:50 Power of Attorney 29:30 Trusts & Wills 35:36 Updating & Storing Important Information 41:00 Sponsor 42:46 County & State Laws 48:20 Knowing How to Spot the Right Estate Planner 51:28 Fees of an Estate Planner 52:30 Allen Gibber’s Contact Info 53:30 Structuring Family Businesses & Equity Splits 1:00:30 Sponsor Message 1:02:15 Informing Family of Your Decisions 1:06:10 Turning a Secular Will into a Religious Will 1:27:00 An Important Parting Message 1:28:06 Outro SPONSORS 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 AJG@NQGRG.com or call 410-332-8580. Follow us on social media for more content: TikTok - https://www.tiktok.com/@livinglchaim Instagram - https://www.instagram.com/livinglchaim/ Facebook - https://www.facebook.com/livinglchaim LinkedIn - 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 hi@LivingLchaim.com You can WhatsApp us questions, comments & voice notes: 1-914-222-5513 WhatsApp 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: 079-579-5088 Need financial guidance? Get help from our friends at LivingSmarterJewish.org Kosher 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.
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