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 [email protected] 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 [email protected]
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.
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 [email protected] 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 [email protected]
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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