Areas Often Overlooked. The host for this show is Abe Lee. The guest is Brian Lee. Brian Lee discusses areas of estate planning that are often overlooked. Distribution of Assets, Asset Protection, Estate Reduction and Freezing, Asset Allocation & Conservation, Income Tax Planning, Social Capital, Insurance Planning, Retirement Distribution, Business Succession and Medicaid Planning will […]
Estate Planning and Protecting Your Assets (Finding Your Piece of the Rock)
Protecting Assets with Proper Estate Planning. The host for this show is Abe Lee. The guest is Ethan Okura. Ethan Okura discusses how to protect assets in the following circumstances. Ethan discusses personal concerns, health, the nature of their family relationships, the stability of the children’s marriages, investment habits, charitable giving, the nature and value […]
15 Crucial Areas of Estate Planning (Finding Your Piece of the Rock)
Areas Missing in Many Estate Plans. The host for this show is Abe Lee. The guest is Brian Lee. Brian Lee discusses the 15 areas of estate planning that is crucial to good estate planning. Supplement planning includes durable power of attorney, advanced health care, Organ donation, Nomination of conservator, medicaid planning, paperwork required when […]
Medicaid Long Term Care Nursing Home Costs (Finding Your Piece of the Rock)
Protect Your Assets Qualify for Medicaid. The host for this show is Abe Lee. The guest is Ethan Okura. A study by the Kaiser Family Foundation in 2003 found that if you are 65 years of age or older, there is a 45% chance you will spend some time in a nursing home. The study […]
Understand Basics of Good Estate Planning (Finding Your Piece of the Rock)
Could Your Estate Plan Have Flaws. The host for this show is Abe Lee. The guest is Brian Lee. Brian Lee maintains that planning should not only center on money and taxes. The real issues of planning consists of the true life dynamics inherent in every family unit. As a consultant, he focuses on three […]
More than Wills and Trusts in Real Estate (Finding Your Piece of the Rock)
Why Do Homeowners Need a will or Trust. The host for this show is Abe Lee. The guest is Ethan Okura. Ethan Okura is a specialist in wills and estate planning and discusses the benefits of having a will and trust. Ethan discusses the intricacies involved in doing a good estate plan and how it […]