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 […]
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 […]
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 […]