Eight New Year’s Estate Planning Resolutions

A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Legal Disclosure: creativeplanning.com/important-disclosure-information/

Have questions or topic suggestions? Email us at podcasts@creativeplanning.com

Learn the differences between revocable and irrevocable trusts here: https://creativeplanning.com/education/podcast/revocable-trusts-vs-irrevocable-trusts/

A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Legal Disclosure: http://bit.ly/2DC250b

Have questions or topic suggestions? Email us at podcasts@creativeplanning.com

Listen to more reasons to call your estate attorney: https://creativeplanning.com/education/podcast/reasons-to-call-your-estate-planning-attorney/

A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Legal Disclosure: http://bit.ly/2DC250b

Have questions or topic suggestions? Email us at podcasts@creativeplanning.com

Listen to some more reasons to call your estate attorney: https://creativeplanning.com/education/podcast/reasons-to-call-your-estate-planning-attorney/

Learn the difference between a revocable and an irrevocable trust: https://creativeplanning.com/education/podcast/revocable-trusts-vs-irrevocable-trusts/

A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Legal Disclosure: 
http://bit.ly/2DC250b

Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

Read more about gifting rules: https://creativeplanning.com/education/article/the-rules-of-gifting-for-the-season-of-giving/

Read more about leaving a charitable legacy: https://creativeplanning.com/education/article/gifting-strategies-for-spending-down-assets/

Learn more about gifting to 529 education savings plans: https://creativeplanning.com/education/financial-planning/the-virtues-of-529-education-savings-plans/

A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Legal Disclosure: 
http://bit.ly/2DC250b

Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

Read more about the latest tax proposals: https://creativeplanning.com/education/article/important-updates-to-president-bidens-tax-plan/

A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Legal Disclosure: 
http://bit.ly/2DC250b

Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

Read more about SLATs: https://creativeplanning.com/education/article/spousal-lifetime-access-trusts-slats/

A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Legal Disclosure: 
http://bit.ly/2DC250b

Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Legal Disclosure: 
http://bit.ly/2DC250b

Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Legal Disclosure: 
http://bit.ly/2DC250b

Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Legal Disclosure: 
http://bit.ly/2DC250b

Have questions or topic suggestions? 

Email us @ podcasts@creativeplanning.com