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Pro Money Talk » 2006 » May

Archive for May, 2006

Why everyone needs estate planning

Tuesday, May 16th, 2006
 
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This episodes interview is with Jim Cashman of the law firm Berliner/Cohen. Our topic is estate planning, what it is and why everyone needs estate planning. Jim is the estate planner for some of the biggest names in the Silicon Valley and brings over 20 years of experience on the topic to the interview. In the interview we discuss:

· Estate Planning: beyond wills and trusts.

· Why everyone needs an estate plan, even if you don’t die.

· Practical considerations of estate planning.

· Preventing estate surprises, and the transfer of wealth.

· Why 40% of estates are contested.

· Issues of communication and education.

· What keeps people from doing estate planning? Some tips to get past the emotional and mental barriers to estate planning.

· Custom crafting of trusts: Protecting your children with special needs or vulnerable careers.