• Estate Planning Essentials with Rod Hatley

  • 2022/12/14
  • 再生時間: 32 分
  • ポッドキャスト

Estate Planning Essentials with Rod Hatley

  • サマリー

  • Rod Hatley, a former JAG officer, found his calling as an estate planning attorney after he and his sister experienced an expensive and time consuming seven-year probate for his fathers’ estate. When Rod’s father fell ill, Rod tried to get his father to do the estate planning he needed. Unfortunately, his father had a mental block and could not bear the thought of gifting or changing legal title to the assets he spent his life accumulating. In 1995, based on his experience with his father, Rod turned to estate planning so he can help others with the family conversations and the planning that needs to take place to avoid estate taxes and the costs and delays of probate.

    Here is what to expect on this week’s show:

    • Disaster stories that show what happens when a person doesn’t plan.
    • Basic Essential Estate Planning documents, explained simply.
    • The responsibilities of your agents, and how to appoint the right person to unwind your estate and help you if you are incapacitated.
    • What happens in Probate Court, and how planning can help you avoid it.
    • How to talk to your children and loved ones about estate planning issues.

    Connect with Rod:

    WEBSITE: https://hatleylawgroup.com/

    FACEBOOK: https://www.facebook.com/HatleyLawGroupAPC/

    LINKEDIN: https://www.linkedin.com/company/hatley-law-group-a.p.c./

    TWITTER: https://twitter.com/rodneyhatley

    Connect with Barbara Norman: https://bit.ly/3TAQ3bf

    Please be sure to rate and subscribe to Sage Money Conversations wherever you listen to podcasts!



    Apple Podcasts: http://bit.ly/3EDOHbv

    Spotify: http://bit.ly/3hKc5ef

    Google Podcasts: http://bit.ly/3ECAFGW

    YouTube: http://bit.ly/3hLXPlj

    Stitcher: http://bit.ly/3g80p4y

    続きを読む 一部表示

あらすじ・解説

Rod Hatley, a former JAG officer, found his calling as an estate planning attorney after he and his sister experienced an expensive and time consuming seven-year probate for his fathers’ estate. When Rod’s father fell ill, Rod tried to get his father to do the estate planning he needed. Unfortunately, his father had a mental block and could not bear the thought of gifting or changing legal title to the assets he spent his life accumulating. In 1995, based on his experience with his father, Rod turned to estate planning so he can help others with the family conversations and the planning that needs to take place to avoid estate taxes and the costs and delays of probate.

Here is what to expect on this week’s show:

  • Disaster stories that show what happens when a person doesn’t plan.
  • Basic Essential Estate Planning documents, explained simply.
  • The responsibilities of your agents, and how to appoint the right person to unwind your estate and help you if you are incapacitated.
  • What happens in Probate Court, and how planning can help you avoid it.
  • How to talk to your children and loved ones about estate planning issues.

Connect with Rod:

WEBSITE: https://hatleylawgroup.com/

FACEBOOK: https://www.facebook.com/HatleyLawGroupAPC/

LINKEDIN: https://www.linkedin.com/company/hatley-law-group-a.p.c./

TWITTER: https://twitter.com/rodneyhatley

Connect with Barbara Norman: https://bit.ly/3TAQ3bf

Please be sure to rate and subscribe to Sage Money Conversations wherever you listen to podcasts!



Apple Podcasts: http://bit.ly/3EDOHbv

Spotify: http://bit.ly/3hKc5ef

Google Podcasts: http://bit.ly/3ECAFGW

YouTube: http://bit.ly/3hLXPlj

Stitcher: http://bit.ly/3g80p4y

Estate Planning Essentials with Rod Hatleyに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。