Category: Estate Planning

FEATURE - USE THIS IMAGE
Life Beyond Divorce: Focusing on the Future with Gabrielle Clemens (Ep. 138)

Life Beyond Divorce: Focusing on the Future with Gabrielle Clemens (Ep. 138)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Juggling the various aspects of your life can not only be tricky, it can be very overwhelming. And then, just when you think you’ve got a handle on it all, a ball comes crashing down. No matter your financial situation, you deserve to come out happy and secure after a divorce. 

In this episode of Life Unlimited, host Larry Heller, CFP®, CDFA® focuses on helping women through the divorce process with guidance and expertise from Gabrielle Clemens, an award-winning attorney, and CDFA®. Listen as she shares her knowledge in divorce taxation, estate planning, and finance so women can focus on their future and set concrete goals. She also talks about her book, “Marriage is About Love, Divorce is About Money,” which sheds light on understanding the three levels of divorce, and how to make logical decisions pertaining to your post-divorce life.

Gain insight as Larry and Gabrielle discuss:

  • How to focus on the future and set concrete goals
  • Which professionals to include in your “divorce team”
  • A cost-benefit analysis in decision-making during divorce
  • The importance of aligning your interests with those of your attorney
  • Finding happiness 
  • And more

Resources: 

Connect with Gabrielle Clemens:

Connect with Larry Heller: 
Common Errors To Avoid When Passing Money To Your Heirs Upon Death (Ep. 109)

Common Errors To Avoid When Passing Money To Your Heirs Upon Death (Ep. 109)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Will your net worth be transferred to your heirs the way you intend it to? How do you know?  

 In this episode of Life Unlimited, Larry shares some real life stories of major mistakes he has seen with respect to a will, beneficiary or the titling of an asset. Listen in to hear some advice to make sure your estate planning wishes are kept up to date with your current family dynamic.

Larry discusses: 

  • Steps to take to ensure what you want happens after you pass away
  • How to properly distribute money to a minor child
  • Three areas to review to avoid common mistakes
  • The risks of having an outdated will
  • And more

Resources: 

Connect With Larry Heller:

Do NOT USE
10 Common Estate Planning Mistakes Made by Divorcees With Keren Birnbaum, Esq. (Ep. 97)

10 Common Estate Planning Mistakes Made by Divorcees With Keren Birnbaum, Esq. (Ep. 97)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

You don’t know what you don’t know. Whether you are contemplating divorce or are in the process, you want to protect yourself by having the proper communication and documentation.

In this episode, Larry Heller talks with Keren Birnbaum, Esq. a partner with Schwartz Ettenger, PLLC who focuses on estate planning, trust and estate administration, and elder law. Keren shares 10 common estate planning mistakes that divorcees need to be aware of to retire right.

Keren discusses: 

  • Repercussions of not having estate planning documents
  • The mistake of not updating your estate planning documents
  • Not updating beneficiary designations in your retirement accounts and insurance policies
  • Why it’s critical to educate yourself on the assets you own
  • And more

Connect With Keren G. Birnbaum, Esq:

Connect With Larry Heller:

About Our Guest:

Keren G. Birnbaum, Esq. is a Partner with Schwartz Ettenger, PLLC where she concentrates her practice in the areas of Estate Planning, Trust and Estate Administration and Elder Law. She has over 10 years of experience advising clients on how to protect themselves, their loved ones and their business in the event of death, incapacity or disability. 

Ms. Birnbaum earned her law degree at Hofstra University School of Law and her Bachelor’s Degree at Brandeis University. She is admitted to the New York State Bar, is a member of the New York State Bar Association, Queens County Bar Association, Brandeis Association, and is an active member of the Elder Law and Trusts and Estates Sections of the New York State Bar Association. Ms. Birnbaum has also lectured and published articles on various elder law and estate planning issues.

 

Do NOT USE
Estate Planning in Second Marriages — With Guest Steven Adler (Ep. 39)

Estate Planning in Second Marriages — With Guest Steven Adler (Ep. 39)

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Are you in your second marriage and wondering how to cover all the bases in your estate plan?

Today, Larry Heller speaks with guest, Steven Adler, about estate planning issues faced by couples in their second marriage and how to solve them.

In this episode, you’ll learn:

    • The most common estate planning issues couples face in second marriages

 

    • How couples may benefit from including a trust in their estate plan

 

    • What tasks newlyweds in a second marriage should address early on

 

    • The difference between a will and a beneficiary

 

    • Different ways to handle situations where one spouse brings more assets to the marriage or is significantly older than the other spouse

 

    And more!

Tune in and find out what you need to know about estate planning in a second marriage!

Resources:  Heller Wealth Management | Law Offices of Steven M. Adler, PLLC