Are you wondering how to protect your assets and ensure your loved ones are taken care of after you’re gone? Do you have questions about wills, trusts, power of attorney, etc

This interview addresses essential estate planning strategies with a focus on legal matters for investors. Financial advisor Clark Atterbury teams up with experienced estate planning attorney Paul A. Rabalais to answer all your burning questions, including:

Living Trusts vs. Wills: What’s Right for You?
Power of Attorney: Granting the Right Control
Titling Investment Accounts for Seamless Inheritance
Tax Minimization Strategies for Your Estate
And much more!
Don’t miss this opportunity to gain valuable insights and protect your financial future!

#estateplanning #investing #inheritance #legacy #livestream

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Paul Rabalais’ website:
Paul Rabalais’ youtube channel:

0:00 Countdown
2:44 Intro / WHY people invest/Estate Planning Issues
03:56 Paul Rabalais, Estate Attorney
04:07 Estate taxes / Can estate planning reduce taxes
08:00 Inheriting An IRA / Inherited IRA
10:03 Beneficiaries
14:03 Will and Trust Basics
17:14 Trustees and Succesor Trustees
19:36 Can You “Divorce-Proof” An Inheritance?
20:49 Black Sheep of Family / Substance Abuse Issues
22:50 Trustee vs Executor
24:49 When To Update Trust
27:38 Most Common Living Trust Mistakes
28:11 Funding The Trust
32:01 Paul’s Practice / America’s Estate Planning Lawyers
35:11 Financial Advisor in San Diego County / Serving Clients In Many States
36:58 Selecting Trustees / Successor Trustees
38:38 Estate Planning Issues With Blended Families
39:35 Should You Title Your Home In The Name Of Your Trust?
41:55 Is A Trust Really Necessary?
46:00 Should Every Adult Have a Power Of Attorney?
49:10 Springing vs Durable Power Of Attorney
51:54 Is Gifting Taxed?
53:29 Is A Handwritten Will A Good Idea?
55:25 Do-It-Yourself / Online Legal Docs vs Working With A Professional
57:32 Getting Rid Of Assets To Qualify For Medicaid/Medical
59:36 Paul Rabalais’ Website
1:00:05 Paul’s YouTube Channel
1:00:41 Atterbury Investment Management’s Website
1:01:19 Atterbury Investment Management’s YouTube Channel
1:02:38 Disclosures

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal, investing or accounting advice. You should consult your own tax, legal, investing and accounting advisors before engaging in any transaction.This presentation is intended for general information purposes only and does not and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult with your tax, legal and/or financial services professional regarding your individual situation.

Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave. Carpinteria, CA 93018. (800) 874-6910. Atterbury Investment Management, Inc and PlanMember Securities Corporation are independently owned and operated. CA Insurance Lic # 0B29538 (Clark Atterbury) & 0M95309 (Keeley Atterbury)

The views expressed are those of the presenter and may not necessarily reflect those held by PlanMember Securities Corporation. Material presented is believed to be from a reliable source and PSEC makes no representation as to its accuracy or completeness and all investments involve risk and are not guaranteed. Using diversification/asset allocation as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss in declining markets.

Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing.

Investors should carefully consider the investment objectives, risks, charges, and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal….(read more)

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Estate planning is a crucial aspect of financial planning for investors and individuals looking to secure their legacy for future generations. As an investor, you have worked hard to build your wealth and assets, and it is important to ensure that your wishes are carried out when you are no longer around. This is where legal matters and estate planning come into play.

Estate planning involves putting in place legal documents such as wills, trusts, powers of attorney, and healthcare directives to ensure that your assets are managed and distributed according to your wishes after your passing. It is a way to protect your loved ones and ensure that your legacy lives on.

One of the key elements of estate planning is creating a will. A will is a legal document that outlines how your assets, properties, and investments are to be distributed after your death. It also allows you to appoint guardians for minor children, name an executor to manage your estate, and specify any other wishes you may have regarding your estate.

Another important legal document in estate planning is a trust. A trust is a legal arrangement in which a trustee holds and manages assets on behalf of beneficiaries. Trusts can be used to avoid probate, reduce estate taxes, and protect assets from creditors. There are various types of trusts, including revocable trusts, irrevocable trusts, and charitable trusts, each serving a different purpose.

In addition to wills and trusts, other legal matters that investors need to consider include powers of attorney and healthcare directives. A power of attorney is a legal document that allows you to appoint someone to make financial and legal decisions on your behalf if you become incapacitated. A healthcare directive, on the other hand, allows you to specify your wishes regarding medical treatment in case you are unable to communicate them yourself.

Navigating the complex world of estate planning can be overwhelming, which is why it is important to seek the advice of a qualified attorney who specializes in this area of law. An estate planning attorney can help you create a comprehensive plan that takes into account your individual goals and circumstances, ensuring that your assets are protected and distributed according to your wishes.

When it comes to securing your legacy as an investor, legal matters such as estate planning are crucial. By taking the time to create a solid plan with the help of an experienced attorney, you can ensure that your assets are protected and your legacy is preserved for generations to come. Don’t wait until it’s too late – start working on your estate plan today.