https://simplecast.com A Matter of Trust 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. 2020 - Creative Planning's A Matter of Trust en Mon, 18 Apr 2022 15:00:00 +0000 Mon, 18 Apr 2022 15:00:10 +0000 https://a-matter-of-trust.simplecast.com A Matter of Trust https://image.simplecastcdn.com/images/100b76a0-757a-4a7e-9db9-115aa882e067/19ada961-ecc4-4bc9-bc02-d532f1bc941c/3000x3000/matter-of-trust-cp2-cover.jpg?aid=rss_feed https://a-matter-of-trust.simplecast.com episodic 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. Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers no https://feeds.simplecast.com/ogBU_OWg estate planning, financial planning, wealth management Creative Planning podcasts@creativeplanning.com 944ca7f5-4c0c-407a-81bc-beaa324d8833 The Ins and Outs of Limited Liability Corporations (LLCs) 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

]]> Mon, 18 Apr 2022 15:00:00 +0000 podcasts@creativeplanning.com (chrissy knopke, annie rogers, creative planning) https://a-matter-of-trust.simplecast.com/episodes/the-ins-and-outs-of-limited-liability-corporations-llcs-DjOzEu57 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

]]> The Ins and Outs of Limited Liability Corporations (LLCs) chrissy knopke, annie rogers, creative planning 00:07:04 Run a business or own a rental property? In this podcast, Attorneys Annie Rogers and Chrissy Knopke discuss the pros and cons of LLCs as well as specific criteria for ensuring you maximize your limited liability protection. Run a business or own a rental property? In this podcast, Attorneys Annie Rogers and Chrissy Knopke discuss the pros and cons of LLCs as well as specific criteria for ensuring you maximize your limited liability protection. limited liability, llc, creative planning, rental property, limited liability protection, business owners, limited liability corporations no full 27 1 c839b332-1b9e-4dce-9f62-4ecc715cb661 Why You Should Add Your Revocable Living Trust to Your Insurance Policies 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

]]> Mon, 21 Mar 2022 21:10:22 +0000 podcasts@creativeplanning.com (Annie Rogers, Chrissy Knopke, Creative Planning) https://a-matter-of-trust.simplecast.com/episodes/why-you-should-add-your-revocable-living-trust-to-your-insurance-policies-D5gsH8q5 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

]]> Why You Should Add Your Revocable Living Trust to Your Insurance Policies Annie Rogers, Chrissy Knopke, Creative Planning 00:04:48 In this month’s podcast, Attorneys Annie Rogers and Chrissy Knopke discuss how and why you should add your revocable living trust as an insured on your auto, home, life, and other insurance policies. They also share a real-life example of what could happen when you don’t (hint: it involves probate). In this month’s podcast, Attorneys Annie Rogers and Chrissy Knopke discuss how and why you should add your revocable living trust as an insured on your auto, home, life, and other insurance policies. They also share a real-life example of what could happen when you don’t (hint: it involves probate). insurance, life insurance, auto insurance, revocable trust, homeowners insurance, trust, umbrella insurance no full 26 1 37a0748b-b2b2-4627-920d-8719a64386ff Estate Planning Considerations for Unmarried Couples 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

]]> Fri, 25 Feb 2022 18:26:15 +0000 podcasts@creativeplanning.com (Annie Rogers, Chrissy Knopke, Creative Planning) https://a-matter-of-trust.simplecast.com/episodes/estate-planning-considerations-for-unmarried-couples-_DZ_4Rex 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

]]> Estate Planning Considerations for Unmarried Couples Annie Rogers, Chrissy Knopke, Creative Planning 00:05:21 It’s important to understand that common-law marriage is a thing of the past. If you’re in a committed relationship but not married, you’ll want to listen to this month’s podcast by Attorneys Annie Rogers and Chrissy Knopke to learn how to ensure you and your partner are taken care of if the unexpected occurs. It’s important to understand that common-law marriage is a thing of the past. If you’re in a committed relationship but not married, you’ll want to listen to this month’s podcast by Attorneys Annie Rogers and Chrissy Knopke to learn how to ensure you and your partner are taken care of if the unexpected occurs. right of survivorship, tenants in common, financial power of attorney, healthcare power of attorney, domestic partnership, unmarried partner, rights of survivorship, estate planning, power of attorney, common law marriage no full 25 1 7e6e83c3-b9d6-4675-b696-107892ab7c29 Eight New Year’s Estate Planning Resolutions 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

]]> Tue, 18 Jan 2022 21:54:03 +0000 podcasts@creativeplanning.com (Chrissy Knopke, Annie Rogers, Creative Planning) https://a-matter-of-trust.simplecast.com/episodes/eight-new-years-estate-planning-resolutions-EV5N5zUi 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

]]> Eight New Year’s Estate Planning Resolutions Chrissy Knopke, Annie Rogers, Creative Planning 00:04:59 Eat better, exercise more… and do some estate planning? Attorneys Chrissy Knopke and Annie Rogers make the case for taking eight actions in 2022 – from executing and funding your trust to reviewing your beneficiaries – to at least get your estate plan, if not your body, into shape. Eat better, exercise more… and do some estate planning? Attorneys Chrissy Knopke and Annie Rogers make the case for taking eight actions in 2022 – from executing and funding your trust to reviewing your beneficiaries – to at least get your estate plan, if not your body, into shape. estate plan, estate planning, revocable trust, power of attorney no full 24 1 0f8ccaee-fc90-48d1-97cd-cab8dd82a4aa ‘Tis the Season for Giving 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

]]> Mon, 20 Dec 2021 12:12:05 +0000 podcasts@creativeplanning.com (Annie Rogers, Chrissy Knopke, Creative Planning, gift tax, donor-advised fund, UTMA, 529 plan) https://a-matter-of-trust.simplecast.com/episodes/tis-the-season-for-giving-MN0WvV9X 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

]]> ‘Tis the Season for Giving Annie Rogers, Chrissy Knopke, Creative Planning, gift tax, donor-advised fund, UTMA, 529 plan 00:04:00 In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss the various ways you can make gifts to your family and causes that you care about. And while the rules say paying a family member’s medical expenses as a gift is permissible – paying for their cosmetic surgery is not. Bah, humbug. Wishing happy holidays to all our listeners! In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss the various ways you can make gifts to your family and causes that you care about. And while the rules say paying a family member’s medical expenses as a gift is permissible – paying for their cosmetic surgery is not. Bah, humbug. Wishing happy holidays to all our listeners! gift planning, estate exemption, estate planning, family gifting, charitable gifting no full 23 1 cb7cd364-58c7-493d-afa9-303fbb497165 Dodging Bullets: The Latest Estate Tax News 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

]]> Mon, 15 Nov 2021 20:51:03 +0000 podcasts@creativeplanning.com (Chrissy Knopke, Annie Rogers, Creative Planning) https://a-matter-of-trust.simplecast.com/episodes/dodging-bullets-the-latest-estate-tax-news-L6o7mv3v 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

]]> Dodging Bullets: The Latest Estate Tax News Chrissy Knopke, Annie Rogers, Creative Planning 00:04:32 On the heels of the most recent updates to the Build Back Better Act (say that five times fast), Attorneys Chrissy Knopke and Annie Rogers discuss which estate tax proposals from September’s iteration of the bill are no longer included and how it affects estate planning for high-net-worth individuals. On the heels of the most recent updates to the Build Back Better Act (say that five times fast), Attorneys Chrissy Knopke and Annie Rogers discuss which estate tax proposals from September’s iteration of the bill are no longer included and how it affects estate planning for high-net-worth individuals. individual lifetime exemption, estate tax, grantor trust, trusts, estate planning, build back better act no full 22 1 dd4f42d8-1bfb-4425-af11-906a4a4341a7 Advanced Estate Planning: Spousal Lifetime Access Trusts (SLATs) 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

]]> Mon, 18 Oct 2021 14:48:19 +0000 podcasts@creativeplanning.com (Christina Knopke, Creative Planning, Annie Rogers) https://a-matter-of-trust.simplecast.com/episodes/advanced-estate-planning-spousal-lifetime-access-trusts-slats-0kH9P_oU 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

]]> Advanced Estate Planning: Spousal Lifetime Access Trusts (SLATs) Christina Knopke, Creative Planning, Annie Rogers 00:06:01 In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss an advanced estate planning technique called Spousal Lifetime Access Trusts (SLATs). With talk of the individual lifetime exemption being significantly reduced in the near future, there’s been a renewed and urgent focus on SLATs for ultra-high net worth couples with potentially taxable estates. In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss an advanced estate planning technique called Spousal Lifetime Access Trusts (SLATs). With talk of the individual lifetime exemption being significantly reduced in the near future, there’s been a renewed and urgent focus on SLATs for ultra-high net worth couples with potentially taxable estates. slat, spousal lifetime access trust, slats, estate planning, lifetime exemption no full 21 1 0bffbf87-519d-43bd-a251-435459ca5168 Important Legal Healthcare Documents 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

]]> Mon, 20 Sep 2021 13:01:32 +0000 podcasts@creativeplanning.com (Creative Planning, Chrissy Knopke, Annie Rogers) https://a-matter-of-trust.simplecast.com/episodes/important-legal-healthcare-documents-3F72MI_K 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

]]> Important Legal Healthcare Documents Creative Planning, Chrissy Knopke, Annie Rogers 00:06:58 In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss three important legal documents that everyone should have: a healthcare power of attorney, a HIPAA authorization and a living will. They explain the differences between the three, what they each authorize and why it’s essential to have them before a medical emergency or serious illness occurs. In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss three important legal documents that everyone should have: a healthcare power of attorney, a HIPAA authorization and a living will. They explain the differences between the three, what they each authorize and why it’s essential to have them before a medical emergency or serious illness occurs. dnr, advance directive, healthcare power of attorney, living will, healthcare, hipaa no full 20 1 6ef7d524-f279-4db0-b573-64517e485193 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 @ podcasts@creativeplanning.com

]]> Mon, 16 Aug 2021 20:01:17 +0000 podcasts@creativeplanning.com (Christina Knopke, Annie Rogers, Creative Planning) https://a-matter-of-trust.simplecast.com/episodes/reasons-to-call-your-estate-planning-attorney-Ld46QH_D 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

]]> Reasons to Call Your Estate Planning Attorney Christina Knopke, Annie Rogers, Creative Planning 00:05:30 In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss several situations where you may want to reach out to your estate planning attorney (besides needing an estate plan). Many normal life events and financial transactions can have estate implications you may not be aware of – which ones could be worth giving your attorney a call about? In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss several situations where you may want to reach out to your estate planning attorney (besides needing an estate plan). Many normal life events and financial transactions can have estate implications you may not be aware of – which ones could be worth giving your attorney a call about? estate, trusts, estate attorney, estate planning no full 19 1 5412436b-7236-469c-9b91-a6260fa46888 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

]]> Wed, 14 Jul 2021 18:21:39 +0000 podcasts@creativeplanning.com (Annie Rogers, Christina Knopke, Creative Planning) https://a-matter-of-trust.simplecast.com/episodes/revocable-trusts-vs-irrevocable-trusts-G06lAy7c 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

]]> Revocable Trusts vs. Irrevocable Trusts Annie Rogers, Christina Knopke, Creative Planning 00:03:54 In this episode of A Matter of Trust, Attorneys Chrissy Knopke and Annie Rogers discuss the number one question they hear from clients: What’s the difference between a revocable trust and an irrevocable trust? Chrissy and Annie explain the different benefits, uses and tax treatments of revocable and irrevocable trusts. In this episode of A Matter of Trust, Attorneys Chrissy Knopke and Annie Rogers discuss the number one question they hear from clients: What’s the difference between a revocable trust and an irrevocable trust? Chrissy and Annie explain the different benefits, uses and tax treatments of revocable and irrevocable trusts. estate planning, revocable trust, trust, irrevocable trust no full 18 1 ca6b4345-6a63-4371-9192-39ddcd39c920 Irrevocable Trusts In this episode, attorneys Christina Knopke and Annie Rogers will discuss how much one person can give without tax consequences and how to use an irrevocable trust to protect and control the gift. 

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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 14 Jun 2021 13:46:24 +0000 podcasts@creativeplanning.com (Chrissy Knopke, Annie Rogers, Creative Planning) https://a-matter-of-trust.simplecast.com/episodes/irrevocable-trusts-CYJAcMOq In this episode, attorneys Christina Knopke and Annie Rogers will discuss how much one person can give without tax consequences and how to use an irrevocable trust to protect and control the gift. 

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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Irrevocable Trusts Chrissy Knopke, Annie Rogers, Creative Planning 00:03:51 In this episode, attorneys Christina Knopke and Annie Rogers will discuss how much one person can give without tax consequences and how to use an irrevocable trust to protect and control the gift. In this episode, attorneys Christina Knopke and Annie Rogers will discuss how much one person can give without tax consequences and how to use an irrevocable trust to protect and control the gift. irrevocable trusts, tax planning, gifting no full 17 1 0c9f712e-1bd1-4111-aeda-ee82ae615411 Electing Portability at the Death of a Spouse In this episode, attorneys Christina Knopke and Annie Rogers focus on a spouse’s ability to file an estate tax return when the first spouse passes away in order to elect portability with Matt Mentzer, a fellow attorney at Creative Planning. This is one way for a couple to make sure they are using both of their estate tax exemptions, which will become increasingly important if the estate tax exemption amount is reduced in the future. 

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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 17 May 2021 12:45:00 +0000 podcasts@creativeplanning.com (Annie Rogers, Matt Mentzer, Creative Planning, Christina Knopke) https://a-matter-of-trust.simplecast.com/episodes/electing-portability-at-the-death-of-a-spouse-sAYRyoL4 In this episode, attorneys Christina Knopke and Annie Rogers focus on a spouse’s ability to file an estate tax return when the first spouse passes away in order to elect portability with Matt Mentzer, a fellow attorney at Creative Planning. This is one way for a couple to make sure they are using both of their estate tax exemptions, which will become increasingly important if the estate tax exemption amount is reduced in the future. 

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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Electing Portability at the Death of a Spouse Annie Rogers, Matt Mentzer, Creative Planning, Christina Knopke 00:05:52 In this episode, attorneys Christina Knopke and Annie Rogers focus on a spouse’s ability to file an estate tax return when the first spouse passes away in order to elect portability with Matt Mentzer, a fellow attorney at Creative Planning. This is one way for a couple to make sure they are using both of their estate tax exemptions, which will become increasingly important if the estate tax exemption amount is reduced in the future. In this episode, attorneys Christina Knopke and Annie Rogers focus on a spouse’s ability to file an estate tax return when the first spouse passes away in order to elect portability with Matt Mentzer, a fellow attorney at Creative Planning. This is one way for a couple to make sure they are using both of their estate tax exemptions, which will become increasingly important if the estate tax exemption amount is reduced in the future. tax planning, estate planning, portability no full 16 1 ef201d2e-42a6-4746-93ed-3dc310f6ac96 A Comparison of Donor Advised Funds and Foundations In this episode, Attorneys Christina Knopke and Annie Rogers address the pros and cons of setting up a foundation with Matt Mentzer, a fellow attorney at Creative Planning.

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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 12 Apr 2021 12:30:00 +0000 podcasts@creativeplanning.com (Matt Mentzer, Annie Rogers, Creative Planning, Chrissy Knopke) https://a-matter-of-trust.simplecast.com/episodes/a-comparison-of-donor-advised-funds-and-foundations-Ku_9MfFr In this episode, Attorneys Christina Knopke and Annie Rogers address the pros and cons of setting up a foundation with Matt Mentzer, a fellow attorney at Creative Planning.

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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> A Comparison of Donor Advised Funds and Foundations Matt Mentzer, Annie Rogers, Creative Planning, Chrissy Knopke 00:04:56 In this episode, Attorneys Christina Knopke and Annie Rogers address the pros and cons of setting up a foundation with Matt Mentzer, a fellow attorney at Creative Planning. In this episode, Attorneys Christina Knopke and Annie Rogers address the pros and cons of setting up a foundation with Matt Mentzer, a fellow attorney at Creative Planning. donor advised finds, foundations, dafs no full 15 1 fb8c2a65-126b-47ca-92fb-144fc40c2d65 Naming a Charity and Using Donor Advised Funds This episode will explore charitable giving in estate planning. Attorneys Christina Knopke and Annie Rogers will address how many clients currently name charities and Amanda Burge, a Private Wealth Manager at Creative Planning, will provide information on using a donor advised fund. This method can be much more simple, can provide several tax advantages and can also allow flexibility for the donor to change their charitable gifts over time without changing their legal documents.  

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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 15 Mar 2021 13:40:49 +0000 podcasts@creativeplanning.com (Annie Rogers, Christina Knopke, Creative Planning) https://a-matter-of-trust.simplecast.com/episodes/naming-a-charity-and-using-donor-advised-funds-RqWFIdyG This episode will explore charitable giving in estate planning. Attorneys Christina Knopke and Annie Rogers will address how many clients currently name charities and Amanda Burge, a Private Wealth Manager at Creative Planning, will provide information on using a donor advised fund. This method can be much more simple, can provide several tax advantages and can also allow flexibility for the donor to change their charitable gifts over time without changing their legal documents.  

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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Naming a Charity and Using Donor Advised Funds Annie Rogers, Christina Knopke, Creative Planning 00:08:24 This episode will explore charitable giving in estate planning. Attorneys Christina Knopke and Annie Rogers will address how many clients currently name charities and Amanda Burge, a Private Wealth Manager at Creative Planning, will provide information on using a donor advised fund. This method can be much more simple, can provide several tax advantages and can also allow flexibility for the donor to change their charitable gifts over time without changing their legal documents. This episode will explore charitable giving in estate planning. Attorneys Christina Knopke and Annie Rogers will address how many clients currently name charities and Amanda Burge, a Private Wealth Manager at Creative Planning, will provide information on using a donor advised fund. This method can be much more simple, can provide several tax advantages and can also allow flexibility for the donor to change their charitable gifts over time without changing their legal documents. donor advised funds, estate planning, tax advantages, dafs no full 14 1 4a589369-cda7-4aa2-8f2f-9a871fd91e14 All You’ve Ever Worked for May Not Go to Those Named in Your Estate Plan This episode discusses beneficiary designations:   

  • Beneficiary deeds
  • Payable on Deed designations on bank accounts
  • Naming minors as direct beneficiaries on assets

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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 15 Feb 2021 14:34:46 +0000 podcasts@creativeplanning.com (Annie Rogers, Creative Planning, Chrissy Knopke) https://a-matter-of-trust.simplecast.com/episodes/all-youve-ever-worked-for-may-not-go-to-those-named-in-your-estate-plan-6dWVOLMv This episode discusses beneficiary designations:   

  • Beneficiary deeds
  • Payable on Deed designations on bank accounts
  • Naming minors as direct beneficiaries on assets

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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> All You’ve Ever Worked for May Not Go to Those Named in Your Estate Plan Annie Rogers, Creative Planning, Chrissy Knopke 00:06:23 This episode discusses beneficiary designations: • Beneficiary deeds • Payable on Deed designations on bank accounts • Naming minors as direct beneficiaries on assets This episode discusses beneficiary designations: • Beneficiary deeds • Payable on Deed designations on bank accounts • Naming minors as direct beneficiaries on assets beneficiary designations, beneficiary deeds no full 13 1 2b6d2eae-1a21-470a-aec0-6f213ff8cf41 Common Mistakes in Estate Planning - Part 3 Episode 12: Common Mistakes in Estate Planning - Part 3

  • Have you accounted for your business interests in your estate plan?
  • Have you documented your wishes in writing?
  • Planning for minor children and young adults
  • Pitfalls of not having an estate 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Tue, 19 Jan 2021 14:54:37 +0000 podcasts@creativeplanning.com (Annie Rogers, Creative Planning, Chrissy Knopke) https://a-matter-of-trust.simplecast.com/episodes/common-mistakes-in-estate-planning-part-3-CbRr826h Episode 12: Common Mistakes in Estate Planning - Part 3

  • Have you accounted for your business interests in your estate plan?
  • Have you documented your wishes in writing?
  • Planning for minor children and young adults
  • Pitfalls of not having an estate 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Common Mistakes in Estate Planning - Part 3 Annie Rogers, Creative Planning, Chrissy Knopke 00:11:24 Episode 12: Common Mistakes in Estate Planning - Part 3 • Have you accounted for your business interests in your estate plan? • Have you documented your wishes in writing? • Planning for minor children and young adults • Pitfalls of not having an estate plan Episode 12: Common Mistakes in Estate Planning - Part 3 • Have you accounted for your business interests in your estate plan? • Have you documented your wishes in writing? • Planning for minor children and young adults • Pitfalls of not having an estate plan estate planning mistakes, estate documents, common mistakes, estate planning no full 12 1 4c47f88b-e038-45d1-a8b0-9846d39e8099 Common Mistakes in Estate Planning - Part 2 of 3 Episode 11: Common Mistakes in Estate Planning (Part 2 of 3)

  • Importance of reviewing and updating estate planning documents over time and the reasons why
  • Have you informed the people you have named in estate plan and told them where you keep your estate planning documents?
  • Importance of making a list of your assets and accounts

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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Tue, 15 Dec 2020 02:00:34 +0000 podcasts@creativeplanning.com (Annie Rogers, Creative Planning, Christina Knopke) https://a-matter-of-trust.simplecast.com/episodes/common-mistakes-in-estate-planning-part-2-of-3-PZb2SvRm Episode 11: Common Mistakes in Estate Planning (Part 2 of 3)

  • Importance of reviewing and updating estate planning documents over time and the reasons why
  • Have you informed the people you have named in estate plan and told them where you keep your estate planning documents?
  • Importance of making a list of your assets and accounts

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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Common Mistakes in Estate Planning - Part 2 of 3 Annie Rogers, Creative Planning, Christina Knopke 00:09:13 Episode 11: Common Mistakes in Estate Planning (Part 2 of 3) • Importance of reviewing and updating estate planning documents over time and the reasons why • Have you informed the people you have named in estate plan and told them where you keep your estate planning documents? • Importance of making a list of your assets and accounts Episode 11: Common Mistakes in Estate Planning (Part 2 of 3) • Importance of reviewing and updating estate planning documents over time and the reasons why • Have you informed the people you have named in estate plan and told them where you keep your estate planning documents? • Importance of making a list of your assets and accounts estate planning documents, estate planning no full 11 1 ce3202d3-758d-4847-87f6-78e2cc031faa Common Mistakes in Estate Planning - Part 1 Episode 10: Common mistakes in estate planning (Part 1 of 3)

  • Should you add your children on your real estate deed or bank accounts to avoid probate?
  • Is it a good idea to leave assets to one child for the benefit of a special needs child?
  • Updating beneficiaries on accounts after the death of a spouse

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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 16 Nov 2020 14:46:31 +0000 podcasts@creativeplanning.com (Creative Planning, Annie Rogers, Chrissy Knopke) https://a-matter-of-trust.simplecast.com/episodes/common-mistakes-in-estate-planning-part-1-nwpb8t1X Episode 10: Common mistakes in estate planning (Part 1 of 3)

  • Should you add your children on your real estate deed or bank accounts to avoid probate?
  • Is it a good idea to leave assets to one child for the benefit of a special needs child?
  • Updating beneficiaries on accounts after the death of a spouse

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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Common Mistakes in Estate Planning - Part 1 Creative Planning, Annie Rogers, Chrissy Knopke 00:07:11 Episode 10: Common mistakes in estate planning (Part 1 of 3) • Should you add your children on your real estate deed or bank accounts to avoid probate? • Is it a good idea to leave assets to one child for the benefit of a special needs child? • Updating beneficiaries on accounts after the death of a spouse Episode 10: Common mistakes in estate planning (Part 1 of 3) • Should you add your children on your real estate deed or bank accounts to avoid probate? • Is it a good idea to leave assets to one child for the benefit of a special needs child? • Updating beneficiaries on accounts after the death of a spouse estate planning, mistakes, avoid probate no full 10 1 aa9bbbed-79c3-4e42-97af-bebb9c6eebf0 Where to Start When Settling an Estate Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss safekeeping of documents like wills and trusts, and how this applies to digital assets, also. They tell how preserving documents has changed rapidly in the last 10 years, and how to keep them at your fingertips. Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

If you have questions or ideas for episodes, email us podcasts@creativeplanning.com

]]> Mon, 19 Oct 2020 11:00:00 +0000 podcasts@creativeplanning.com (Annie Rogers, Creative Planning, Chrissy Knopke, Peter Mallouk) https://a-matter-of-trust.simplecast.com/episodes/where-to-start-when-settling-an-estate-k1HGOdql Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss safekeeping of documents like wills and trusts, and how this applies to digital assets, also. They tell how preserving documents has changed rapidly in the last 10 years, and how to keep them at your fingertips. Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

If you have questions or ideas for episodes, email us podcasts@creativeplanning.com

]]> Where to Start When Settling an Estate Annie Rogers, Creative Planning, Chrissy Knopke, Peter Mallouk 00:06:27 Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss safekeeping of documents like wills and trusts, and how this applies to digital assets, also. They tell how preserving documents has changed rapidly in the last 10 years, and how to keep them at your fingertips. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss safekeeping of documents like wills and trusts, and how this applies to digital assets, also. They tell how preserving documents has changed rapidly in the last 10 years, and how to keep them at your fingertips. Listen in as we explore these topics in the latest podcast episode. estate, settling an estate, estate planning, wills no full 9 1 40cfe2d4-9e7d-40f7-939b-0ecc23fa0ddd Get Specific In Your Special-Needs Estate Planning Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the important but often overlooked nuances of estate planning for someone with special needs. Surprisingly, a generous gift made without guidance can actually hinder more than help. Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

If you have questions or ideas for episodes, email us podcasts@creativeplanning.com

]]> Mon, 14 Sep 2020 11:00:07 +0000 podcasts@creativeplanning.com (Peter Mallouk, Chrissy Knopke, Annie Rogers, Creative Planning) https://a-matter-of-trust.simplecast.com/episodes/get-specific-in-your-special-needs-estate-planning-gIxmBN33 Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the important but often overlooked nuances of estate planning for someone with special needs. Surprisingly, a generous gift made without guidance can actually hinder more than help. Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

If you have questions or ideas for episodes, email us podcasts@creativeplanning.com

]]> Get Specific In Your Special-Needs Estate Planning Peter Mallouk, Chrissy Knopke, Annie Rogers, Creative Planning 00:05:16 Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the important but often overlooked nuances of estate planning for someone with special needs. Surprisingly, a generous gift made without guidance can actually hinder more than help. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the important but often overlooked nuances of estate planning for someone with special needs. Surprisingly, a generous gift made without guidance can actually hinder more than help. Listen in as we explore these topics in the latest podcast episode. special needs, estate planning, gifting, special needs estate planning no full 8 1 895884f3-bf2a-4a9d-a471-9d66d2d86755 How Moving Affects Your Estate Planning Documents Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Christina Knopke, discuss how your legal documents may need to change when you move to a new state. They reveal that while there’s no need to panic, a review from your new state’s perspective is in order. Listen in as we explore these topics in the latest podcast episode.
 

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

If you have questions or ideas for episodes, email us podcasts@creativeplanning.com

]]> Mon, 17 Aug 2020 15:07:24 +0000 podcasts@creativeplanning.com (Creative Planning, Peter Mallouk, Christina Knopke, Annie Rogers) https://a-matter-of-trust.simplecast.com/episodes/how-moving-affects-your-estate-planning-documents-p5OZUgVD Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Christina Knopke, discuss how your legal documents may need to change when you move to a new state. They reveal that while there’s no need to panic, a review from your new state’s perspective is in order. Listen in as we explore these topics in the latest podcast episode.
 

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

If you have questions or ideas for episodes, email us podcasts@creativeplanning.com

]]> How Moving Affects Your Estate Planning Documents Creative Planning, Peter Mallouk, Christina Knopke, Annie Rogers 00:05:43 Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Christina Knopke, discuss how your legal documents may need to change when you move to a new state. They reveal that while there’s no need to panic, a review from your new state’s perspective is in order. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Christina Knopke, discuss how your legal documents may need to change when you move to a new state. They reveal that while there’s no need to panic, a review from your new state’s perspective is in order. Listen in as we explore these topics in the latest podcast episode. estate planning, moving to a new state no full 7 1 6949d2a8-c5a0-4a2a-91b5-4cb4b7df0c36 Legal Lessons Learned from Covid-19 Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the importance of having a current Healthcare Power of Attorney, especially during a crisis. They reveal how proper planning avoids “haste makes waste” when resources are already scarce. Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

If you have questions or ideas for episodes, email us podcasts@creativeplanning.com

]]> Mon, 13 Jul 2020 18:23:28 +0000 podcasts@creativeplanning.com (Peter Mallouk, Christina Knopke, Annie Rogers) https://a-matter-of-trust.simplecast.com/episodes/legal-lessons-learned-from-covid-19-QZ_SEA1b Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the importance of having a current Healthcare Power of Attorney, especially during a crisis. They reveal how proper planning avoids “haste makes waste” when resources are already scarce. Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

If you have questions or ideas for episodes, email us podcasts@creativeplanning.com

]]> Legal Lessons Learned from Covid-19 Peter Mallouk, Christina Knopke, Annie Rogers 00:07:40 Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the importance of having a current Healthcare Power of Attorney, especially during a crisis. They reveal how proper planning avoids “haste makes waste” when resources are already scarce. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the importance of having a current Healthcare Power of Attorney, especially during a crisis. They reveal how proper planning avoids “haste makes waste” when resources are already scarce. Listen in as we explore these topics in the latest podcast episode. covid-19 legal, lessons learned, covid-19 no full 6 1 e8e82739-f1f7-4830-b5de-86ddd32a86ca The Role of a Testamentary Trustee Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of a testamentary trustee, and how it can differ from an executor or successor trustee. Though seemingly a no-brainer, choosing a family member is often ill-advised.  Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Wed, 10 Jun 2020 16:14:57 +0000 podcasts@creativeplanning.com (Creative Planning Legal, Chrissy Knopke, Annie Rogers, Peter Mallouk) https://a-matter-of-trust.simplecast.com/episodes/amot-episode-5-o7_WviGN Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of a testamentary trustee, and how it can differ from an executor or successor trustee. Though seemingly a no-brainer, choosing a family member is often ill-advised.  Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> The Role of a Testamentary Trustee Creative Planning Legal, Chrissy Knopke, Annie Rogers, Peter Mallouk 00:06:29 Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of a testamentary trustee, and how it can differ from an executor or successor trustee. Though seemingly a no-brainer, choosing a family member is often ill-advised. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of a testamentary trustee, and how it can differ from an executor or successor trustee. Though seemingly a no-brainer, choosing a family member is often ill-advised. Listen in as we explore these topics in the latest podcast episode. estate planning, testamentary trustee no full 5 1 f2371141-007f-442d-827d-d340858131c2 Choosing A Guardian is A Lifetime Decision Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of a guardian in your estate plan. Different than an executor or successor trustee, your children’s guardian, if needed, can have a lifetime of influence on the most precious people in your life. Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 18 May 2020 11:00:08 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Annie Rogers, Chrissy Knopke) https://a-matter-of-trust.simplecast.com/episodes/amot-episode-4-DozzKKMl Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of a guardian in your estate plan. Different than an executor or successor trustee, your children’s guardian, if needed, can have a lifetime of influence on the most precious people in your life. Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Choosing A Guardian is A Lifetime Decision Peter Mallouk, Creative Planning, Annie Rogers, Chrissy Knopke 00:04:17 Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of a guardian in your estate plan. Different than an executor or successor trustee, your children’s guardian, if needed, can have a lifetime of influence on the most precious people in your life. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of a guardian in your estate plan. Different than an executor or successor trustee, your children’s guardian, if needed, can have a lifetime of influence on the most precious people in your life. Listen in as we explore these topics in the latest podcast episode. guardian, estate planning no full 4 1 5e0a4d75-240c-4032-98bd-e254c696c60c Selecting An Estate Executor or Successor Trustee Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of executor and successor trustee in estate planning. They review how the choice you make can impact the legacy you leave in ways you can’t imagine. Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 13 Apr 2020 11:00:16 +0000 podcasts@creativeplanning.com (Creative Planning, Annie Rogers, Peter Mallouk, Chrissy Knopke) https://a-matter-of-trust.simplecast.com/episodes/amot-episode-3-wmauO5Br Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of executor and successor trustee in estate planning. They review how the choice you make can impact the legacy you leave in ways you can’t imagine. Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Selecting An Estate Executor or Successor Trustee Creative Planning, Annie Rogers, Peter Mallouk, Chrissy Knopke 00:04:36 Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of executor and successor trustee in estate planning. They review how the choice you make can impact the legacy you leave in ways you can’t imagine. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of executor and successor trustee in estate planning. They review how the choice you make can impact the legacy you leave in ways you can’t imagine. Listen in as we explore these topics in the latest podcast episode. estate executor, successor trustee, estate planning no full 3 1 3b5ed72d-66de-4ec8-bdbc-c1235145d2f8 Trusts Offer Immediate & Long-Term Benefits vs. Wills Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the many benefits of a trust over a will. They identify the #1 goal of a trust, and explain how establishing a trust, but failing to re-title legacy assets into the trust, is little more than an empty promise. Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 16 Mar 2020 11:00:16 +0000 podcasts@creativeplanning.com (Peter Mallouk, Creative Planning, Chrissy Knopke, Annie Rogers) https://a-matter-of-trust.simplecast.com/episodes/amot-episode-2-83Tvso5Y Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the many benefits of a trust over a will. They identify the #1 goal of a trust, and explain how establishing a trust, but failing to re-title legacy assets into the trust, is little more than an empty promise. Listen in as we explore these topics in the latest podcast episode.

A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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 Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Trusts Offer Immediate & Long-Term Benefits vs. Wills Peter Mallouk, Creative Planning, Chrissy Knopke, Annie Rogers 00:05:48 Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the many benefits of a trust over a will. They identify the #1 goal of a trust, and explain how establishing a trust, but failing to re-title legacy assets into the trust, is little more than an empty promise. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the many benefits of a trust over a will. They identify the #1 goal of a trust, and explain how establishing a trust, but failing to re-title legacy assets into the trust, is little more than an empty promise. Listen in as we explore these topics in the latest podcast episode. will, trust vs. will, estate planning, trust no full 2 1 adbf4dab-b1d5-4cd0-8926-2ef790340a21 Start With A Will A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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.

]]> Mon, 3 Feb 2020 17:00:08 +0000 podcasts@creativeplanning.com (Chrissy Knopke, Peter Mallouk, Annie Rogers) https://a-matter-of-trust.simplecast.com/episodes/start-with-a-will-9igL__cE A Matter of Trust, hosted by Creative Planning President Peter Mallouk and 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.

]]> Start With A Will Chrissy Knopke, Peter Mallouk, Annie Rogers 00:05:24 Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the importance of having a will. More importantly, they share the potential consequences of not having one, and how your children’s fate could be decided in your absence. Listen in as we explore these topics in the latest podcast episode. Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the importance of having a will. More importantly, they share the potential consequences of not having one, and how your children’s fate could be decided in your absence. Listen in as we explore these topics in the latest podcast episode. probate, will, estate planning no full 1 1