Find Your Advisor

Generic filters
Podcasts
podcast image

Practical Look at Estate Planning

Hosted by: Laura Hawley Special guest: Kyle Cobia

November 8, 2017

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Kyle Cobia – AIF®, Financial Advisor at Allen & Company

Guest
Jason Penrod – Attorney at Family Elder Law

In this episode, we discuss and take a practical look at the importance of estate planning, income retention, important documents needed as you plan your estate, charitable giving, and much more. We will visit with special guest Jason Penrod, attorney at Family Elder Law to discuss elder care law and estate planning and he will share his wisdom as it relates to elder care.

In this episode we cover:

  • Economic compass (1:22)
  • The importance of estate planning (6:02)
  • Jason Penrod discusses elder care law and estate planning and shares his wisdom as it relates to elder care (7:25)
  • The importance of a will and other documents to think about (9:49)
  • The necessity of probate and how to avoid it (13:33)
  • Additional documents needed in terms of estate planning (15:30)
  • Medicaid planning and long term care cost (22:29)
  • Trusts and how they are implemented into the long term care planning process (30:23)
  • The “gift” giving process and how it relates to stocks, bonds and your investments (33:48)

Links From the Show:

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Kyle Cobia – AIF®, Financial Advisor at Allen & Company
Allen & Company – Kyle Cobia
LinkedIn – Kyle Cobia

Jason Penrod – Attorney at Family Elder Law
Family Elder Law – Jason Penrod
LinkedIn – Jason Penrod

Popular Posts

Back to Top