We’re back! After a 6-month hiatus we are excited to welcome you back to the EVOfi podcast.
This episode discusses estate planning with our guest, Mike Bennett, Lead Estate Planner at Helios Integrated Planning. We to talk about top issues Mike sees in estate plans, 5 major decisions to make in your estate plan, and potential estate tax changes.
Join the EVO team in our new office to learn more about what you may be able to control through estate planning. Listen along at Spotify, Apple Music, or Podbean.
Topics We Cover:
- The 5 major decisions that go into creating an estate plan
- Do we see the estate tax exemption being lowered in the future?
- What can you control with legal documents?
- As someone with young kids, what should my documents focus on?
- When does a Trust based estate plan make sense?
- How to handle your digital estate
- The top issues seen in estate plans
Key Points and Features:
- Connect with the EVO team
- The State of Love and Trust by Pearl Jam
- The one thing Mike would want to do: travel to Australia
- A profession he would NOT like to do: police officer or litigation attorney
- If Mike weren’t judged he’d: dance!
- Mike’s happiest childhood memory: winning the 8th grade basketball championship
Have a specific topic you’d like us to discuss? Drop us a line at [email protected] or connect with us on Twitter, Instagram, or LinkedIn!
John B. Clair is a Certified Financial Planner™ professional (CFP®) and NAPFA-registered financial advisor. EVOadvisers is a fee-only financial advisor based in the Scott’s Addition area of Richmond, Virginia. EVOadvisers also has an office in Irvington, Virginia to better serve clients in the Northern Neck of Virginia. If you have any questions about financial planning and would like to talk with one of our Certified Financial Planner professionals, check us out at www.evoadvisers.com or call (804)794-1981.