Insights From Estate Attorney and Financial Planner
Attorney Paul Rabalais and Financial Advisor Lane Martinsen discuss importance of estate planning.
00:00 Introduction
01:25 Financial Advisor Lane Martinsen Introduction
02:15 Holistic Planning
04:42 Estate Planning and Procrastination
06:45 When The Financial Advisors Engages in Estate Planning With a Client
08:29 Typical Estate Planning Objectives
11:44 Holistic Planning Is Like Building a House
15:36 When Financial Advisor Is Unaware Of Their Client's Estate Planning
19:32 The Financial Advisor Controls the Beneficiary Designations and Account Titles
22:46 When To Use A Trust as a Beneficiary Versus Using a Trust as an Account Owner
23:37 Naming Individuals Versus Trusts as Traditional IRA Beneficiaries
26:32 How Should Brokerage Accounts Be Handled From an Estate Planning Perspective
27:27 Spouse Wants To Use IRA To Benefit Both Spouse and Children
30:08 The Will or Trust Often Does Not Dictate IRA Disposition
34:19 How Lane Engages With Their Financial Advisor Clients' Estate Planning
38:31 Retirement Income Planning
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More Info: Law firm website: https://aeplawyers.com/
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