beyond MD with Dr. Yatin Chadha Estate Planning 101 with the "Tax Chick" Amanda Doucette
7 snips
Jun 9, 2022 Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 4min
Tax Chick Podcast - On the Journey
04:01 • 5min
When Should We Start to Think About Creating an Estate Plan?
08:35 • 3min
Power of Attorney and Health Care Directive
11:12 • 3min
What Is Durable Power of Attorney?
14:06 • 2min
The Power of Attorney
16:02 • 2min
Powers of Attorney, Living Wells, Health Care Directive
18:21 • 3min
What Happens if You Don't Have a Will?
21:16 • 2min
What Is Probate?
23:20 • 5min
Is Joint Ownership a Good Thing?
28:37 • 3min
What's Going on With Beneficiary Dedications?
32:04 • 5min
How to Pick the Executor of an Estate?
36:37 • 2min
Executor Liability Insurance
38:55 • 2min
Canadian Estate Taxes
40:39 • 4min
Life Insurance
44:42 • 2min
Do People Want Cash Versus Stocks?
46:50 • 3min
Is There a Balance Between Privacy and Planning?
49:25 • 2min
Do It Yourself Estate Planning
51:16 • 4min
What Kinds of Questions Should We Be Asking?
55:31 • 3min