The Fort

#292 - Ryan Heath - Founding Attorney @ Baker Heath, PLLC - Estate Planning 101

Jun 29, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Importance of Estate Planning
02:26 • 3min
3
The Six Primary Estate Planning Documents
05:14 • 2min
4
How to Choose the Right Person to Make Decisions for Your Child
06:54 • 3min
5
The Importance of Having an Irrevocable Trust
09:57 • 3min
6
How to Split a Trust for Future Children
12:36 • 2min
7
How to Revisit Your Estate Plan
14:38 • 3min
8
The Importance of Flexibility in Estate Planning
17:44 • 5min
9
The Importance of Trust in Estate Planning
22:41 • 2min
10
How to Set Up a Trust for Multiple Kids
24:47 • 3min
11
How to Create a Legacy of Giving for Your Kids
27:49 • 2min
12
The Importance of Succession Planning for Business
30:02 • 4min
13
How to Plan for the Future of Your Business
33:33 • 2min
14
The Tax Consequences of a Purchase Price
35:21 • 3min
15
The Importance of Harmony in Estate Planning
38:06 • 3min
16
How to Have a Successful Family Conversation
41:06 • 3min
17
How to Restructure Your LLC
43:44 • 3min
18
The Importance of Prenups and Marital Agreements
46:27 • 4min
19
The Role of Family Governance in Family Business
50:24 • 2min
20
The Importance of Annual Gifting
52:43 • 2min
21
The Low Hanging Fruit: How to Gift $34,000 to Your Kids
55:03 • 5min
22
How to Achieve Tax Savings
01:00:03 • 2min
23
Money by Surprise
01:02:07 • 5min
24
The Importance of Dead Hand Control in Estate Planning
01:06:49 • 3min
25
How to Incentivize Your Kids to Live by Your Trust
01:09:25 • 4min
26
How to Transfer Real Estate Amongst Generations
01:13:49 • 2min
27
How to Transfer Real Estate to a Trust Without Mortgage Holders Calling Alone
01:16:04 • 2min
28
How to Transfer Real Estate Holdings in LLCs to Your Kids
01:17:39 • 2min
29
The Importance of Trusts in Private Equity Investments
01:20:09 • 3min
30
The Benefits of Vertical Slicing for Fund Managers
01:23:28 • 4min