Common Sense Financial Podcast

CSFP 012 | Estate Planning Legal Work - An Interview with Attorney Andy Weinhaus

Jul 31, 2017
Guest
Attorney Andy Weinhaus
Attorney Andy Weinhaus, an estate planning lawyer, discusses the importance of estate planning and the role of wills and trusts. He also explores the limitations of POD and TOD designations, the importance of special needs planning and trusts, and debunks misconceptions about estate planning.
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Episode notes
1
Introduction
00:00 • 3min
2
Importance of Estate Planning and the Role of Wills and Trusts
03:30 • 10min
3
The Limitations of POD and TOD Designations in Estate Planning
13:39 • 7min
4
Special Needs Planning and Trusts
20:14 • 6min
5
Importance and Misconceptions of Estate Planning
26:23 • 3min