The Hemenway & Barnes Podcast – Details, episodes & analysis

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The Hemenway & Barnes Podcast

pod617 - The Boston Podcast Network

Business

Frequency: 1 episode/1239d. Total Eps: 2

Join Hemenway & Barnes’ attorneys, trustees and philanthropy professionals as they discuss best practices, trends and common questions related to estate and tax planning, charitable giving, nonprofits, and business and real estate law. Find more information and resources at www.hembar.com

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🇺🇸 USA - nonProfit
27/10/2024
#56

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http://www.hembar.com/
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Score global : 68%

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The Lifecycle of an Estate Plan

Season 1

Monday, May 8, 2023 • Duration 17:53

In this episode of the Hemenway & Barnes podcast series, Charlie Platt and Joan Garrity Flynn discuss the various stages of estate planning and how the factors that drive decisions in this regard change over time. Estate planning is fluid and should be revisited and revised over time.

People often execute their first set of estate planning documents upon marriage or the birth or adoption of child. Guardianship of minor children is usually the primary driver and tax planning is generally less of a focus. As you accumulate more wealth, you may need more sophisticated tax planning and retirement strategies. When you grow older, you may need to reassess your estate plans and wealth transfer strategies, including charitable planning, family business succession planning and end of life planning.

The decisions you make are shaped by your family and financial situation at the time and that is why you should revisit the documents every 5-7 years.

Triggers that warrant a review/update of estate plans:

Major changes to personal and financial situation
Marriage/divorce/changes in relationship status
Addition of children/loss of family members
Tax law changes
Change of domicile
Inheritances or other infusions of/reductions in wealth

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The Hemenway & Barnes Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

The Hemenway & Barnes Podcast – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other1

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Other1

Apple Podcasts

Spotify