Wagon Wheel Wednesday: Episode 6
Автор: Sechler Law Firm, LLC
Загружено: 2025-07-01
Просмотров: 34
Certified Elder Law Attorney Tim Sechler is back with Episode 6 of Wagon Wheel Wednesday, where the wheel decides what estate planning topics get tackled.
Here’s what you’ll learn in this episode:
🔹 Bucket List – Why Tim’s dream is a week off the grid with his kids (and a fishing pole).
🔹 Tip of the Day – Think trusts are just for the wealthy? Think again.
🔹 What Would Tim Do? – Tim tackles financial planning for your family in a scenario where trust is an issue.
🔹 Myth-Busting – Do you really lose access to your assets with a trust? Tim breaks it down.
🔹 Mistakes to Avoid – Why you shouldn’t leave an IRA directly to a beneficiary with special needs.
🔹 Tip for Adult Children – Why it’s time to have the talk with your parents—and how to do it well.
Estate planning isn’t just about what happens when you pass—it’s about protecting the people you love and being ready for life’s unexpected moments.
📅 Ready to plan for the future? Join us for an upcoming Estate Planning & Elder Law Workshop. Learn how to protect your assets and your family:
https://sechlerlawfirm.com/workshops/
Join the Red Wagon Club: https://www.theredwagonclub.com/
The Red Wagon Club is a monthly membership program where clients enjoy on-going education as well as fun events. Red Wagon Club members receive value and service through exclusive videos, webinars, workshops, and special events.
🔔 Subscribe for more insights on estate planning, elder law, and long-term care solutions.
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