Estate Planning with Robert Heinimann, Jr., Esq.
Автор: Nexa Financial Group
Загружено: 2025-11-17
Просмотров: 16
In this in-depth conversation, Paul Morrone sits down with estate attorney Rob Heineman to break down the real essentials of estate planning. Together, they clear up common misconceptions—like the idea that an estate plan is “just a will”—and explain the roles of wills, trusts, powers of attorney, and healthcare representatives.
They discuss how to choose the right people for important responsibilities, why proper trust funding matters, how retirement accounts and beneficiary designations can make or break a plan, and the growing tax challenges tied to inherited IRAs.
Blending legal and financial perspectives, Paul and Rob show how coordinated planning helps protect families, minimize mistakes, and ensure assets pass the way clients intend. This video is a practical, relatable guide for anyone who wants to understand estate planning on a deeper level.
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