The Total Counselor Allen Margulis goes solo on this episode continuing the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Values and end of life planning are highlighted in this show. He also touches upon the plans of parents for bestowing those values on younger children and how estate planning documents and choices can make that happen. Sit back and enjoy another Total Counselor Show.
The Total Counselor Allen Margulis goes solo on this episode continuing the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Values and end of life planning are highlighted in this show. He also touches upon the plans of parents for bestowing those values on younger children and how estate planning documents and choices can make that happen. Sit back and enjoy another Total Counselor Show.
The Total Counselor Allen Margulis goes solo on this episode continuing the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Values and end of life planning are highlighted in this show. He also touches upon the plans of parents for bestowing those values on younger children and how estate planning documents and choices can make that happen. Sit back and enjoy another Total Counselor Show.
The Total Counselor Allen Margulis discusses the value of Minds Around theTable TM and covers mortgages, estate planning and taxes in this Show.
The Total Counselor Allen Margulis discusses the value of Minds Around theTable TM and covers mortgages, estate planning and taxes in this Show.
The Total Counselor Allen Margulis discusses the value of Minds Around theTable TM and covers mortgages, estate planning and taxes in this Show.
The Total Counselor Allen Margulis wraps up this weekly show reviewing the values of a well drafted estate plan especially when dementia in all of its forms becomes a relaity. Which documents are most needed and listen to the story of how they all come into play. A great conversation as we expand the Minds Around theTable TM
Spotlight on the Trust Coach Tim Borchers of Borchers Trust Law Group. The Total Counselor Allen Margulis and Tim Borchers discuss "Hot Property" and how to protect it. Dealing with the family vacation property or that asset families want or think they want to transfer to the next generation. Hear what Tim's AUGUST acrononym stands for and threat of the 5D's. A great conversation as we expand the Minds Around theTable TM
Spotlight on the Trust Coach Tim Borchers of Borchers Trust Law Group. The Total Counselor Allen Margulis and Tim Borchers discuss "Hot Property" and how to protect it. Dealing with the family vacation property or that asset families want or think they want to transfer to the next generation. Hear what Tim's AUGUST acrononym stands for and threat of the 5D's. A great conversation as we expand the Minds Around theTable TM
Spotlight on the Trust Coach Tim Borchers of Borchers Trust Law Group. The Total Counselor Allen Margulis and Tim Borchers discuss "Hot Property" and how to protect it. Dealing with the family vacation property or that asset families want or think they want to transfer to the next generation. Hear what Tim's AUGUST acrononym stands for and threat of the 5D's. A great conversation as we expand the Minds Around theTable TM
Spotlight on the Trust Coach Tim Borchers of Borchers Trust Law Group. The Total Counselor Allen Margulis and Tim Borchers discuss "Hot Property" and how to protect it. Dealing with the family vacation property or that asset families want or think they want to transfer to the next generation. Hear what Tim's AUGUST acrononym stands for and threat of the 5D's. A great conversation as we expand the Minds Around theTable TM