Why Millions Lose Their Money When They Die & How to Avoid It (w/ Allan Gibber) | KOSHER MONEY Ep 28

This is an important episode.

Estate planning is the management of a person’s estate DURING a person's life in the event the person becomes incapacitated or dies.

It’s not a whole lot of fun to think about, but one can save their family a whole lot of grief if they properly take care of merical directives, healthcare proxies, a will, a trust, HIPAA release forms and more.

Fret not: there are people whose sole job is to help you with all of this.

If you have questions/feedback to share on this weeks episode, please email koshermoney@livinglchaim.com

* TIME STAMPS *

00:00 Intro
02:32 Who is Allan Gibber?
03:49 Is Estate Planning Just for the Rich?
07:57 Planning Wisely
10:10 The List of Items
11:20 Medical Directives, Healthcare Proxy & HIPAA Release Form
20:40 Aging Gracefully with Parents
22:50 Power of Attorney
29:30 Trusts & Wills
35:36 Updating & Storing Important Information
41:00 Sponsor
42:46 County & State Laws
48:20 Knowing How to Spot the Right Estate Planner
51:28 Fees of an Estate Planner
52:30 Allen Gibber’s Contact Info
53:30 Structuring Family Businesses & Equity Splits
1:00:30 Sponsor Message
1:02:15 Informing Family of Your Decisions
1:06:10 Turning a Secular Will into a Religious Will
1:27:00 An Important Parting Message
1:28:06 Outro

* SPONSORS OF THIS EPISODE *

• Colel Chabad: Get a FREE pushka (charity box) from this great non-profit helping feed Israel's neediest. Simply visit https://www.ColelChabad.org/Pushka & https://www.ColelChabad.org/KosherMoney to make a much-needed donation.

• Approved Funding: Looking to purchase a home? Looking to refinance? You need to speak to Shmuel Shayowitz at https://www.ApprovedFunding.com/Mortg... to make sure you do it right. Tell him we say hi!

To contact Allan, email AJG@NQGRG.com or call 410-332-8580.

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Oh, and again: all investment strategies and investments involve risk of loss. Nothing contained in this episode or any of our episodes and videos should be construed as investment advice.

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