A Matter of Trust Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers
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- Economía y empresa
A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
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The Ins and Outs of Limited Liability Corporations (LLCs)
Run a business or own a rental property? In this podcast, Attorneys Annie Rogers and Chrissy Knopke discuss the pros and cons of LLCs as well as specific criteria for ensuring you maximize your limited liability protection.
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Why You Should Add Your Revocable Living Trust to Your Insurance Policies
In this month’s podcast, Attorneys Annie Rogers and Chrissy Knopke discuss how and why you should add your revocable living trust as an insured on your auto, home, life, and other insurance policies. They also share a real-life example of what could happen when you don’t (hint: it involves probate).
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Estate Planning Considerations for Unmarried Couples
It’s important to understand that common-law marriage is a thing of the past. If you’re in a committed relationship but not married, you’ll want to listen to this month’s podcast by Attorneys Annie Rogers and Chrissy Knopke to learn how to ensure you and your partner are taken care of if the unexpected occurs.
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Eight New Year’s Estate Planning Resolutions
Eat better, exercise more… and do some estate planning? Attorneys Chrissy Knopke and Annie Rogers make the case for taking eight actions in 2022 – from executing and funding your trust to reviewing your beneficiaries – to at least get your estate plan, if not your body, into shape.
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‘Tis the Season for Giving
In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss the various ways you can make gifts to your family and causes that you care about. And while the rules say paying a family member’s medical expenses as a gift is permissible – paying for their cosmetic surgery is not. Bah, humbug.
Wishing happy holidays to all our listeners! -
Dodging Bullets: The Latest Estate Tax News
On the heels of the most recent updates to the Build Back Better Act (say that five times fast), Attorneys Chrissy Knopke and Annie Rogers discuss which estate tax proposals from September’s iteration of the bill are no longer included and how it affects estate planning for high-net-worth individuals.