The Moore You Know

UBS advisor podcasts
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Interviews with various subject matter experts and business owners to on a wide range of financial wellness topics.

Episodes

  1. 05/17/2022

    The Blended Family

    Estate Planning for the 'Blended Family'. The Blended Family unit is where one or both parents have children from a previous relationship, but they have combined to form a new family. We discuss potential areas of conflict and some estate planning solutions.

    13 min

  2. 05/17/2022

    The Corporate Trustee

    In this episode we discuss what is a Corporate Trustee and why families may want to consider one when executing their estate plan.

    20 min

  3. 05/17/2022

    Estate Planning for the Business Owner

    In this episode we discuss pre-sale and succession planning strategies for business owners and entrepreneurs.

    14 min

  4. 05/10/2022

    Must-Have Legal Docs

    In this episode we discuss important legal documents to consider, when they may or may not be relevant, and when to revisit if you already have them. We discuss real life stories and common pitfalls around wills, trusts, powers-of-attorney, healthcare directives, guardianship documents, and more.

    24 min
  • 4 Episodes

About

Interviews with various subject matter experts and business owners to on a wide range of financial wellness topics.

Information

  • Creator
    UBS advisor podcasts
  • Years Active
    2K
  • Episodes
    4
  • Rating
    Clean
  • Copyright
    © UBS AG
  • Show Website
    The Moore You Know