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Ep. 4: What to Expect at Your Initial Goals & Responsibility Meeting
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Inhoud geleverd door Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group, Ted Gudorf, Danny Gudorf, Gudorf Law Group, and Gudorf Financial Group. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group, Ted Gudorf, Danny Gudorf, Gudorf Law Group, and Gudorf Financial Group of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
In this episode of Repair the Roof, Attorney Ted Gudorf discusses what to expect at your initial goals and responsibility (G&R) meeting. This is the second step in the process after you have completed and submitted the client organizer.
He unpacks the first conversation you will have with a member of our legal team: what questions you are going to be asked, what questions you should be asking, and what documentation you should bring to the meeting.
At the G&R meeting, you will go over two questions: 1) What are your goals?; 2) Who are you interested in putting in charge of your estate? As the meeting draws to a close, you will then be guided in preparing for the next two steps of this seven-step process: the design meeting and, after that, the delivery meeting.
Key Topics:
- Defining your goals (1:32)
- Income tax planning as a key component of estate planning (5:18)
- Multigenerational planning (7:46)
- Selecting your trustee (9:11)
- Preparing for the design meeting and the delivery meeting (15:23)
Resources:
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