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Ep. 4: What to Expect at Your Initial Goals & Responsibility Meeting
Manage episode 353078659 series 3428945
محتوای ارائه شده توسط Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group, Ted Gudorf, Danny Gudorf, Gudorf Law Group, and Gudorf Financial Group. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group, Ted Gudorf, Danny Gudorf, Gudorf Law Group, and Gudorf Financial Group یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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:
40 قسمت
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