May 11th, 2019 | 9 mins 46 secs
death, durable healthcare power of attorney, estate, estate planning, finance, financial affairs, financial planning, financial power of attorney, hcpoa, healthcare, hippa, live savings, living will, poa, retirement planning, revocable living trust, revocable trust, savings, taxes, testament, wealth, will
Join Sequoia's Senior Manager of Wealth Planning, Michael Baker for five estate planning basics you should consider. This includes the importance of having a basic estate plan in place and five documents you should consider including in your estate plan. Benjamin Franklin said it best, "Nothing in this world can be said to be certain, except death and taxes.” By the end of this episode you will have a better understanding of how to plan for those very certainties!
October 1st, 2018 | 6 mins 19 secs
charitable giving, estate planning, family wealth, financial planning, generational planning, trust, trustee, trustee support
Join Sequoia's Vice President, Don Laubacher, as he addresses questions and concerns about serving as trustee, including trustee duties and potential risks that must be handled properly to protect both your trustee and the trust. The good news for trustees? They’re not alone.