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.

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).

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.

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.

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!

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.

In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss an advanced estate planning technique called Spousal Lifetime Access Trusts (SLATs). With talk of the individual lifetime exemption being significantly reduced in the near future, there’s been a renewed and urgent focus on SLATs for ultra-high net worth couples with potentially taxable estates.

In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss three important legal documents that everyone should have: a healthcare power of attorney, a HIPAA authorization and a living will. They explain the differences between the three, what they each authorize and why it’s essential to have them before a medical emergency or serious illness occurs.

In this episode, Attorneys Chrissy Knopke and Annie Rogers discuss several situations where you may want to reach out to your estate planning attorney (besides needing an estate plan). Many normal life events and financial transactions can have estate implications you may not be aware of – which ones could be worth giving your attorney a call about?

In this episode of A Matter of Trust, Attorneys Chrissy Knopke and Annie Rogers discuss the number one question they hear from clients: What’s the difference between a revocable trust and an irrevocable trust? Chrissy and Annie explain the different benefits, uses and tax treatments of revocable and irrevocable trusts.

In this episode, attorneys Christina Knopke and Annie Rogers will discuss how much one person can give without tax consequences and how to use an irrevocable trust to protect and control the gift.

In this episode, attorneys Christina Knopke and Annie Rogers focus on a spouse’s ability to file an estate tax return when the first spouse passes away in order to elect portability with Matt Mentzer, a fellow attorney at Creative Planning. This is one way for a couple to make sure they are using both of their estate tax exemptions, which will become increasingly important if the estate tax exemption amount is reduced in the future.

In this episode, Attorneys Christina Knopke and Annie Rogers address the pros and cons of setting up a foundation with Matt Mentzer, a fellow attorney at Creative Planning.

This episode will explore charitable giving in estate planning. Attorneys Christina Knopke and Annie Rogers will address how many clients currently name charities and Amanda Burge, a Private Wealth Manager at Creative Planning, will provide information on using a donor advised fund. This method can be much more simple, can provide several tax advantages and can also allow flexibility for the donor to change their charitable gifts over time without changing their legal documents.

This episode discusses beneficiary designations: • Beneficiary deeds • Payable on Deed designations on bank accounts • Naming minors as direct beneficiaries on assets

Episode 12: Common Mistakes in Estate Planning - Part 3 • Have you accounted for your business interests in your estate plan? • Have you documented your wishes in writing? • Planning for minor children and young adults • Pitfalls of not having an estate plan

Episode 11: Common Mistakes in Estate Planning (Part 2 of 3) • Importance of reviewing and updating estate planning documents over time and the reasons why • Have you informed the people you have named in estate plan and told them where you keep your estate planning documents? • Importance of making a list of your assets and accounts

Episode 10: Common mistakes in estate planning (Part 1 of 3) • Should you add your children on your real estate deed or bank accounts to avoid probate? • Is it a good idea to leave assets to one child for the benefit of a special needs child? • Updating beneficiaries on accounts after the death of a spouse

Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss safekeeping of documents like wills and trusts, and how this applies to digital assets, also. They tell how preserving documents has changed rapidly in the last 10 years, and how to keep them at your fingertips. Listen in as we explore these topics in the latest podcast episode.

Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the important but often overlooked nuances of estate planning for someone with special needs. Surprisingly, a generous gift made without guidance can actually hinder more than help. Listen in as we explore these topics in the latest podcast episode.