ABOUT THE GUESTS

Nicole Newman
ABOUT Nicole

Attorney Nicole Y. Newman focuses on guiding her clients through the complicated and often confusing maze of balancing family protection, wealth preservation, and cherished family values in the planning process. Prior to opening her practice, Nicole was an associate at a Newport Beach firm that protected high-net worth families and their businesses through the design of sophisticated [...]

ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 153 out of 715 RIA’s nationwide by total assets under management by [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CFO & Chairman of the Board of Pure Financial Advisors. He has been an executive leader of the Company for over a decade. As CFO he is responsible for the financial operations of the company as well as investor relations. Alan joined the firm in 2008, about one year after it [...]

Don’t think you need an estate plan? You could be putting your assets at risk. Financial experts Joe Anderson and Alan Clopine break down estate planning to its most basic level. Estate Planning Attorney Nicole Newman discusses the mistakes that many people make when putting together their will and trust.

Important Points:

(1:15) Financial Focus: Americans Without a Will

(3:16) The Components of an Estate Plan

(4:23) The Purpose of a Will

(5:25) If You Pass Without a Will

(6:05) Power of Attorney

(7:35) True or False? I don’t need any estate planning if I own less than the federal estate tax exemption.

(8:50) Countdown to Retirement

(10:57) Joe interviews Nicole Newman, Attorney at Law on Wills vs. Trusts

(12:43) Advantages of a Trust

(16:15) True or False? If I become incapacitated my executor will be able to handle my financial affairs.

(17:38) Estate Taxes

(19:16) Email Question #1: Can I transfer my properties into my children’s names before I die so they can avoid paying estate taxes?

(20:38) Email Question #2: My husband and I want all of our assets to go to a charity when we die rather than to our children. What can we do to make sure the funds and properties to go to the charity?

(21:42) Email Question #3: I want to make sure my grandchildren’s college tuition is taken care if I pass away.  What can I do to make sure that money is set-aside for them?

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