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 President of Pure Financial Advisors, Joe Anderson has led the company to achieve over $2 billion in assets under management and has grown their client base to over 2,160 in just ten years of the firm opening. When Joe began working with Pure Financial in 2008, they had almost no clients, negative revenue and no [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CEO & CFO of Pure Financial Advisors. As CEO he currently leads Pure Financial Advisors along with our executive team. As CFO he is responsible for the financial operations of the company. Alan joined the firm about one year after it was established. At that time the company had less than [...]

Are you protecting your life legacy and keeping the money in your family? You’ve spent your adulthood building your nest egg and accumulating homes, cars, jewelry, and other things that you value. What happens to those assets if you pass away? Without an estate plan, you are leaving all that you have accumulated vulnerable to costly court fees and possible legal battles. Financial professionals Joe Anderson and Alan Clopine explain why having a plan in place is so important and they give you the tools to get started. Want some peace of mind? This show is a must-see.

 

Important Points:
(01:11) – Estate Planning

(02:16) – Life Legacy: Keeping Your Money in the Family

  • Essential Elements of your Estate Plan
  • Trust vs. Wills
  • Understanding Estate Taxes

(03:18) – Essential Elements of An Estate Plan

(04:15) – 5 Things That Should Be Included in Your Will

(05:33) – What if you Pass Without A Will?

(06:52) – Essential Elements of a Healthcare Directive

(07:56) – Essential Elements of a Durable Power of Attorney

(11:43) – Will vs Living Trusts

(20:44) – Estate Tax Exemption

(23:48) – Ask the Experts

(24:50) – Pure Takeaway: Living Legacy: Keeping Your Money In the Family

  • Start Today
  • Estate Planning Essential Elements a Priority
  • Decide If A Trust Is Right For You
  • Consider Potential Changes in Estate Taxes

Make sure to subscribe to our channel for more helpful tips and the latest episodes of “Your Money, Your Wealth.”