A Matter of Trust

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.