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The Intentional Parent - Estate Planning with Vanessa Terzian

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EPISODE SYNOPSIS
TIP finishes the year off with Vanessa Terzian, a Lawyer in family practice. Vanessa explains the need for quality Estate Planning, which includes Kids Protection Plans, Power of Attorney, Trusts, Wills, Advanced Health Care Directives (Living Wills) and other ways to be prepared for the future. Her expertise and friendly attitude help make the subject much more approachable and in lieu of the holidays, Vanessa makes a special offer to our viewers.

GUEST BIO
Vanessa Terzian began her legal career as a Trust Administrator for Wells Fargo, N.A., where her experience working closely with clients, portfolio managers, beneficiaries and other attorneys shed light on how a poor estate plan can ruin a family's fortune and more importantly, their relationships. Her expertise is in estate and tax planning, asset protection, elder law, kids protection planning, probate and trust administration.

ADDITIONAL LINKS, ETC.
http://vterzianlaw.com/
***Vanessa's Special Offer for Viewers of the Show***
www.intentionalguardians.com

EPISODE BREAKDOWN
00:00 Intro, more about last weeks show and lead up to the holidays.
07:19 How did you get into family law and estate planning?
08:45 Lets talk about how as a lawyer you are helping protect families.
09:48 What is an estate plan?
11:48 What is a will as it relates to an estate plan?
13:28 Huge financial implications to not set up a trust.
13:58 So, a trust is part of what you would define as an estate plan?
14:50 Do life insurance proceeds count?
16:00 What is "The Child Protection Program"?
19:20 The importance of having this plan in place and some of the factors that have to be taken into account.
22:09 Why is it a good idea to have different parties caring for and handling money for your child in your absence.
23:20 What about online legal services that cost less and don't require a lawyer?
24:50 The need for revision throughout life.
26:10 When you set up a trust, does it matter where you fund itfrom?
27:29 Before people see you, what kinds of things should they do to be prepared?
28:40 Who else should be involved in the process besides a lawyer?
29:25 So people should have financial planners regardless of how wealthy they are?
29:49 What kind of horror stories are there?
30:58 How much should people expect to spend in order to set up one of these estate plans?
31:50 Leaving money to your animals?!
33:16 What about the elderly? Caring for parents.
34:54 Have you found that parents are apprehensive to share this information with their kids?
35:56 Long term care for ourselves: Making sure it doesn't eat away at your estate.
38:29 What about a living will?
40:30 Can you briefly go over the five necessary documents again?
41:14 *Vanessa describes her special holiday offer to our viewers!*
42:27 How often should people revise their estate?
43:15 Greg admits he needs to create an estate plan.
44:05 How does someone find someone like you who can help them with this?
44:50 Is there some kind of special certification for lawyers in this field.
45:25 Its not just about the money: family legacy interview.
47:00 Wrap Up. See you next year!
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