The Last Track
Bateman Funeral Home is focused on helping people showcase their life story in their final wishes. This podcast is designed to provide tips and tools, as well as answer common questions about the funeral industry, to help people navigate the funeral planning process.
The Last Track
Special Interview on Estate Planning
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Brian
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Episode 11
Today we have a special broadcast about estate planning and wills. Brian Haggerty is a lawyer focusing his practice on wills, estate planning, trusts and elder law. Brian graduated with a bachelor’s degree in journalism from Michigan State University in 1979, and earned his Juris Doctor degree, with a certificate in federal tax law, from Northwestern School of Law of Lewis and Clark College in 1997, passing the Oregon bar the following year. In between, Brian spent twelve years as a tax consultant, and keeps current on the tax aspects of his legal work.
- If a family member has died without a will or trust, what happens?
- What is the probate process?
- Can a will or trust be avoided through joint ownership?
- What is an estate plan and why should people consider having one?
- How often should an estate plan be updated?
- What is the difference between a will and revocable trust?
- What should the audience bring with them to an estate planning appointment?