It’s 2019—What’s the Status of Your Estate Plan?

July 3, 2019

Hosted by Dennis Bielik, CFP, CFA®, FRM and Doug Paul, JD

In this podcast, we cover important estate planning topics for you—all of you. No matter your marital status, income, or career, we all need an estate plan of some sort. The most surprising aspect of it is how often people should review and update their estate plan.

If you’re like most people, you probably rely on popular services like Legal Zoom to take care of your legal needs, but did you know you may be hurting yourself in the long-run? Doug goes in depth to discuss recent experience he had with a client and what steps you can take to make it easier for your family.

When was the last time you revisited your own plan? Tax and estate planning laws have changed much in the last 10 years and if you haven’t reviewed your plan recently, you may be in trouble. Have you accounted for new exemption limits or required action over power of attorney?

Listen to Dennis and Doug chat over the importance of creating and reviewing an estate plan in 2019.

 

About Our Host
Dennis Bielik is a Vice President and managing director at TCG Group Holdings. He is responsible for the oversight and day-to-day operations of TCG Advisors, and he works to maintain the relationships TCG Advisors has with its clients, participants, outside vendors, and financial representatives. His goal is to help as many people as possible outperform retirement.

 

About Our Guest
Doug Paul, JD works for the Blum Law firm and has been an estate planning attorney for more than fifteen years. His firm solely focuses in this area of expertise and is why they have grown to represent clients across multiple cities. Doug is also an instructor for Estate Planning with the Certified Financial Planning Program at University of Texas at Austin.

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