Episode 115 - Estate Planning with guest Matt Schwartz, JD
b'Wills, Trusts and Estates\\nJim Lange, CPA/Attorney\\nGuest: Matt Schwartz, Esq.\\nEpisode 115\\n\\n TOPICS COVERED:\\n\\n Guest Introduction \\u2013 Matt Schwartz, Esq.\\n Money Saving Strategies for your Legacy: Leaving to Charities\\n Avoiding Probate\\n Trusts as Beneficiaries\\n Attorneys and Financial Advisors Working Together for You\\n Special Needs Trust\\n The Importance of Having Assets in the Right Name\\n Naming Trustees and Executors\\n Money Saving Strategies: For You and Your Livelihood\\n The Threat of the Death of the Stretch IRA\\n Disclaimers'