Insights on wealth management and personal planning strategies.
Worth It: Insights on wealth management and personal planning strategies.
Claim This Podcastby Proskauer
5.0(1 reviews)
10 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
Insights on wealth management and personal planning strategies.
Language
🇺🇲
Publishing Since
9/20/2020
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Recent Episodes
June 7, 2023
Episode 10: You Can Turn Your Home Into Major Estate Tax Savings
In this episode of Worth It, Proskauer associates Jacob Wonn and Nathalie Stenmark discuss qualified personal residence trusts (also known as “QPRTs”), how they work, what the potential benefits are and why clients might consider this particular estate planning technique. With the current rising interest rate environment, there has been a renewed interest in QPRTs, so be sure to tune in!
September 19, 2022
Episode 9: Collecting Cryptocurrency After The Account Owner’s Death
Heirs of owners of cryptocurrencies have concerns that they will not be able to gain access to and collect cryptocurrencies after the death of the owner. In this episode of Worth It, partner Hank J. Leibowitz and associate James Muller describe the process that they went through in order to collect and liquidate the account of a decedent owning several cryptocurrencies held in a Coinbase account.
August 1, 2022
Episode 8: Decanting to Modify an Existing Irrevocable Trust
In this episode of Worth It, Proskauer associates Jacob Wonn and James Muller discuss the idea of "decanting" irrevocable trusts and what that means for clients. Clients who have assets that might pass outright to their descendants may consider decanting to extend the term of the trust and provide additional management benefits and creditor protection to their descendants. So be sure to tune in and see why clients may consider decanting trusts that they have already formed.
10 total episodes available
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Frequently asked questions
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- What is Worth It: Insights on wealth management and personal planning strategies.?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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