NewFocus Financial Group | Podcasts

When to Update a Living Trust

Don’t trust an outdated living trust! Make sure to review your living trust every couple of years.

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Funding Your Living Trust

Tips for funding a trust.

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Dealing with Your Parents’ Estate

Tips for disposing of a relative’s assets.

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Charitable Remainder Trusts: An Overview

Charitable remainder trusts for estate planning.

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Are Your Retirement and Estate Plans Working Together?

Are your retirement and estate plans working together? Learn how to leave room for your legacy.

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How Do I Handle an Estate?

Minimize the stress of handling your loved one’s estate by planning ahead.

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Charitable Remainder Trusts 101

Save on taxes with a charitable remainder trust.

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Leaving Money to Your Kids

In the wrong hands, a large inheritance can do more harm than good.

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New Focus on Wealth Podcast

Is estate planning important even if you don’t have heirs?

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Avoid Estate Planning Nightmares

Make sure you update your beneficiary designations.

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