Tag: Estate Planning

FEATURE
Safeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)

Safeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)

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How to protect your assets and legacy from potential financial abuse and undue influence? 

Do you know?

In the latest edition of The Millionaire Next Door Podcast, Rob Curtiss is joined by April Rosenberry, director of estate tax and financial planning at SEIA, to explore the complexities of estate planning and the importance of comprehensive financial strategies to safeguard your wealth and loved ones. 

April shares her experience and insights on upcoming tax law changes while providing valuable tips to help you navigate the intricate world of estate planning.

Rob and April discuss:

  • Estate planning to protect assets and prevent financial abuse
  • Federal estate tax laws and upcoming changes
  • Different estate planning documents such as wills, trusts, powers of attorney, and healthcare proxy
  • Financial elder abuse and undue influence in estate planning
  • The value of proactive planning
  • And more!

Resources:

Connect with April Rosenberry:

Connect with Robert Curtiss:

About Our Guest:

April Rosenberry has been a tax attorney for over 25 years. With Bar licenses in California and New York, April specializes in estate planning, company structuring, and litigation. She has represented banks and corporations in court, earning recognition and numerous awards.

April excels in developing departments for companies, expanding client offerings, and managing legal teams in law firms, financial institutions, and wealth advisory firms. She earned her Bachelor of Science in Business Administration from CSUN in 1995, a Juris Doctor from California Western School of Law in 1998, and a Master of Laws in Taxation from USD School of Law in 1999.

Recognized in Modern Luxury magazine, April has received a Trifecta Award and is designated a Five Star Professional. She contributes to scholarly articles for the American Bar Association and the ACFLS Journal, in addition to speaking engagements and pro bono work for Wills for Heroes. A member of various associations, she enjoys yoga, performing arts, and traveling with her family.

FEATURE
As We Transition From Summer to Fall: Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)

As We Transition From Summer to Fall: Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)

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At 37 episodes, The Millionaire Next Door Podcast has explored a multitude of topics, from financial planning tips to life-changing experiences and lessons. 

Each conversation contains helpful information and resources you can use and refer to! 

In this episode, Rob Curtiss shares his top-of-mind topics, ranging from general finances to estate, tax, and investment planning. Rob highlights how different aspects of planning evolve with changing needs and how his podcast provides valuable advice for existing and potential clients.

Rob discusses:

  • How his podcast and the stories on it can help people learn beneficial financial lessons
  • The process behind estate planning and the importance of frequent updates
  • Strategies when navigating investments and tax implications
  • The value of regular client-advisor communication and check-ins 
  • And more!

Resources:

Connect with Robert Curtiss:

FEATURE
Revolutionizing Financial Planning For The Aging Population with Tom West (Ep. 36)

Revolutionizing Financial Planning For The Aging Population with Tom West (Ep. 36)

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Whether you or a loved one is reaching a point where you need more care, it may be challenging (but not impossible!) to find the right plan for your needs. 

What strategy is the best? How much will it cost? Should you move to a senior home or hire caretakers?

In this episode, Rob Curtiss is joined by a fellow SEIA colleague from the East Coast, Tom West, who has developed a process to address the challenges of medical care and aging. Rob and Tom cover the importance of navigating dynastic issues within families and the need for financial advisors to understand and meet the changing financial needs of senior clients as their health changes.

Tom discusses:

  • The importance of addressing and shifting priorities when it comes to caregiving
  • Reasons caregiving impacts the caregiver’s health and the value of support and respite for them, too
  • What you need to know about Life Care Affordability Planning® and its focus on medical prognosis and planning for care
  • The value of having a methodical process (such as estate planning documents) in place
  • Some of the challenges faced by the aging population and the impact the pandemic has had on senior housing and the healthcare industry
  • And more!

Resources:

Connect with Tom West:

Connect with Robert Curtiss:

About Our Guest:

Thomas C. West, CLU®, ChFC®, AIF®, is a Senior Partner in SEIA’s Virginia office. Tom has a robust wealth management practice that emphasizes cash flow in all stages of retirement with an emphasis on planning and asset management for families facing the challenge of health-related dependency due to disability, illness, or death. Tom also has significant experience in issues related to suitable and ethical financial strategies for incapacitated seniors.

FEATURE
Let’s Communicate Before We’re Gone with Pat Miles Zimmerman (Ep. 31)

Let’s Communicate Before We’re Gone with Pat Miles Zimmerman (Ep. 31)

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Can you imagine being in a situation where your spouse passes away, and you have no idea about their finances?

It can be an overwhelming and complex journey, to say the least. 

In this episode, Pat Miles Zimmerman joins Rob Curtiss to talk about her experience losing her husband and the struggle of sorting out financial and legal components while navigating the fog of grief. 

Sharing valuable insights from her book, “Before All Is Said And Done,”  Pat reveals what she didn’t know about her husband’s estate and the problems that surfaced from the lack of information she first had access to.

Pat discusses:

  • How she lost her husband and why she chose to share her experience
  • The value of having a written record of your financial plans
  • Why you should consider writing an ‘intention letter’ 
  • The cost of not communicating with your loved ones 
  • From passwords to the key of your safety deposit box: Tips and tricks to getting organized 
  • And more!

Resources:

Connect with Pat Miles Zimmerman:

Connect with Robert Curtiss:

About Our Guest:

Pat Miles Zimmerman, esteemed for her professionalism by viewers, listeners, and colleagues, became one of the Minneapolis region’s premier television news anchors and radio talk hosts.

After earning her master’s degree in journalism at the University of Missouri, Pat worked in both radio and television news in Colorado before joining WCCO TV in 1978 as a reporter and weekend anchor. Her intelligent reporting and authoritative delivery soon brought her to the anchor desk of WCCO’s 5:00 PM and 10:00 PM newscasts.

She covered every major news event for WCCO TV but was most proud of A Time to Weep, her documentary on the famine in Africa. In 1990, she moved to KARE TV, where she anchored the 5:00 PM and 6:00 PM newscasts and developed A Pat Miles Special, using her writing and interviewing prowess to tell the stories of notable Minnesotans. 

When she left TV news in 2001, she fulfilled a lifelong dream by becoming the host of The Pat Miles Show on weekday mornings on WCCO Radio.

A role model for women in the industry, Pat has received numerous honors for her work in broadcasting and the community, including the National Television Academy’s Silver Circle Award. She is also in the Minnesota Broadcasting Hall of Fame.

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