Tag: Probate

FEATURE
Essential Steps in Estate Planning with Roger Silk (Ep. 51)

Essential Steps in Estate Planning with Roger Silk (Ep. 51)

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Did you know that more than two-thirds of adult Americans have yet to implement any form of estate planning? 

Even high-profile figures like Prince and Pablo Picasso faced chaotic and costly consequences because they lacked a proper plan.

Join Rob Curtiss alongside Roger Silk, CEO of Sterling Foundation Management LLC, for a deep dive into the essentials of estate planning. 

Get ready to learn how to set up a secure and impactful legacy, understand the implications of the upcoming 2025 sunset of the Tax Cuts and Jobs Act of 2017, and explore strategies to mitigate taxes and avoid probate, all while ensuring your wishes are honored.

Rob and Roger discuss:

  • The value of having a well-structured estate plan to avoid unnecessary legal battles and high taxes
  • Real-life stories of high-profile individuals who faced estate planning disasters
  • Insights into the 2025 sunset of the Tax Cuts and Jobs Act of 2017 and its potential impact on estate and gift taxes
  • Strategies for managing and diversifying highly appreciated assets to minimize tax liabilities
  • And more!

Resources:

Connect with Roger Silk:

Connect with Robert Curtiss:

About Our Guest:

Roger Silk, Ph.D., is the CEO of Sterling Foundation Management, LLC, and President of Lifetime Perspectives, Inc. Roger is widely recognized as a leading expert and innovator in the emerging field at the intersection of finance and philanthropy. 

Roger has more than three decades of experience working with and advising wealthy clients, high-net-worth families, and the advisors who work with them on a variety of issues ranging from the use of private foundations to the integration of sophisticated charitable planning into multi-generational estate plans. He has worked with numerous investment, accounting, financial planning, and legal professionals to educate them, their firms, and their clients about the benefits and characteristics of a full suite of solutions, entities, and planning tools.

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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