How to Plan Your Legacy with Confidence and Peace of Mind with Jordan Linn (Ep. 8)
Are you feeling uncomfortable discussing legacy planning and estate documents?
While it may involve sensitive topics, legacy planning is a crucial aspect of comprehensive financial planning that should be noticed.
In this episode, Charlie Massimo and Peter Anastasian speak with Jordan Linn, a Tannenbaum Helpern’s Trusts and Estates (T&E) practice partner. Together they dive into the fundamentals of estate planning and debunk common myths. They also uncover why estate planning is crucial to a holistic financial plan and how it can provide peace of mind for you and your loved ones.
Jordan discusses:
- Understand the importance of having both a will and a living trust
- Learn about the differences between revocable and irrevocable trusts and their benefits
- Explore the significance of financial powers of attorney in estate planning
- Gain insights into medical powers of attorney and advanced directives and their role in healthcare decision-making
- And more!
Resources:
- 1-800-492-1222
- Wealth Enhancement Group
Connect with Jordan Linn:
Connect with Charlie Massimo:
Connect with Peter Anastasian:
About Jordan:
Jordan Linn is a partner in Tannenbaum Helpern’s Trusts and Estates (T&E) practice. With more than 20 years of T&E experience, Jordan brings his clients a wealth of knowledge and sophisticated legal counsel. He advises business owners, real estate families, and other high-net-worth individuals.
Jordan represents clients involved in audits and tax court proceedings relating to gift, estate and excise taxes. A frequent lecturer on trusts and estates topics, Jordan regularly participates in continuing education programs for attorneys, accountants and financial professionals and has served as an adjunct professor at LIU Post and CUNY Queens College.
Originally a Brooklyn native, Jordan now lives on Long Island with his wife and two sons. When not in the office, he can be spotted on the bleachers watching his two sons on the local sports courts and fields or working on his golf game.
Disclosures
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.
Podcast: Play in new window | Download | Embed