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Inhalt bereitgestellt von BNY Wealth. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von BNY Wealth oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
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LGBTQ+ Wealth Management for Today’s Modern Families
Manage episode 332395001 series 3314916
Inhalt bereitgestellt von BNY Wealth. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von BNY Wealth oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
In this episode of Your Active Wealth, Lee-ford Tritt, professor of law and director of the center for estate planning at the University of Florida College of Law, discusses some of the key wealth planning issues facing LGBTQ+ couples today. The conversation sheds light on the benefits of different types of trusts, how second-parent adoption and blended families factor into estate planning, why changing pronouns may call for more flexible wills and more. According to Lee-ford, while many LGBTQ+ couples have intricate estate planning tools like GRATs, GRUTS and IDGTs, they tend to overlook essentialities like health care proxies, living wills and durable power of attorney. Lee-ford also shares helpful tips and tools that can make their estate plans more efficient, regardless of marital status.
For additional insights on the subjects that matter most to you, visit bny.com/wealth.
23 Episoden
Teilen
Manage episode 332395001 series 3314916
Inhalt bereitgestellt von BNY Wealth. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von BNY Wealth oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
In this episode of Your Active Wealth, Lee-ford Tritt, professor of law and director of the center for estate planning at the University of Florida College of Law, discusses some of the key wealth planning issues facing LGBTQ+ couples today. The conversation sheds light on the benefits of different types of trusts, how second-parent adoption and blended families factor into estate planning, why changing pronouns may call for more flexible wills and more. According to Lee-ford, while many LGBTQ+ couples have intricate estate planning tools like GRATs, GRUTS and IDGTs, they tend to overlook essentialities like health care proxies, living wills and durable power of attorney. Lee-ford also shares helpful tips and tools that can make their estate plans more efficient, regardless of marital status.
For additional insights on the subjects that matter most to you, visit bny.com/wealth.
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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continue reading
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continue reading
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The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
10k277
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
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Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
News and views on business and the world of personal finance. Plus the very latest from the financial markets around the globe
…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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continue reading
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continue reading
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