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Our Private Business Group partner discusses estate planning, wills, an estate’s assets, online providers of wills and the Tax Cuts and Jobs Act.

Don’t Postpone Making Your Will

   

In this episode, Tim Schuster, from EisnerAmper’s Private Business Services Group, tells us why it is definitely not a good idea to be without a will. One key reason: Do you really want the state deciding how to dispense your assets? Tim also explains how the process has gotten somewhat more accessible and the three Ws of estate planning.


Transcript

Dave Plaskow: Hello and welcome to The Bottom Line. This podcast examines the everyday business and finance issues faced by closely held and private businesses. We hope to provide you with news you can use in a jargon-free zone, I'm your host, Dave Plaskow, and with us is Tim Schuster, a Manager in EisnerAmper's Private Business Services Group. Today we'll discuss with Tim how not having a will can make life potentially miserable for your heirs. Tim. Hello.
Tim Schuster: Hey Dave. Good seeing you.


More Podcasts in This Series
Creating a Quarterly Planning Calendar

In this episode of The Bottom Line, EisnerAmper Private Business Manager Tim Schuster discusses developing a quarterly planning calendar, including budget, tax planning and speaking with your trusted advisor. Review these concepts monthly from an accounting perspective.


The Importance of Having an Emergency Fund

In the wake of the government shutdown, Tim Schuster offers tips on creating an emergency fund. To avoid living paycheck to paycheck, Tim suggests putting money into a separate savings account, as well as a portion of any windfalls. Emergency funds should include medical expenses.


Why the Sandwich Generation Needs to Talk Finances

Tim Schuster from EisnerAmper’s Private Business Services Group talks about the family issues and financial burdens for members of the sandwich generation - those individuals who are responsible for raising their children as well as caring for aging parents.



Mr. Schuster is a Manager providing tax compliance services to individual filers, as well as assistance on tax returns for companies in the manufacturing and real estate industries.

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