The Estate Blueprint: Planning Your Future with Tom Begley
The Estate Blueprint: Planning Your Future with Tom Begley
Podcast Description
The Estate Blueprint: Planning Your Future with Tom Begley is a podcast where clarity meets compassion in estate planning. Join host Kevin Rosenquist and expert Tom Begley as they break down the essentials of wills, trusts, long-term care, and legacy protection.
Podcast Insights
Content Themes
The podcast focuses on essential topics within estate planning, covering areas such as wills, trusts, long-term care, and legacy protection. Specific episodes include discussions on the necessity of living trusts, comprehension of probate processes, and the importance of essential documents like advanced medical directives, aiming to dispel common misconceptions and guide listeners through complex scenarios.
The Estate Blueprint: Planning Your Future with Tom Begley is a podcast where clarity meets compassion in estate planning. Join host Kevin Rosenquist and expert Tom Begley as they break down the essentials of wills, trusts, long-term care, and legacy protection.
Episode Summary:
In this episode of The Estate Blueprint, Thomas Begley discusses the crucial steps to take within the first 30 days after a loved one passes away in New Jersey. From securing the original will to handling probate procedures, Thomas provides insights on managing executor responsibilities efficiently, offering valuable guidance for anyone facing this situation.
Key Timestamps:
00:00 – Introduction
00:45 – Obtaining the original will and death certificate
01:30 – Making an appointment with the county surrogate for probate
03:15 – Providing names and addresses of next of kin for notice of probate
05:20 – Acquiring a tax identification number for the estate
07:10 – Importance of maintaining the original will
09:05 – Executor’s responsibilities after probate
11:30 – Deadlines for filing claims and tax returns
14:45 – Addressing liquidity needs and supporting surviving dependents
About the Show:
The Estate Blueprint with Thomas Begley offers expert guidance on estate planning, probate, and trust administration. With over 35 years of experience, Thomas helps South Jersey families protect their assets and navigate legal processes with confidence. Visit begley3law.com for resources to secure your future and handle executor duties effectively.
Disclaimer
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