A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us at podcasts@creativeplanning....
Apr 18, 2022•7 min•Season 1Ep. 27
Learn the differences between revocable and irrevocable trusts here: https://creativeplanning.com/education/podcast/revocable-trusts-vs-irrevocable-trusts/ A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. Im...
Mar 21, 2022•5 min•Season 1Ep. 26
Listen to more reasons to call your estate attorney: https://creativeplanning.com/education/podcast/reasons-to-call-your-estate-planning-attorney/ A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. Important L...
Feb 25, 2022•5 min•Season 1Ep. 25
Listen to some more reasons to call your estate attorney: https://creativeplanning.com/education/podcast/reasons-to-call-your-estate-planning-attorney/ Learn the difference between a revocable and an irrevocable trust: https://creativeplanning.com/education/podcast/revocable-trusts-vs-irrevocable-trusts/ A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our miss...
Jan 18, 2022•5 min•Season 1Ep. 24
Read more about gifting rules: https://creativeplanning.com/education/article/the-rules-of-gifting-for-the-season-of-giving/ Read more about leaving a charitable legacy: https://creativeplanning.com/education/article/gifting-strategies-for-spending-down-assets/ Learn more about gifting to 529 education savings plans: https://creativeplanning.com/education/financial-planning/the-virtues-of-529-education-savings-plans/ A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Chris...
Dec 20, 2021•4 min•Season 1Ep. 23
Read more about the latest tax proposals: https://creativeplanning.com/education/article/important-updates-to-president-bidens-tax-plan/ A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. Important Legal Discl...
Nov 15, 2021•5 min•Season 1Ep. 22
Read more about SLATs: https://creativeplanning.com/education/article/spousal-lifetime-access-trusts-slats/ A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. Important Legal Disclosure: http://bit.ly/2DC250b ...
Oct 18, 2021•6 min•Season 1Ep. 21
A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com...
Sep 20, 2021•7 min•Season 1Ep. 20
A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com...
Aug 16, 2021•6 min•Season 1Ep. 19
A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. Important Legal Disclosure: http://bit.ly/2DC250b Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com...
Jul 14, 2021•4 min•Season 1Ep. 18
In this episode, attorneys Christina Knopke and Annie Rogers will discuss how much one person can give without tax consequences and how to use an irrevocable trust to protect and control the gift. A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies...
Jun 14, 2021•4 min•Season 1Ep. 17
In this episode, attorneys Christina Knopke and Annie Rogers focus on a spouse’s ability to file an estate tax return when the first spouse passes away in order to elect portability with Matt Mentzer, a fellow attorney at Creative Planning. This is one way for a couple to make sure they are using both of their estate tax exemptions, which will become increasingly important if the estate tax exemption amount is reduced in the future. A Matter of Trust, hosted by Creative Planning attorneys Annie ...
May 17, 2021•6 min•Season 1Ep. 16
In this episode, Attorneys Christina Knopke and Annie Rogers address the pros and cons of setting up a foundation with Matt Mentzer, a fellow attorney at Creative Planning. A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more pros...
Apr 12, 2021•5 min•Season 1Ep. 15
This episode will explore charitable giving in estate planning. Attorneys Christina Knopke and Annie Rogers will address how many clients currently name charities and Amanda Burge, a Private Wealth Manager at Creative Planning, will provide information on using a donor advised fund. This method can be much more simple, can provide several tax advantages and can also allow flexibility for the donor to change their charitable gifts over time without changing their legal documents. A Matter of Trus...
Mar 15, 2021•8 min•Season 1Ep. 14
This episode discusses beneficiary designations: Beneficiary deeds Payable on Deed designations on bank accounts Naming minors as direct beneficiaries on assets A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous futur...
Feb 15, 2021•6 min•Season 1Ep. 13
Episode 12: Common Mistakes in Estate Planning - Part 3 Have you accounted for your business interests in your estate plan? Have you documented your wishes in writing? Planning for minor children and young adults Pitfalls of not having an estate plan A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better fin...
Jan 19, 2021•11 min•Season 1Ep. 12
Episode 11: Common Mistakes in Estate Planning (Part 2 of 3) Importance of reviewing and updating estate planning documents over time and the reasons why Have you informed the people you have named in estate plan and told them where you keep your estate planning documents? Importance of making a list of your assets and accounts A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in e...
Dec 15, 2020•9 min•Season 1Ep. 11
Episode 10: Common mistakes in estate planning (Part 1 of 3) Should you add your children on your real estate deed or bank accounts to avoid probate? Is it a good idea to leave assets to one child for the benefit of a special needs child? Updating beneficiaries on accounts after the death of a spouse A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission ...
Nov 16, 2020•7 min•Season 1Ep. 10
Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss safekeeping of documents like wills and trusts, and how this applies to digital assets, also. They tell how preserving documents has changed rapidly in the last 10 years, and how to keep them at your fingertips. Listen in as we explore these topics in the latest podcast episode. A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, ...
Oct 19, 2020•6 min•Season 1Ep. 9
Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the important but often overlooked nuances of estate planning for someone with special needs. Surprisingly, a generous gift made without guidance can actually hinder more than help. Listen in as we explore these topics in the latest podcast episode. A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about idea...
Sep 14, 2020•5 min•Season 1Ep. 8
Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Christina Knopke, discuss how your legal documents may need to change when you move to a new state. They reveal that while there’s no need to panic, a review from your new state’s perspective is in order. Listen in as we explore these topics in the latest podcast episode. A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas...
Aug 17, 2020•6 min•Season 1Ep. 7
Peter Mallouk and his co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the importance of having a current Healthcare Power of Attorney, especially during a crisis. They reveal how proper planning avoids “haste makes waste” when resources are already scarce. Listen in as we explore these topics in the latest podcast episode. A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about...
Jul 13, 2020•8 min•Season 1Ep. 6
Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of a testamentary trustee, and how it can differ from an executor or successor trustee. Though seemingly a no-brainer, choosing a family member is often ill-advised. Listen in as we explore these topics in the latest podcast episode. A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends a...
Jun 10, 2020•6 min•Season 1Ep. 5
Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of a guardian in your estate plan. Different than an executor or successor trustee, your children’s guardian, if needed, can have a lifetime of influence on the most precious people in your life. Listen in as we explore these topics in the latest podcast episode. A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed di...
May 18, 2020•4 min•Season 1Ep. 4
Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the role of executor and successor trustee in estate planning. They review how the choice you make can impact the legacy you leave in ways you can’t imagine. Listen in as we explore these topics in the latest podcast episode. A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments i...
Apr 13, 2020•5 min•Season 1Ep. 3
Peter Mallouk and co-hosts, Attorneys Annie Rogers and Chrissy Knopke, discuss the many benefits of a trust over a will. They identify the #1 goal of a trust, and explain how establishing a trust, but failing to re-title legacy assets into the trust, is little more than an empty promise. Listen in as we explore these topics in the latest podcast episode. A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, inform...
Mar 16, 2020•6 min•Season 1Ep. 2
A Matter of Trust, hosted by Creative Planning President Peter Mallouk and attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
Feb 03, 2020•5 min•Season 1Ep. 1
