On this episode of The Jeff Motske Show, Jeff will make sense of the new tax bill. In our Love and Money segment, Jeff and Kimber explain the best way to discuss finances with children. Estate Planning Attorney, Mark Lewis discusses the benefits of a trust over a will, and Jeff welcomes Mike Broker to the studio, Managing Vice President at Trilogy Financial.
DON'T FORGET TO SUBSCRIBE TO THE SHOW SO YOU DON'T MISS OUT ON ANY FINANCIAL QUESTIONS YOU MANY HAVE!!
On this episode of The Jeff Motske Show, Jeff will discuss how to evaluate your 2017 finances, tips on healthy boundaries with family members without being the bad guy, and find out what happens when someone takes personal property from an estate they are not entitled to.
Also, Jeff welcomes to the studio special guest, Kevin Mackintosh, Executive Vice President at Trilogy Financial.
DON'T FORGET TO SUBSCRIBE TO THE SHOW SO YOU WON'T MISS NEXT WEEKS EPISODE!!
On this episode of The Jeff Motske Show, Jeff explains how charitable donations can save you money in taxes, tips on how to be generous without compromising relationships that matter to you, how to divide your estate unevenly, and deciding the right kind of life insurance is right for you, and how much you will need.
Jeff also welcomes special guest, Keegan Tanghe, Senior Partner at Trilogy Financial.
DON'T FORGET TO SUBSCRIBE TO THE SHOW!
On this episode of The Jeff Motske Show, Jeff talks about charitable giving, why the ability to receive is equally important as the ability to give, and the complexities of beneficiary planning and contingent beneficiary planning.
Jeff also welcomes Jim Young, Managing Vice President of Trilogy Financial to the studio.
DON'T FORGET TO SUBSCRIBE TO THE SHOW!!
On this episode of the Jeff Motske Show, Jeff and Kimber discuss generosity. Can it be taught? Also, Jeff and estate planning attorney, Mark Lewis discuss protections and benefits when relying on Uncle Sam to settle your estate. Jeff and Trilogy Financial Advisor, David Willett close out the show as they discuss making the holidays meaningful.
Don't forget to subscribe to the show!!