UBS Advisor Podcasts
The Blended Family13:04
Estate Planning for the 'Blended Family'. The Blended Family unit is where one or both parents have children from a previous relationship, but they have combined to form a new family. We discuss potential areas of conflict and some estate planning solutions.
The Corporate Trustee19:53
In this episode we discuss what is a Corporate Trustee and why families may want to consider one when executing their estate plan.
Estate Planning for the Business Owner13:52
In this episode we discuss pre-sale and succession planning strategies for business owners and entrepreneurs.
Must-Have Legal Docs24:08
In this episode we discuss important legal documents to consider, when they may or may not be relevant, and when to revisit if you already have them. We discuss real life stories and common pitfalls around wills, trusts, powers-of-attorney, healthcare directives, guardianship documents, and more.