00:00 Estate Planning Attorney Paul Rabalais Introduction 1:41 Financial Advisor Lane Martinsen Introduction 2:28 Holistic 4:55 Estate Planning and Procrastination 6:57 When The Financial Advisors Engages in Estate Planning With a Client 8:42 Typical Estate Planning Objectives 12:02 Financial Advising Is Like Building a House 15:47 When Financial Advisor Is Unaware Of Their Client's Estate Planning 20:31 The Financial Advisor Controls the Beneficiary Designations and Account Titles 23:01 When To Use A Trust as a Beneficiary Versus Using a Trust as an Account Owner 23:50 Naming Individuals Versus Trusts as Traditional IRA Beneficiaries 26:46 How Should Brokerage Accounts Be Handled From an Estate Planning Perspective 27:40 Spouse Wants To Use IRA To Benefit Both Spouse and Children 30:23 The Will or Trust Often Does Not Dictate IRA Disposition 34:31 How Lane Engages With Their Financial Advisor Clients' Estate Planning 38:45 Retirement Income Planning 43:45 Impact of YouTube Channel on Estate Planning and Financial Planning Practices 45:30 Q&A
