Protect ANY Form of Real Estate You May Own with Jim Burch
There are many ways to title your real estate properties, but who or what entity owns that property can have significant consequences when we start talking about probate, taxes, and freedom to sell properties upon death. For most, their home is their single biggest financial asset.
Jim Burch mast…
The Important Responsibilities of Successor Trustees, Executors, and Powers of Attorney with Jim Burch
Putting in the right people to act in your Estate Plan is as important as any other decision. Who will act as your successor trustee (trusts), executor (wills), and financial powers of attorney for finances and healthcare decisions will impact how your estate plan is executed upon death.
On the o…
The Right Way to Fund Your Trust - The 7 Key Assets To Get Into Your Trust
In this interview Jim Burch with EasyLegalPlanning.com outlines one of the most critical (and overlooked) parts of estate planning — funding your trust.
Your Trust is worthless if you have not properly funded the trust.
Jim walks through the 7 key types of assets that should go into your trust and…
When Should You Update Your Will or Trust? | Estate Planning w/ Jim Burch
In this interview, Erik Soderborg sits down with estate planning expert Jim Burch to answer one of the most common (and important) legal questions:
When should you update your will or trust?
Whether you already have an estate plan in place or you're wondering if it's time to revisit it, Jim outlin…
Jim Burch -From DOJ Halls to NPI: Building Evidence-Based, Human-Centered Policing
The CopDoc Podcast - Season 9 - Episode 162
Policing changes fastest when leaders listen first and translate ideas into real work. That’s the throughline in our conversation with Jim Burch, president of the National Policing Institute, who shares a candid view of how a small team amplifies big impa…
When a Trust is a Waste of Money (And When It's Not)
Estate Planning expert Jim Burch explains who doesn't need to worry about setting up a trust as well as the 5 benefits to setting up a trust for those who would consider this as part of their estate plan.
Jim Burch is the owner of Easy Legal Planning. He is has been helping families put together t…
Why Smart People Still Don’t Have an Estate Plan
Most people know they should have an estate plan — yet millions never finish one. In this episode of The Retirement Nerds, I sit down with estate planning expert Jim Burch to break down the biggest hurdles that stop families from completing their estate plan — and how to overcome them.
We talk thro…
The Family Conversation Nobody Wants to Have: How to Help Your Parents With Estate Planning
Talking to your parents about estate planning can feel uncomfortable… but waiting too long can create confusion, conflict, and costly mistakes.In this episode, Jim Burch talks about how to start the estate planning conversation with your parents — without causing tension or resistance. This convers…
Why Roth Conversions Should Be Your LAST Retirement Priority - NOT Your First
Roth conversions, Social Security timing, RMDs, and IRMAA — what order should you tackle retirement decisions? Most people start with the wrong one.
In this episode, Erik Soderborg from The Retirement Nerds and Zacc Call from Capita Financial Network break down a step-by-step sequencing framework f…
Estate Planning 101: Everything You Need to Know About Your Estate Plan
How Much Estate Planning Do You Actually Need?
Most estate planning content starts by assuming you need a trust. This one doesn't.
I sat down with Jim Burch to walk through the entire range — from doing nothing at all, up through irrevocable trusts — so you can figure out where you actually sit ins…
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