Episode 13: Estate Pre-Planning, Using Charitable Remainder Trusts to Stretch IRA Distributions for Heirs, and Dogs as Running Buddies. An Estate Planning Conversation with Attorney Chandra Lewnau.

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Looking Forward. Giving Back.

Elena Pullen-Venema

19 episodes

1 week ago

Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.

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Episode 13: Estate Pre-Planning, Using Charitable Remainder Trusts to Stretch IRA Distributions for Heirs, and Dogs as Running Buddies. An Estate Planning Conversation with Attorney Chandra Lewnau.

Looking Forward. Giving Back.

32 minutes 22 seconds

3 years ago

Episode 13: Estate Pre-Planning, Using Charitable Remainder Trusts to Stretch IRA Distributions for Heirs, and Dogs as Running Buddies. An Estate Planning Conversation with Attorney Chandra Lewnau.

How has the SECURE Act changed critical aspects of estate planning? How can you use these changes to your client's advantage, helping them protect their assets AND their legacy at the same time? What are the key components of pre-planning and what are the dangers of not doing all of them? And why do dogs make such good running companions? Join me for another episode of "Looking Forward. Giving Back." as Attorney Chandra Lewnau, Partner at Wall Group Law in Edmonds, and I discuss all of this and more.