Even with comprehensive estate planning, a host of financial tasks await the executor of an estate. Most people will need help sorting out death and taxes. Effective financial planning helps reduce stress, minimize family conflict, and can even save money.
Steve Margulin, CPA, CFP® and Life Coach
The financial planning episode of A Good Goodbye TV, now available on The Family Plot’s YouTube Channel, features an interview with Trusted Advisor Steve Margulin, CPA, CFP®.
Steve Margulin covers topics such as:
- Income tax issues people should be aware of in the year of death.
- The many different financial elements that need to be tackled after a death in the family.
- How to start spending money accumulated after a lifetime of saving and investing.
- Ways to smooth out financial bumps in the road later in life.
- What people need to know about death and taxes.
Steve Margulin CPA, CFP® is a certified instructor with the Financial Educators Network and teaches Retirement Planning Today® seminars in Albuquerque and Santa Fe. His teaching manner is informative, approachable, and entertaining. He intersperses his seminar material with interesting real-life examples from his more than 20 years of experience in the field. He is also a Trusted Advisor and Life Coach. His website is www.RetirementExtender.com.
This episode is available on DVD 3: Death and Taxes: A Primer on Finances and Funerals, part of the 4-DVD set of A Good Goodbye TV interviews.
A Good Goodbye: Funeral Planning for Those Who Don’t Plan to Die presents an educational and entertaining 12-episode series of 25-minute programs. This award-winning show features expert interviews on “everything you need to know before you go.”
Host Gail Rubin, CT, brings a light touch to a serious subject. Like her award-winning book of the same name, the TV interviews cover information most folks don’t know about until faced with a death in the family. By planning ahead and having a conversation, families can reduce stress at a time of grief, minimize family conflict, save money, and create a meaningful, memorable good goodbye.
Each episode provides valuable insights into funeral planning issues. From pre-need planning to grief counseling, financial issues to the latest trends in death care, these interviews offer eye-opening insights into the party no one wants to plan.
The four-DVD set of 12 interviews, from pre-need planning to grief counseling, is available for $24.99 through this PayPal link.