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Pass the Moola

Pass the Moola

Von: Professor Charles Roast & Dr. Clara Holstein
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 Over the next few years, the world will be witness to the largest transfer of wealth in history. While that may sound like an exciting prospect for many people, it will require them to discuss two uncomfortable, yet extremely important and often avoided topics with their family and loved ones: death and personal finances. Pass the Moola wants to eliminate the stress and tension associated with estate planning by being a valuable, straightforward resource for testators and their heirs. The podcast explores estate planning for couples and individuals with special needs concerns.Professor Charles Roast & Dr. Clara Holstein
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  • #6: To be, or not to be an Executor!

    #6: To be, or not to be an Executor!
    Oct 18 2022

    People leave behind a life that must be closed out when they die, but it is a job that extends well beyond the planning of a funeral. Handling those personal and legal details is a stressful, bureaucratic task that can take a year or more to complete, all while you are grieving the loss. Typically relatives or friends are designated in a will as the final administrator of the estate. What should one take into consideration before appointing or accepting the role of an executor?
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    19 Min.
  • #5: Trustifarians

    #5: Trustifarians
    Oct 4 2022

    “Trust Fund kids” conjure visions of spoiled and unmotivated young adults. In fact, many wealthy and comfortably well-off people worry that giving too much to children will destroy their drive or make them poor money managers. What measures can you make to ensure against creating "trustifarians"?
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    30 Min.
  • #4: Give it Away, Give it Away, Give it Away Now! (Part II)

    #4: Give it Away, Give it Away, Give it Away Now! (Part II)
    Sep 20 2022

    On a national level, there are various organizations attempting to address the humanitarian crisis in Ukraine. For tens of thousands of families displaced, there are multiple ways in which you can help. Where do you begin?
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    31 Min.

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