• Kern Singh: Regular Updates in Estate Planning: Reflecting Life Changes

  • Aug 8 2024
  • Length: 28 mins
  • Podcast

Kern Singh: Regular Updates in Estate Planning: Reflecting Life Changes

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  • Summary

  • Kern Singh is a Founding Partner & President of the Singh Law Firm, and has served as trusted counsel to his clients for over a decade. He is recognized as Northern California’s premier and most-sought after Estate Planning Attorney. Mr. Singh is also renowned as the preeminent attorney for Advanced Estate Planning, specializing in Qualified Small Business Stock (QSBS) Issues, Start-Ups, Estate Taxes, IPOs, and Liquid Events all within the Estate Planning wheel-house. Listen to this informative Legacy Leaders episode with Kern Singh about estate planning updates. Here is what to expect on this week’s show: ● Kern emphasize the necessity of seeking legal expertise when it comes to estate planning. He highlighted the pitfalls of attempting a DIY approach through online platforms like LegalZoom, stressing that the guidance of a seasoned attorney can save families significant costs in probate fees and taxes down the line. ● Kern and Steven stress the importance of regularly updating estate planning documents to reflect life changes. Kern suggests tying these updates to significant life events rather than sticking to a fixed schedule, ensuring that the plan remains relevant and effective over time. ● Kern discusses the significance of estate planning as a means to preserve and protect one's legacy for future generations. He emphasizes that the true value lies in the assets left behind and the impact they have on loved ones, making estate planning a vital step in safeguarding family interests. Connect with Kern Singh: www.SinghLawFirm.com With your Guest Host: Steven Step Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve's clients think of him as their "secret weapon," helping them build and safeguard their wealth. One of only 250 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds a MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steve's articles on financial planning have appeared in many publications including The Daily News and Senior Life. Steve lives in the San Fernando Valley area of Los Angeles with his wife and their daughter. When Steve's not working, or at family activities, you may find him traveling, playing golf or just watching a ball game. Steve is also active in the community, including his synagogue and the American Cancer Society, of which he is a past recipient of the "Outstanding Achievement in Legacies and Planned Giving" Award for his work in helping substantial donors save taxes and earn income by doing good. In order to provide his clients the level of service he believes they expect and deserve, Steve only takes on a small number of new clients each year who are committed to achieving lifetime financial security Learn more about your ad choices. Visit megaphone.fm/adchoices
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Management Economics
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