May 27, 2024 – In today's Lifetime Planning segment, we explore the fundamentals of estate planning with Adam Sherry, an attorney specializing in estate planning, trust administration, and probate at Spector & Sherry. Adam discusses...
Sept 25, 2023 – On today's Lifetime Planning segment, we discuss the essentials of an estate plan with Adam Sherry, an attorney specializing in estate planning, trust administration, and probate at Spector and Sherry...
Feb 04 – On this episode of Lifetime Income, Jim Puplava interviews estate planning attorney Adam Sherry. Adam takes time to explain the major changes for estate planning that went into effect last year...
Dec 13 – Jim welcomes back attorney Adam Sherry to provide answers to the most frequently asked questions on how a Trump administration and the policies he’s proposed affect everything from estate planning to charitable gifts and...
Aug 16 – Jim welcomes back Adam Sherry, an estate planning attorney at Anderson & Yocum, APC. In a wide-ranging discussion on estate planning issues, Adam focuses on the side effects of holding property in joint tenancy...
Dec 15 – Jim welcomes back attorney Adam Sherry who discusses a number of different gifting strategies that would benefit parents or grandparents. He begins by explaining the purpose and provisions of the Crummey Trust. Adam also explains why the A/B Trust may no longer be...
Oct 5 – This week’s program continues on last week’s theme of maximizing Social Security benefits. This week however, Jim and John will focus on Social Security as it applies to women, be they single, married, divorced or widowed.
Apr 27 – This week Jim and John continue the tax strategy theme. At this time of year you still have eight months to plan, so it’s not too late to take steps to reduce your 2015 taxes. This week they look at broader tax planning techniques.
Dec 8 – This week Jim and John cover the topic of early retirement, and offer strategies to make it work for the long term. Early retirement can be a voluntary decision, or in the case of a job lay-off, non-voluntary. Jim discusses critical age thresholds for IRA’s and Social Security benefits.
