RRA Educational Resources/Podcast/All About Estate Planning

Summary

Curtis Olsen is an experienced Estate Planner for over 10 years and has done over a thousand estates. Curtis started in the financial planning game years ago and continues to stay close int he legal services industry. To get started we should talk about some of the questions that will be discussed in the podcast, like is it helpful for families to actually talk about death and assigning kids to be the trustee or there's assets out there, is it wise to have discussions about it prior to passing away? Is there a process that has to do with changing the beneficiary or listing the ownership of the asset to be the trust?

Transcript

Transcript Pending

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RETIREMENT PLANNING

Investment advisory services are offered through AlphaStar Capital Management, LLC, a SEC Registered investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about AlphaStar Capital Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.

CONTACT US

Main Office: 5350 Poplar Ave., Suite 880, Memphis, TN 38145

Administrative/Registered Office: ​1309 Coffeen Ave., Suite 3851, Sheridan, WY 82801

Email: support@retirementriskadvisors.com

Toll free: 1 (855) 491-0400
Text us at: 1 (307) 264-2902

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CONTACT US

Main Office: 5350 Poplar Ave., Suite 880, Memphis, TN 38145

Administrative/Registered Office: ​1309 Coffeen Ave., Suite 3851, Sheridan, WY 82801

Email: support@retirementriskadvisors.com

Toll free: 1 (855) 491-0400
​​Text us at: 1 (307) 264-2902

RETIREMENT PLANNING

Investment advisory services are offered through AlphaStar Capital Management, LLC, a SEC Registered investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about AlphaStar Capital Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.

© COPYRIGHT 2024 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.

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© COPYRIGHT 2025 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.