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While the executor and trustee roles are similar in many ways, the biggest difference is where they get their authority. 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website:  https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning __________________________________________________ This video/podcast has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you. Additionally, although information presented in this video is believed to be factual and up to date, we do not guarantee its accuracy. You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video. Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability. Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC. Walter Storholt and Third Wheel Media, LLC are not clients of Elevated Capital Advisers. They receive cash compensation for their assistance in preparing and hosting this podcast, and for providing the endorsement contained in this podcast. Because Walter and Third Wheel Media are compensated in connection with this podcast, they have a material conflict of interest in providing their endorsement.
Are Executors and Trustees the Same?
Many people think they need a will, but what they often need is an estate plan. Here's why it matters. 💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg 📞 Call us: 913-393-4724 🌐 Visit our podcast website:  https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning __________________________________________________ This video/podcast has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you. Additionally, although information presented in this video is believed to be factual and up to date, we do not guarantee its accuracy. You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video. Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability. Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC. Walter Storholt and Third Wheel Media, LLC are not clients of Elevated Capital Advisers. They receive cash compensation for their assistance in preparing and hosting this podcast, and for providing the endorsement contained in this podcast. Because Walter and Third Wheel Media are compensated in connection with this podcast, they have a material conflict of interest in providing their endorsement.
Do you need more than a will?
💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg Confused by all the estate planning lingo you hear tossed around? Estate planning comes with a language all its own, and many of the terms sound similar enough to create unnecessary confusion. In this episode, Connor Kelly, Estate Planning Attorney, clarifies some of the words and concepts that often leave families unsure about what their documents actually do and who is responsible for carrying out their wishes. Tune in and finally feel confident speaking the language of estate planning. Here’s what we cover in this episode: 📜 Wills and Trusts: Different tools with very different outcomes ⚖️ Executor or Trustee: Authority depends on the governing document 🎁 Heirs and Beneficiaries: Legal inheritance vs. intentional naming 🔐 Trust Types: Revocable vs. irrevocable control and protection 🩺 Two “Wills”: Medical wishes vs. property instructions 📝 Beneficiary Forms: Contract designations can override your will 0:00 – Intro 0:58 – Will vs. Trust 3:07 – Executor vs. Trustee 4:01 – Beneficiary vs. Heir 4:53 – Revocable Trust vs. Irrevocable Trust 5:42 – Living Will vs. Last Will and Testament 6:19 – Testate vs. Intestate 6:49 – Per Stirpes vs. Per Capita 7:49 – Misconception #1: My Will Controls Everything 8:46 – Misconception #2: Once I Sign My Estate Plan, I'm Done 📞 Call us: 913-393-4724 🌐 Visit our podcast website:  https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser 📌 Follow us for expert retirement planning tips! https://www.facebook.com/elevatedretirementgroupkc/ #retirement #retirementplanning __________________________________________________ This video/podcast has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you. Additionally, although information presented in this video is believed to be factual and up to date, we do not guarantee its accuracy. You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video. Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability. Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC. Walter Storholt and Third Wheel Media, LLC are not clients of Elevated Capital Advisers. They receive cash compensation for their assistance in preparing and hosting this podcast, and for providing the endorsement contained in this podcast. Because Walter and Third Wheel Media are compensated in connection with this podcast, they have a material conflict of interest in providing their endorsement.
Estate Planning Doesn't Have to Be Confusing

ABOUT THE SHOW
& YOUR HOST

Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. 

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states

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