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Contenu fourni par Blue Chip Partners, LLC, Blue Chip Partners, and LLC. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Blue Chip Partners, LLC, Blue Chip Partners, and LLC ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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The best boyfriend a woman ever had. How this ex-girlfriend was entitled to his $1M estate 35 years after a breakup.

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Manage episode 423391305 series 3563447
Contenu fourni par Blue Chip Partners, LLC, Blue Chip Partners, and LLC. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Blue Chip Partners, LLC, Blue Chip Partners, and LLC ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

On today’s episode of our newly minted channel, Blue Chip FM, we are spilling the tea on a recent court case that might pique your interest.

Tune in to hear how a man’s ex-girlfriend, who he dated more than 30 years ago, received his million-dollar retirement account. This may seem like a dumb mistake that would never happen to you... or could it?

You may be surprised to learn how your trust or will applies when there is a beneficiary named on your retirement account. Do you know what potentially life-changing beneficiary issues arise when you get remarried? You may be shocked to learn how the law will step in and override the beneficiaries you have named. Do you know how a judge considers intent when it comes to beneficiary designations? Listen to the full episode to find out how to avoid something tragic like this happening in your family.

Email Podcast@BlueChipFM.com and let us know if you want more episodes like this.

This episode is hosted by Blue Chip Partner’s CEO Robert Steinberg and Blue Chip Estate Planning Partner Kimberly Crank Browning for a unique episode on Blue Chip FM: a podcast from Blue Chip Partners, LLC.

[Episode length: 10:37 minutes]

Helpful Links:

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth.

Click here to schedule a call: Blue Chip Partners | Schedule A Call 248-848-1111

There have been new law changes and let’s face it, life happens. If you need to update your estate plan we have you covered with our white-glove service at Blue Chip Estate Planning, PLLC. Contact Kimberly Crank Browning at kbrowning@bluechipestateplanning.com or call the office 248-873-3244 for more information on Blue Chip Estate Planning, PLLC.

Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan

Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me

Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners

We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners

Click here for important disclosure information

Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.

  continue reading

56 episodes

Artwork
iconPartager
 
Manage episode 423391305 series 3563447
Contenu fourni par Blue Chip Partners, LLC, Blue Chip Partners, and LLC. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Blue Chip Partners, LLC, Blue Chip Partners, and LLC ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

On today’s episode of our newly minted channel, Blue Chip FM, we are spilling the tea on a recent court case that might pique your interest.

Tune in to hear how a man’s ex-girlfriend, who he dated more than 30 years ago, received his million-dollar retirement account. This may seem like a dumb mistake that would never happen to you... or could it?

You may be surprised to learn how your trust or will applies when there is a beneficiary named on your retirement account. Do you know what potentially life-changing beneficiary issues arise when you get remarried? You may be shocked to learn how the law will step in and override the beneficiaries you have named. Do you know how a judge considers intent when it comes to beneficiary designations? Listen to the full episode to find out how to avoid something tragic like this happening in your family.

Email Podcast@BlueChipFM.com and let us know if you want more episodes like this.

This episode is hosted by Blue Chip Partner’s CEO Robert Steinberg and Blue Chip Estate Planning Partner Kimberly Crank Browning for a unique episode on Blue Chip FM: a podcast from Blue Chip Partners, LLC.

[Episode length: 10:37 minutes]

Helpful Links:

Delegate Confidently ™ and call our office today to start getting the most life out of your wealth.

Click here to schedule a call: Blue Chip Partners | Schedule A Call 248-848-1111

There have been new law changes and let’s face it, life happens. If you need to update your estate plan we have you covered with our white-glove service at Blue Chip Estate Planning, PLLC. Contact Kimberly Crank Browning at kbrowning@bluechipestateplanning.com or call the office 248-873-3244 for more information on Blue Chip Estate Planning, PLLC.

Listen to our weekly market analysis podcast on your favorite platform by clicking here Blue Chip NOW! - Blue Chip Partners

Are you a corporate executive that gets paid with company stock? We help executives get the most out of their RSUs and stock options. Click here: Financial Planning For Business Executives - Blue Chip Partners | Executive Compensation Plan

Stay financially savvy by reading our blog. Click here: Blue Chip Partners' Financial Services Blog | Michigan Wealth & Financial Planning | Wealth Management Near Me

Are you a financial professional looking for a new career opportunity? Blue Chip Partners was voted as one of the Best Places to Work in Southeast Michigan in 2023 by Crain’s Detroit Business. Apply here Join Our Team | Finance Careers & Job Openings at Blue Chip Partners | Financial Planning Jobs Near Me

Do you love economic recaps as much as us? Watch previous Quarterly Edge market reports by clicking here: Educational Financial Planning Videos + Webinars | Blue Chip Partners

We are in the news! Non-paid features in Forbes, Business Insider and more featuring Blue Chip Partners can be viewed by clicking here: In the News - Blue Chip Partners

Click here for important disclosure information

Blue Chip Estate Planning, PLLC is a law firm established to provide estate planning services to clients of Blue Chip Partners, LLC, their families, and other residents of the State of Michigan. Blue Chip Estate Planning is related through common ownership and control to Blue Chip Partners. Services by Blue Chip Estate Planning are separate and distinct from any agreement with Blue Chip Partners. For more information, call Kimberly Browning at 248-873-3244.

  continue reading

56 episodes

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