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  <title>064 Legal, Financial and Tax Planning Move in Scary Times</title>
  <description>What are the things you should be doing to move forward and put ourselves in the best position from a legal, financial, and tax response standpoint during this scary time? We can’t control the things that are happening outside and I chose to focus only on the things which I can control. When you are paralyzed by fear at the time like this, setting the correct mindset and knowing your next move can make a difference! Today, I will discuss the two most important legal documents to have in place right now, the correct financial response, and looking at tax strategy through a macro lens. &amp;amp;nbsp; In this Episode: &amp;amp;nbsp; - Chris’ positive focus for the week &amp;amp;nbsp; - 6 points to change your mindset from Dan Sullivan &amp;amp;nbsp; - Two most important legal documents you need to have in place right now &amp;amp;nbsp; - How to handle your situation with the medical power of attorney through us &amp;amp;nbsp; - Proper structure to pass on and avoid probate upon death &amp;amp;nbsp; - How do assets transfer to someone else’s name based on state administration &amp;amp;nbsp; - 4 ways assets can be transferred upon death &amp;amp;nbsp; - Fortified retirement plan &amp;amp;nbsp; - Offensive and defensive financial structure focus to have &amp;amp;nbsp; - How to increase your income score &amp;amp;nbsp; - Tax planning over your lifetime and your beneficiaries lifetime &amp;amp;nbsp; - Different Tax buckets - Taxable bucket, Tax-deferred buckets, and Tax-free buckets &amp;amp;nbsp; - Tax-efficient retirement &amp;amp;nbsp; Links and Resources: &amp;amp;nbsp; - “Scary Times” Success Manual of Dan Sullivan &amp;amp;nbsp; - RetirementPlanWebinar.com &amp;amp;nbsp; -  AlzElderCare.com &amp;amp;nbsp; - castlewealthgroup.com &amp;amp;nbsp; - TheChrisBerryShow.com &amp;amp;nbsp; - Michiganestateplanning.com &amp;amp;nbsp; - Register for one of our free estate &amp;amp;amp; asset protection workshops &amp;amp;nbsp; Follow us on Social Media: &amp;amp;nbsp; - Twitter: www.twitter.com/ElderCareFirm &amp;amp;nbsp; - Facebook: www.facebook.com/chrisberryshow &amp;amp;nbsp; - LinkedIn: www.linkedin.com/in/christopherjberry &amp;amp;nbsp; </description>
  <author_name>The Chris Berry Show</author_name>
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