Death & Taxes

Death & Taxes Podcast - S2E7. This week we have a guide on itemized deductions - The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free. The following information in this podcast is meant for informational purposes only. It is not legal advice and is not designed to guide specific actions or inaction. If you have any questions, please contact me or your own attorney. For more information about this disclosure, please see the show description below.

Death & Taxes Podcast - S2E6. This week we talk about ways the wealthy avoid paying income tax. - The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free. The following information in this podcast is meant for informational purposes only. It is not legal advice and is not designed to guide specific actions or inaction. If you have any questions, please contact me or your own attorney. For more information about this disclosure, please see the show description below.

Death & Taxes Podcast - S2E5. This week we talk about retirement savings and tax planning. - The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free. The following information in this podcast is meant for informational purposes only. It is not legal advice and is not designed to guide specific actions or inaction. If you have any questions, please contact me or your own attorney. For more information about this disclosure, please see the show description below.

Death & Taxes Podcast - S2E4. This week we talk about deductions, exemptions, credits, and exclusions when it comes to your taxes. - The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free. The following information in this podcast is meant for informational purposes only. It is not legal advice and is not designed to guide specific actions or inaction. If you have any questions, please contact me or your own attorney. For more information about this disclosure, please see the show description below.

Death & Taxes Podcast - S2E3. This week Brandon talks more about income tax and ways to pay less. - The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free. The following information in this podcast is meant for informational purposes only. It is not legal advice and is not designed to guide specific actions or inaction. If you have any questions, please contact me or your own attorney. For more information about this disclosure, please see the show description below.

Death & Taxes Podcast - S2E2. This week Brandon talks about income tax brackets and rates. - The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free. The following information in this podcast is meant for informational purposes only. It is not legal advice and is not designed to guide specific actions or inaction. If you have any questions, please contact me or your own attorney. For more information about this disclosure, please see the show description below.

Death & Taxes Podcast - S2E1. This week Brandon talks about income tax, tax deferral, and more! - The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free. The following information in this podcast is meant for informational purposes only. It is not legal advice and is not designed to guide specific actions or inaction. If you have any questions, please contact me or your own attorney. For more information about this disclosure, please see the show description below.

This week Brandon gives his opinion on what the saddest website in the world is and how you can avoid ever being on it. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

Brandon is back for Season 2 discussing the losses and gains he has gone through in the last few months. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

This week we take a quick look at the Danegeld - the infamous tax used in Britain and throughout Europe to pay off or protect from Viking invaders. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

This week Brandon is joined by special guest and financial advisor Eric Mesko. Join them for a discussion on what they see as important issues surrounding the impact of long-term care. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

Presidential campaigns are rarely able to uphold their promises when it comes to tax plans. Let's get into why that is on this episode of the Death & Taxes Podcast. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

Brandon opens the door a bit into his life this week to share his lessons from the most painful ten days he has ever had. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

This week we discuss three takeaways from the news that Chadwick Boseman died without a will and needs probate to administer a portion of his estate. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

This week Brandon discusses Joe Biden's proposed tax plan. Tune in for an overview of the main points of Biden's plan and for Brandon's thoughts on what is important about it. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

It is hard to achieve a 0% tax bracket, but with a bit of planning around your sources of retirement income, it is possible. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

Brandon gives you his unfiltered take on the reports on the tax returns belonging to Donald Trump. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

This week Brandon dives into why your values are the most important element of any plan and why talking to your attorney about your quirks and preferences is so very important. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

Tune in to find out what you need to know before you vote on the proposed change to the Illinois Constitution that would fundamentally change the way residents pay income tax. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

This week Brandon gives his take on what goes into a comprehensive estate planning. Learn why there is so much more than simply putting some names in the right spots of documents in order to get value out of your estate plan. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

Learn about the two predators that are hunting for your money and what you can do to reduce the threat they pose to your retirement and legacy. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

Learn about the deceiving nature of interest rates when it comes to making choices about debt and finance. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

Learn about the most important piece of your estate plan that most attorneys miss, how it will impact you and your family, and how to avoid it. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

There is a wonderful piece of our financial and legacy puzzle that you need to know about. It functions a bit like a CD, is very tax friendly, and even helps your family out after you are gone. It's a tool the extremely wealthy and large corporations use as a safe haven to build their wealth and it is accessible to you too! The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

This week Brandon discusses the importance of proper planning for parents with young children. Learn what you need to know about guardianship and the practical side of leaving behind a strong guiding hand based on a true familial legacy. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

This week Brandon breaks down the difference between Death Planning and Life Planning, including why the new world of aging and tax requires a person to think of much more than who gets what when they pass away. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

This week Brandon discusses why he believes taxes will be going up in the future and why he believes that burden will be felt the most by the middle class. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

Today Brandon wades into the rocky waters of taxation in the United States in order to lay the foundation on why he thinks we are in for a tax heavy future. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

This week Brandon illustrates when a will might be OK and when it might fall short of your expectations. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

This week Brandon discusses why he likes trusts, how he uses trusts to make the lives of his clients, their surviving spouses, and their kids easier and free of unnecessary court processes, and why he sees some of the alternatives to trusts as tools that can fall short of the desired outcome. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

Learn about what makes your power of attorney documents powerful...or not. Brandon discusses the good, the bad, and the ugly when it comes to Health Care and Financial Power of Attorney documents. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

Brandon discusses some of the hidden tricks that math can play on you when you are being marketed to by financial institutions. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

Today we talk about the truth behind investing in the stock and bond market including why "buy and hold" is the strategy your advisor will often default to and the danger of relying on the stock market as you near retirement. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

While most people do not have any estate tax to pay, almost everyone leave an income tax burden to their beneficiaries. Today we discuss why that is and what you can do about it. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

Learn why a lot of estate plans created before December 20, 2019 are obsolete and why the estate planning practices of last year no longer fit today's world. The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.

Death & Taxes is the only podcast dedicated giving you clarity to the two certainties in life. My name is Brandon Ayers and I am an experienced estate planning, elder law, and income tax planning attorney serving clients all over Chicagoland. Thank you so much for listening!

Death & Taxes is the only podcast dedicated giving you clarity to the two certainties in life. My name is Brandon Ayers and I am an experienced estate planning, elder law, and income tax planning attorney serving clients all over Chicagoland. Thank you so much for listening!

Death & Taxes is the only podcast dedicated giving you clarity to the two certainties in life. My name is Brandon Ayers and I am an experienced estate planning, elder law, and income tax planning attorney serving clients all over Chicagoland. Thank you so much for listening!

Death & Taxes is the only podcast dedicated giving you clarity to the two certainties in life. My name is Brandon Ayers and I am an experienced estate planning, elder law, and income tax planning attorney serving clients all over Chicagoland. Thank you so much for listening! The information provided on this podcast does not and is not intended to constitute legal advice. All information, content, and materials made available through this podcast are for general informational purposes only. Information in this podcast may not constitute the most accurate legal information for your location. Listeners of this podcast should contact their attorney to obtain legal advice with respect to any particular legal matter. No listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal advice from their own attorney in their own jurisdiction. The views expressed in this podcast are those of mine only in my individual capacity and not those of my employer. All liability with respect to actions taken or not taken based on the contents of this podcast are expressly disclaimed. If you have questions about any of the content in this podcast, please write me. The content of this podcast is provided as is; no representations are made that the things I say on this podcast are error free.