Podcasts about estate plan

Even if you already have an estate plan in place, there's a good chance it may not work the way you think. In this episode, Loren Merkle, Molly Nelson, and guest attorney Charlie Bottenberg of Brick Gentry P.C. discuss how estate planning has evolved — and why outdated documents, old trust language, and overlooked beneficiary designations could create unintended tax consequences, probate issues, or family complications.They explain why estate taxes are no longer the primary concern for most families, how the SECURE Act changed inherited retirement accounts, and why modern estate planning is now focused on flexibility, protection, and control. You'll also learn what probate really is, common mistakes people make with IRAs and trusts, and why regularly reviewing your plan is so important.Whether you're updating an old will, thinking about how to protect your family, or simply trying to better understand how your assets may transfer someday, this conversation offers practical insights to help you make more informed decisions about your legacy.--Ready to take the next step? Schedule a RetireReady Call at https://bit.ly/4d9P6neGet the tools you need to prepare for retirement with the Retire Your Way Toolkit: https://bit.ly/4uWAwFL--Loren Merkle,CFP®, RICP®, Certified Financial Fiduciary®https://merkleretirementplanning.com/staff-members/loren-merkle/Molly Nelson, Host of Retiring Today with Loren Merklehttps://merkleretirementplanning.com/staff-members/molly-nelson/Charlie Bottenberghttps://brickgentrylaw.com/attorneys/charlie-bottenberg--This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation. Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC. MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

What Happens If You Die Without an Estate Plan? by Ken Gross

Most people assume estate planning is something only wealthy families need, but the reality is that every household can face serious complications if proper documents are not in place. In this episode, we explore what can happen when someone passes away or becomes incapacitated without an estate plan, including court involvement, family conflict, delays accessing accounts, and uncertainty around medical and financial decisions. We break down the core documents that form a solid estate plan, explain common misconceptions, and share real life examples that highlight why planning matters. More importantly, we discuss how thoughtful estate planning is not just about money, but about protecting relationships, reducing stress, and creating clarity for the people you care about most. This conversation is designed to help listeners understand that estate planning is ultimately an act of responsibility, care, and preparation for life's unexpected moments.

Bad news, Fools: You and everyone you know is going to eventually pass away. And before then, you or the people you love may become physically or mentally incapacitated. But despite these certainties and possibilities, most people don't have an estate plan, and if they do, it's often outdated. Robert Brokamp speaks with attorney Jill Mastroianni, the host of the Death Readiness podcast, about how to protect your assets, your family, and yourself with an updated estate plan.Also in this episode:-Interest rates all over the world are rising, and bond prices are falling.-You likely pay your financial advisor more than you pay your doctor. Are you getting your money's worth?-After more than 25 years, Intel finally exceeded its dot-com peak. It just goes to show: While the overall U.S. stock market usually recovers from a bear market in a few years, individual stocks are a very different story.-One widow knew exactly what to do when her husband died because he created and regularly updated a “Letter From Your Dead Husband” while he was still alive. Host: Robert Brokamp, CFP®, EAGuest: Jill MastroianniEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

You've worked twice as hard to catch up on your path to financial independence, so why leave your legacy to chance? To help keep your FI plan from going up in smoke we sit down with estate planning and small business attorney, Allison Harrison. It's a fast, funny and slightly alarming deep dive into estate planning for normal people who assume they're "not rich enough" to need one. This episode covers: Why your FI plan is incomplete without basic estate planning  The real cost, delay, and public exposure that can come with probate Why many people think they need a trust when they actually don't  When a trust does make sense, especially for control and complex family situations  The simplest ways to avoid probate using beneficiaries and transfer-on-death designations  Why healthcare and financial powers of attorney matter just as much as a will Estate-planning blind spots for small-business owners and side hustlers The role of umbrella insurance, LLCs, and business agreements in protecting your assets Why digital accounts, passwords, and two-factor authentication are now part of estate planning What parents of newly minted 18-year-olds need to handle before college or adulthood begins . === SUPPORT  THE  SHOW ===

In this insightful interview, real estate expert Dan Ihara shares his 21 years of experience, focusing on building, protecting, and passing on wealth through real estate. Discover how to prevent family disputes, optimize estate planning, and leverage strategies like 1031 exchanges to secure your legacy.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Most families spend years building wealth. Far fewer spend time making sure the legal structures protecting that wealth are actually doing their job. In this episode, Adam Koós,sits down with Professor Kelly Lise Murray, a lawyer, mediator, and legal scholar who spent nearly two decades at Vanderbilt University before turning her focus to wealth dispute resolution. Kelly hosts the Wealth Litigated podcast, where she breaks down real courtroom cases involving trusts, estates, and family wealth disputes. Together, Adam and Kelly walk through real litigated cases involving blended families, irrevocable trusts, prenuptial agreements, and costly filing errors. The goal is simple: learn from other families' expensive mistakes so yours never has to become a case study. Episode Timestamps 00:00 - Intro & guest background: Who is Kelly Lise Murray and what is the Wealth Litigated podcast 02:00 - Why estate planning disputes happen: The coordination problem between legal and financial documents 04:30 - Blended family estate planning: What the Marinakis v. Marinakis (Ohio) case teaches us 10:00 - California case: When a stepchild was allowed to inherit as a natural child 13:00 - The #1 most procrastinated item in financial planning (Adam's 25-year observation) 14:00 - Trusts and your mortgage: The Garn-St. Germaine Act and what advisors rarely tell clients 16:00 - Property & casualty insurance and irrevocable trusts: A 2007 warning still being ignored 17:30 - Collins v. Flannery (Ohio): What happens when a surviving spouse controls an irrevocable trust 22:00 - Trustee abuse of a special needs trust: A Texas case with a co-trustee resolution 24:00 - Structural protections: Co-trustees, trust protectors, and professional fiduciaries 26:00 - The $800,000 missed checkbox: Estate of Griffin v. Commissioner (IRS Q-TIP case) 29:00 - Prenuptial agreements: What an Ohio case reveals about overreaching and enforceability 32:00 - Portability of estate plans across state lines 33:00 - Incapacity planning: What to do when a divorcing spouse still has your healthcare directive 35:00 - Final advice for families and financial advisors: Where to start this week Key Takeaways

Choosing who inherits your money is one of the most important and emotional financial decisions you'll ever make. Listen as we break down how to think through beneficiaries and help strengthen your estate plan.

Getting your parents to plan their estate can be one of the toughest financial conversations to have. While most of us are proactive with our own plans, it's a different story when it comes to helping our parents get theirs in order. Can you start their estate plan without them? Unfortunately, the answer isn't simple. Nick discusses how much involvement your parents need in the estate planning process, and why their willingness to participate is crucial. He also explains how you can help grease the wheels while still making sure that the plan is ultimately theirs to approve. Here's some of what we discuss in this episode:

Ask a question or send feedback60% of Australians are what one of the country's leading estate planning lawyers calls 'set up for a bit of a disaster.' No will. A will that's 10 years out of date. Or no idea if they even have one.In this episode of The Purposeful Investor, David Andrew and Aden Wilkins sit down with Morgan Solomon a founding director of Solomon Hollett Lawyers and 25 year succession law specialist. They unpack the A to Z of estate planning. This is one of the most important financial conversations any family can have, and most people keep putting it off.------Follow Morgan SolomonLinkedIn: https://www.linkedin.com/in/morgan-solomon-b13ab58/Follow David Andrew:LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/Capital Partners: https://capital-partners.com.au/team-members/david-andrew/ Follow Aden Wilkins:LinkedIn: https://www.linkedin.com/in/aden-wilkins-40b006105/ Capital Partners: https://capital-partners.com.au/team-members/aden-wilkins/ Follow Capital Partners on socials:Facebook: https://www.facebook.com/CapitalPartnersPWA/ LinkedIn: https://www.linkedin.com/company/capital-partners-3/ Instagram: https://www.instagram.com/capitalpartnersprivatewealth/ ------Chapters:(0:00) Introduction & Episode Preview(1:00) Welcome & Guest Introduction: Morgan Solomon(1:45) Win of the Week(4:35) Why Estate Planning Is Central to Financial Advice(7:50) What Makes a Good Estate Plan(11:00) The 60% of Australians at Risk(13:20) What Happens When You Die Without a Will(19:00) Why Post Office Wills and AI Wills Fail(26:30) The Executor Role Explained(38:30) Estate vs Non-Estate Assets: Super and Family Trusts(43:45) Superannuation and Binding Death Benefit Nominations(50:10) Testamentary Trusts: What They Are and Why You Need One----The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!We draw on over 30 years of experience from David Andrew and the Capital Partners team.For more information on Capital Partners' award winning team, visit capital-partners.com.au. Have a question? Email us ask@capital-partners.com.au.This episode provides general advice only. We do not consider your personal circumstances when we share this information. Always refer to your financial adviser for advice about your personal circumstances. Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

Most people assume their money will automatically go to their loved ones, but without a proper estate plan, that's often not what happens. In this episode, Josh breaks down what actually happens when there's no plan in place: from delays and legal complications to unintended outcomes that can impact your family for years. More importantly, we walk through how to take control now, avoid costly mistakes, and make sure what you've built is protected. Can't get enough of The Financial Quarterback? Click ‘Subscribe' so you never miss a play. If you're enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

Your estate plan is only as strong as your ability to find it on the worst day. Greg McIntyre sits down with law partner Brenton Begley to talk about a problem almost every family eventually faces: important legal documents that are perfectly drafted but impossible to locate when a hospital, bank, or courthouse asks for proof.We break down our two track approach to document storage. First, we deliver a durable estate planning binder with protected originals, including wills, trusts, financial power of attorney, and healthcare power of attorney, so signatures and notarizations stay pristine for the long haul. Then we pair those originals with free eDocs access, a secure online portal where you control the username, password, and sharing. That means your chosen agent can pull up a power of attorney from a phone in a true emergency, and you can quickly provide a PDF to a bank, physician, or family member without scrambling.We also dig into a question that creates real panic during probate: what happens if the original will is lost. With updated North Carolina law, a copy may still be usable when the drafting attorney can certify it and provide an affidavit confirming it is a true and accurate copy. Long term electronic document retention can become the safety net that keeps a family out of court fights and delays.If you care about estate planning, elder law, probate readiness, and secure document storage, this conversation will help you build a plan that works in real life. Subscribe for more practical guidance, share this with someone organizing family paperwork, and leave a review with the one document you wish you had easier access to.

Receiving an inheritance can be life-changing—but without a clear plan, it can also lead to costly mistakes. Richard Rosso & Jonathan McCarty walk through the critical steps to take after inheriting money, from protecting the assets and understanding tax implications to building a long-term financial strategy. Key topics include: 0:00 - INTRO 0:19 - Smarties Candies & Holographic Tombstones 3:21 - Baby Boomers, Inheritances, & Great Wealth Transfer 5:31 - Planning for an Inheritance 8:03 - The Stress of Care-giving 12:59 - What to Do with the Money 15:38 - Tax Implications for Inheritance Money 18:44 - Funding the Financial Security Cushion 20:07 - Paying off Debt & Using Credit Cards Wisely 22:23 - Implementation of Financial Plan 25:12 - Fallacies w Inherited Stock 26:26 - Testamentary Trusts 30:40 - Movie Stars' Poor Estate Plans 31:40 Candid Coffee Teaser 33:22 - The Emotional Impact of Inheritance Money 35:11 - Elvis' Estate Plan 37:06 - Leaving Behind as Little as Possible 38:40 - Dealing with all the Schtuff 41:26 - Generational Financial Insecurity 42:45 - How We Grew Up vs Now 45:01 - Lithographs & Gunsmoke 46:38 - Pintos & Car Colors ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/PfgdqYStb70 ------- Watch our previous show, "US–Iran Deal: What Investors Must Watch Next," https://youtube.com/live/1GbqGflIK4A ------- The latest installment of our new feature, Before the Bell, "2Oil vs Markets: The Ceasefire Test" is here: https://youtu.be/ktGa-pbc3ps ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InheritancePlanning #WealthManagement #FinancialPlanning #EstatePlanning #Investing

Most people don't skip estate planning because they don't care. They skip it because they're terrified. Terrified of facing their own mortality. Terrified of making the wrong call. Terrified of how much it might cost. And in 2026, with chaos happening at every level, that avoidance has never been more expensive. Estate attorney Griffin Bridgers is back, and this time we're cutting through every excuse, every myth, and every fear-based sales tactic the industry uses to push you into doing nothing.Griffin breaks down the three real barriers that keep people stuck: the paralysis of making decisions, the fear of getting it wrong, and the cost concern that has the tech world rushing in with half-baked solutions. LegalZoom has been around for 25 years and still doesn't push wills front and center. Why? Because you can't build an app that fights human nature. Estate planning isn't a tech problem. It's a human one.What happens to your family when you leave a mess? It's not just about the money. It's about grief. When you die without a plan, you are literally robbing the people you love of the chance to properly mourn you. Instead of sitting with their loss, they're tracking down bank accounts, fielding calls, managing property, and fighting through legal processes. The list goes from one page to a hundred pages fast. Griffin and Stoy both get personal on this one.We also go deep into the Noise vs. Truth section, taking on two of the biggest myths circulating right now: that everyone needs a trust, and that avoiding probate is always the right move. Spoiler: a TikTok video does not qualify anyone to advise you on irrevocable trusts. One wrong word and you can actually lose the tax benefit you thought you were protecting. This conversation cuts through that noise fast.The closer is the one that sticks. Griffin lays out what he calls the Death Manual, getting your real wealth (the data, the passwords, the wishes, the stories between your ears) out of your head and onto paper. Not all at once. One bite at a time. Because 10 minutes today might save the people you love 10 months of chaos tomorrow.https://youtu.be/a8_9mDS0RZ8If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

What would happen if one spouse suddenly had to manage everything alone?In this powerful episode of the Kern County Real Estate Review, Laurie McCarty shares the essential financial and real estate planning steps every couple should take before life takes an unexpected turn. From understanding your mortgage and insurance policies to organizing household systems and important documents, this episode walks through the real-life gaps that often leave surviving spouses overwhelmed—and how to prevent them.You'll learn:The “Saturday Morning Preparedness Test” every couple should tryWhat your spouse should know about your home, finances, and monthly obligationsHow to create a simple Homeowner Emergency Binder to organize everything in one placeWhy understanding property title, insurance policies, and accounts matters more than you thinkThe most overlooked “invisible responsibilities” that can create stress after lossHow preparation today creates peace of mind for the futureLaurie also shares real insights from working with homeowners navigating major life transitions, along with practical, easy-to-implement steps that can be done in just one afternoon.Whether you're married, own a home, or simply want to protect your family, this episode is a must-listen for anyone thinking about estate planning, financial preparedness, and protecting your spouse.Because preparing your spouse isn't planning for the worst… it's planning for peace.

Nick tackles what happens when cognitive decline enters the picture and estate planning still isn't done. He explains how mental capacity is assessed in real life and why waiting for a health scare can seriously limit your options. Don't wait until your loved ones are left in a crisis, because acting early can make all the difference. Here's some of what we discuss in this episode:

Joshua and Amelie break down what an estate really is, why everyone already has an estate plan (even if they never created one), and why the Last Will and Testament is often the least powerful document in the entire process. The conversation explores essential documents like advance medical directives and powers of attorney, clears up common misconceptions, and highlights the one crucial role a will play for parents of minor children. Top takeaways: An “estate” includes far more than real estate — it's everything you own, owe, or control before and after death, including digital assets. If you don't create an estate plan, your state already has one for you — and it may not reflect your wishes. The most essential documents for nearly everyone are: an advance medical directive (living will), durable powers of attorney (health + finances), and, for parents of minors, a will. Guardianship designations for minor children only live in a will, making it critical for parents. Titling and beneficiary designations (in that order) override your will, meaning most financial assets never pass through it. Trusts also override the will. Wills are often less powerful than people assume; they mainly serve as a safety net for anything not handled elsewhere. Trusts can provide control, clarity, and protection — but they require thoughtful planning and aren't one‑size‑fits‑all. Estate plans should be reviewed after major life events — both in your family and in the lives of your chosen guardians or decision‑makers. Executors often have less responsibility than people expect when the rest of the estate plan is structured well. Estate Planning Podcast Series What Is an Estate Plan? A practical overview of what an estate includes, why everyone already has an estate plan by default, and the essential documents every adult should have in place. Trusts: How They Work & When They Matter (episode 151) A clear breakdown of what trusts actually do, common misconceptions, and when they're useful for clients. https://www.financialcoachesnetwork.com/podcasts/financial-coaches-network-the-podcast-build-your-financial-coaching-business/episodes/2148895609 Executors, Trustees & Key Roles in an Estate Plan (episode 152) An explanation of what executors and trustees really do, how to choose them, and common pitfalls to avoid. https://www.financialcoachesnetwork.com/podcasts/financial-coaches-network-the-podcast-build-your-financial-coaching-business/episodes/2148898929 Marital Assets, Separate Property & Your Estate Plan (episode 153) A discussion of how marital vs. separate assets are defined, how different states treat them, and why that matters for estate planning decisions. https://www.financialcoachesnetwork.com/podcasts/financial-coaches-network-the-podcast-build-your-financial-coaching-business/episodes/2148903744 DIY Estate Planning: When It Works and When It Doesn't (episode 155) An exploration of when simple, do‑it‑yourself estate planning tools can be appropriate and when they may create costly problems. https://www.financialcoachesnetwork.com/podcasts/financial-coaches-network-the-podcast-build-your-financial-coaching-business/episodes/2148917443 Your Role as a Financial Coach in Estate Planning (episode 156) A conversation about how far coaches can go, where the line to legal advice is, and how to collaborate effectively with attorneys https://www.financialcoachesnetwork.com/podcasts/financial-coaches-network-the-podcast-build-your-financial-coaching-business/episodes/2148921115

I moved to another state - do I need to update my estate plan?

What do people mean when they say estate plan?

In today's insightful episode of "Important Estate Plan Updates" with Tom Doyle I will  discuss how changes in laws can impact your 401(k)s, IRAs, and Durabel Powers of Attorney.

It's tempting to think estate planning is just filling out forms and moving on. But when something happens, those papers have to perform under pressure. Nick expands on why estate planning is bigger than documents and why professional guidance matters more than most people realize. The real value isn't in printing paperwork, it's in making sure your family isn't left with confusion, stress, or costly problems later. Here's some of what we discuss in this episode:

The Trump brand travels around the world — and sparks debate. A 91-story skyscraper has been proposed for Australia's Gold Coast. A project, that could reshape the skyline if it gets approval. The planned "Trump International Hotel & Tower" raises big questions about the intersections of business, politics and economic resilience. - Die Marke Trump ist weltweit präsent – und sorgt für Diskussionen. Für die australische Gold Coast wurde ein 91-stöckiger Wolkenkratzer vorgeschlagen. Ein Projekt, das die Skyline verändern könnte, sollte es genehmigt wird. Das geplante „Trump International Hotel & Tower” wirft große Fragen hinsichtlich der Schnittstellen zwischen Wirtschaft, Politik und wirtschaftlicher Widerstandsfähigkeit auf.

Estate Planning can sound a bit grandiose, but when broken down into its parts, it is simply a series of measures intended to protect your assets for the future, and some of the more important estate planning tools at your disposal are surprisingly simple. Donna goes through various steps that people with young families can take to begin building out their estate plan. Also on MoneyTalk, common Retirement mistakes and how to avoid them. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 2/23/2026; Original Air Dates: 11/20/2023 & 12/9/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

Property Taxes and Your Estate PlanSee omnystudio.com/listener for privacy information.

Todd Lutsky explains how the types of assets you own — including rental properties and out-of-state real estate — can significantly shape your estate planning strategy. He discusses liability protection through LLCs, how to avoid Massachusetts estate taxes for non-residents, and why simply placing property in a revocable trust may not provide creditor protection.Todd also explores how family dynamics, special needs planning, spendthrift concerns, and divorce risk should influence how trusts are structured. The episode highlights why flexibility and long-term control from a well-drafted trust can protect assets for generations.

During the Poock's Post segment of Ep. 32 of the Ask the Law Firm Seller Show, Jeremy E. Poock, Esq. shares the following warning: Warning to T&E Attorneys: Clients Do Not Necessarily Hire the Same Firm that Prepared an Estate Plan for Probate & Trust Administration As Poock explains: “What we continue to see with Trusts & Estates attorneys is that when the clients for whom Trusts & Estates attorneys prepared wills and trusts - when they pass away, their children [and] their named fiduciaries, they will go to Google [and] ask for ‘Best Trusts & Estates attorney near me.'”   In terms of why children and fiduciaries ask Google, or their preferred AI thought partner, to suggest the best Trust & Estate attorney to hire, Poock shares the following:   Beneficiaries and fiduciaries want to hire a Trusts & Estates law firm that features multiple 5-Star Google Reviews and that publishes compelling content on their websites, as well as social media, as compared to returning to the law firm that prepared the original estate plan per the following mindset:   “Just because Mom or Dad trusted them, doesn't mean that we need to.”   What can Senior Attorney T&E attorneys do now to preserve a significant, valuable aspect of their T&E practices, namely, the future probate and trust administrations on behalf of their Trusts & Estates clients?   Poock offers the following suggestions:   1. Consider Your Wills Cabinet as Estate Plans under Management: Please consider the estate plans that you have prepared as “Estate Plans under Management.”   Similar to financial planners who maintain Assets under Management, maintaining Estate Plans under Management involves: (a) Regularly updating client contact information; and (b) Periodically contacting T&E clients to offer to update their plans.   2. Establish Relationships with Named Beneficiaries & Fiduciaries: As a proverbial antidote to named fiduciaries and beneficiaries searching online for T&E attorney when a need to probate a will or trust arises, Poock suggests that T&E lawyers proactively establish relationships with both beneficiaries and named fiduciaries.   As Poock states, “Let them know who you are . . . You care about the people for whom you wrote the estate plans, and you can let [beneficiaries and fiduciaries] know: ‘We're here for you.'”   3. Update Your Website & LinkedIn Profile: Considering the likelihood that named fiduciaries and beneficiaries will search online for a T&E attorney to administer their loved one's estate plan, Poock suggests the following:   That Senior Attorney T&E lawyers update their websites and LinkedIn profiles to establish a digital assurance that the firm that prepared the estate plan for their loved one has the experience and capability to administer the plan, as well.   Regarding the significance of this warning in the context of selling a T&E law firm, Poock explains the following:   In Law Firm Sales 1.0, purchasing firms pay a selling law firm upon an earnout basis, namely, fee sharing upon revenues derived from a selling law firm's defined Book of Business.   Importantly, if estate planning clients do not return to a purchasing law firm when the need arises to administer a will or trust prepared by a selling law firm, the following negative consequences will occur:   1. The potential value of a selling law firm's Estate Plans under Management will become unrealized; and   2. The expected earnout will not match a selling law firm's expectations, despite having prepared hundreds, and sometimes thousands, of estate plans.   As Poock advises, “If you want to get as high of an Earnout as possible when you sell your firm, [i]t is just so important to keep in touch with your clients.”   And, as Poock suggests, “[R]each out to your clients; get that updated contact information; learn more about who the beneficiaries are, who the fiduciary is; keep in touch with them and let them know your firm is here for them and their families for years and decades to come.”

"We recently moved from Texas to Arkansas. Do we need to update our will or estate plan to match Arkansas laws?" We're answering YOUR questions on this week's Get Ready For The Future Show! • I've always managed our finances, but now my health is declining. How do I make sure my spouse is prepared to take over? • I'm 52 and my company matches 6% in my 401(k). I'm contributing 10%, but should I be doing more — or putting extra into a Roth IRA instead? And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com! Originally aired 2/11/2026

Todd Lutsky of Cushing & Dolan answers listener questions about how to begin the estate planning process and what to expect when meeting with an attorney for the first time. He outlines key factors to consider—including age, asset size, family dynamics, and second marriages—and explains the difference between revocable and irrevocable trusts. Todd also breaks down the tax treatment of trusts, clarifying when a Social Security number is used versus when an EIN is required, and why the distinction matters. 

Moving to Idaho can be a lifestyle upgrade but for many families, it can also be a legal and financial opportunity. Estate plans created in other states often need updates after relocation, and Idaho's laws can be more favorable when structured correctly. Idaho estate planning attorneys Mark E. Wight and Carly Ward explain how Idaho's community property rules differ from those of many states, why trusts governed by out-of-state law can create delays or unnecessary costs, and how revising a plan under Idaho law can provide clearer outcomes and better financial efficiency for families. They also discuss a common oversight among Idaho transplants: purchasing a home but failing to retitle it into a trust, which can quietly undo probate-avoidance goals. The episode covers updated healthcare power of attorney laws, the role of pour-over wills, and why a timely review can reduce taxes, legal fees, and administrative stress for heirs.

Is your estate plan a "set it and forget it" document? Many people think so, but an outdated plan can cause serious problems for your loved ones. In this episode, we're joined by estate planning attorney Marie Elena Puma from the Russo Law Group. She explains why your will or trust needs to evolve with your life and discusses the key events—like marriage, a new child, or major financial changes—that should trigger an immediate review. Learn the risks of an outdated plan and get expert advice on how to protect your assets and your family's future. This show is sponsored by The Russo Law Group and PlayTri.

Estate planning sounds complicated, but it's a lot simpler than dealing with the mess of not having a plan. Because if you don't write one, the government will. In this episode, VP of Estate Planning at Carson Group, David Haughton, breaks down what it really costs families and business owners when they avoid estate planning. You'll learn why your estate plan shouldn't be a one-and-done document, the assets most people don't realize they have, and how the same tax-saving strategies you hear about billionaires using can work for you too. Topics discussed: Introduction (00:00) David's career and passion for estate planning (01:45) Why estate plans are important for everyone (05:57) Top things people need to know about estate planning (10:35) What business owners need to know about estate planning (14:15) David's asset-by-asset approach to dividing your estate (17:07) The billionaire estate tax saving strategy (20:53) How he uses humor to educate people on estate planning (25:00) Why Carson Group was the right fit (27:09) What brought you JOY today? (28:37) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with David Haughton: LinkedIn: https://www.linkedin.com/in/david-haughton-jd-cpwa%C2%AE-2286396a/ Website: https://www.carsongroup.com About Our Guest: David Haughton is the VP of Estate Planning at Carson Group. He helps advisors and high-net-worth families turn complex estate and tax planning challenges into clear, actionable strategies. He was a former Senior Corporate Counsel at Wealth.com - the industry's leading estate planning technology solution for financial professionals. He is also a frequent speaker and writer on financial planning topics, including being featured in such publications as Michael Kitces' Nerd's Eye View blog, the Journal of Financial Planning, and InvestmentNews. Prior to joining Wealth, he worked for Commonwealth Financial Network - helping to provide thought leadership and financial planning support for advisors - including estate, trust, charitable, education, business, and social security planning strategies. To start his career, he was an attorney in private practice in Massachusetts and Southern New Hampshire. He has experience representing individuals and companies in bankruptcy, as well as engaging with many other general practice areas. For the latter part of his career in private practice, he exclusively practiced in the areas of elder law and estate planning and administration. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Estate Planning can sound a bit grandiose, but when broken down into its parts, it is simply a series of measures intended to protect your assets for the future, and some of the more important estate planning tools at your disposal are surprisingly simple. Donna goes through various steps that people with young families can take to begin building out their estate plan. Also, on MoneyTalk, common Retirement mistakes and how to avoid them. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 2/2/2026; Original Air Dates: 11/20/2023 & 12/9/2024. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

Where (and where not) to store your estate plan

Breaking Down Your Estate PlanSee omnystudio.com/listener for privacy information.

In this conversation, attorney Elijah Keyes discusses the critical importance of estate planning for individuals and families, emphasizing that neglecting to create a plan can lead to significant legal and financial complications. He explains the various costs associated with estate planning, the challenges of navigating probate, and the real-life consequences of poor planning. Keyes also highlights the role of attorneys in creating effective estate plans and compares different approaches to estate planning, ultimately advocating for a thoughtful and proactive strategy to protect one's assets and family.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

A new year doesn't require a brand-new strategy ... but it does call for clarity. In this episode, Robert walks through shaping your real estate plan for 2026 and the steps you can take right now to make your investing work for you in the year ahead. Looking to boost cash flow, grow your net worth, or get more fulfillment from your investing? Grab a notebook and press play! Since 1997, The Real Estate Guys™ radio show features real estate investing ideas, strategies, interviews, and all kinds of valuable resources. Visit our Special Reports Library under Resources at RealEstateGuysRadio.com

New Real Estate and Your Estate Plan

We wrap up the year by settling an important score: who takes the crown for the 2025 Super Official Board of Predictions after a year of weekly “market up or down” calls? From there, we look back at the major trends we predicted for 2025 and how they actually played out.Then it's time to look ahead. The team shares their 2026 predictions—personal outlooks and opinions on what may lie ahead in the markets. We also put our discipline to the test as we randomly assign resolutions for 2026, raising the real question: How long can anyone actually stick to a new habit?In our market recap, we discuss developments involving Venezuela and their potential impact on global markets and the economy, including geopolitical tensions, energy resources, and broader economic implications.We close the episode with a listener question involving divorce, home equity, and family planning: What should you consider before transferring ownership of a house to an adult child?It's a wide-ranging conversation that blends reflection, forecasts, practical financial planning, and a bit of fun as we close one year and look toward the next.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — January 10, 2026  |  Season 40, Episode 2Timestamps and Chapters0:00: 2025 Super Official Board of Predictions Winner5:27: Crystal Ball Check & Recalibration30:18: Accountability, Assigned35:21: Energy, Economy, and International Tensions 43:48: Listener Question: More Than a DeedFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Resolutions fade; stress lingers. We chose a different start to the year by focusing on the one move that reliably lowers anxiety and protects what matters: a practical estate plan that actually works when life gets messy. From the gym to the law office, we connect the dots between lower cortisol, clearer thinking, and the documents that keep your family out of court and your assets out of harm's way.We break down the essentials in plain language. You will hear why a general durable power of attorney and a health care power of attorney are the bedrock of real-world preparedness, and what happens when they are missing—delays, court-driven guardianship, and bills piling up when a spouse or child is locked out of decisions. Then we widen the lens to tackle the cost of long-term care, the quiet threat that can drain retirement accounts after a stroke, a fall, or a dementia diagnosis. Our approach centers on options: how targeted trusts can position savings for benefits eligibility without surrendering your values or your voice.For homeowners, we spotlight the Lady Bird deed—especially effective in North Carolina—which protects the primary residence, avoids probate, and has been strengthened under current Medicaid rules. It is a simple, reversible step that keeps you in control during life and guides the house to your chosen heirs later. Along the way, we share mindset shifts that make planning feel less like paperwork and more like freedom: tidy decisions, clear roles, and a cleaner slate for 2026.If you are ready to trade vague resolutions for real peace of mind, this conversation gives you a precise checklist and the confidence to act. Subscribe, share this with someone who needs a nudge, and leave a review to tell us the first step you are taking toward an Estate Plan and Prosper year.

The Difference Between a $1K Estate Plan and a $4K Estate Plan

New year, new goals—but which financial resolutions actually reduce stress and build wealth? We break down practical investing and money habits that help you focus on what matters most, from setting a clear plan to staying disciplined in volatile markets. If you're ready to start the year with clarity and confidence—not noise—this episode is for you.There's a baby boom happening at Henssler—and it sparked an important conversation exploring how welcoming a child changes your financial life and the critical first steps every new parent should take. From putting the right legal protections in place and reviewing insurance coverage, to understanding new tax benefits and when it makes sense to start saving for college, this episode offers a clear financial starting point during one of life's biggest transitions.After the break, we tackle two timely listener questions that many investors are quietly asking. First, does it make sense to step away from work at 50 and use Substantially Equal Periodic Payments (SEPP) to access retirement funds early? Then, with the Magnificent Seven driving much of the market's recent gains, we discuss whether now may be the right time to take some profits and diversify into income-producing dividend ETFs. If you're weighing early retirement strategies or wondering how concentrated your portfolio has become, this segment offers practical perspective—and a few important cautions.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — January 3, 2026  |  Season 40, Episode 1Timestamps and Chapters8:26: Start the Year Right: Simple Steps for Financial Health20:03: Henssler Baby Boom: Planning for the Littlest Investors39:11: Hot Questions, Smart Answers Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Brent chats about why an unfunded trust is often a fixable planning gap and not an estate planning disaster. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker's firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

Brent chats about the ways that beneficiary designations can quietly, and unintentionally, override carefully drafted documents. This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker's firm or its affiliates. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/. Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/

In this episode, Nathan Croxford and Taylor Stone discuss the legacy of Tony Hsieh, the founder of Zappos, and the implications of his estate planning decisions following his untimely death. They explore the discovery of a will five years after his passing, the complexities surrounding it, and the lessons that can be learned about estate planning. The conversation emphasizes the importance of early and thorough estate planning, involving family in discussions, and the potential pitfalls of neglecting these crucial decisions.

Todd Lutsky shares when he believes it is time to update your estate plan, how taxes work on irrevocable trusts, and understanding marital deductions.

On this episode of Dollars & Sense with Joel Garris, get ready for a power-packed financial guide as Joel unpacks the must-do year-end financial checklist, reveals the surprising habits of the “millionaire next door,” and exposes the pitfalls of incomplete estate plans. Joel kicks off with a timely reminder: as the holiday season races by, you have just weeks to make smart financial moves before the new year. He walks you through seven crucial year-end tasks, including maximizing retirement contributions, using up your FSA, making charitable donations, and reviewing your health benefits—each step designed to help you avoid costly mistakes and make the most of your money. Next, the show dives into one of the biggest gaps in personal finance: estate planning. Joel shares stories from his practice, highlighting how most estate plans are never fully implemented—leaving families vulnerable. He explains why simply signing documents isn't enough, and outlines easy-to-follow steps (like titling assets correctly and regular reviews) so your legacy plan actually works for your loved ones. But that's not all! Joel also explores the “stealthy wealthy”—those quiet millionaires who build real, lasting wealth by shunning status symbols, driving practical cars, maximizing tax efficiency, budgeting diligently, and keeping their finances private. Want to know what they do differently? Joel breaks down the seven key habits that set them apart, with actionable tips you can use right now. Whether you're looking to finish the year strong, set up your family for success, or adopt the habits of the quietly wealthy, this episode delivers practical insights and real-life inspiration. Click to listen and learn how to avoid the traps, make smarter money moves, and secure your financial future! 

Ever wondered what happens to your online accounts when you're gone?

On this episode, Art answers a question about what to do when your parents don't have an estate plan. Plus, he tackles two questions from the More Than Money Facebook Group—one about budgeting with variable income and another about how to find a trustworthy CFP®.Resources:8 Money MilestonesChristian Money HelpAsk a Money Question!

961. Laura answers a listener's question about creating a complete and affordable estate plan to protect their heirs.Find a transcript here. Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at (302) 364-0308.Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.Money Girl is a part of Quick and Dirty Tips.Links:https://www.quickanddirtytips.com/https://www.quickanddirtytips.com/money-girl-newsletterhttps://www.facebook.com/MoneyGirlQDT Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.