Podcasts about estate planners

Scott welcomed Ruth Raftery in the studio for a discussion about the importance of education in estate and tax planning, the role of financial advisors in collaborating with estate planning attorneys, and shares insights on effective tax planning strategies.Ruth Raftery, JD, CPA, AEP® is a licensed attorney and a Certified Public Accountant with over 20 years of experience. As President and co-founder of Advanced Planning Educational Group (APEG), Ruth is responsible for creating and executing the design and strategic direction of APEG's mission to support the needs of professionals who participate in the holistic planning process. In addition to her role with APEG, Ruth also serves as a Senior Advisor to AltaView Advisors, LLC a business valuation firm with offices in Orange County, San Francisco, Dallas, and New York, and is an instructor at Oakland University in Rochester, Michigan, where she teaches Income Tax in the post-graduate certification program.Ruth has developed and taught various Estate, Gift, Trust, and Tax courses throughout her career. She is past President of the Estate Planning Council of New York City, past Chair of the Estate Planning Committee of the New York State Society of Certified Public Accountants and is an Accredited Estate Planner designee™ awarded by the National Association of Estate Planners and Councils. Ruth received her undergraduate degree in Accounting from the University of Scranton and her Law Degree from Temple University School of Law. She and her husband Brian live in Westfield, NJ. She and Brian have three college-aged daughters – Brigid, Megan, and Erin.  In this episode you will learn the following: The importance of building relationships with attorneys and accountants for financial advisors to effectively incorporate estate and tax planning into their practices.The critical role that financial advisors play in educating clients about estate planning without crossing into legal advice.Innovative strategies, such as leveraging Roth conversions not just for tax benefits, but also for strategic financial planning, such as funding life insurance policies.The unique dynamics of female advisor conferences and the importance of fostering intimate, supportive environments for women in the financial industry. Ruth shares insights into how these settings can encourage authenticity and collaboration, ultimately supporting the growth and success of female financial advisors. Connect with Scott on LinkedInConnect with Ruth on LinkedInFor more on The Optimized Advisor Podcast click here  For more on APEG click hereFollow us on LinkedIn  **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

Estate planners not only help clients plan for what happens at death. Nowadays, especially with the high divorce rates, trust and estate lawyers also need to be mindful of how certain planning will play out in the event of a divorce.  In this episode of Trust Me!, we discuss what estate planners should know about the basics of family law.About Our Guest:Vanessa Soto Nellis is a Shareholder and Chair of the Family Law Practice Group of Lewitt Hackman.  She is also a Certified Specialist in Family Law.  She prides herself on bringing “calm to crisis” in family law matters, by focusing clients on the big picture, even in high-conflict divorce and child custody situations. Representing individuals in all aspects of family law in Southern California, Vanessa counsels and litigates for clients in dissolution (or divorce) matters, spousal support, child support, visitation rights, cohabitation, prenuptial and postnuptial agreements, and other family law matters.Vanessa was designated one of the Best Lawyers in America in Family Law in 2024 by Best Lawyers Magazine, and a Southern California Super Lawyer (2018-present) and Rising Star (2007-12 and 2015-17) by Super Lawyers Magazine. The publication also named her one of Southern California's Up-and-Coming 50 Women Attorneys, as well as one of the Up-and-Coming 100.Vanessa is a member of the State Bar of California, San Fernando Valley Bar Association (SFVBA), SFVBA Family Law Executive Committee, Los Angeles County Bar Association, and the Ventura County Bar Association. She co-founded Women To Women, a professional network here in Los Angeles.Vanessa can be reached at: VNellis@lewitthackman.comAbout Our Host:Host Anna Soliman is Trust Counsel and Managing Director for Fiduciary Trust International of California out of the Los Angeles Office.  She is also the Chief Fiduciary Officer of their California trust business. Prior to joining Fiduciary Trust International, Anna was an estate tax attorney for the Internal Revenue Service and also worked in private practice, specializing in estate planning and trust administration for ultrahigh net worth individuals.  She is also a member of the Trust and Estates Section of the California Lawyers Association and is a Vice-Chair of the Fiduciary Income Tax Section of the American Bar Association. Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek and Cat Hammons

Molly R. Soiffer, Esq, of Bove & Langa, PC, Christopher H. Suh, Esq., of The Wagner Law Group, and Claire K. Forkner, Esq., of Lee & Rivers LLP dive into what estate planners need to understand when dealing with prenuptial agreements, excerpted from MCLE's 11/6/2023 live webcast: What All Estate Planners Need to Know About Prenuptial & Cohabitation Agreements. The full program is available as an on-demand webcast or an MP3 here.  Get 24/7 instant access to hundreds of related eLectures like this one—and more—with a subscription to the MCLE OnlinePass. Learn more at www.mcle.org/onlinepass and start your free trial today! Connect with us on socials!Instagram: mcle.newenglandX (Formerly Twitter): MCLENewEnglandLinkedIn: Massachusetts Continuing Legal Education, Inc. (MCLE│New England)Facebook: MCLE New EngalndThreads: mcle.newnengland

Turney Berry concludes his lecture with the importance of mentorship, community engagement, and diversity in thought and professional organizations. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Mr. Sacchetta is the president of Westport-based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning.Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who's Who in Finance and Business, the Marquis Who's Who in the East, the Marquis Who's Who in America and in the Marquis Who's Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.Learn More: https://www.cfig-wealth.com/Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-tax-risk

Mr. Sacchetta is the president of Westport-based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning.Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who's Who in Finance and Business, the Marquis Who's Who in the East, the Marquis Who's Who in America and in the Marquis Who's Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.Learn More: https://www.cfig-wealth.com/Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-tax-risk

In part 2 of Turney Berry's lecture, he discusses the importance of estate planning in civilization and why diversity of experience is critical to the profession. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Mr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning.Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who's Who in Finance and Business, the Marquis Who's Who in the East, the Marquis Who's Who in America and in the Marquis Who's Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.Learn More: https://www.cfig-wealth.com/Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-interest-rate-inflation-risk

Mr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning.Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who's Who in Finance and Business, the Marquis Who's Who in the East, the Marquis Who's Who in America and in the Marquis Who's Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.Learn More: https://www.cfig-wealth.com/Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-interest-rate-inflation-risk

Mr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning.Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who's Who in Finance and Business, the Marquis Who's Who in the East, the Marquis Who's Who in America and in the Marquis Who's Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.Learn More: https://www.cfig-wealth.com/Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-market-risk

Mr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning.Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who's Who in Finance and Business, the Marquis Who's Who in the East, the Marquis Who's Who in America and in the Marquis Who's Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.Learn More: https://www.cfig-wealth.com/Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-market-risk

A trust and estate lawyer ponders whether estate planning is more than the orderly transmission of wealth in all forms among the generations or something more. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

ACTEC Fellow Turney Berry offers an overview on his lecture on estate planning's critical role in civilization and the importance of diverse perspectives. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Professional estate planning is as accessible as ever with Goldstone Financial Group. Call them at (630) 620-9300 or visit https://goldstonefinancialgroup.com/ to learn about what they can do to help you secure your assets and provide for your family in Chicago. Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website: https://goldstonefinancialgroup.com/ Phone: +1-630-620-9300 Email: contactus@goldstonefinancialgroup.com

Summary Andrew Unkefer, an industry legend joins us to talk about the importance of relationships in the industry, the impact of technology, the future of the producer and IMO space, the shift to virtual meetings, consolidation in the industry, the impact of regulation, and the integration of estate planning and financial solutions. Andrew also shares his personal focus and future plans. Takeaways Relationships are still a key aspect of the insurance industry and producers and IMOs that prioritize serving their producers and building partnerships will thrive. The industry is experiencing a shift towards virtual meetings, with some producers successfully initiating relationships and conducting business through platforms like Zoom. Consolidation is happening in the industry, and producers and IMOs need to adapt and concentrate their businesses to remain successful. The integration of estate planning and financial solutions presents a significant opportunity for producers to provide a higher level of benefits and services to their clients. Regulation is an ongoing concern in the industry, but state-level protection can help ensure consumer protection and maintain the integrity of the industry. Chapters 00:00 Introduction and Background 01:22 Starting in the Insurance Industry 03:16 Educating People about Annuities 06:08 The Importance of Technology in the Industry 07:31 The Persistence of Paper Kits and Brochures 08:08 The Future of the Producer and IMO Space 09:05 The Shift to Virtual Meetings 10:42 The Importance of Relationships in the Industry 12:09 Consolidation and Changes in the Industry 13:31 The Impact of Direct-to-Consumer Marketing 15:03 Regulation and the Future of the Industry 20:27 The Integration of Estate Planning and Financial Solutions 25:26 The Magnitude of the Opportunity for Estate Planners 30:35 The Importance of Celebrating Producers 34:09 The Impact of Regulation on the Industry 37:01 Future Plans and Personal Focus

This program will provide an introduction to charitable planning. We will discuss the reasons for charitable giving, the types of property that can be used to make a charitable gift, and the techniques that can be used to achieve clients' charitable goals. Questions? Inquiries about program materials? Contact Trenon Browne at tbrowne@bostonbar.org

Welcome to a special episode of Divorce and Beyond!! Airing right after Thanksgiving and just before Giving Tuesday 2023 on November 28th, we're revisiting a powerful episode titled "Sharing is Caring: How Philanthropy Can Help You Heal." In this replay, Susan Guthrie speaks with Caren Yanis, a philanthropy Sherpa, and former Oprah Winfrey Foundation Executive Director. Together, they explore the transformative power of giving, delving into how it can guide us through challenging times, including the complexities of divorce. This is a heartfelt conversation about how philanthropy intersects with divorce, families, the future, and beyond. Caren, now the principal of Croland Consulting, shares insights on building a culture of purpose and legacy for families, athletes, and celebrities.  Let this episode inspire you to embrace the spirit of generosity on Giving Tuesday.   Topics and Golden Nuggets include Divorce is a prime time to do something outward-focused with your children, such as giving. Philanthropy can help you heal from the trauma of a difficult divorce Engaging in the arts and using the arts to help other people is a fabulous way to elevate everybody **************************************** About this week's special guest: Caren Yanis Caren is the principal of Croland Consulting, a philanthropic advisory group that guides families, athletes, and celebrities in building a culture of purpose and legacy. She was Executive Director of the Oprah Winfrey Foundation and Oprah's Angel Network, (2000-2009) the height of the Oprah Winfrey Show.  She went on to become President of Crown Family Philanthropies in Chicago.  Caren's focus is on deepening intergenerational engagement and social impact using a variety of assets and strategies. Keynotes, podcasts, and panel discussions have included Family Business Magazine's Legacy and Wealth Conference, Yale's Philanthropy Conference, and the Society for Trust and Estate Planners annual and regional conferences. She has been a guest on podcasts including The Heart of Giving (Better Business Bureau), Denton's, Alliance Bernstein, and Family Business Magazine's Legacy and Wealth Conference.  She is an adjunct professor at Tulane University, the University of Chicago Booth School in their Private Wealth Management program, and at the Spertus Institute where she also mentors graduate students. University speaking engagements include Northwestern Law, NYU, Duke and Johns Hopkins. Caren chairs the board of The Poetry Foundation (which received a significant bequest from Ruth Lilly in 2002) and has guided it through meaningful organizational and governance change. She is an advisor to the Aubrey and Marla Dan Foundation, and to the (Deepak) Chopra Foundation, is a member of the Board of Visitors at the Lilly Family School of Philanthropy at Indiana University, and the Women's Philanthropy Institute, a research organization focused on trends in giving. In her spare time, Caren hosts salons that bring bold thinkers together for meaningful conversations. She has a passion for listening deeply, navigating challenges, and guiding people who have the potential to make the world a better place.  Caren Croland Yanis | Philanthropic Advising: caren@crolandconsulting.com  Caren's website: CrolandConsulting.com  Caren on Linkedin: http://linkedin.com/in/carenyanis ***************************************** Episodes and Resources mentioned in this episode: The Divorce & Beyond website is a great place to visit if you want more support and information as you move through your divorce and beyond.  We have links to all the latest episodes, show notes, and the most recent episode. Plus, you can sign up for the weekly newsletter, freebies, and downloadable resources.  Visit DivorceandBeyondPod.com today!  Singing ”Single Bells” This Holiday? Surviving the Solitary Season with Special Guest, Jenny Stevens  PoetryMagazine.org/EventsOffer:1 year of Poetry Magazine for $20. Regular price is $35.   Generosity Project: https://www.ted.com/talks/sasha_dichter_the_generosity_experiment  Women's Philanthropy Institute – The Women's and Girls Index: https://scholarworks.iupui.edu/bitstream/handle/1805/21010/wgi-infographic.pdf  Women's Philanthropy Institute -Women as Change Agents:  https://scholarworks.iupui.edu/bitstream/handle/1805/21440/change-agents-infographic.pdf  Women Moving Millions: https://womenmovingmillions.org/  Thresholds  - mental health and breaking the cycle of poverty: https://www.thresholds.org/  Friends of the Children – mentoring high risk children: https://friendschicago.org/about  Multiple Myeloma Research Foundation: theMMRF.org  ***************************************** THANK YOU TO OUR SPONSOR: SOBERLINK Thriving in divorce and beyond means not having to worry about the safety of your children when it comes to co-parenting. With alcohol abuse on the rise, many co-parents are turning to the system committed to providing proof, protection, and peace of mind. Soberlink's alcohol monitoring system is the most convenient, reliable, and reasonable way for a parent to provide evidence that they are not drinking during parenting time. Soberlink's real-time alerts, facial recognition, and tamper detection ensure the integrity of each test, so you can be confident your kids are with a sober parent. With Soberlink, judges rest assured that your child is safe, attorneys get court-admissible evidence of sobriety, and both parents have empowerment and peace of mind.  Pull back the curtain on the mysteries of parenting time and trust The Experts in Remote Alcohol Monitoring Technology™ to keep you informed and your kids safe and secure. To download the addiction and children resource page that I developed with Soberlink, visit www.Soberlink.com/Susan  ********************************************************************* SPONSORSHIP OPPORTUNITIES ARE AVAILABLE!  https://divorcebeyond.com/Sponsorship-Info ******************************************************************* MEET OUR CREATOR AND HOST: SUSAN GUTHRIE®, ESQ., the creator and host of The Divorce and Beyond® Podcast, is nationally recognized as one of the top family law and divorce mediation attorneys in the country.  Susan is the Vice Chair of the American Bar Association Section of Dispute Resolution and is a sought-after keynote speaker, business and practice consultant, coach and trainer. You can find out more about Susan and her services here:  https://neon.page/susanguthrie Internationally renowned as one of the leading experts in online mediation, Susan created her Learn to Mediate Online® program and has trained more than 25,000 professionals in how to transition their practice online.  Susan recently partnered with legal and mediation legend, Forrest "Woody" Mosten to create the Mosten Guthrie Academy which provides gold-standard, fully online training for mediation and collaborative professionals at all stages of their careers.   Follow Susan Guthrie and THE DIVORCE AND BEYOND PODCAST on social media for updates and inside tips and information: Susan on LinkedIn: https://www.linkedin.com/in/susaneguthrie/ Susan on Instagram @susanguthrieesq ********************************************************************* We'd really appreciate it if you would give us a 5 Star Rating and tell us what you like about the show in a review - your feedback really matters to us!  You can get in touch with Susan at divorceandbeyondpod@gmail.com.  Don't forget to visit the webpage www.divorceandbeyondpod.com and sign up for the free NEWSLETTER to receive a special welcome video from Susan and more!! ********************************************************************* DISCLAIMER:  THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL ADVICE.  YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM.

This episode features a conversation between our host, Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and Deirdre Wheatley-Liss, a Principal at Porzio, Bromberg & Newman. The discussion centers on the use of AI (Artificial Intelligence) and Automation in the practice of law, highlighting various aspects of its application in the legal field. Key topics covered include business benefits, ethical considerations, AI policies, and examples of how the technology is currently being used. Listen in to learn if your law firm can benefit from AI and Automation.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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In this episode, Susan Guthrie, Esq. is joined by philanthropist Caren Yanis who shares the many ways that being generous and sharing with others can actually help you heal after divorce.    Being philanthropic is not just about money. We have social capital, intellectual capital, time or the ability to be purposeful with lots of different tools. Whether someone has millions of dollars or is on a shoestring budget, being able to give, in some way, can make a difference. Caren Yanis joins Susan Guthrie for a conversation about philanthropy as it intersects with divorce, families, your future, and the beyond. There is power in giving. It can help you heal, be an outlet for your children during divorce, and make the world a better place to live.  Caren Yanis is the principal of Croland Consulting, a philanthropic advisory group that guides families, athletes, and celebrities in building a culture of purpose and legacy. Topics and Golden Nuggets include  Divorce is a prime time to do something with your children that is outward-focused, such as giving The benefit of having a philanthropic advisor or sherpa to create a long view goals of giving Philanthropy can help you heal from the trauma of a difficult divorce Examples of women who come at philanthropy not with a lot of financial resources but with energy and attention, and do amazing things Engaging in the arts and using the arts to help other people is a fabulous way to elevate everybody Whether you have billions of dollars or zero dollars, we all have something to give and to benefit others. About this week's special guest: Caren Yanis Caren is the principal of Croland Consulting, a philanthropic advisory group that guides families, athletes, and celebrities in building a culture of purpose and legacy. She was Executive Director of the Oprah Winfrey Foundation and Oprah's Angel Network, (2000-2009) the height of the Oprah Winfrey Show.  She went on to become President of Crown Family Philanthropies in Chicago.  Caren's focus is on deepening intergenerational engagement and social impact using a variety of assets and strategies. Keynotes, podcasts, and panel discussions have included Family Business Magazine's Legacy and Wealth Conference, Yale's Philanthropy Conference, and the Society for Trust and Estate Planners annual and regional conferences. She has been a guest on podcasts including The Heart of Giving (Better Business Bureau), Denton's, Alliance Bernstein, and Family Business Magazine's Legacy and Wealth Conference.  She is an adjunct professor at Tulane University, the University of Chicago Booth School in their Private Wealth Management program, and at the Spertus Institute where she also mentors graduate students. University speaking engagements include Northwestern Law, NYU, Duke and Johns Hopkins. Caren chairs the board of The Poetry Foundation (which received a significant bequest from Ruth Lilly in 2002) and has guided it through meaningful organizational and governance change. She is an advisor to the Aubrey and Marla Dan Foundation, and to the (Deepak) Chopra Foundation, is a member of the Board of Visitors at the Lilly Family School of Philanthropy at Indiana University, and the Women's Philanthropy Institute, a research organization focused on trends in giving. In her spare time, Caren hosts salons that bring bold thinkers together for meaningful conversations. She has a passion for listening deeply, navigating challenges, and guiding people who have the potential to make the world a better place.  Caren Croland Yanis | Philanthropic Advising: caren@crolandconsulting.com  Caren's website: CrolandConsulting.com  Caren on Linkedin: http://linkedin.com/in/carenyanis Also mentioned in this episode: Book a Strategy Session with Susan!  Singing ”Single Bells” This Holiday? Surviving the Solitary Season with Special Guest, Jenny Stevens  PoetryMagazine.org/EventsOffer:1 year of Poetry Magazine for $20. Regular price is $35.   Generosity Project: https://www.ted.com/talks/sasha_dichter_the_generosity_experiment  Women's Philanthropy Institute – The Women's and Girls Index: https://scholarworks.iupui.edu/bitstream/handle/1805/21010/wgi-infographic.pdf  Women's Philanthropy Institute -Women as Change Agents:  https://scholarworks.iupui.edu/bitstream/handle/1805/21440/change-agents-infographic.pdf  Women Moving Millions: https://womenmovingmillions.org/  Thresholds  - mental health and breaking the cycle of poverty: https://www.thresholds.org/  Friends of the Children – mentoring high risk children: https://friendschicago.org/about  Multiple Myeloma Research Foundation: theMMRF.org  If you want to see the video version of the podcast episodes they are available on The Divorce & Beyond YouTube Channel!  Make sure to LIKE and SUBSCRIBE so you don't miss a single episode! THANK YOU TO OUR SPONSOR: HELLO DIVORCE Your divorce, your way.  Say hello to an easier, kinder, and less expensive divorce.  They can handle almost every divorce without a court for thousands less than hiring a lawyer.  Easy, quick online divorce process  We review, file, and serve for you  Expert legal and financial help as you go  Get more information, resources, and support at hellodivorce.com/beyond and receive $100 off your service with the code BEYOND!  Visit hellodivorce.com/beyond for $100 OFF! ********************************************************************* SPONSORSHIP OPPORTUNITIES ARE AVAILABLE!  https://divorcebeyond.com/Sponsorship-Info ******************************************************************* MEET OUR CREATOR AND HOST: SUSAN GUTHRIE®, ESQ., the creator and host of The Divorce and Beyond® Podcast, is nationally recognized as one of the top family law and divorce mediation attorneys in the country.  Susan is the Vice Chair of the American Bar Association Section of Dispute Resolution and is a sought-after keynote speaker, business and practice consultant, coach and trainer. You can find out more about Susan and her services here:  https://neon.page/susanguthrie Internationally renowned as one of the leading experts in online mediation, Susan created her Learn to Mediate Online® program and has trained more than 25,000 professionals in how to transition their practice online.  Susan recently partnered with legal and mediation legend, Forrest "Woody" Mosten to create the Mosten Guthrie Academy which provides gold standard, fully online training for mediation and collaborative professionals at all stages of their career.   Follow Susan Guthrie and THE DIVORCE AND BEYOND PODCAST on social media for updates and inside tips and information: Susan on LinkedIn: https://www.linkedin.com/in/susaneguthrie/ Susan on Instagram @susanguthrieesq ********************************************************************* We'd really appreciate it if you would give us a 5 Star Rating and tell us what you like about the show in a review - your feedback really matters to us!  You can get in touch with Susan at divorceandbeyondpod@gmail.com.  Don't forget to visit the webpage www.divorceandbeyondpod.com and sign up for the free NEWSLETTER to receive a special welcome video from Susan and more!! ********************************************************************* DISCLAIMER:  THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL ADVICE.  YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM.

Estate planning is a vital but often forgotten element in a Muslim's financial plan. We usually spend the most of our time building and protecting our assets but usually forget the last part which is legacy planning. According to the Malaysian Institute of Estate Planners, 80% of Malaysians do not possess valid wills, with many having no idea what happens if their wishes aren't followed after death. Ahmad Shareza, Head of Islamic Wealth Management and Business Development from Maybank Islamic talks about the importance of Islamic estate planning, what are some of the issues that could crop up, and how Maybank Islamic Wealth Management can assist you.

According to the Malaysian Institute of Estate Planners, only 20% of Malaysians have written a will. We speak to a lawyer about why so few of us have a will, what goes into estate planning, and some of the factors that are often overlooked in will writing.Image Source: mapo_japan, shutterstock

Kevin Daisey talks to Eido M. Walny, the Managing Partner at Walny Legal Group in Wisconsin. Eido is a noted national speaker, author, and commentator on issues effecting estate planning, charitable giving methods, and topical business issues. In 2014, he was selected as one of five national “Advisors with Heart” by Trusts & Estates Magazine. He was recognized for his contributions to the legal professional as a 2013 “Leader in the Law” by the Wisconsin Law Journal, and named as a Fellow to the Wisconsin Law Foundation's class of 2013. He has been recognized as a “Leading Lawyer” in the area of estate planning by M Magazine. In 2012, he was named a “Forty Under 40” honoree by the Milwaukee Business Journal, and a Financial Advisor magazine 2012 Private Wealth All-Star Team nominee. Each year between 2008 and 2017, Eido has been named a Wisconsin Rising Star in Milwaukee Magazine, a recognition granted to fewer than 2.5% of attorneys in the state. He was also named a Five Star: Best in Client Satisfaction Wealth Manager each year since 2009 by Milwaukee Magazine. In addition, he was a 2019 “Best Places to Work” honoree from the Milwaukee Business Journal. In 2021, Eido was named to the US News and and World Report list of Best Lawyers in America. He serves on the national Board of Directors of the National Association of Estate Planners and Counsels. Learn from his expertise and what trends are helping grow his firm on this episode of The Managing Partners Podcast! —- Array Digital provides bold marketing that helps managing partners grow their law firms. arraylaw.com Follow us on Instagram: @array.digital Follow us on Twitter: @thisisarray Call us for a FREE digital marketing review: 757-333-3021 SUBSCRIBE to The Managing Partners Podcast for conversations with the nation's top attorneys.

Why you need to have an Estate Plan NOW! On today's Inside BS Show, Dave Lorenzo interviews Estate Planning Attorney Jennifer Taddeo. 00:00 Why you need to have an Estate Plan NOW! 00:58 How did Jennifer become interested in Estate Planning?05:14 Why is estate planning so essential for young, healthy individuals?06:50 Even people as young as 18 should have an Estate Plan.10:24 What documents are required for an Estate Plan?17:09 What updated documents are required when getting married and divorcing?22:42 What are the two types of durable powers of attorney?30:50 Why you need to have an Estate Plan NOW! Jennifer TaddeoEstate Planning Attorneyjenn@Estatewiseadvisory.com(508) 233-8393About Jennifer Taddeo:Jennifer D. Taddeo is a partner who concentrates her practice in estate planning, tax planning, business succession planning, trust and estate administration, elder law and long term care planning.She provides service to individuals, families, fiduciaries, entrepreneurs, and business owners.  She is experienced in drafting wills, revocable and irrevocable trusts, and other estate planning documents.Ms. Taddeo assists clients with wealth transfer strategies designed to minimize overall estate tax liability while protecting beneficiaries from creditors.  Her expertise in trust and estate administration extends to complex tax and disclaimer issues.Outside of the office, Jennifer is very active in the community.  She is on the Board of Managers for the Bernon Family Branch of the Hockomock Area YMCA.  She is a lifelong member and supporter of the YMCA, as both she and her children attended the YMCA day care and summer camps.  Jennifer is proud to advise on branch management and help raise funds for the many ways in which the Hockomock Area YMCA impacts its community.Ms. Taddeo is an Accredited Estate Planner®. An AEP® designation is administered by the National Association of Estate Planners & Councils to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

Many individuals and families are usually unprepared for emergencies and their inevitable passing. Loved ones are often left with no idea of where assets, liabilities, and important information are found.Financial Advisors are frequently at a disconnect in understanding their customers' holistic life position and struggle with effective communication and document sharing capabilities, even with their best efforts and intentions.Some interesting facts:

Dr. Marc A. Silverman has consulted with family businesses from startups to multi-nationals, from first through sixth generations, and from three to over 100 family shareholders. He specializes in working with complex family systems of over 25 family shareholders and particularly in integrating the needs of different generations into clear succession and governance structures. Many of his clients have more than 2000 employees. A frequent seminar leader, he has conducted over 100 workshops and seminars in over 15 countries. He has given many keynote addresses to YPO, Heckerling Institute, Financial Planners Association, Society for Trusts, and Estate Planners. He has published over thirty articles on Succession Planning, Family Governance and Offices, Family Business, Communication, Emotional Intelligence, and Conflict Resolution. He works primarily as a Family Business Consultant and Coach to national and multi-national family businesses. He specializes in succession issues, developing effective corporate and family governance structures, emotional intelligence, conflict resolution processes, and family wealth preservation. He is a Senior Fellow at the Institute for Family Business at Florida International University. He has worked as a columnist for “Dinero” and other business publications. An early member of this relatively new field, Dr. Silverman is considered a pioneer in Family Business, particularly in Latin America, and has been granted “Fellow” status by the Family Firm Institute. He has been given the Richard Beckhard Award for outstanding contribution to the field of Organization Development internationally. He has worked with dozens of families in various countries, including several well-known family dynasties. He brings over 25 years of experience in Family Business Consultation, specializing in Emotional Intelligence in Family Business, Conflict Resolution Between Family Shareholders, Succession Planning, Board Development, and Corporate and Family Governance. His work includes the development of Emotional Intelligence in Family Businesses, Family Business Assessment Tools, effective Boards of Directors, Family Councils, and Family Constitutions and Protocols. He has served on the Board of Advisors to Association of Organization Development of Latin America, Chair of Saul A. Silverman Endowment Fund, Treasurer of Psychodynamics of Family Business Association, and as President of the International Organization Development Association for nine years. Connect with Marc: www.sii-inc.net marc@sii-inc.net If you want to be a part of the 10% of businesses that do sell, Download The Ultimate Business Selling Checklist now to prepare your company for sale, for its maximum value, here. Download our 5 Reasons Why Passive Investing In Small Businesses Is The Best Investment guide now, here. Let us know how you like it. Rate us. Leave a comment. Email us at info@abundantculture.co. Do something! Connect with us at: IG: @abundantculture FB: @abundantculture Rate us on your favorite podcast platform!

Leaders in the T&E field offer estate planning tips for 2021, insight into possible changes to the tax code and options for tax planning. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

You'll Learn:  Why having a “family-run business” versus a “family-in business” is so important.   Controls vs. roles: Understanding the difference when it comes to family, shareholders and employees when the business is held in trust.  The huge impacts of changing what to why when making decisions.   The intricacies of creating a trust in perpetuity for the family business.  What does it mean to have a GOAL Standard for a trust?   Purposeful naming of trusts; and how it can reshape the trajectory for generations to come   This week's guests include:   John “John A” Warnick  Founder of the Purposeful Planning Institute*, Fellow of the American College of Trust & Estate Counsel and author of the Purposeful Trust & Legacies Handbook   John A. Warnick, who family, friends and clients know as “John A”, describes himself as a “recovering tax attorney.”  After practicing for thirty years as a tax and legal advisor to wealthy families, he left the large law firm he was a partner in to pursue his passion of assisting clients transition their wealth more purposefully.  He works with clients, and their team of advisors, to ensure that the impact of their technical planning will be a positive force in the lives of the rising generations of their family.  His blog, Seedlings, provides suggestions on powerful but easy ways in which we can create non-financial legacies for our families and communities.  John A has been on what he describes as the path to Purposeful Planning Mastery for almost twenty years.  There are many technical and professional mentors he is indebted to.  But he is quick to point out “my greatest teachers have been my clients.  It is through them I discovered the secrets for producing not just tax-wise plans but plans that promote family harmony, individual growth and long-term preservation of family wealth.”   Mr. Warnick is a Fellow of the American College of Trust and Estate Counsel.  He has served as the Philanthropic Editor of the Journal of Practical Estate Planning and serves on the Carter Center Philanthropy Council and the Multidisciplinary Teaming and Professional Collaboration Committee of the National Association of Estate Planners and Councils.  His most recent publications include “Generative Trusts & Trustees: A New Paradigm for Design and Administration”, “Innovate or Die”, and  "Selecting a Trust Situs in the 21st Century".  Mr. Warnick received a B.A., Magna Cum Laude, from Brigham Young University and his JD from George Washington University with honors.  Raymond Odom  Senior Vice President, Director of Wealth Transfer Services, Northern Trust*  Raymond C. Odom is a Senior Vice President at Northern Trust - Chicago. He serves as Director of Wealth Transfer Services in the Wealth Management division. Ray serves as a national subject matter expert in wealth transfer planning. Ray works with The Northern Trust Foundation & Institutional Advisers and other Northern partners and their clients to provide valuable estate planning and charitable giving ideas to clients, prospects and professional advisers.  Prior to his current role, Ray served as a Trust Administrator and Wealth Strategist, responsible for the administration and solicitation of large, complex accounts for individuals, families and charitable entities.  Ray began his career with Northern Trust as tax counsel developing expertise in tax exempt organizations, fiduciary income tax, and estate/gift tax before leaving for private law practice to become a partner in the Chicago estate planning law firm of Hoogendoorn & Talbot. Prior to rejoining Northern Trust in 2000, Ray was a Vice President with NBD Bank (n/k/a J P Morgan Chase) where he served as relationship manager, trust officer and local trust counsel. Ray has a B.A. from Valparaiso University and a J.D. from The Ohio State - Moritz College of Law. He is an attorney licensed to practice law in Illinois and before the U.S. Tax Court. In addition, Ray is a Certified Financial Planner (CFP). Ray is a Fellow in the American College of Trust and Estate Counsel (ACTEC). He is a current member of the Chicago Estate Planning Council and is on the advisory council for the Hadley (f/k/a Hadley Institute for the Blind and Visually Impaired) Winnetka, Illinois and the Northern Illinois Food Bank in Geneva, Illinois.  The oldest of 10 children growing up in a family construction business, married 40 years to the mother of his 7 children and 11 grandchildren. Ray is personally familiar with many of the family dynamics behind inter-generational wealth transfer and business succession planning.  ----- Family Wealth and Legacy is a marketing name for registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.  CRN-3405779-011421   *Not affiliated with Lincoln Financial Advisors Corp.   The content presented is for informational and educational purposes.  The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.   Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. 

  Jamie Hargrove is one of the preeminent estate planning attorneys in America and the senior partner in Hargrove Madden. Prior to starting the firm, he chaired the Estate & Trust practice for a 160-attorney law firm. He practiced as a CPA after law school and then began to focus exclusively in the area of estate, trusts and succession planning. Jamie is one of the first attorneys in Kentucky designated as an accredited estate planner by the National Association of Estate Planners & Councils, is listed in The Best Lawyers in America® and has been selected as one of the Best Lawyers in Trust & Estates Law by his peers in The American Lawyer. He also received national recognition as a SuperLawyer®, a national listing of outstanding lawyers who have attained the highest degree of peer recognition and professional achievement. Jamie has also received the top "AV" peer-rating from Martindale Hubbell®. His lifelong passion for innovation and willingness to embrace disruptive technology led to his founding NetLaw in 2012.     Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Jamie Hargrove about elder law, estate planning, and tax work.   Here are some of the beneficial topics covered on this week’s show: ●    Why people procrastinate when it comes to elder and estate planning. ●    How people think they give up control when using an estate or financial planner. ●    Why many forget how they structured their estate planning until a crisis occurs. ●    How estate planners have to constantly educate and reeducate their clients. ●    Why many clients’ number one priority is harmony between family members.   Connect with Jamie: Guest Contact Info: Twitter @jamiehargrove LinkedIn linkedin.com/in/jamiehargrove Connect with Gary: Website sbadvisors.cc/ Facebook facebook.com/SmallBusinessAdvisors LinkedIn linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices

A discussion of disclosure, attorney–client privilege, work-product doctrine, and what to keep in mind in the event of a will or trust contest. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Wondering what you can claim back while you were working from home? Gillian has you covered

An explanation of how Medicare benefits work, especially Medicare Parts A, B, D, disability requirements and the penalties associated with not enrolling on time. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Today's episode features Dr. Dennis Jaffe, a long-time Saybrookian who has served in several capacities including as core faculty and trustee. In his life as emeritus faculty, Dr. Jaffe continues his unique research on family wealth providing important insights into this particular group of individuals. His work has taken him around the world and back resulting in cutting-edge scholarship on the topic. We also dive a bit into humanistic psychology and the impact of COVID-19 around the globe. About Dennis Jaffe (from www.dennisjaffe.com)For over 40 years, Dr. Jaffe has been one of the leading architects of the field of family enterprise consulting. As both an organizational consultant and clinical psychologist, he helps multi-generational families to develop governance practices that build the capability of next generation leadership and ensure ongoing capability of financial organizations and family offices to serve their family clients.His work with families helps inform financial advisors and wealth managers about the knowledge and skills needed to serve their client families. He is an acclaimed speaker and workshop leader in programs for business families and financial service firms. He is an associate with Wise Counsel Research, a think tank that sponsors my research and offers professional education workshops.He is also a Family Business Scholar at the Smith Family Business Initiative at Cornell University, a faculty advisor at the Ultra High New Worth Institute, a regular contributor to Forbes Leadership channel, reporting on family cross-generational family business and wealth, and a professional member of STEP, Society for Trust and Estate Planners.Since its inception, he has been an active member of the Family Firm Institute, presenting at annual conferences, serving on the board, designing and delivering educational courses in their GEN program and writing for the Family Business Review. In 2017, he was recognized by the Family Firm Institute for my international work, and in 2004, received the prestigious Richard Beckhard Award for contributions to professional practice.For 35 years, he was professor of Organizational Systems and Psychology at Saybrook University in San Francisco (now located in Pasadena, California), where he is now professor emeritus. He received his B.A. in Philosophy, M.A. in Management and Ph.D. in Sociology from Yale University.

Social Security and Medicare, the federal and state income taxation of Social Security, the ability of dependents to receive those benefits, self-employment tax and more in this podcast. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Managing Partners of Bell & Associates, JT Bell and Charles Parrack, introduce the Phoenix Group Podcast, created to extend the experience of the exclusive study group sessions held throughout the year in Prescott, Arizona that focus on advanced market insurance designs that compliment the work of CPAs, Attorneys, Wealth & Estate Planners. Listen in to learn more about advanced planning concepts that have been developed and executed throughout the companies 40+ year history, now in partnership with Ash Brokerage.

Sidney Kess, of Counsel to Kostelanetz & Fink, LLP and a Senior Consultant at Citrin Cooperman & Co., is a nationally renowned tax expert and author/coauthor of hundreds of tax books on financial and estate planning. He has written hundreds of AICPA tax workshops, audio and video programs, and is the recipient of the AICPA Distinguished Lecturer Award. Mr. Kess is often quoted in The Wall Street Journal, The New York Times and other national publications. He was included in Accounting Today’s “100 Most Influential CPAs in the U.S.” as well as CPA Magazine’s “Most Influential CPAs in the U.S.” Mr. Kess is the recipient of the AICPA’s “Special Recognition Award” for his many years of contributions to the AICPA’s Continuing Professional Education program and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners and Councils for his distinguished service in the field of estate planning. He also received the AICPA’s Gold Medal Award for Distinguished Service (the highest award in the CPA profession), and was named the 2015 winner of the New York State CPA Society’s Dr. Emanuel Saxe Outstanding CPA in Education Award. Mr. Kess most recently was honored with the AICPA 2016 PFP Distinguished Service Award, which is granted annually to a member whose volunteer efforts have made significant contributions to the growth and advancement of the personal financial planning profession. Mr. Kess received his JD from Harvard University School of Law, LLM from New York University Graduate School of Law and BBA from Baruch College.

Sidney Kess, of Counsel to Kostelanetz & Fink, LLP and a Senior Consultant at Citrin Cooperman & Co., is a nationally renowned tax expert and author/coauthor of hundreds of tax books on financial and estate planning. He has written hundreds of AICPA tax workshops, audio and video programs, and is the recipient of the AICPA Distinguished Lecturer Award. Mr. Kess is often quoted in The Wall Street Journal, The New York Times and other national publications. He was included in Accounting Today’s “100 Most Influential CPAs in the U.S.” as well as CPA Magazine’s “Most Influential CPAs in the U.S.”Mr. Kess is the recipient of the AICPA’s “Special Recognition Award” for his many years of contributions to the AICPA’s Continuing Professional Education program and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners and Councils for his distinguished service in the field of estate planning. He also received the AICPA’s Gold Medal Award for Distinguished Service (the highest award in the CPA profession), and was named the 2015 winner of the New York State CPA Society’s Dr. Emanuel Saxe Outstanding CPA in Education Award. Mr. Kess most recently was honored with the AICPA 2016 PFP Distinguished Service Award, which is granted annually to a member whose volunteer efforts have made significant contributions to the growth and advancement of the personal financial planning profession.Mr. Kess received his JD from Harvard University School of Law, LLM from New York University Graduate School of Law and BBA from Baruch College.

What trust and estate attorneys need to know to keep up with the advances in technology, especially in the area of digital assets is discussed by ACTEC Fellow John Rogers. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Long ago a financial planner told me the key to success was to have a steady job, invest in any company 401K plan that is offered, get and stay married to the same person, buy a house in an up-and-coming neighborhood, live within your means and wait. Tens of thousands of federal/postal workers and retirees fit the profile, except maybe for the one spouse rule. Even so, the fact is that a lot of people fit the profile of somebody who has done very well financially, especially if they have been with one employer for 20 or 30 years, and if that employer offers a 401K plan, a generous company match and a retirement plan. Maybe they fit it better than they realize. Estate attorney Thomas O’Rourke said the key tools in most estate plans include wills, powers of attorney, medical directives, and trusts. O’Rourke was the guest on this week’s episode of the Your Turn radio show and he talked about things you should be doing to plan for retirement, and how often you should review your plan. Tune in to the show Wednesdays at 10 a.m. at www.federalnewsradio.com or 1500 AM in the D.C. metro area.

There are new rules that revolutionize partnership audits  beginning in 2018 that have procedural and substantive effects. The new rules now have a different process if you’re going to amend your return. Learn more in this podcast. FROM PROVIDER - ACTEC is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that effect the profession and

How can estate planners keep privileged communication safe when working with other advisors and professionals? ACTEC Fellows Kim Kamin and Michael Simon tackle attorney-client privilege and privileged communication issues in this podcast: How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.

Trust and estate counselors need to be aware of the problems with the Uniform Voidable Transactions Act when advising clients. ACTEC Fellows George Karibjanian, Dick Nenno, and Daniel Rubin discuss “What Estate Planners Need to Know About the Uniform Voidable Transactions Act.” ACTEC is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Uniform Voidable Transactions Act, UVTA, UVT, VTA, Uniform Fraudulent Transfers Act

Will your family know where to find all your vital estate planning information? Centralise and organise all your vital documents with AfterVault and when you move on they will pass them on to the people you’ve designated.

In this episode, Scott Keffer, author, speaker, coach and wealth planner, shares with Jack how he helps Financial Advisors, Money Managers and Estate Planners take control of their own business and accomplish the goals they had in mind when they first went into this industry.Most advisors are taught to cast a wide net and talk to everyone and accept anyone as a client in their business. As a result, they work long hours and don’t make the amount of money they should be making. Furthermore, they often don’t enjoy working with some of the clients they’ve engaged.Scott helps financial advisors develop a different mindset, similar to that of a country club, where a potential client has to “apply” to be accepted as a client. Those accepted would be preferred clients who allow the advisor to let go of other clients who are not the ideal fit. This leads to making more money, working fewer hours and enjoying working with the clients they do have.The mindset and the strategies which Scott shares can be applied to many other industries and businesses and are well worth listening to.To Learn More:Email: scott@scottkeffer.com for a Special Report and Free CDsource: http://influencersradio.com/scott-keffer-business-success-for-financial-advisors-money-managers-and-estate-planners/

In this episode, Scott Keffer, author, speaker, coach and wealth planner, shares with Jack how he helps Financial Advisors, Money Managers and Estate Planners take control of their own business and accomplish the goals they had in mind when they first went into this industry.Most advisors are taught to cast a wide net and talk to everyone and accept anyone as a client in their business. As a result, they work long hours and don’t make the amount of money they should be making. Furthermore, they often don’t enjoy working with some of the clients they’ve engaged.Scott helps financial advisors develop a different mindset, similar to that of a country club, where a potential client has to “apply” to be accepted as a client. Those accepted would be preferred clients who allow the advisor to let go of other clients who are not the ideal fit. This leads to making more money, working fewer hours and enjoying working with the clients they do have.The mindset and the strategies which Scott shares can be applied to many other industries and businesses and are well worth listening to.To Learn More:Email: scott@scottkeffer.com for a Special Report and Free CDsource: http://influencersradio.com/scott-keffer-business-success-for-financial-advisors-money-managers-and-estate-planners/

Bob Keebler interviews Denise Appleby and Mike Jones. Their topic is RMDs IN YEAR OF CONVERSION. Bob Keebler of Baker-Tilley is a recipient of the prestigious National Association of Estate Planners and Councils? Distinguished Estate Planners award. A LISI Commentator Team member, he is the Editor-in-Chief of CCH's Journal of Retirement Planning and a member of CCH?s Financial and Estate Planning Advisory Board. Denise Appleby is owner of Appleby Retirement Consulting (applebyconsultinginc.com), a firm which provides retirement planning tools and resources ? including newsletter content - to financial and tax planning professionals. Denise is creator and CEO of http://www.retirementdictionary.com and can be reached at Denise@applebyconsultinginc.com Mike Jones, a partner in Thompson Jones LLP, in Monterey, California, is a consultant in the areas of wealth transfer strategy, trust and probate matters, and family business transitions. Mike is a LISI Commentator Team member and author of The Pension Answer Book: Special Supplement on the Final Regulations Governing Minimum Required Distributions (Panel Publishers). Mike serves on the Editorial Advisory Board of Trusts and Estates as Chair, Retirement Benefits Committee. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Bob Keebler interviews Denise Appleby and Mike Jones. Their topic is RMDs IN YEAR OF CONVERSION. Bob Keebler of Baker-Tilley is a recipient of the prestigious National Association of Estate Planners and Councils? Distinguished Estate Planners award. A LISI Commentator Team member, he is the Editor-in-Chief of CCH's Journal of Retirement Planning and a member of CCH?s Financial and Estate Planning Advisory Board. Denise Appleby is owner of Appleby Retirement Consulting (applebyconsultinginc.com), a firm which provides retirement planning tools and resources ? including newsletter content - to financial and tax planning professionals. Denise is creator and CEO of http://www.retirementdictionary.com and can be reached at Denise@applebyconsultinginc.com Mike Jones, a partner in Thompson Jones LLP, in Monterey, California, is a consultant in the areas of wealth transfer strategy, trust and probate matters, and family business transitions. Mike is a LISI Commentator Team member and author of The Pension Answer Book: Special Supplement on the Final Regulations Governing Minimum Required Distributions (Panel Publishers). Mike serves on the Editorial Advisory Board of Trusts and Estates as Chair, Retirement Benefits Committee. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Bob Keebler interviews Denise Appleby and Mike Jones. Their topic is RMDs IN YEAR OF CONVERSION. Bob Keebler of Baker-Tilley is a recipient of the prestigious National Association of Estate Planners and Councils? Distinguished Estate Planners award. A LISI Commentator Team member, he is the Editor-in-Chief of CCH's Journal of Retirement Planning and a member of CCH?s Financial and Estate Planning Advisory Board. Denise Appleby is owner of Appleby Retirement Consulting (applebyconsultinginc.com), a firm which provides retirement planning tools and resources ? including newsletter content - to financial and tax planning professionals. Denise is creator and CEO of http://www.retirementdictionary.com and can be reached at Denise@applebyconsultinginc.com Mike Jones, a partner in Thompson Jones LLP, in Monterey, California, is a consultant in the areas of wealth transfer strategy, trust and probate matters, and family business transitions. Mike is a LISI Commentator Team member and author of The Pension Answer Book: Special Supplement on the Final Regulations Governing Minimum Required Distributions (Panel Publishers). Mike serves on the Editorial Advisory Board of Trusts and Estates as Chair, Retirement Benefits Committee. This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

Most people struggle financially because they attempt to build wealth with a linear approach-using one investment strategy, one portfolio, and one stream of income. To build significant wealth in a way that brings you greater freedom with each dollar made, you have to learn to manage multiple investment strategies, multiples portfolios, and multiple streams of income. For more information and coaching on THE BARON SOLUTION Strategies for Wealth and Business Success, visit http://www.baronseries.com