Podcasts about Estate planning

Today in this podcast we break down complex estate planning topics into clear, actionable insights. In today's episode, we're diving into 'The One, Big, Beautiful Bill' — what it is, how it could reshape the estate planning landscape, and most importantly, what it means for your taxes. Whether you're planning your legacy or helping clients plan theirs, you won't want to miss this!

Bob talks about the great secret of Estate Planning. On some level, Estate Planning applies to everyone. 

This week's show covers why fiscal budget deficits matter, municipal bonds, estate planning pitfalls, and lots of emails! 

Losing a loved one is emotionally devastating—but it can also create unexpected financial turmoil. In this episode, Gregory Ricks shares eye-opening statistics, personal stories, and practical steps to help you prepare for the financial aftermath of a death in the family. From funeral costs to lost income, estate planning to surviving spouse concerns, we cover what you need to know before a crisis hits. Whether you're 30 or retired, now is the time to get involved and make sure both partners are on the same financial page.SOURCES:Over Half of Americans Stumble Financially After Losing a Loved One. Are You Prepared?Half of Americans Struggle Financially After Losing a Loved OneFor more episodes like this head over to www.gregoryricks.com/podcastFor the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?CLICK HERE to Book a Consultation The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.

This week's show covers why fiscal budget deficits matter, municipal bonds, estate planning pitfalls, and lots of emails! 

In this episode of Remodelers On The Rise, Kyle Hunt sits down with attorney Jennifer Winegardner to discuss a critical topic many remodelers overlook—estate planning and business succession. From wills to trusts, powers of attorney to living wills, Jennifer explains the five essential documents every business owner should have in place. Hear real-life stories, practical insights, and why preparing for the unexpected (yes, even a rogue flock of turkeys) is one of the best gifts you can give your family and your team. Whether you're just starting your business or you've been running it for decades, this episode will help you avoid unnecessary legal headaches—and leave a legacy that's organized, not chaotic. ----- Today's episode is sponsored by Builder Funnel! Click here to learn more about how Builder Funnel helps remodelers and home builders grow through strategic digital marketing. ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights! ----- Takeaways Estate planning is essential for everyone, not just the wealthy. Trusts can help avoid the probate process. A will alone may not be sufficient for effective estate planning. Funding your trust is crucial for it to be effective. Regularly updating your estate plan is necessary as life changes occur. Business succession planning is vital for business owners. An inventory of assets is a helpful first step in planning. Having a good relationship with a lawyer is important for effective planning. Keep your family out of conflict and court by planning ahead. Estate planning can save your family from costly probate fees. ----- Chapters 00:00 Introduction to Estate Planning and Business Succession 05:48 Understanding the Importance of Estate Planning 08:45 Key Components of an Estate Plan 09:39 The Role of Trusts in Estate Planning

In this episode of Absolute Trust Talk, host Kirsten Howe welcomes estate planning specialist Janet Brewer to explore the unique challenges faced by immigrants and international families when planning for their future. Janet, with over 30 years of experience serving clients throughout Silicon Valley, brings her vast knowledge to address the specific concerns of non-resident aliens, visa holders, green card holders, and other international families with U.S.-based assets. As a member of the invitation-only Society of Trust and Estate Practitioners (STEP), Janet regularly prepares estate plans for foreign nationals who own property or live in the US and for US citizens who own property abroad. During this discussion, they examine the critical considerations for guardianship of minor children across international boundaries, practical solutions for emergency situations, and financial strategies to protect loved ones regardless of where they call home. The conversation highlights how international estate planning requires careful attention to both legal requirements and practical implementation across different jurisdictions.   Time-stamped Show Notes: 0:00 Introduction 3:41 Learn about the biggest concern for international clients: ensuring their children can return to family in their home country if something happens to the parents. 4:43 While California allows foreign guardians, it does vary by state. 6:40 Understand the critical distinction between technical jurisdiction and actual enforcement power when children leave California for another country. 7:54 Janet highlights that challenges with out-of-state guardianship exist even within the United States, creating similar concerns to those found in international guardianships. 9:41 Find out about temporary guardianship arrangements needed to bridge the gap when appointed guardians live far away. 11:51 Hear Janet's insightful perspective that international guardianship is "a question of degree, not difference" compared to distant domestic guardianships. 12:17 Start listening now to learn about potential complications when children are taken across borders without judicial approval. 14:31 Janet shares a clever software analogy to explain why trust documents need specific instructions for authorizing payments to guardians for travel expenses. 16:36 Discover why life insurance is a crucial financial solution for international families, providing quick liquidity without market timing concerns.

The different types of trust distribution schedules. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

If you are one of the millions of Americans who doesn't have a will, trust, or other estate planning tool in place, your assets are left at the mercy of the laws of the state in which you live, which can lead to unintended costs, headaches, and conflicts for your loved ones. On this Best of MoneyTalk episode, we revisit a conversation with estate planning attorney and long time friend of the show, Paul Brule, to discuss some of the most common estate planning mistakes and how to avoid them. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Special Guest: Paul Brule; Air Date: 5/23/2025; Original Air Date: 3/24/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Forget everything you thought you knew about estate planning. That nagging belief that it's only for the wealthy with beach houses and trust funds? It's completely wrong. As attorneys Jordan McIntyre and Haley Matson explain, everyone has an estate worth protecting, whether you're retired on a fixed income or just starting your family journey.What most people don't realize is that estate planning isn't primarily about protecting your stuff—it's about protecting your people. When you create an estate plan, you're ensuring your children have designated guardians, your assets go to the right beneficiaries, and your loved ones aren't forced to make impossible decisions about your care during emotionally difficult times. Without these protections, the state makes these critical decisions for you, following rigid laws that rarely align with personal wishes.The consequences of not planning can be devastating. When someone dies without proper documents in place, everything goes through probate—a public, court-supervised process where creditors have 90 days to make claims against your estate. This is exactly how families lose homes and cherished property to medical debt and other creditors. And for seniors considering Medicaid for nursing home coverage, comprehensive planning becomes even more crucial to protect assets from reclamation after death. As our attorneys emphasize, planning doesn't mean you're expecting the worst; it simply means you're taking control before crisis hits.Don't fall for the myth that you need to be wealthy or elderly to benefit from estate planning. In fact, creating these documents earlier is always easier and more effective. Life changes like marriage, divorce, births, or deaths often necessitate updates to existing plans, so establishing a foundation early makes future modifications simpler. Ready to protect what truly matters? Visit McIntyre Elder Law for a free consultation in Shelby, Charlotte, or Hendersonville, or call 1-888-999-6600 to start securing your family's future today.

In this episode of the Main Street Business Podcast, Mark J. Kohler and Mat Sorensen explain why every adult—single or married, wealthy or not—needs a will and a revocable living trust. Learn the practical steps for setting up your estate plan, naming a trustee, and ensuring your assets stay protected and your wishes are followed.Here are some of the highlights:Mark emphasizes the importance of having a will, noting that 50% of Americans do not have one.Mat explains that a trust allows for more control over who gets what, when, and under what conditions.Mark and Mat discuss the flexibility of a trust, including the ability to amend it as life circumstances change.Example of Robin Williams' will being made public, highlighting the privacy benefits of a trust.A living trust is effective immediately and can be funded with assets during one's lifetime.The concept of a "trifecta" or "pitcher" that brings together all the elements of an estate plan.Mark clarifies that a trust does not provide asset protection and should not be used for that purpose. Grab my FREE Ultimate Tax Strategy Guide HERE! Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute demo to explore the Main Street Tax Pro Certification. You don't want to miss this! Secure your tickets for the most significant tax & legal event of the year: Tax and Legal 360 Looking to connect with a rock star law firm? KKOS is only a click away! Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler Craving more content? Check out my Instagram!

There are plenty of LESSONS FROM GENE HACKMAN'S ESTATE PLANNING. https://youtu.be/HZI4oiP0ZtM It's a cautionary tale about managing changing circumstances. Proper implementation and monitoring has to be in place. Periodic reviews of the documents, asset titling, and staffing of the fiduciary roles are a must. Finally, understanding the family dynamics and desire for confidentiality are vital in putting the estate plan in place. The disposition of $80 million was at stake here. LAWRENCE D MANDELKER, Partner at the NEW YORK OFFICE OF VENABLE, and I discussed the fact pattern, what could have been avoided, and points to take away in one's own affairs. https://open.spotify.com/episode/1ndlYCQRiAokJ4FyATL9Te Transcription Frazer Rice (00:02)Welcome aboard, Larry. VENABLE ARTICLE ON GENE HACKMAN'S ESTATE Lawrence D. Mandelker (00:04)Thanks for having me, Frazer. Frazer Rice (00:05)This is, I wouldn't say it's fun talking about someone's estate, but this one's particularly interesting. We all remember Gene Hackman from Hoosiers and Superman and Mississippi Burning and all sorts of great movies. Unfortunately, his end was sad and as it turns out, Gene Hackman's Estate was complicated and public. From a planning perspective, we can learn a lot. ⁓ Take us through a little bit about where where Gene's estate kind of went from and ended up as far as a fact pattern. Fact Pattern in Gene Hackman's Estate Planning Lawrence D. Mandelker (00:37)Sure. So, you know, the news sort of surprised all of us when we heard that he had died. And then over the next couple of days and weeks and even months, more more detail came out. And as you said, it was pretty disturbing. But it seems as though Gene Hackman was a very successful ⁓ actor and he engaged in estate planning. Gene worked with attorneys, which is always a good thing to do it to work with people who are experts in the field And he had a you know a normal estate plan. He lived with his wife It seems like he had a little bit of a fractured family. It was not his first marriage. We learned after he signed his estate planning documents sort of things over the next 20 years sort of changed for him he He had some health issues. He was suffering from advanced dementia at the time he died and as we know his wife died from a virus apparently a week before. Then as the details came out we learned that he had the advanced dementia. There was a fractured family the the wife and his kids did not get along so well. It's unclear what the situation was with how much contact he did have with his children. But he had a will, he had signed it 20 years before he died. The facts changed. It looks like he hadn't reviewed it in a while. His attorney died so we have a sad situation here. Frazer Rice (02:12)Many lessons to get from that. Let's start with the first one. He definitely had ⁓ sort of dementia situations, cognitive dysfunction that eroded over the course of time. Maybe take us through a little bit about the scope of that issue. mean, it affects lots of people and a growing number every year and some things that should be in place because of that. Lawrence D. Mandelker (02:38)Yeah, you know, we all think we've got a lot of time and for someone who gets a diagnosis of dementia It's sort of a warning sign as soon as that happens that, you know, we never know when our time is going to come, but the dementia is sort of the warning. You know, maybe you're entering the second half of the game or the fourth quarter of the game. So maybe you should start getting your affairs in order while you still can. So it's a good ⁓ impetus to do that. You know, when we're looking at estate planning, there's, you you can do different types of estate planning, but really think about it as, you know, you can do it for yourself. You can do it- your loved ones and then you know for depending on the nature of your assets you can do it for tax purposes but you know getting ...

This week's show covers how to turn your portfolio into a paycheck, financial advisor conflicts of interest, starting the estate planning talk, and more!

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In this episode of the Kindling Project Podcast, Melissa Halpin engages in a profound conversation with Karen Schultz-Tarnopol about the significance of legacy and estate planning, particularly for women in midlife. They explore the emotional aspects of legacy, the importance of preparing for the future, and how to navigate the complexities of estate planning. Karen shares her insights on empowering women to view legacy planning as an act of love rather than a morbid task, and discusses the challenges of letting go of heirlooms and memories. The conversation also touches on the unique aspects of planning for pets, conflict resolution in estate matters, and the journey of combining personal experiences with professional endeavors in the realm of legacy consulting.Don't wait! Get started with Karen below:https://www.heirloomconsultants.com/Heirloomconsultants@gmail.comhttps://www.linkedin.com/in/karen-schultz-tarnopol-3b9697250Take Action Now!Learn more about The Kindling Project at our website and join our Facebook group for women looking for that extra kindling to start their next big fire! Contact us via email at podcast@thekindlingproject.com for further inquiries or discussions.

You are listening to a presentation given at the 2024 Michigan Conference Cedar Lake Campmeeting. We pray you will be blessed!

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Elder law attorney Kathryn Casey joins Karen Conti to discuss the importance of estate planning with family members sooner rather than later. Kathryn explains the difference between elder law attorneys and estate planning attorneys and dives in on the role of a power of attorney.

Your bad estate plan is going to cost you! In today's episode, Lauren Klein, a Florida-based tax and estate planning attorney, discussed the critical components of effective estate planning. She debunks myths about revocable trusts, touches on the importance of regularly updating estate plans, and shares on the unethical financial incentives some attorneys may have to let plans fall short. We also talk the strategic use of irrevocable trusts, asset titling, and state-specific protections like Florida's homestead laws for enhanced asset security. We discuss... Lauren Klein is a Florida-based tax, trust, and estate attorney who works nationally, helping clients with estate planning, probate avoidance, and tax strategies. Probate happens when someone dies owning assets solely in their name without a beneficiary or trust.  Probate adds stress during grief and often sparks disputes—especially if there's no clear plan or distant relatives get involved. Family fights usually come from unresolved issues, emotional baggage, or greed. Clear planning helps prevent conflict, though it can't always stop it. Many assume a will or trust avoids probate, but trusts must be properly funded—assets need to be retitled into the trust or have it listed as beneficiary.  The estate planning industry is too transactional—clients get documents but little follow-up. After a death, families often struggle to locate and transfer assets legally while grieving. It requires attorneys, paperwork, and patience. A common myth is that revocable trusts protect assets from taxes or lawsuits. They don't during your lifetime—but they help avoid probate and add control. Revocable trusts shine when passing assets to kids. They can protect inheritances from divorce or lawsuits and become irrevocable (and stronger) after death. Trusts are especially helpful for blended families and young kids. You can distribute assets in stages and add estate tax protection with proper planning. Irrevocable trusts offer stronger protections but are more complex and better suited for high net worth or special planning needs. Asset protection varies by state—Florida, for example, offers homestead and tenancy protections. Even how you title a car can matter. Retirement accounts and life insurance have some protection, but it depends on the state. Listing all assets is key to building a strong estate plan. Crypto is showing up more in estate planning. It requires special steps to protect and transfer securely. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/bad-estate-planning-lauren-klein-714 

oin John Golden in this engaging interview with Zach Tsakiris, the visionary behind Fast Will. Zach explains how technology is revolutionizing estate planning, moving beyond traditional, expensive legal processes. Discover how Fast Will enables users to create wills and trusts in minutes, with attorney support and online notarization. Learn about the crucial benefits of having an estate plan, including avoiding government intervention and the complexities of probate. Zach also touches on the future of AI in legal services and Fast Will's innovative approach to making estate planning accessible to everyone.

Wealth building strategies are not just about making money, but keeping it, protecting it, and multiplying it.If you've been earning but not building wealth… if your financial house is held together with duct tape and crossed fingers… this episode is for you. It's time to stop flying solo and start following proven, integrated wealth building strategies that actually work.Loral's Takeaways:Tax and Legal Structure Issues (01:41)Property and Relocation Plans (02:55)Network Marketing and Income Streams (04:35)Family and Special Needs (06:22)Upcoming Events and Community Engagement (11:20)General Financial Advice and Tax Strategies (11:35)Generational Wealth and Estate Planning (13:35)Tax and Business Structure for W-2 Employees (15:24)Real Estate and Investment Strategies (16:34)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up: https://integratedwealthsystems.com/affiliates Thanks for...

What if your retirement plan included a villa in Laos, a full-time staff, and a mission to give back all while dodging the economic chaos in the U.S.? In today's episode, Jack Russo calls up Robert Acker to unpack how he's turning his golden years into a blend of smart investing, international living, and grassroots philanthropy. They dig into the realities of managing assets across borders, navigating foreign tax laws, and protecting wealth from political shifts back home. This episode covers everything a future expat needs to think about, from U.S. dollar depreciation to the rise of China, from pool maintenance in Thailand to setting up charitable foundations in Laos. Robert doesn't hold back as he weighs the pros and cons of cashing out his American investments and moving them overseas. If you've ever wondered what it really takes to live well and do good abroad, this is the conversation you need to hear.   Jack Russo Managing Partner Jrusso@computerlaw.com www.computerlaw.com https://www.linkedin.com/in/jackrusso "Every Entrepreneur Imagines a Better World"®️  

The best revocable trust provisions for kids. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

In this episode, Dylan Silver interviews Casey Conklin, a real estate attorney from Michigan, who shares insights into the world of real estate law, courtroom experiences, and the importance of trusts in estate planning. Casey discusses how most attorneys rarely go to court, the complexities of real estate contracts, and the significant benefits of establishing trusts to avoid probate. He emphasizes the need for proactive planning, especially for business owners and families, to ensure smooth transitions of assets and minimize legal complications.   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   —--------------------

With Warren Buffet announcing he'll be stepping down as the CEO of Berkshire Hathaway at the end of this year, Charlie and Peter discuss seven new lessons we can glean from his legacy. Plus, we've seen one of the most significant market rebounds in history since the bear market low in April. Is it a signal or just noise?

The wrong way to leave your house to your kids. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

Wine Selection: This episode pairs perfectly with a 2023 Voces Tempranillo from Bodegas de la Real Divisa, a Mexican-American owned winery celebrating heritage through vibrant, bold expressions. In this powerful episode, Jessica sits down with first-generation Mexican-American attorney Adriana Brava, who's on a mission to protect families of color through legal education and estate planning. Over wine and honest conversation, they explore how communities of color can build generational wealth, avoid costly legal battles, and transform their approach to difficult but necessary end-of-life conversations. Adriana shares her 20+ year journey in law, personal stories that shaped her mission, and practical advice that every family needs to hear. In This Episode: Adriana reveals why she dedicated her career to estate planning after witnessing devastating financial and emotional costs in families of color The taboos around death and money in Latino culture and how to break them Why high-net-worth families have been protecting their assets for generations and how communities of color can access the same strategies Practical first steps any family can take toward legal preparedness regardless of income level The emotional toll of family disputes over incapacitated loved ones and how proper planning prevents these heartbreaking situations Adriana's journey from South Bay to Berkeley and back to Long Beach, and how her roots influence her practice Quotes from the Episode: "The only thing preventing communities of color from building generational wealth is a lack of legal awareness and facing the reality that life is not guaranteed." - Adriana Brava "Estate planning isn't just for the wealthy—it's for anyone who wants to protect their family from unnecessary stress and financial hardship." - Adriana Brava "In our culture, we don't like talking about death, but I've seen what happens when we avoid these conversations. It's time we normalize planning for our family's future." - Adriana Brava Resources Mentioned: Adriana Brava Law - Get connected with Adriana's services Estate Planning Basics Guide - Free resource for podcast listeners National Association of Latino/a Attorneys - Professional organization Wealth Building for Communities of Color - Recommended reading About Adriana Brava, Esq.: Adriana Brava is a bilingual attorney with over 20 years of experience serving Los Angeles and Orange County. As a first-generation Mexican-American, she's committed to protecting families through education and legal services. After witnessing the devastating financial and emotional impact of deaths and major life changes on unprepared families, Adriana now focuses on bringing high-quality estate planning services to communities of color. She received her education in Berkeley and San Francisco before returning to Southern California, where she currently lives in Long Beach. Connect with Adriana: Instagram: @adrianabravaesq Website: www.adrianabravalaw.com Email: bravalaw@gmail.com Support the Show: Love Wine & Chisme? Subscribe, rate, and review us on Apple Podcasts or Spotify. Your support helps us continue amplifying diverse voices and stories! Follow us on Instagram @thewineandchisme and visit our website www.thewineandchismepodcast.com for our directory of Latiné-owned wine brands and more resources. © 2025 The Wine & Chisme Podcast. All Rights Reserved.

In this episode of the Real Estate Pros podcast, host Michael Stansbury interviews Courtney Brenner, a real estate professional with a unique background in law and property management. Courtney shares her journey from law school to becoming a successful property manager and real estate agent. She discusses her marketing strategies, the challenges of managing inherited properties, and the importance of maintaining work-life balance in the demanding field of property management. The conversation also touches on personal anecdotes, including her love for sports and family connections. 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   —--------------------

5 Reasons to Create a Revocable Living Trust We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

Do-It-Yourself Estate Planning Gone Wrong. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

Everyone has an estate plan—whether they've created one or the state has one for them by default. In this episode of Purposeful Planning, we demystify some of the more advanced estate planning tools that go beyond basic wills. From charitable remainder trusts to grantor-retained arrangements, learn how these specialized instruments can help preserve your assets, support your favorite causes, and ensure your wishes are carried out efficiently. Sources: https://www.investopedia.com/terms/c/charitable-remainder-annuity-trust.asp https://www.irs.gov/charities-non-profits/charitable-remainder-trusts https://www.fidelity.com/viewpoints/wealth-management/insights/grantor-retained-annuity-trusts https://smartasset.com/estate-planning/grantor-retained-income-trust https://www.law.cornell.edu/wex/grantor-retained_unitrust https://www.aspenwealthmgmt.com/estate-planning The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. This recorded posting utilizes AI generated voiceovers. While the Firm strictly prohibits the use of AI for advisory activities constituting investment advice, financial plans, portfolio analysis and management, and reporting, the use of AI for other purposes, such as voiceovers, is permitted and utilized for the firm's recordings. Hosted on Acast. See acast.com/privacy for more information.

3 Unexpected Reasons That Probate Sucks. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

In the final installment of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs' inheritance. It's not enough to simply leave assets to your loved ones. Without proper planning, those assets could be exposed to divorce, lawsuits, creditors, or mismanagement. We'll explore how using trusts can provide long-term protection and flexibility, and why leaving assets outright may be a costly mistake. You'll learn how to: Safeguard inheritances from a beneficiary's divorce or personal liabilities Provide for special needs or disabled heirs without jeopardizing government benefits Handle contingency planning, including what happens if a beneficiary predeceases you Protect minor children using trusts instead of relying on court-supervised guardianships We also highlight common mistakes—like failing to update your estate plan after major life events—and share practical steps to avoid them. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Guest: Michelle WilsonBusiness: Wilson LegalLinkedIn: linkedin.com/in/wilsonlegalInstagram: @wilson.legalYouTube: @wilsonlegal164Topics Discussed:Michelle's surprising path to law (it all started with a speeding ticket) Launching her firm with $10K and no heating The impact of the BRCA1 gene on her business operations How she stepped away for 12 weeks—and had her best month ever Using mindset coaching and systems to scale Her vision to reach $10M in revenue and serve 10,000 Georgia families The role of letters, legacy, and emotionally intelligent estate planning What makes an “A” client—and why she lets the “F” ones go Book Mentioned:So I Can Love You Longer: A Mother's Message to Her DaughterAvailable on Amazon, Kindle, and Audible.Key Questions(01:05) How did you get to be where you are?(06:49) Have you stepped yourself out of your business?(09:29) How does that make you feel? Mixed emotion?(10:37) Who would you say are your ideal people to work with? Your ideal clients?(13:17) How do you get in front of these people?(16:19) To work with you, do I need to live near you?(20:52) What are some big goals we have for the next year or two?(22:08) What do you think is the number one roadblock that's stopping you from getting those goals?(27:25) One of the things I was going to ask is, how have you found overcoming financial obstacles?(31:04) Did you find that you went online more? That your business went online?(34:48) What is some of the best advice that you have ever received?(38:31) What's the best advice that you have ever given?(42:21) Anyway, is there anything that we haven't talked about yet that you would like to?Virginia PurnellFunnel & Visibility SpecialistDistinct Digital Marketing(833) 762-5336virginia@distinctdigitalmarketing.comwww.distinctdigitalmarketing.comwww.distinctdigitalmarketing.co

In this week's episode of Winning at Life, Gregory Ricks is joined by CPA Jude Heath for a deep dive into smart tax planning strategies for 2025 and beyond. From surviving correction notice season to maximizing Roth conversions, Jude brings insider insights fresh off the heels of a hectic tax season. Plus, they unpack the latest on proposed “MAGA” savings accounts for kids, creative legacy planning ideas, and the surprising potential for a Pope to file a U.S. tax return. For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmWBRP-107.3 FM Baton Rouge - 11 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/

The Best Way To Prevent Kids From Blowing Their Inheritance. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

149 Understanding the Role of Professional Fiduciaries with Sara Ecklein In episode 149 of Hospice Explained, host Marie Betcher RN, interviews Sara Ecklein, a private fiduciary and host of the Legacy of Love podcast. Sara shares her journey from witnessing a loved one's final days to becoming a professional fiduciary who helps families navigate elder care, conservatorships, special needs trusts, and long-term care planning. She discusses the importance of estate planning, the roles of trustees and power of attorney, and the value of ongoing conversations about end-of-life wishes. The episode emphasizes the importance of clear communication and proactive planning to avoid family conflicts and ensure a smooth transition during difficult times. 00:00 Introduction and Disclaimer 00:29 About the Host and Podcast 00:39 Cloud 9 Care System Partnership 01:39 Interview with Sara Ecklein Begins 03:12 Sara's Journey to Becoming a Fiduciary 04:41 Understanding the Role of a Professional Fiduciary 11:09 Importance of Estate Planning 12:46 Challenges and Misconceptions in Estate Planning 16:52 The Emotional and Practical Aspects of Estate Planning 27:37 Final Thoughts and Contact Information 29:59 Conclusion and Call to Action   Sara's Free Workbook offer:  https://www.trustandhonor.co/workbook https://podcasts.apple.com/us/podcast/the-legacy-of-love/id1756395177?i=1000661709611 Contact Sara:  LinkedIn: www.linkedin.com/in/sara-ecklein Facebook: @Sara Ecklein, CLPF Instagram: @themindfulfiduciary Website: https://www.trustandhonor.co/ National Guardianship Associates: https://www.guardianship.org/ Hospice Explained Affiliates & Contact Information Buying from these Affilite links will help support this Podcast.  Maire introduces a partnership with Suzanne Mayer RN inventor of the  cloud9caresystem.com,  When patients remain in the same position for extended periods, they are at high risk of developing pressure injuries, commonly known as bedsores. One of the biggest challenges caregivers face is the tendency for pillows and repositioning inserts to easily dislodge during care.(Suzanne is a former guest on Episode #119) When you order with Cloud 9 care system, please tell them you heard about them from Hospice Explained.(Thank You)  If you would, you can donate to help support Hospice Explained at the Buy me a Coffee link  https://www.buymeacoffee.com/Hospice Marie's Contact Marie@HospiceExplained.com www.HospiceExplained.com   Finding a Hospice Agency 1. You can use Medicare.gov to help find a hospice agency, 2. choose Find provider 3. Choose Hospice 4. then add your zip code This should be a list of Hospice Agencies local to you or your loved one.  

On this episode: Buy and hold. Keep politics out of your investing. Don’t lose money. Can we still follow Warren Buffett’s advice? The huge unseen financial bill in retirement. Many baby boomers are rolling out of their IRAs and 401(k)s. Watch out for these missteps. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

The Lawyer Stories Podcast Episode 224 features Samah “Sam” Abukhodeir, Founder and Managing Partner at The Florida Probate and Family Law Firm.  Sam shares her story of patience and perseverance and how she grew her law firm to 12 attorneys and 30 plus employees across nine offices.  The firm is dedicated to serving clients throughout Florida in the areas of probate, guardianship, estate planning, elder law, and family law.  We first shared Sam's story with the Lawyer Stories Community in October of 2020.  Sam is also a Founding Member of Lawyer Stories Connect!

Jonathan Feniak is a business attorney and the driving force behind LLCAttorney.com. After successful careers in logistics and finance, he became a licensed attorney at 45 to help make legal protection and business formation more accessible to entrepreneurs. Jonathan now helps clients across all 50 states establish LLCs, protect their assets, and structure their businesses efficiently—with a focus on practical, cost-effective solutions that deliver real protection.     Make sure to download our free guide, 7 Questions Every Passive Investor Should Ask, here. Key Takeaways Asset protection begins with proper business formation—but it doesn't end there. Many business owners form LLCs but fail to “respect” them by observing corporate formalities, rendering them ineffective in court. Wyoming is one of the best states to form a holding company due to privacy and strong charging order protection. Creating a holding company structure helps simplify asset management, estate planning, and liability isolation. Revocable living trusts are a low-cost way to ensure smooth inheritance without the burden of probate, especially across multiple states.     Topics From Corporate to Counsel: A Third Career Attorney Jonathan began in logistics (UPS, DHL), then transitioned to finance and wealth management. At 45, he pursued law full-time to combine strategic advising with legal structure and protection. His mission is to democratize access to real legal solutions—without the inflated price tag. What Most People Get Wrong About LLCs Forming an LLC is just step one—maintaining it properly is where most fail. Respect your LLC by: holding meetings, documenting decisions, separating finances, and keeping the business in good standing. Improperly managed LLCs are often disregarded by courts, leaving owners personally liable. The Power of Holding Companies Use a Wyoming LLC as a holding company for privacy, asset protection, and estate efficiency. Helps shield your name from public documents and reduces the impact of being linked to failed partnerships or lawsuits. Holding companies simplify asset transfers to heirs and reduce exposure to out-of-state probate. Estate Planning and Life Events Estate plans should be revisited every five years—or after any major life change (e.g., marriage, children, death, relocation). A revocable living trust paired with an LLC holding company offers clean transitions for heirs and minimal disruption. Overcomplicated estate plans often backfire; keep it simple and update as needed. Avoiding Snake Oil and Legal Overkill Many providers push unnecessary structures—like offshore trusts or layered LLCs—on inexperienced investors. Jonathan emphasizes reasonable, effective solutions tailored to the investor's current risk and net worth. Focus on clear, scalable strategies that grow with your portfolio.    

What is the value of a dollar? In this episode of Remnant Finance, Hans and Brian explore the concept that not all dollars are created equal. They discuss how the value of your money changes dramatically depending on where it's stored, how it's invested, and what phase of life you're in.From emergency funds to retirement planning, they challenge conventional financial wisdom and explain why simply chasing higher returns isn't always the best strategy. The discussion dives into how liquidity, accessibility, and guarantees can often be more valuable than pure growth potential.Through real-world examples and case studies, this episode offers a fresh perspective on financial planning that goes beyond account balances to consider the true value and utility of every dollar in your personal economy.Not All Dollars Are Created Equal: When a dollar bill is held in your pocket, it's the same as any other. But once that money is put into motion - invested, saved, or spent - its true value changes based on accessibility, guarantees, liquidity, and many other factors that are often overlooked in conventional financial planning.The Dangers of Conventional Financial Wisdom: The common advice that focuses solely on account balances and growth rates ignores or minimizes crucial factors like accessibility, guarantees, and tax implications. This blanket financial advice can lead people to make devastating financial decisions without considering their individual circumstances.The Power of Liquidity in Uncertain Times: A compelling case study reveals how a wealthy client struggled to secure a mortgage despite having millions in collateral, until they could provide $600,000 in liquid cash deposits. This real-world example demonstrates how cash value life insurance policies can provide guaranteed access to capital when traditional financing becomes restricted.Planning for an Unpredictable Future: Creating financial plans that can withstand unexpected events is more important than relying on historical market performance. With major disruptors like AI on the horizon and economic uncertainty, liquidity and guaranteed access to capital will be increasingly valuable.Estate Planning Considerations: The often-overlooked estate phase of financial planning highlights how different assets pass to heirs and why life insurance death benefits offer significant advantages in terms of tax treatment, probate avoidance, and guaranteed value.▶️Chapters:00:00 - Understanding Dollar Value01:00 - Brian's Office Setup & Hans's Finger Injury 03:00 - The Value of a Dollar - Not All Equal05:00 - Three Things You Can Do With Money 08:00 - Bad Financial Planning & Blanket Advice 13:00 - Report Card for Your Dollars 15:00 - Planning for the Future vs. Past Performance21:00 - AI as a Major Economic Disruptor 26:00 - Case Study: Mortgage Access & Liquidity 34:00 - Benefits of Cash Value Life Insurance 37:00 -Waiver of Premium Rider Benefits 39:00 - Estate Planning & Death Benefits 44:00 - Final Thoughts: Grading Your Dollar's Performance⁠Visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance)Facebook: @remnantfinance (https://www.facebook.com/profile?id=61560694316588)Twitter: @remnantfinance (https://x.com/remnantfinance)TikTok: @RemnantFinance Don't forget to hit LIKE and SUBSCRIBE

This week's blogpost - https://bahnsen.co/43vNFui Nobody Knows Everything: Navigating Financial Expertise and Collaboration In this episode of the Thoughts of Money Podcast, hosts Trevor Cummings and Blaine Carver delve into Trevor's recent blog article titled 'Nobody Knows Everything.' The discussion revolves around the importance of acknowledging the limits of one's knowledge and leveraging expertise through collaboration, particularly in the context of financial planning. They touch on topics such as the transition from the Information Age to the Curation Age, the division of labor, and the use of subject matter experts. They emphasize the value of having specialized professionals to enhance financial planning and provide deeper, more accurate advice. Trevor and Blaine also share insights on how the Bonsco Group integrates specialized knowledge within their team to better serve clients, making a compelling case for the necessity of teamwork in achieving comprehensive financial planning. 00:00 Welcome to the Thoughts of Money Podcast 00:13 Discussing the Article: Nobody Knows Everything 00:49 Insights from Ecclesiastes 01:46 The Greater the Shores of Knowledge 02:15 Applying Knowledge to Financial Life 02:43 The Information Age and Curation 08:00 The Division of Labor in Financial Planning 11:05 The What, Who, Why, When Framework 17:08 Accessing Professional Advice 18:41 The Role of Subject Matter Experts 19:54 Estate Planning and Financial Advice 22:08 Collaboration and Specialization 25:17 The Importance of a Fiduciary 32:14 Leveraging Technology and AI 34:51 Conclusion and Listener Engagement Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

In this episode of the Glide Longevity Podcast, Dr. Jeffrey Gladden and financier Kevin Gray discuss the intersection of longevity and finance. They explore how longevity impacts financial planning, the importance of understanding risk capacity versus risk tolerance, and the evolving concept of retirement. The conversation also delves into the implications of AI on the job market and investment strategies during uncertain times, emphasizing the need for continuous engagement and proactive planning in both health and wealth management. In this conversation, Kevin Gray and Dr. Jeffrey Gladden explore the evolving concept of retirement, emphasizing the shift towards a more engaged and fulfilling life post-career. They discuss the importance of work-life balance, the need for strategic tax planning, and the integration of wealth and estate planning. The role of family offices in managing wealth and adapting to a changing financial landscape is highlighted, along with the necessity of personalized strategies for first-time wealth creators. The discussion culminates in the holistic approach to health and wealth, underscoring the significance of longevity in financial planning.   For Audience ·       Use code 'Podcast10' to get 10% OFF on any of our supplements at https://gladdenlongevityshop.com/ !    Takeaways        Longevity impacts both health and financial planning.        Understanding risk capacity versus risk tolerance is crucial.        Retirement is evolving; continuous engagement is key.        Health investments can yield exponential returns.        AI will significantly change the job market.        Market timing is risky; dollar cost averaging is safer.        Planning for taxes is essential in financial strategies.        Personal health insights can reshape financial planning.        Investment strategies should adapt to market dynamics.        Wealth management must align with longevity goals. Retirement is evolving into a choice for continued engagement.        Clients often become busier and more fulfilled post-retirement.        Tax strategies are crucial for funding longevity services.        Asset location can significantly impact tax management.        Estate planning must align with long-term financial goals.        Family offices provide comprehensive wealth management solutions.        Adapting to a changing financial landscape is essential.        Personalized strategies are key for first-time wealth creators.        Health and wealth should be viewed holistically.        Longevity is becoming a central theme in financial planning.   Chapters 00:00 Introduction to Longevity and Finance 02:59 Risk Capacity vs. Risk Tolerance 05:50 Personal Health and Financial Planning 08:52 Reframing Retirement 12:00 The Role of AI and Market Dynamics 15:09 Investment Strategies in Uncertain Times 17:56 The Future of Work and Wealth 25:01 Redefining Retirement: The New Paradigm 27:04 Architecting Transitions: Work-Life Balance and Fulfillment 29:30 Tax Strategies for Longevity Services 32:02 Asset Location and Tax Management 34:28 Integrating Wealth and Estate Planning 37:17 The Role of Family Offices in Wealth Management 40:02 Adapting to a Changing Financial Landscape 42:52 Creating Personalized Wealth Strategies 46:07 Health and Wealth: A Holistic Approach 50:44 The Future of Longevity and Health Funding   To learn more about Kevin Gray: Email: kevin.gray@veracitycapital.com Website: veracitycapital.com LinkedIn: https://www.linkedin.com/company/veracity-capital/ Reach out to us at:    Website: https://gladdenlongevity.com/     Facebook: https://www.facebook.com/Gladdenlongevity/    Instagram: https://www.instagram.com/gladdenlongevity/?hl=en     LinkedIn: https://www.linkedin.com/company/gladdenlongevity    YouTube: https://www.youtube.com/channel/UC5_q8nexY4K5ilgFnKm7naw  

“We're talking about giving space to practice. Not only practice the relationships but also practice managing money.” -Sean Maher   Most people plan their estate down to the last dollar, but forget to prepare for the emotional fallout that almost always comes from a lack of proper communication between family members.   Our hosts, Stephanie McCullough and Kevin Gaines, sit down with husband and wife team Sean and Jill Maher to talk about their book The Greatest Gift: 9 Principles for the Transfer of Your Legacy Along with Your Wealth, which journeys into the emotional side of passing down wealth and family legacy.   The idea for the book came after Sean, a financial advisor, saw a well-planned inheritance fall apart when a family started fighting after their parents passed. He brought the issue home to Jill, a mental health counselor, who pointed out that what he was really seeing wasn't a planning problem—it was grief. Together, they've come up with nine key principles that help families avoid drama and stay connected regarding inheritance.   The big takeaway? It's not just about the money. No matter how much (or little) you're passing on, what matters most is communication, shared values, and emotional safety.   Jill and Sean suggest families start having small, low-pressure meetings early, while everyone's still around to talk things through. It's about creating space for honest conversations, building trust, and setting expectations. Their advice blends practical planning with emotional wisdom, encouraging people to treat legacy as a relationship, not just a transaction.   At the heart of it all, their message is simple: don't avoid the tough conversations—have them, and carry them out with love.   Key Topics: Why Sean and Jill Wrote The Greatest Gift (00:49) “You're Passing on Not Just Money, But Also Legacy” (04:33) How to Set Up and Facilitate the Inheritance Conversation with a Family (10:22) Setting Expectations Upfront to Nip Objections in the Bud (21:07) Why Sharing Your Story is So Critical (28:52) Nurturing Independence (35:53) Creating a Safe Environment for Your Children (45:49)   Resources: The Greatest Gift Book USE COUPON CODE: takebackretirement for $5 off and free shipping!   If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

This week, Diane shares what she learned while attending the 2025 Genworth LTC Symposium "Sustainable Solutions:  The Future of Long Term Care Financing". We all agree on the problem and wonder how long it will take for all parties (public & private) to agree on a solution. The links below provide info on who is supporting the Well-Being Insurance for Seniors to be at Home (WISH) Act. Please reach out to your Congressmen/women and ask then to support this Act as it will help our most vulnerable population while fostering a more vibrant and affordable LTC insurance solution. Schedule with me to start planning WISH Act summary and links to full bill text National Council on Aging  American Geriatric Society American Academy of Physicians American College of Physicians National Alliance for Caregiving  

Summary: In this episode of Be a Smarter Homeowner, Beth Dodson and John Bodrozic dive into a topic you might not think about often — what's hiding inside your storage unit or other outbuildings? Whether it's transitional moves, seasonal gear, heirlooms, or forgotten treasures, too many people lose track of what they own simply because it's out of sight. Beth and John break down why it's critical to inventory your storage units, sheds, barns, or other structures — and how doing so can save you money, protect your investments, and ease the burden on your family in the future. They share real-life stories (including some pretty wild finds!), practical tips for getting started with a simple photo inventory, and why HomeZada makes managing all these spaces easier than ever. You'll also hear how taking just a few hours upfront can prevent the costly mistakes of duplicate purchases, lost heirlooms, and even unwanted appearances on shows like Storage Wars! This is a must-listen if you have any kind of off-site or extra storage — and even if you think you don't! Chances are, you've got more stored away than you realize. Takeaways People often forget what they have in storage units. Storage units are used for transitional moves and seasonal items. Climate-controlled storage is important for items like wine and art. Documenting items helps avoid duplicate purchases. An inventory can assist in estate planning and passing on belongings. Taking photos of items can simplify inventory management. Hiring professionals can ease the burden of inventorying storage units. Organizing storage units can save time in the long run. Understanding what's in storage can prevent unnecessary expenses. Communication with heirs about storage contents is crucial. Sound Bites "I can't remember what was in them." "It's super easy to take an inventory." "Documenting is a huge reason to inventory." "You may be able to see large items." "It's a waste of money." "You can hire somebody to do it." Chapters 00:40 Introduction to Storage Units and Their Importance 03:27 Reasons for Using Storage Units 06:46 Unique Storage Needs and Climate Control 11:24 The Challenge of Managing Storage Units 13:16 The Importance of Inventorying Storage Units 18:30 Inventorying Other Structures 21:17 The Value of Documenting for Future Generations 24:21 Advice for Managing Storage Units 30:34 Conclusion and Final Thoughts  

On today's episode we talk to Rebecca, an licensed attorney from California who practices civil litigation including estate planning. Rebecca comes on to answer some of our burning questions about estate planning and to get into some of the more nitty-gritty details that our quick hitter episode didn't cover the first time. We are so thankful to have had an expert on the show, and we know you're going to get a ton from this episode.    Disclaimer: this is all legal education and not legal advice, so please do your research and connect with a local estate attorney for your specific situation.   In this episode, we chat about: Estate Planning 101 Holographic Wills Why “lawyering up” could save you money in the long run   MENTIONED IN THIS EPISODE: Empowered Money Academy   TODAY'S PODCAST SPONSOR Crew Finance Sign up today for free and Crew is giving $25 to any Toasties who deposit $500 or more  trycrew.com/toast  Use code TOAST   ABOUT PRICE OF AVOCADO TOAST: Listen in with Haley and Justin Brown-Woods, married millennials picking up the pieces from the financial fiasco they created as a young couple.  They want to normalize conversations about money and learn from others on the path towards financial empowerment. Whether you are just getting started on your debt-free journey, or if you are really starting to hit your stride, this podcast is for YOU!  Join weekly as they interview some others who have done it the right way, the wrong way, and every way in between. Avocado toast may cost a pretty penny, but that doesn't mean it can't be in your budget! FIND HALEY AND JUSTIN ONLINE + SOCIAL MEDIA HERE: Join Empowered Money Academy priceofavocadotoast.com Price of Avocado Toast Instagram Price of Avocado Toast Twitter Price of Avocado Toast Threads Price of Avocado Toast on TikTok Price of Avocado Toast Facebook Join the Price of Avocado Toast Newsletter OTHER LINKS: Apply for 1:1 Coaching With Haley & Justin Schedule a Budget Builder call with Haley & Justin Price of Avocado Toast customizable 12 month budgeting template   RECOGNITION: Audio engineer: Garrett Davis

This episode delves into the intricate and often overlooked realm of estate planning, with a particular emphasis on its significance for equestrians. Attorney Andrea Sinner, guides us through the complexities surrounding this crucial topic, providing clarity on legal terms and simplifying the steps necessary to initiate the planning process. Andrea emphases that the act of organizing one's affairs is a demonstration of responsible love, both for family and animals alike. Listen in...Equestrian B2B Guests and Links Episode 89:Hosts: Jennifer Wood and Jennifer Connor of EQ BusinesswomenSponsor: Saratoga Women In Business SpectacularGuest: Attorney Andrea Sinner - Stable LegaciesEquestrian Businesswomen: Website | Facebook | InstagramSponsor: Second annual EQBW Meet-Up with a party and a “Supporting Women In Business” Vendor Market at the 2025 Saratoga Women In Business Spectacular Horse Show.Time Stamps:00:09 - Introduction to Equestrian B2B Podcast03:08 - Navigating Estate Planning: Starting the Conversation30:54 - Understanding Estate Planning: Wills and Trusts41:58 - The Importance of Estate Planning for Animal Owners01:10:08 - The Importance of Estate Planning for Equestrians

Kiplinger is highlighting five key steps for effective estate planning in 2025, including creating a will, managing digital assets, and leveraging current tax exclusions.Today's Stocks & Topics: MCK - McKesson Corp., Market Wrap, XBB - BondBloxx BB-Rated USD High Yield Corporate Bond ETF, 5 Estate Planning Tips for 2025, Cash into the Market, BKNG - Booking Holdings Inc., ISRG - Intuitive Surgical Inc., Gold and Silver, Ford and Trump's Tariffs, SPYI - NEOS S&P 500 High Income ETF, QQQI - NEOS Nasdaq 100 High Income ETF, QCOM - Qualcomm Inc., SHOP - Shopify Inc., Tariffs on the Film Industry.Advertising Inquiries: https://redcircle.com/brands