Podcasts about Estate planning

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  • 1,730PODCASTS
  • 6,556EPISODES
  • 31mAVG DURATION
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  • Jul 5, 2022LATEST
Estate planning

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Best podcasts about Estate planning

Show all podcasts related to estate planning

Latest podcast episodes about Estate planning

Real Estate Nerds
Season 2 Episode 34: Leverage Your Life Insurance Policy by Borrowing Against It with Aaron Porter

Real Estate Nerds

Play Episode Listen Later Jul 5, 2022 47:58


ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************MEET THE HOSTSScott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance.Megan Templeton, Esq. Megan Templeton is from Birmingham, Alabama. She attended Auburn University and graduated in three years with a Bachelor's in Psychology. While attending Auburn University, Megan was actively involved in the Auburn Honors College and Omega Phi Alpha, a service sorority. Upon graduation from Auburn University, she pursued her Juris Doctorate from Samford University's Cumberland School of Law and her Master's of Public Administration from the University of Alabama at Birmingham. Megan obtained both her JD and MPA in December 2015. Megan's previous law positions have included clerk at the U.S. Attorney's Office of the Northern District of Alabama, manager of a closing and title company, and currently the owner and principal attorney of Iron City Law, a boutique law firm in Birmingham, AL serving small businesses and the real estate community.*********************************************************************************KEY TAKEAWAYSMeet Aaron Porter, Royal Legal Solutions Insurance MangerJoin Megan and Aaron in Royal Investing where they discuss how insurance can provide wealth protection and positioning through indexed strategies. These strategies are useful to leverage upcoming asset discounts that are being created during a recession.Want a refresher or to see what you missed? Watch the replay. REGISTER FOR ROYAL INVESTING and attend LIVE on Zoom, Wednesdays at 11:30 p.m. CST.Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 5 video Masterclasses and ebooks.*********************************************************************************ENGAGE WITH USAre you ready to take action on Asset Protection, Tax Strategy, or Estate Planning? Take our Financial Freedom Quiz, where we will gather your general information to have a productive conversation. At the end of the quiz, you will have the opportunity to schedule your consultation. https://hubs.la/Q014rfVz0*********************************************************************************DISCORD COMMUNITYhttps://discord.gg/KKS7rZG5kM*********************************************************************************WEBSITE: http://royallegalsolutions.comLINKEDIN: Check out what folks are saying and make a professional connection with Scott Royal Smith https://www.linkedin.com/in/scott-royal-smith/ FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

Real Estate Nerds
Season 2 Episode 33: How Real Estate Investing Stacks Up During Stagflation with Charles Bulthuis

Real Estate Nerds

Play Episode Listen Later Jul 5, 2022 49:05


ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************MEET THE HOSTSScott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance.Megan Templeton, Esq. Megan Templeton is from Birmingham, Alabama. She attended Auburn University and graduated in three years with a Bachelor's in Psychology. While attending Auburn University, Megan was actively involved in the Auburn Honors College and Omega Phi Alpha, a service sorority. Upon graduation from Auburn University, she pursued her Juris Doctorate from Samford University's Cumberland School of Law and her Master's of Public Administration from the University of Alabama at Birmingham. Megan obtained both her JD and MPA in December 2015. Megan's previous law positions have included clerk at the U.S. Attorney's Office of the Northern District of Alabama, manager of a closing and title company, and currently the owner and principal attorney of Iron City Law, a boutique law firm in Birmingham, AL serving small businesses and the real estate community.*********************************************************************************KEY TAKEAWAYSWe were joined by Charles Bulthuis of Reformation Asset Management firm in this session. His company offers a holistic approach to acquiring, managing, and growing real estate assets utilizing a comprehensive array of services. They will tailor an investment strategy to match your individual goals and execute it at every step with deep expertise.Charles provided his analysis of economic cycles and how they impact investment decisions. He used historical comparisons from the 1970s and 1980s where conditions were similar including:Rising inflation that cause demand-destructionRising interest ratesReduction in transactional volumePolitical unrestEnergy crisisSupply chain issuesCurrently, we are trending towards stagflation which is defined by rising inflation, slow economic growth, and increased unemployment. Key economic indicators such as these, inform strategic decision-making. In the past, tools used to combat recession included:Reduce government spendingLower interest ratesIncrease energy productionHowever, until we see government policy supporting these types of actions, we can expect current trends to continue. What does this mean for real estate investors? Good news, real estate remains a strong asset class even during these uncertain times. Charles anticipates rents to increase. This will be driven by population growth combined with an existing housing shortage and the cost to build new homes being high. He then provided an argument for why multi-unit properties can provide more security than single-family home rentals. For those looking to diversify, Charles shared a few of his preferred alternatives along with his rationale for choosing them.Want a refresher or to see what you missed? Watch the replay. REGISTER FOR ROYAL INVESTING and attend LIVE on Zoom, Wednesdays at 11:30 p.m. CST.Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 5 video Masterclasses and ebooks.*********************************************************************************ENGAGE WITH USAre you ready to take action on Asset Protection, Tax Strategy, or Estate Planning? Take our Financial Freedom Quiz, where we will gather your general information to have a productive conversation. At the end of the quiz, you will have the opportunity to schedule your consultation. https://hubs.la/Q014rfVz0*********************************************************************************DISCORD COMMUNITYhttps://discord.gg/KKS7rZG5kM*********************************************************************************WEBSITE: http://royallegalsolutions.comLINKEDIN: Check out what folks are saying and make a professional connection with Scott Royal Smith https://www.linkedin.com/in/scott-royal-smith/ FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

Real Estate Nerds
Season 2 Episode 32: Note Investing_Due Diligence with Paige Panzarello

Real Estate Nerds

Play Episode Listen Later Jul 5, 2022 55:27


ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************MEET THE HOSTSScott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance.Megan Templeton, Esq. Megan Templeton is from Birmingham, Alabama. She attended Auburn University and graduated in three years with a Bachelor's in Psychology. While attending Auburn University, Megan was actively involved in the Auburn Honors College and Omega Phi Alpha, a service sorority. Upon graduation from Auburn University, she pursued her Juris Doctorate from Samford University's Cumberland School of Law and her Master's of Public Administration from the University of Alabama at Birmingham. Megan obtained both her JD and MPA in December 2015. Megan's previous law positions have included clerk at the U.S. Attorney's Office of the Northern District of Alabama, manager of a closing and title company, and currently the owner and principal attorney of Iron City Law, a boutique law firm in Birmingham, AL serving small businesses and the real estate community.*********************************************************************************KEY TAKEAWAYSWe were joined this week by Paige Panzarello a.k.a. The Cashflow Chick, who presented her expert insights regarding note investing. Specifically, her niche is first-position nonperforming notes backed by real estate. In this discussion, Paige focused on the due diligence aspect of her business. She explained the steps she personally takes to ensure that an investment she is considering is fiscally sound. Good due diligence will maximize your profit and minimize your risks. A few examples of details Paige gets verified include: property valuationstructure on property and typesquare footage, lot size, number of bedrooms and bathroomsif delinquent taxes are duehas there been a tax saleif there are any existing liens or judgmentsand much more ...Want a refresher or to see what you missed? Watch the replay. REGISTER FOR ROYAL INVESTING and attend LIVE on Zoom, Wednesdays at 11:30 p.m. CST.Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 5 video Masterclasses and ebooks.*********************************************************************************ENGAGE WITH USAre you ready to take action on Asset Protection, Tax Strategy, or Estate Planning? Take our Financial Freedom Quiz, where we will gather your general information to have a productive conversation. At the end of the quiz, you will have the opportunity to schedule your consultation. https://hubs.la/Q014rfVz0*********************************************************************************DISCORD COMMUNITYhttps://discord.gg/KKS7rZG5kM*********************************************************************************WEBSITE: http://royallegalsolutions.comLINKEDIN: Check out what folks are saying and make a professional connection with Scott Royal Smith https://www.linkedin.com/in/scott-royal-smith/ FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

Ice Cream with Investors
Maximizing Your RSU Stock Options, Wealth Management And Estate Planning With Aaron Rubin

Ice Cream with Investors

Play Episode Listen Later Jul 4, 2022 39:05


You've probably heard about stock options and RSU, but what are they really, and is it better to take RSU or stock options? Today, https://www.linkedin.com/in/financialadulting/ (Aaron Rubin) from https://www.wrpwealth.com/ (WRP Wealth Management), does a deep dive into the matter. Aaron specializes in financial, estate, and tax planning and helps clients make tax-savvy, financially sound decisions about their stock compensation packages. Tune in to learn more about maximizing your RSU or stock options, tax strategies, wealth management, and estate planning.

Creating Wealth through Passive Apartment Investing
EP#249 Lawsuit Protection & Estate Planning Insights with Kevin L. Day

Creating Wealth through Passive Apartment Investing

Play Episode Listen Later Jul 1, 2022 24:30


In today's episode, I chat with Kevin L. Day from Tresp Day. Kevin is one of the leading estate planning and international asset protection planning attorneys in the United States. Mr. Day's Bachelor's Degree is in Chinese Studies, and he holds both a Master of Business Administration in International Management and Doctor of Jurisprudence degree. He was a university academic administrator for eight years, a law professor at the doctorate level and a law school Dean of Students, before going into private practice. In addition to his legal expertise, Mr. Day brings his extensive business knowledge as an MBA in International Business to his law practice. Episode Spotlights- What lawsuit protection is all about- Protecting assets as a GP & LP- Experience protecting assets of a GP or PG- Importance of estate planning and when to get it done- How frequently can one update their estate plans- Restrictions on conditions on inheritanceBook Recommendations:- The path of integrityConnect with Kevin:Email: kevin@trespday.comPhone: 858 755 6672 Grab your freebie - Tips for Multifamily Investing at www.ushacapital.comFound this episode insightful? Show us some love by spreading the word on social media or  rating and reviewing the show here - https://podcasts.apple.com/us/podcast/multifamily-ap360/id1522097213Follow Rama on socials!LinkedIn | Meta | Twitter | InstagramConnect to Rama KrishnaE-mail: info@ushacapital.comWebsite: www.ushacapital.comThe Mister Mortgage ShowThis Guy is Good! Get the info you need to make better real estate & mortgage decisions !Listen on: Apple Podcasts Spotify

California Estate Planning and Probate
How can you protect your assets from probate?

California Estate Planning and Probate

Play Episode Listen Later Jun 29, 2022 3:05


How can you protect your assets from probate? Different types of assets require different treatment! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw Podcast = https://www.amandarochalaw.com/podcast *Attorney advertising. For educational purposes; no guarantees are made with this video or text.

Simple Money Wins
E272 What Happens to Personal Effects When Someone Dies?

Simple Money Wins

Play Episode Listen Later Jun 29, 2022 6:12


Sometimes the small personal effects can have a big impact. It may be the irreplaceable keys to the loft, the invaluable smartphone, or treasured photos in the wallet. What are personal effects? They are usually personal property; items of particular significance that are carried or worn. These can be wallets, jewelry, phone, keys, etc. Items above a certain value, like a diamond engagement ring, fall into a different category. If she died in a care facility? Sadly, more often than not, some personal property will go missing at a care facility. It's a sad indictment of humans everywhere. When a lot of people pass through a patient's hospital room (EMTs, nurses, doctors, visitors, janitors, etc.), there is bound to be a set of sticky fingers with no way to figure out who did it. Personal property sitting on a patient's nightstand is an easy grab. The thief may not be a habitual thief but could simply be a person who sees a crime of opportunity. We've had this happen in many of our estates, sadly. The family knows that their loved one had a piece of jewelry at the care facility, and now it's gone. Heirs understandably get mad, and there is not much anyone can do. Unfortunately, this is something below the district attorney's radar and is typically hard to prove. If she died at home? In New York, when someone dies in their home, the police come and put up yellow police tape. You then need Letters Testamentary to enter. The police search the home for personal effects and put them into the evidence room at the police precinct. So, if you do get into the home and can't find something, check the police precinct. Also, the police purge non-cash valuables within 1 year. They can't hold things forever, or they will run out of room. If you are looking for the decedent's keys or special photos, etc., you need to get to the precinct as soon as you can. A year may sound long, but time seems to go fast when you're probating an estate. Sometimes it can take a year to get Letters Testamentary, so you need to move fast! Be aware that you will need to find the correct police precinct. We had an estate where we thought the personal effects were at the local precinct, but they were stored at the main one. This sounds like a pain, but at least the police secure the property and there is a paper trail of what they found. If you want to learn more about how probate works in general, don't forget to check out my book, “How Probate Works,” available on Amazon. Request your free consultation  

Money
Paying Off Mortgages, Estate Planning and More: We Answer YOUR Questions

Money

Play Episode Listen Later Jun 29, 2022 35:45


We get lots of questions from our podcast listeners and newsletter readers, so we thought it might be fun to answer as many as we can in this special edition of our podcast. Today Stacy Johnson, financial journalist Miranda Marquit, and producer Aaron Freeman, are going to answer your questions about paying off your mortgage early, estate planning, paying down credit card debt, getting those robocalls to stop and more. About the hosts Stacy Johnson founded Money Talks News in 1991. He's a CPA, and has also earned licenses in stocks, commodities, options principal, mutual funds, life insurance, securities supervisor and real estate. Miranda Marquit, MBA, is a financial expert, writer and speaker. She's been covering personal finance and investing topics for almost 20 years. When not writing and podcasting, she enjoys travel, reading and the outdoors. Links: Click Here for the Free Money Talks News Newsletter! Take our course The Only Retirement Guide You'll Ever Need Take our course Money Made Simple Miranda Marquit's website Become a member: https://www.moneytalksnews.com/members/ See omnystudio.com/listener for privacy information.

Absolute Trust Talk
089: Why Your Family Might Need Lifestyle Insurance and the Latest Opportunity Benefits

Absolute Trust Talk

Play Episode Listen Later Jun 28, 2022 36:30


What would happen to your family if you or another primary income earner suddenly became disabled and couldn't work for an extended period of time? What if they died and their income disappeared forever? Many families would have a hard time paying the mortgage, the property taxes, tuition, and many other expenses involved in a family's daily life. And believe it or not, the majority of families don't have an adequate plan to cover all those expenses. In this episode, Kirsten Howe speaks with independent insurance specialist Todd Wellnitz about different types of insurance that he refers to as “lifestyle insurance.” He'll share some general rules and stories to educate us about this critical aspect of financial and estate planning. Don't be caught off guard in the case of disability. This podcast will ensure you're prepared for a loss of income in an unexpected situation. Todd believes people's lifestyles are very personal to them and he wants to make sure that his clients keep that lifestyle protected, in case life shows up in those not so happy and unexpected ways. Todd recommends using insurance tools such as disability insurance, life insurance, long-term care insurance, and some income annuities as stabilization strategies for his clients' financial future, so they can sleep better at night. As a fully independent broker, Todd's company Wellguard Insurance & Financial, has no obligation to sell any insurance company's product. This means he doesn't have a quota to provide a certain number of policies to his clients. For consumers, Todd's job is to make his clients look as attractive to the right insurance company as possible so he can get more money for their family from the big insurance companies. Another advantage to Todd's business is that he can pick and choose from a variety of insurance companies to source the best protection for a particular situation. Some of the topics covered in this podcast include: The types of insurance that can be used to help generate income if a person becomes disabled The amount of lifestyle insurance you'll need to secure based on your income in order to protect your lifestyle Believe it or not. You could be the beneficiary of your own life insurance policy How to convert a term life insurance into a permanent policy without reapplying based on health Using income annuities to help pay for long-term care Why it's beneficial to work with an independent insurance agent What you can do if you can't secure insurance coverage based on your health And more. If you haven't thought much about how you'd protect your family's lifestyle if the primary earner was to become disabled and you want to learn how to do it, this is the episode for you.

California Estate Planning and Probate
Can my adult child be my trustee?

California Estate Planning and Probate

Play Episode Listen Later Jun 28, 2022 3:23


Can my adult child be my trustee? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw Podcast = https://www.amandarochalaw.com/podcast *Attorney advertising. For educational purposes; no guarantees are made with this video or text.

Talk Money, Presented by Shoemaker Financial
Stock Market Basics, What you need to know about Annuities and Estate Planning Basics

Talk Money, Presented by Shoemaker Financial

Play Episode Listen Later Jun 28, 2022 46:46


Talk Money with Jim Shoemaker .Join Jim Shoemaker, Steve Anderson, Scott Jordan and Frank Lequerica as they answer important questions about Stock Market Basics, Annuities and Estate Planning Basics.   "Helping You Make the Most of Your Money"

Outstanding Life with the Motivational Cowboy
Estate Planning 101 with Jeff Forrester

Outstanding Life with the Motivational Cowboy

Play Episode Listen Later Jun 28, 2022 53:49


Jeffrey Forrester is the owner of Forrester Law Office. At Forrester Law Office, he will assist you if you are dealing with any areas related to family law, probate and estate planning, DUI, and personal injury accidents. Today we talked about Estate Planning and why its good to have good financial management. Jeffrey will draft you a customized Estate Plan that will keep your estate out of probate proceedings utilizing legal tools such as Ladybird Deeds, Trusts, and good Estate planning. If you have had the misfortune of losing a loved one, Jeffrey regularly is in Probate Court and can handle any probate matter that you might have. He has extensive training and knowledge and familiar with the Detroit legal system. Jeffrey will fight for his client's rights, peace of mind, and to achieve exceptional results. Jeffrey is a former Ford Staffer that handled wireless networks and cell tower contracts and regulatory. "At one point he managed a portfolio of telecommunications contracts valued at a half a billion dollars. While some of his legal work remains in cellular and drone work, Jeff has worked in legal matters throughout that 20-year period that include Probate, Estate Planning, Divorce, DUIs, Personal Injury, and other civil and district court cases throughout Michigan. In addition, more recently, Jeff has done numerous residential real estate transactions in Florida and Michigan" PODCAST ‘Outstanding Life' HOST The Motivational Cowboy - Johnny D. (John Dmytryszyn) WEBSITE https://www.MotivationalCowboy.com/podcast/ SOUNDCLOUD PODCAST https://soundcloud.com/outstandinglifepodcast iTUNES APPLE PODCAST https://itunes.apple.com/us/podcast/outstanding-life-with-the-motivational-cowboy/id1410576520?mt=2 SPOTIFY PODCAST https://open.spotify.com/show/4OFNmM9Rv9jNA0gQMPv8XU STITCHER https://www.stitcher.com/s?fid=389557&refid=stpr YOUTUBE https://www.youtube.com/watch?v=tttQkLT7SfE&list=PL1Jmeb31MqLiNLxcnufzmCCca3HGH20Rj&index=2&t=0s SUPPORT with PAYPAL https://www.paypal.me/motivationalcowboy SUPPORT with PATREON https://www.patreon.com/motivationalcowboy LISTEN for FREE to ‘Outstanding Life' PODCAST with Johnny D. the Motivational Cowboy on iTunes, Spotify, SoundCloud, Stitcher, YouTube & other major platforms and stations. Now with Over 1 Million Listeners! Motivational Speaker, John Dmytryszyn (Johnny D) has developed a strong brand as “The Motivational Cowboy”. He impacts audiences across the country with his message of “Living the Outstanding Life”, helping to change lives by reshaping thoughts about Image, Attitude, Focus and Consistency. His podcast is the latest in a long list of platforms that allows him to reach people. Among his most notable accomplishments is a 2nd Grammy consideration for his recently released spoken word CD “Time to Stand Out!”. https://www.MotivationalCowboy.com

Vandenack Weaver Truhlsen - Legal Visionaries
Unique Challenges in Estate Planning for Physicians

Vandenack Weaver Truhlsen - Legal Visionaries

Play Episode Listen Later Jun 28, 2022 32:14


Physicians, and others in professional careers, have specific estate planning issues due to their line of work. On today's episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Stacie Neussendorfer, a Senior Lead Advisor with The Foster Group with significant experience as both an estate planning attorney and wealth management, discuss integrated financial and estate planning and why it is important. Deferred income, student loan debt, retirement assets, practice ownership all need to be considered in these estate plans. Listen in to learn what is often overlooked and the best way to protect your assets.A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Retire Secure!
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 5 - The Importance of Gifting

Retire Secure!

Play Episode Listen Later Jun 27, 2022 21:33


In this fifth clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation' Jim discusses the importance of keeping an open mind when it comes to gifting when it comes to your retirement and estate planning. Go to https://paytaxeslater.com/webinars  to register for Jim's upcoming July 2022 virtual event series 'How IRA and Retirement Plan Owners Should Respond to High Inflation While the Market is Down' being held Tuesday, July 19th and Wednesday, July 20th beginning at 10 am Eastern both days. Follow the link above to register for one, or all four webinars! If you're interested in discussions on investments, register for the Q&A session featuring Larry Swedroe of Buckingham Strategic Wealth being held Wednesday, July 20th beginning at 1 pm Eastern!

Humble and Hungry with Natalie Puche
58. Estate Planning 101 with Patricia De Fonte

Humble and Hungry with Natalie Puche

Play Episode Listen Later Jun 27, 2022 52:19


We've heard the questions and we have the answers. Thank you all for submitting your Estate Planning Questions in response to our whole passcode drama conversation we've been having. We are excited to welcome onto the show, Patricia De Fonte of Estate Planning with Heart. We hit all the essential questions, will vs a trust, what should it cost, the free resources, how to protect you money and pass it on correctly, when you should begin the process and much much more. As I mentioned, this episode blew my mind about what we own and how it can be taken from you, passed on, or lost in the process. Don't wait friends. NOW IS THE TIME! Check out Patricia's FREE WORKSHOPS twice a month to get the scoop on what you need to begin your estate planning journey. CLICK HERE! Enjoy the show! THIS MONTH launch our much anticipated Patreon account, the new home of our supporter community The Humble Hive: Home of The Humble Bs. Check my stories on Instagram or www.nateliepuche.com to sign up now! _____ Become on of my first Humble Bs to receive exclusive content only on Patreon! - Head over to this link starting Wednesday, June 15 - https://podcast.nataliepuche.com/patreon Subscribe to my exclusive Newsletter, The Weekly Huddle here for my top tips and lifestyle recommendations! - https://podcast.nataliepuche.com/theweeklyhuddle THIS WEEK'S SPONSORS OUTSCHOOL > Head over to Outschool.com/humble and use code humble to learn all about Outschools's summer programs and save $15 on your child's first class. COTERIE > For 20% off your first order plus free shipping go to www.coterie.com and use code HUMBLE. Are you a business or brand and want to participate in our giveaway or sponsor the show? Contact us at www.nataliepuche.com. - Follow Natalie Puche on Instagram at @nataliepuche. - “Talkaholic” - Humble & Hungry Podcast theme song provided by: Producer/Engineer: Heather Baker  Vocalist and Musical Performance: Moa Munoz Mixer: Alexia Stratton - Humble & Hungry with Natalie Puche is edited & produced in partnership with Andy Lara at www.andylikeswords.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Real Estate Nerds
Season 2 Episode 31: 99 Problems and Inflation Isn't One Trends in Food and Energy with Ron Galloway

Real Estate Nerds

Play Episode Listen Later Jun 24, 2022 58:26


ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************MEET THE HOSTSScott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance.Megan Templeton, Esq. Megan Templeton is from Birmingham, Alabama. She attended Auburn University and graduated in three years with a Bachelor's in Psychology. While attending Auburn University, Megan was actively involved in the Auburn Honors College and Omega Phi Alpha, a service sorority. Upon graduation from Auburn University, she pursued her Juris Doctorate from Samford University's Cumberland School of Law and her Master's of Public Administration from the University of Alabama at Birmingham. Megan obtained both her JD and MPA in December 2015. Megan's previous law positions have included clerk at the U.S. Attorney's Office of the Northern District of Alabama, manager of a closing and title company, and currently the owner and principal attorney of Iron City Law, a boutique law firm in Birmingham, AL serving small businesses and the real estate community.*********************************************************************************KEY TAKEAWAYSListen in as special guest, Ron Galloway, shares his trends analysis based on a variety of relevant data points. In this economic climate, it's critical to stay on top of current events and draw conclusions based on patterns you can uncover. Some of the recent current events having a significant impact on markets and the economy include: An unusual amount of loss in food manufacturing, production, and livestockSigns of cooperation between Russia and China to pivot away from the petrodollarPipeline and power plant shutdownsAutomobile sales downIndia moving toward coalPopulation exodus to states like Florida and TexasThe bottom line: Energy is Life. The cost to produce energy sets the tone for all aspects of life and business. While some more risky markets are experiencing a shake-up, you can always rely on food and energy is a sure bet.Want a refresher or to see what you missed? Watch the replay. REGISTER FOR ROYAL INVESTING and attend LIVE on Zoom, Wednesdays at 11:30 p.m. CST.Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 5 video Masterclasses and ebooks.*********************************************************************************ENGAGE WITH USAre you ready to take action on Asset Protection, Tax Strategy, or Estate Planning? Take our Financial Freedom Quiz, where we will gather your general information to have a productive conversation. At the end of the quiz, you will have the opportunity to schedule your consultation. https://hubs.la/Q014rfVz0*********************************************************************************DISCORD COMMUNITYhttps://discord.gg/KKS7rZG5kM*********************************************************************************WEBSITE: http://royallegalsolutions.comLINKEDIN: Check out what folks are saying and make a professional connection with Scott Royal Smith https://www.linkedin.com/in/scott-royal-smith/ FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

Real Estate Nerds
Season 2 Episode 30: Streamline Insurance for Maximum Coverage at Minimum Cost with Scott Royal Smith and Aaron Porter

Real Estate Nerds

Play Episode Listen Later Jun 24, 2022 52:04


ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************MEET THE HOSTSScott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance.Megan Templeton, Esq. Megan Templeton is from Birmingham, Alabama. She attended Auburn University and graduated in three years with a Bachelor's in Psychology. While attending Auburn University, Megan was actively involved in the Auburn Honors College and Omega Phi Alpha, a service sorority. Upon graduation from Auburn University, she pursued her Juris Doctorate from Samford University's Cumberland School of Law and her Master's of Public Administration from the University of Alabama at Birmingham. Megan obtained both her JD and MPA in December 2015. Megan's previous law positions have included clerk at the U.S. Attorney's Office of the Northern District of Alabama, manager of a closing and title company, and currently the owner and principal attorney of Iron City Law, a boutique law firm in Birmingham, AL serving small businesses and the real estate community.*********************************************************************************KEY TAKEAWAYSTo achieve financial freedom, your passive income must meet (or exceed) the total of your expenses including taxes. Of everyone Scott has coached, a person's expenses are the most underestimated figure. This area of your finances has a significant impact on reaching your financial freedom goals and is something that you can largely control. First, you'll need the awareness of where your money is going. Then you can take action to lower that number by reducing expenses.Insurance is your first line of defense when it comes to asset protection and is an operational expense that can't be avoided. But it likely can be reduced.Getting appropriate insurance coverage for real estate investors is a hassle. Most investors struggle to manage multiple carriers and policies. In this session, Scott shows how to streamline the insurance process, how insurance works within your asset protection plan, common issues you probably experience with your insurance, and how Royal Legal Solutions can help.Today Scott discussed his thought process regarding insurance and used a diagram to demonstrate the “belt and suspenders” approach. Want a refresher or to see what you missed? Watch the replay. REGISTER FOR ROYAL INVESTING and attend LIVE on Zoom, Wednesdays at 11:30 p.m. CST.Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 5 video Masterclasses and ebooks.*********************************************************************************ENGAGE WITH USAre you ready to take action on Asset Protection, Tax Strategy, or Estate Planning? Take our Financial Freedom Quiz, where we will gather your general information to have a productive conversation. At the end of the quiz, you will have the opportunity to schedule your consultation. https://hubs.la/Q014rfVz0*********************************************************************************DISCORD COMMUNITYhttps://discord.gg/KKS7rZG5kM*********************************************************************************WEBSITE: http://royallegalsolutions.comLINKEDIN: Check out what folks are saying and make a professional connection with Scott Royal Smith https://www.linkedin.com/in/scott-royal-smith/ FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

Real Estate Nerds
Season 2 Episode 29: Pro Tips to Acquire and Manage Real Estate Remotely with Special Guest Chris Weiler

Real Estate Nerds

Play Episode Listen Later Jun 24, 2022 57:30


ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************MEET THE HOSTSScott Royal Smith, Esq., CEO, Real Estate Investor. As the founder of Royal Legal Solutions, I am an asset protection attorney and long-time real estate investor in every asset class in 10+ states. My background in litigation and investing uniquely has provided me with insights into how to best use the law for maximum legal advantage while streamlining operations, taxes, and compliance.Megan Templeton, Esq. Megan Templeton is from Birmingham, Alabama. She attended Auburn University and graduated in three years with a Bachelor's in Psychology. While attending Auburn University, Megan was actively involved in the Auburn Honors College and Omega Phi Alpha, a service sorority. Upon graduation from Auburn University, she pursued her Juris Doctorate from Samford University's Cumberland School of Law and her Master's of Public Administration from the University of Alabama at Birmingham. Megan obtained both her JD and MPA in December 2015. Megan's previous law positions have included clerk at the U.S. Attorney's Office of the Northern District of Alabama, manager of a closing and title company, and currently the owner and principal attorney of Iron City Law, a boutique law firm in Birmingham, AL serving small businesses and the real estate community.*********************************************************************************KEY TAKEAWAYSThis session featured guest host Chris Weiler, who spoke in-depth about his experience investing in real estate opportunities outside of his immediate geographic location. The question, "why not invest locally?" was first raised and addressed. Investing close to home has many advantages; however, you may have specific reasons why this isn't the best option. One example is that you could see better returns in a different neighborhood, county, state, or region.Expanding the scope of where to look for deals reduces the impact socio-economics, demographics, and local legislation has on you.Some considerations for investing in real estate at a distance that we discussed included: A solid network of trusted professionals is essentialSeek out potential partners who have skills you can leverageOffer partners incentives to work with youStructure partnerships based on the value each party brings to the dealDelegate responsibility appropriatelyFix-and-flip vs. buy and hold scenariosWant a refresher or to see what you missed? Watch the replay. REGISTER FOR ROYAL INVESTING and attend LIVE on Zoom, Wednesdays at 11:30 p.m. CST.Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains our top 5 video Masterclasses and ebooks.*********************************************************************************ENGAGE WITH USAre you ready to take action on Asset Protection, Tax Strategy, or Estate Planning? Take our Financial Freedom Quiz, where we will gather your general information to have a productive conversation. At the end of the quiz, you will have the opportunity to schedule your consultation. https://hubs.la/Q014rfVz0*********************************************************************************DISCORD COMMUNITYhttps://discord.gg/KKS7rZG5kM*********************************************************************************WEBSITE: http://royallegalsolutions.comLINKEDIN: Check out what folks are saying and make a professional connection with Scott Royal Smith https://www.linkedin.com/in/scott-royal-smith/ FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

California Estate Planning and Probate
How do you find out if you are an heir or beneficiary?

California Estate Planning and Probate

Play Episode Listen Later Jun 24, 2022 5:42


How do you find out if you are an heir or beneficiary? If you suspect you could be an heir or beneficiary, this is for you! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw Podcast = https://www.amandarochalaw.com/podcast *Attorney advertising. For educational purposes; no guarantees are made with this video or text.

Gains with Andy Giersher
Digital Estate Planning 101: How to consolidate your digital assets

Gains with Andy Giersher

Play Episode Listen Later Jun 24, 2022 29:54


Just like your tangible estate, your digital assets and social media footprint requires management after your death. Bill Ulivieri joins us with tips on how to consolidate all the critical information you loved ones will need after your passing. Bill Ulivieri Owner of Cenacle Capital Management Glenview, IL CenacleCapital.com 

Elder Law Report
Elder Law Report - We Care For Seniors ft. Robin Elbertson

Elder Law Report

Play Episode Listen Later Jun 24, 2022 13:09


Today on the Elder Law Report we have special guest, Robin Elbertson, from We Care For Seniors! We Care For Seniors is a concierge & companion service here in Charlotte, NC! Robin started We Care For Seniors out of a deep love for her own parents and the many ways she has been able to help them as they age.SCHEDULE A FREE CONSULT NOW:Charlotte: 704-749-9244Shelby: 704-259-7040Hendersonville: 828-233-5991Online at: http://mcelderlaw.com/scheduling.#theelderlawguy #lawyergreg #estateplanning #savingthefarm #hometownheroes #vetbens #medicaidcrisisplanning

Critical Thinking Required
When Social Security Funding Runs Out: What To Do?

Critical Thinking Required

Play Episode Listen Later Jun 24, 2022 31:52


The recent 2021 Social Security Trustees report finds that in 2034, retirees will start receiving a reduced benefit (78%) if Congress doesn't fix funding issues for the social program.  That sound scary and urgent.  What then?  In this episode, Caroline and Tim discussed the following questions: What do we think Social Security will look like in the future?  At what age or milestone in life should one take Social Security?  What does that conversation look like?  What are some reasons to take it earlier vs. later?  How does that impact your investment?  Can one take it while still working?  How is the benefit calculated?  Taking Social Security is not just what makes sense mathematically, but also in terms of lifestyle.  Like Tim said, the value of happiness matters just as much as the value of dollars!

Audio Podcast
Basics of Estate Planning and Special Needs Trusts

Audio Podcast

Play Episode Listen Later Jun 23, 2022 67:13


Please join MitoAction as we welcome Annette Hines, Esq., founding partner of the Special Needs Law Group of Massachusetts. Ms. Hines will be speaking on the basics of estate planning and special needs trusts laws in the U.S. Questions to be answered include: What is estate planning? Why should you create a plan for your estate? What does a will do? What is probate, and which assets go through it? What is a trust? What documents are required for incapacity planning? What is a special needs trust, and why would you need one? About the Speaker Ms. Hines has been practicing in the areas of Special Needs, Elder Law and Estate Planning for over fifteen years. She received her JD from Howard University School of Law, her MBA from Suffolk University and her BA from the University of Vermont. Her clients include individuals and families of children with special needs, the elderly and others in the community. Ms. Hines is the mother of two daughters, one of whom passed away from mitochondrial disease in November of 2013. Her personal experience as the mother of a child with special needs fuels her passion for quality special needs planning and drives her special understanding and dedication to her practice. Prior to practicing law, she founded and directed the nonprofit home care company, Special Families-Special Care, Incorporated which created a new standard for caregiving and a greater pay scale for caregivers. After leading the company to $1.5 million in revenue and 50 employees, she merged it with Shriver Clinical Services Corporation of Natick, Massachusetts and shifted her focus to her law practice. In addition to her membership in the Massachusetts Bar Association, she is a member of the National Academy of Elder Law Attorneys (NAELA), the National Academy of Special Needs Planners (ASNP) and the Massachusetts Association of Women Lawyers (MAWL), serving most recently as President. Recognized as a Distinguished Citizen by ARC Massachusetts and cited for public service by both the Massachusetts State Senate and House of Representatives, Ms. Hines works tirelessly on behalf of people with disabilities. Ms. Hines served as President of the Massachusetts Association of Women Lawyers for 2008-2009 and serves on the Board of Directors for a number of local non-profit organizations.

Radio Entrepreneurs
“Personalized & Dynamic Estate Planning” with Jennifer Taddeo of Estatewise Advisory, LLC

Radio Entrepreneurs

Play Episode Listen Later Jun 23, 2022 10:22


Guest: Jennifer Taddeo - Estatewise Advisory, LLC Interviewers: Jeffrey Davis - MAGE LLC & Marc Zwetchkenbaum - Marc Z Legal Staffing The post “Personalized & Dynamic Estate Planning” with Jennifer Taddeo of Estatewise Advisory, LLC appeared first on Radio Entrepreneurs.

The Daily Ledger with J.D. Frost
Estate Planning 101: 6 Steps To Protect Your Legacy with Lynn Gibson (Part 2)

The Daily Ledger with J.D. Frost

Play Episode Listen Later Jun 23, 2022 16:11


Planning your death can seem daunting, morbid, and overwhelming. Accepting the reality that our time on earth is unpredictable can be challenging. However, you are creating a safety net that will protect your future income, assets, and legacy. Lynn Gibson, a wealth management advisor, joins me on The Daily Ledger Podcast to discuss the plan he has created called “The Succession Solution.” Over the past 30 years, Lynn has witnessed firsthand the consequences of a poorly planned estate. Lynn has created a 6 step plan to help others protect what they have built. Stay tuned for this insightful episode on how to carry on your legacy far after you are gone!

Crafting Solutions to Conflict
Paul Hood on addressing fear in estate planning

Crafting Solutions to Conflict

Play Episode Listen Later Jun 23, 2022 28:20


Paul Hood has written extensively about estate planning for many years – books, articles, and more. Many have been full of insights for professionals. Earlier this year, Paul's book on estate planning geared for lay people was published. Yours, Mine, and Ours – estate planning for people in blended or stepfamilies.  Among other topics, Paul covers the common fears that can stop people from starting the estate planning process or get them off track after they start.We also discuss how ongoing conversations can help families and their advisors be more successful in creating and executing estate plans.  Learn more about Paul's work, find free resources, and order his books at:https://paulhoodservices.com/ Contact Paul at: paul@paulhoodservices.comDo you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.Enjoy the show for free on your favorite podcast app or on the podcast website: https://craftingsolutionstoconflict.com/And you can follow us on Twitter @conflictsolving. 

California Estate Planning and Probate
Is it too late for you?

California Estate Planning and Probate

Play Episode Listen Later Jun 22, 2022 2:04


Is it too late for you? When is it too late to make an estate plan? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw Podcast = https://www.amandarochalaw.com/podcast *Attorney advertising. For educational purposes; no guarantees are made with this video or text.

Health and Wealth Podcast with Carter & Tim
Whitney Emanuel, CFP Building Her Practice With A Solid Foundation of Faith

Health and Wealth Podcast with Carter & Tim

Play Episode Listen Later Jun 22, 2022 77:46


Episode 60 - Whitney Emanuel has been a financial adviser since 2011. She began at Ameriprise Financial and branched off on her own to start Whitney Wealth Group in 2016. She took an even bigger leap at the beginning of 2019 to leave the big-box financial world to go completely independent! She holds her CFP® and CRPC®, Series 7, 63, and 65 & multiple state insurance licenses. Whitney works with values-driven executives and business owners that want to know SPECIFICALLY how to plan for their goals and are motivated to do so. She believes money is simply the means to your end: not the focus of your plan. She builds out individually customized strategies for her clients' employer benefits, retirement and college funding, their total investment portfolio, and estate and tax strategies that are aligned with their core values.  As a single working parent with her own business, she understands what it feels like to balance priorities and does exactly that for her hard-working clients, many of whom are also caretakers. Whitney's core values are faith in Jesus, service, health, family, decisiveness, and joy. She lives in South Minneapolis with her 7-year-old daughter, Zurisadai, 7-year-old Great Dane Mastiff, Anaba, and 1-year-old kitty, Nicollet. Whitney and Zuri love to serve in their faith family that provides for one another's needs in housing, finances, prayer, and community. Learn more about Whitney here: https://www.whitneywealthgroup.com/team/whitney-emanuel WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go towww.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. See omnystudio.com/listener for privacy information.

Elder Law Report
McIntyre Financial Report - Got holes?

Elder Law Report

Play Episode Listen Later Jun 22, 2022 5:01


Got holes? Today on the McIntyre Financial Report, Attorney Greg McIntyre, discuss the importance of Estate Planning & Financial Planning. SOME MANY PEOPLE DO NOT KNOW THIS! CHECK IT OUT!Schedule your FREE consult today. Call 704-218-9223 and email info@mcelderlaw.com#insurance #realestate #assetprotection #assetplanning #financialplanning #longtermcareinsurance #retirement #retirementplanning #medicare #stocks #bonds #annuities

Audio Podcast
Social Security Disability Insurance and Supplemental Security Income - 8/7/2015

Audio Podcast

Play Episode Listen Later Jun 22, 2022 81:36


Please join us on as we welcome two experts in the field of Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) provide an overview of these public benefits for Mito patients. Topics to be covered in this conference call include: Overview of SSI and SSDI programs; The differences between SSI and SSDI; Social Security’s definition of disability as it pertains to mitochondrial disease; How SSDI is designed to work, eligibility criteria, and the full range of SSDI benefitts; The application and appeals processes for SSI and SSDI; Resources available to support SSI and SSDI applications and appeals processes; Information on SSI and SSDI benefits for adult disabled children; Returning to work after obtaining social security benefits (the "Ticket to Work Program"); Specific challenges for individuals with mitochondrial disease in applying for SSDI and how to address them; and The benefits of professional representation and how to evaluate representation options. About the Speakers: Annette Hines has been practicing in the areas of Special Needs, Elder Law and Estate Planning for over fifteen years. She received her JD from Howard University School of Law, her MBA from Suffolk University and her BA from the University of Vermont. Her clients include individuals and families of children with special needs, the elderly and others in the community. Ms. Hines is the mother of two daughters, one of whom passed away from mitochondrial disease in November of 2013. Her personal experience as the mother of a child with special needs fuels her passion for quality special needs planning and drives her special understanding and dedication to her practice. Prior to practicing law, she founded and directed the nonprofit home care company, Special Families-Special Care, Incorporated which created a new standard for caregiving and a greater pay scale for caregivers. After leading the company to $1.5 million in revenue and 50 employees, she merged it with Shriver Clinical Services Corporation of Natick, Massachusetts and shifted her focus to her law practice. In addition to her membership in the Massachusetts Bar Association, she is a member of the National Academy of Elder Law Attorneys (NAELA), the National Academy of Special Needs Planners (ASNP) and the Massachusetts Association of Women Lawyers (MAWL), serving most recently as President. Recognized as a Distinguished Citizen by ARC Massachusetts and cited for public service by both the Massachusetts State Senate and House of Representatives, Ms. Hines works tirelessly on behalf of people with disabilities. Ms. Hines served as President of the Massachusetts Association of Women Lawyers for 2008-2009 and serves on the Board of Directors for a number of local non-profit organizations. Tai Venuti has more than 20 years of health education, marketing, sales, community and public relations experience in nonprofit, government and corporate arenas. As Allsup's manager of strategic alliances, she develops and grows relationships with organizations that share the company's commitment to empowering people with disabilities to live lives as financially secure and healthy as possible. Ms. Venuti is a former journalist and public relations executive. She previously managed national public health campaigns for the U.S. Department of Health and Human Services. She holds a master's degree in public health from St. Louis University, a bachelor's degree in journalism from Michigan State University, and is accredited by the Public Relations Society of America.

Your Turn with Mike Causey
Today's subject: Irrevocable trusts … zzzzzz

Your Turn with Mike Causey

Play Episode Listen Later Jun 22, 2022 50:15


When is the last time you and your significant other took a romantic weekend to rekindle the fire? And spent most of the time, at the beach or in the mountains, talking about the pros and cons of an irrevocable trust? Wild guess: How about … never? Although vitally important in some cases, irrevocable trusts are sort of like heel spurs or picking kitchen paint colors as a topic of extended conversation. And yet … There may come a time in your family's life when having the should-I-have-a-trust conversation is critical. Whether you did it, or especially if you didn't do it but should have! All this is a sneaky way to lead into today's Your Turn radio show. And while the subject doesn't automatically draw your attention, in many cases it should. What such a trust is, and whether it is vital or useless for you and yours is something you have to deal with while you are still around. It won't wait until after you've gone and mourning — maybe fighting — loved ones are dealing with your estate which, by the way, even the most modest feds have. Today we'll be talking with Tom O'Rourke, a Washington area tax and estate attorney.

Regions Wealth Podcast
Transition Planning for Business Owners at Every Age and Stage

Regions Wealth Podcast

Play Episode Listen Later Jun 22, 2022 24:37


What happens when a business owner wants to retire, step back, or step away completely? Like death and taxes, transition is a certainty. 100% of businesses will transition — the question is who will control it, you or circumstances? In this episode, Senior Wealth Strategist Cindy Campbell joins us to discuss business succession planning, retirement and estate planning considerations for business owners, and how to prepare for the sale of your business.

Simple Money Wins
E271 Non-Professional with Probate Real Estate

Simple Money Wins

Play Episode Listen Later Jun 22, 2022 8:35


Today we describe some real-world examples of mistakes made by non-professional executors dealing with probate real estate. Making it personal with tenants Often times, a non-professional executor is a family member or friend who has too much history with the tenants. For example, one of our executors helped the decedent in her final years and felt that the tenants were taking advantage of the decedent (late paying rent, not cleaning up after themselves, poor property upkeep, etc.). So, when the decedent passed, the executor has lots of bones to pick with the tenants: where the tenants parked, the condition of property, etc. If tenants want to be difficult, they can make probate very difficult. As we've talked about before, it can be very hard to get rid of bad tenants in probate, so picking a fight isn't helpful. For the sake of probate, it's often best to let it go and move on. In our example, the executor got into huge fight with tenants and the tenants called the police. A huge production was made, and we had to spend months in litigation to get them to vacate. When a professional executor is involved, he or she doesn't have that blood-boiling history with tenants. A benefit of hiring a professional executor is that we don't get emotionally invested. Knowing what renovations are worth doing In the past, we've discussed certain renovations that almost always make sense (Episode 254: Best Renovations to do Before Selling Probate Real Estate) These include a fresh coat of paint, cleaning out the home, etc. We recently had an executor who believed the decedent's home was fine to sell as-is. Let me tell you that the place was not fine. But the executor had the position that if “it was good enough for my aunt to live there, it's good enough for buyers.” Perhaps it was something sentimental to her that the house looked a certain way, but that's not what buyers are looking for. Because of this, the executor declined even a basic paint job. It is almost certainly going to be a struggle to sell. Choosing the right broker Choosing the right broker is tricky, even with a normal sale. You need to pick the right fit for the property and the right demeanor as a seller. Of course, it's even harder in probate. Even if you find an excellent broker for the neighborhood, you also need someone who understands probate issues. For example, I am dealing with a situation where neither the buyer's broker nor the seller's broker understood that the seller was in probate. So, the day before closing, they said they “need something called Letters Testamentary before we can proceed.” Only then did they learn that the heirs were not in agreement, so there was no property to be sold! It was a huge waste of everyone's time. That was an extreme situation, but there are many other nuance situations where if you don't have a broker experienced with probate, time and money are wasted. For example, we have an executor who hired the dreaded “friend” broker. Friend brokers can be great, but this is not the time to repay favors to a friend via estate work. Estates are complicated already. The second problem was that the broker was from out of state and didn't understand local customs. Third, the broker listed the home at a high price. In probate, you want to sell fast, but listing at a high price psychologically pegged the executor's mind to that unrealistic number. A probate-experienced broker would avoid that situation. High prices turn away buyers who know the area and know that the seller has unrealistic expectations. When an offer finally came in, the out-of-state broker prepared a binding contract and had the executor sign it. (In New York, a lawyer usually prepares or reviews the contract, because there are a lot of nuances that can cause disadvantages and risk). As a result, this executor unknowingly made some big concessions and promises she didn't need to make. These are things we've seen a lot lately. We share these scenarios to help you avoid future problems and consider the importance of hiring a professional executor. If you are interested in learning more, please check out my book called, “How to Hire an Executor,” available on Amazon. Request your free consultation  

All the Hacks
Protect Your Family, Mitigate Taxes and Preserve Your Wealth with Patrick Hicks and Mani Mahadevan

All the Hacks

Play Episode Listen Later Jun 22, 2022 86:39


#62: Estate Planning experts Patrick Hicks from Trust & Will and Mani Mahadevan from Valur join me to discuss all the fundamentals of estate planning and what you need to do to protect yourself and your family. We also dig deeper into advanced tactics commonly used by high net worth families to mitigate taxes, grow their savings and preserve their wealth for the future.Patrick Hicks, J.D. LL.M.  is Head of Legal with Trust & Will, serving as their General Counsel overseeing all attorney-related operations, including regulatory efforts and legal affairs.Mani Mahadevan is the Founder and CEO of Valur a company created to help entrepreneurs and investors keep more of their hard-earned gains.Full show notes at: https://www.allthehacks.com/estate-planning-patrick-hicks-mani-mahadevan Partner DealsVuori: 20% off the most comfortable performance apparel I've ever wornAthletic Greens: Free 1 year supply of Vitamin D and 5 free travel packsTrustworthy: 20% off The Family Operating System®Daffy: Free $25 to give to the charity of your choice Selected Links From The EpisodeConnect with Patrick: Twitter | Instagram |  LinkedIn | WebsiteConnect with Mani: Twitter | LinkedIn | WebsiteAll the Hacks Newsletter: Protecting Your Family with Estate Planning (what you need to know and do)Trust & Will: Get 15% off any estate plan at Trust & WillValur: Get 3 months of trust administration free when you mention All the Hacks during signupValur Blog PostsValur Charitable Remainder Trust GuideTax Planning Guide for EmployeesSave on taxes even if you have already realized your incomeValur Crypto Tax Planning GuideTrusts 101 Full Show Notes Three core functions of a will and who needs one [1:34]Patrick describes the process that happens when a person passes away without having a will [04:37]Two types of debt and what happens to your liabilities when you pass away [09:00]The core difference between an estate plan and a will [10:53]Common documents found within healthcare documents, the nuances of creating them, and in the case of becoming incapacitated, potential problems of not having one [12:07]Benefits of a revocable living trust and how they compare to a will [16:42]The probate process, time frame, and general expenses involved [19:59]Circumstances to consider when choosing to use a service or online template vs hiring an attorney [25:16]More benefits of choosing to set up a trust [29:10] Administrative and financial responsibilities and requirements of a trustee [30:48]Conversations with the people you've chosen to manage your estate plan [37:04]Updating your estate plan [38:58]Trustworthy storage of your important documents and the importance of telling people how to access them if necessary [40:09]Patrick's tips, tricks, and hacks on protecting your family in the event of your death [41:30]Chris shares the deal that Trust & Will has for All the Hacks listeners [44:29]Overview of tax and estate planning [46:20]Explanation of charitable remainder trusts, how they're beneficial to charities, and how to make the tax benefits work for you [49:43]Two investment restrictions and the downside of investing in charitable remainder trusts [54:48]Minimizing estate taxes by using GRATs (grantor retained annuity trusts) in your estate planning [58:02]Avoiding taxes in a high-income year through the use of charitable lead annuity trusts and how they compare with donor-advised funds [1:04:26]  Tax opportunities and other benefits of using ILITs (irrevocable life insurance trust) [1:11:30]Chris shares advice about life insurance and describes the benefits of setting up an LLC for your family [1:13:41]Three categories of estate planning tactics [1:16:17]Using stretch IRAs, implications of the Secure Act, and finding and using technology to take advantage of opportunities [1:19:25]Ways that Valur is trying to make estate planning more accessible and affordable, and how to find out more about the company [1:25:01] SponsorsTrustworthyTrustworthy is a secure online service that helps modern families protect, organize, and optimize their important information — ID's, Money, Property, Passwords, Insurance, Taxes, Legal, Emergency Instructions and the Family Archive. Trustworthy gives you a system of record for all your family information and lets you share it with loved ones, collaborate with trusted professionals like your accountant or wealth advisor and helps you keep everything up to date and on track so you never have to pay a late fee or penalty again.So if you want to set up your Family Operating System and be prepared for all of life's moments you can get 20% off and a free 14-day trial at allthehacks.com/trustworthy DaffyDaffy is a not-for-profit community built around a new modern way to give, with a mission to help people be more generous, more often. Daffy makes it so much easier to put money aside for charity. You can make your tax deductible contributions all at once. Or you can set aside a little each week or month. Then anytime in the future, you can give to more than one and a half million charities, schools, and faith-based organizations in a matter of seconds. So you can separate the decision to give (and get your tax deduction) from deciding exactly which organization you want to support and when. My favorite part is that you can invest your contributions to your Daffy account so they can grow tax-free to let you have even more impact in the future. To start giving today and get your free $25 to give to the charity of your choice, go to allthehacks.com/daffy Athletic GreensAthletic Greens is a foundational nutrition drink designed to remove the friction from covering the daily nutritional needs of a modern diet. It combines more than 9 essential nutrition products into one convenient and great-tasting drink, giving you an easy and efficient way to get you daily multivitamin, multimineral, probiotic, prebiotic, functional greens blend, immune support complex and more. It contains no GMOs, no harmful ingredients and no artificial colors or sweeteners.Right now, Athletic Greens is going to give you a free 1 year supply of immune-supporting Vitamin D and 5  free travel packs with your first purchase. To take ownership over your health and pick up the ultimate daily nutritional  insurance visit allthehacks.com/athleticgreens VuoriVuori is a new and fresh perspective on performance apparel. Perfect if you are sick and tired of traditional, old workout gear. Everything is designed to work out in, but doesn't look or feel like it. The product is incredibly versatile and can be used for just about any activity like running, training, swimming, yoga; but also great for lounging or weekend errands.To get the most comfortable and versatile clothing on the planet with 20% off your first purchase (plus free shipping on any US order over $75 and free returns) visit allthehacks.com/vuori Connect with All the HacksAll the Hacks: Newsletter | Website | Facebook | EmailChris Hutchins: Twitter | Instagram | Website | LinkedIn

Left Brain Thinking
Legacy Planning for Business Owners with George Gore

Left Brain Thinking

Play Episode Listen Later Jun 21, 2022 52:45


This week we speak to some of the issues business owners face as they develop the type of succession plan that secures the future for their families, long after they are gone. We sat down with George Gore, CFP, President of Capitas Financial Midwest, who specializes in Estate Planning and Business Succession, along with Life Insurance Planning. We covered an awful lot of ground on this episode. The basic thrust of the episode is the concept that death, disability, and severe market conditions are all potential events that could cause a forced sale of a family business, absent a proper contingency plan. George shares his experiences seeing many families forced to sell a business when the key principal passes and his views on the best ways to avoid an unwanted outcome, all of which business owners should do proactively before it is too late:  (1) Determining whether the business is sustainable without the key principal. (2) Having funding mechanisms in place to transfer the business to the next owner. (3) Retaining expert advice from financial advisors, legal, accounting, and insurance planning specialists. (4) Utilizing life insurance and gifting exemptions to create a tax-efficient transfer when the time comes. George also explains how changes to the tax laws coming in 2025 make proper succession and legacy planning all the more critical in the coming years. To contact George, you can find him at https://www.capitasfinancial.com/location/05-capitas-financial-midwest-llc-illinois

California Estate Planning and Probate
Is life insurance enough to protect your family?

California Estate Planning and Probate

Play Episode Listen Later Jun 21, 2022 4:09


Is life insurance enough to protect your family? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw Podcast = https://www.amandarochalaw.com/podcast *Attorney advertising. For educational purposes; no guarantees are made with this video or text.

Creating Impact Through Giving
Philanthropy and the Advantages of Advised Funds

Creating Impact Through Giving

Play Episode Listen Later Jun 21, 2022 30:36


In this episode, we're talking philanthropy and how individuals can create an impact or leave a legacy. Join Dan as he talks to OCCF's Vice President of Development, Joe Carter, Nonprofit Solutions', Jeri Holmes, and Kayla Cawood from Robben Law as they discuss the individual philanthropy and the advantages of advised funds.

Simply Financial with Christopher Calandra
Waiting Is Problematic – Multifamily AP360 Replay

Simply Financial with Christopher Calandra

Play Episode Listen Later Jun 21, 2022 20:40


Rate & review the Simply Financial Podcast on ITunesFollow Rama on socials!LinkedIn | Meta | Twitter | InstagramConnect to Rama KrishnaE-mail: info@ushacapital.comWebsite: www.ushacapital.com Episode Spotlights:- Supply - Demand imbalance in real estate- Waiting is problematic- Creative deal-making and property management- Buying in a different market- Have a plan that emphasizes your strengths and mitigates your weaknessesBook Recommendations- The Millionaire Nextdoor- Rich Dad Poor Dad- The 4 Hour Work Week- InfluenceGrab your freebie - Tips for Multifamily Investing at www.ushacapital.comFound this episode insightful? Show us some love by spreading the word on social media or rating and reviewing the show here - https://podcasts.apple.com/us/podcast/multifamily-ap360/id1522097213

Retire Secure!
How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation Part 4

Retire Secure!

Play Episode Listen Later Jun 20, 2022 20:17


In this fourth clip from Jim Lange's May 2022 virtual event How IRA and Retirement Plan Owners Can Protect Their Hard-Earned Retirement Dollars from Accelerated Taxation' Jim continues answering questions from the live room that includes RMD rules involving the SECURE Act 2.0 which leads into a deeper discussion on the act that Jim refers to as "a stinking pig with a bow". Keep a look out at https://paytaxeslater.com/webinars for details to register for Jim's upcoming July 2022 virtual event series 'Solving the Retiree's Biggest Dilemma: How to Stop the Current Downturn from Threatening Your Long-Term Financial Security'

California Estate Planning and Probate
Can your step parent change your inheritance?

California Estate Planning and Probate

Play Episode Listen Later Jun 20, 2022 4:08


Can your step parent change your inheritance? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw Podcast = https://www.amandarochalaw.com/podcast *Attorney advertising. For educational purposes; no guarantees are made with this video or text.