Podcasts about Estate planning

Welcome to another episode of The A Game Podcast with Nick Lamagna, where we dig deep into the mindset, strategies, and stories of today's most successful entrepreneurs, investors, athletes, and entertainers. This week, Nick sits down with the high level real estate investor who achieved financial freedom on the highest level Toby Mathis.   He has a foundation as a tax attorney and entrepreneur as well as co-founder of Anderson Advisors and founder of Infinity Investing where he helps people to uncover the proven wealth‑building systems that everyday people can use to achieve financial freedom.  He also recently opened One Kick Gym in Las Vegas with the legendary Nick Blomgren! Toby studied thousands of tax returns and balance sheets from some of the wealthiest individuals in America and found the blueprint to financial freedom where he copied it himself first and proved it WORKS for everybody.  He now shares those strategies with us to teach you how to make enough cash flow to cover your lifestyle through your assets and to preserve wealth through Tax and Asset Protection.   With over 300 doors in real estate, multiple streams of cash flow, and decades of experience in stocks, syndications, and turnkey properties, Toby has built a blueprint for success rooted in data, discipline, and long‑term strategy. In this episode, he shares how you can copy the same patterns used by millionaires to grow wealth steadily and sustainably. But this conversation goes far beyond numbers. Toby's background in martial arts and combat sports has shaped his philosophy on resilience, discipline, and pushing forward when life hits hard. Toby has lived the fighter's mentality both inside and outside the ring. He explains how the lessons learned in combat sports—like staying in the fight when things get tough—translate directly into business, investing, and personal growth.

Did your parents have a lot stuff? After parents pass away, figuring out what to do with all of their possessions could be a full time job. And deciding what to keep, give away, or throw away, can take a lot of emotional strength. Becky Robison, author of My Parents Are Dead: What Now? A Panic-Free Guide to the Practicalities of Death, gives some advice on how to sort through a parent's possessions after they pass away, or have a conversation with a parent to help them make a plan before they pass. Plus, listeners share their personal experience and questions.

On this episode: People are staying in their homes longer and that may make them neglect some important planning issues. This DIYer looks back and says here’s what I could have done better. Many people are nervous about this stock market. One analyst believes that’s a good thing. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

In this episode of the Jon Sanchez Show, hosts Jon Sanchez and Jason Gaunt discuss the latest market movements, economic updates, and provide a comprehensive financial checklist for individuals over 50. They emphasize the importance of having a written retirement income plan, tax diversification strategies, and healthcare planning, particularly in light of potential market downturns. The conversation highlights the need for proactive financial management and planning to ensure a secure retirement.The Jon Sanchez Show is a service of Sanchez Gaunt Capital Management, LLC in Reno, Nevada.Learn more about our services: https://www.sanchezgaunt.com/our-processChapters00:00 Market Overview and Initial Reactions02:22 Understanding Market Movements and Economic Factors05:26 The Importance of Financial Planning for Those Over 5008:03 Key Market Catalysts and Their Impact10:53 Analyzing Market Trends and Future Predictions11:56 Financial Checklist for Retirement Planning18:46 Technical Difficulties and Equipment Setup19:15 Financial Checklist for Retirement23:36 Healthcare and Medicare Planning26:15 Long-Term Care Insurance Strategies29:33 Market Downturn Stress Testing32:58 Estate Planning and Emergency Liquidity33:29 Disclaimer

In this episode of the “Always On Podcast,” host Duncan McPherson sits down with Roger Silk, the CEO and co-founder of Sterling Foundation Management. They discuss the evolving role of financial advisors and the increasingly complex needs of high-net-worth clients. As financial landscapes shift, advisors must adapt to new challenges and opportunities, particularly when it comes to managing significant liquidity events. Roger Silk shares his expertise on asset diversification trusts, a powerful tool that allows clients to sell appreciated assets without incurring capital gains tax. This episode highlights the importance of proactive planning and the strategic value of long-term partnerships between financial advisors and their clients. Key highlights include: The role of asset diversification trusts in tax-efficient asset management. The necessity of early planning for liquidity events to maximize client benefits. Strategies for financial advisors to strengthen client relationships through collaboration. Insights into leveraging philanthropic solutions for wealth preservation and growth. Tune in and discover the insights needed to become trusted partners in their clients’ financial journeys, ensuring both immediate and long-term success. Promotions: Pareto Systems AI Coaching Program – Use promo code AlwaysOn20 for 20% for a limited time! Pareto Systems: Turnkey Advisor Membership Connect With Duncan MacPherson: Website: ParetoSystems.com Toll Free: 1.866.593.8020 Learn More: Schedule a Call LinkedIn: Duncan MacPherson Connect With Roger Silk, Ph.D.: LinkedIn: Roger Silk Website: SterlingFoundations.com Podcast: Sterling Insights About Our Guest: Roger D. Silk, Ph.D. , is the CEO of Sterling Foundation Management, LLC and President of Lifetime Perspectives, Inc. Dr. Silk is widely recognized as a leading expert and innovator in the emerging field at the intersection of finance and philanthropy. Dr. Silk has more than three decades of experience working with and advising wealthy clients, high net worth families, and the advisors who work with them on a variety of issues ranging from the use of private foundations to the integration of sophisticated charitable planning into multi-generational estate plans. He has worked with numerous investment, accounting, financial planning, and legal professionals to educate them, their firms, and their clients about the benefits and characteristics of a full suite of solutions, entities and planning tools. Dr. Silk is the author of several books, including The Investor's Dilemma Decoded (Wiley, 2024), Managing Foundations and Charitable Trusts (Bloomberg Press, 2011), Creating a Private Foundation (Bloomberg Press, 2003), and Politicians Spend, We Pay (Sterling Lifetime Press, 2022). He has published dozens of articles that have appeared in periodicals such as Estate Planning, Philanthropy, the Journal of Financial Planning and Trusts & Estates. He has spoken to audiences around the country on the types and uses of charitable entities, and he frequently conducts educational seminars for financial professionals focusing on integrating the full suite of charitable entities into the financial planning process. Prior to co-founding Sterling, Dr. Silk was a Treasury officer at the World Bank, where he was responsible for a multi-billion-dollar repo portfolio. Dr. Silk holds a Ph.D. and an M.A. in Applied Economics from Stanford University, as well as a B.A. in Economics (with distinction). He earned his CFA in 1990.

An executor plays a critical role in settling an estate—managing assets, paying debts, navigating legal requirements, and serving as the point person during an emotional and often stressful time for families. While many people automatically name a spouse, adult child, or close friend, that decision isn't always the simplest—or the wisest—choice. In this episode of Aging Starts Now, Erin Keogh-Rankin, Elder Care Coordinator at Johnson McGinnis Elder Care Law & Estate Planning, sits down with Mollie Lacher, Founder of Sunny Care Services, to discuss professional executors. Together, they explore what professional executors do, when it makes sense to use one, how fees work, and how a neutral third party can reduce family stress, conflict, and confusion. Whether you're planning ahead for yourself or helping a loved one navigate estate planning decisions, this conversation offers clarity and confidence around one of the most overlooked—but most important—roles in your estate plan. Key topics include: - What an executor really does (and why it's more work than most people expect) - When a professional executor may be the best choice - Benefits for complex estates, blended families, or high-conflict situations - How professional executor fees work—and how they compare to the hidden costs of family conflict -Why naming a backup executor matters

Estate Planning & Widowhood: What You Don't Know Until You DoGuest: Pam Baker – Founder & CEO of Widows Who WineWebsite: www.widowswhowine.comEpisode Summary:When the unimaginable happens, are you truly prepared? In this heartfelt and eye-opening episode of Linda's Corner, host Linda Bjork speaks with Pam Baker, a widow, author, and the founder of Widows Who Wine, a support community and app designed to help widows connect, heal, and thrive.Pam lost her husband Jon to an aggressive form of brain cancer. Despite their efforts to be prepared—Jon was a financial planner—they were caught off guard by the practical realities of his passing. From not knowing where the car title was, to discovering legal complications she had never anticipated, Pam learned the hard way that even the best-intentioned planning can fall short.Pam shares her personal story of grief, resilience, and the overwhelming financial and emotional toll of widowhood. More importantly, she offers hope and actionable tools to help others avoid the same pitfalls. Her new book and companion workbook provide a step-by-step guide for organizing vital information before a crisis hits—so families can focus on healing, not scrambling for documents.Together, we explore:Why even experienced planners may be unprepared for deathCommon estate planning mistakes and oversightsHow to begin creating a comprehensive plan for your futureThe importance of emotional support and social connection after lossPam's mission through Widows Who Wine to help widows find friendship, strength, and joy againWhether you're married, widowed, or simply want to prepare wisely for the future, this episode is a must-listen.Resources & Links:

How cultural awareness improves estate planning outcomes, with insights on the racial wealth gap and strategies for more effective, inclusive client guidance. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

The “Billion-Dollar Asset” That Still Had to Be Sold A story Bruce shares in our retirement class teaching always stops people in their tracks. A family inherited an NFL team worth just under a billion dollars. The asset was valuable. The legacy was real. But the planning wasn't there. When estate taxes came due, the heirs didn't have the liquidity to pay the bill. And because the wealth was tied up in an illiquid asset, they had to sell the team. https://www.youtube.com/live/6lCgo4y3LYs Most families will never own an NFL franchise. But plenty of families do own a business, a portfolio of real estate, land that's been in the family for generations, or investments that look substantial on paper but aren't easy to convert into cash quickly. And that's where this topic becomes personal: if you don't plan ahead, your family may be forced into decisions you never intended—simply to satisfy a tax obligation. This is why we're talking about how to avoid estate tax legally—so your wealth can serve your heirs and your purpose, not become a burden or a fire sale. The “Billion-Dollar Asset” That Still Had to Be SoldWhat You'll Learn About How to Avoid Estate Tax LegallyThe Practical Building Blocks of Estate Tax PlanningEstate Tax vs Inheritance Tax Difference: Start With the Right DefinitionsFederal Estate Tax Exemption 2026 and Why the Rules Don't Stay PutEstate Tax Exemption 2025 vs 2026: Timing MattersEstate Tax Rate 40 Percent: The “One-Time Loss” That Creates Long-Term DamageWhy Do Estate Tax Planning Strategies Matter Even If You're Under the Exemption Today?Estate Planning for Married Couples vs Surviving Spouse: The Quiet ShiftHow to Avoid Estate Tax Legally With Annual GiftingDo I Have to Report Gifts Under 19,000?When Do You Have to File Form 709 Gift Tax Return?Lifetime Gift Tax Exemption 2026: Larger Gifts and Long-Term TrackingGiving With Warm Hands: Why Legacy Planning Is Bigger Than Tax PlanningEstate Liquidity Planning: What Happens if an Estate Is Mostly Real Estate and Taxes Are Due?How Can Life Insurance Provide Liquidity for Estate Taxes?Irrevocable Trust Estate Planning StrategiesHow to Avoid Estate Tax Legally: Life Insurance for Banking vs Life Insurance for Estate Tax529 Plan Superfunding: Gifting to Reduce Estate Size (and the Control Question)The Most Important Takeaway on How to Avoid Estate Tax LegallyListen to the Full Episode on How to Avoid Estate Tax LegallyBook A Strategy CallFAQWhat is the difference between estate tax and inheritance tax?How does the estate tax exemption work?Should I do estate tax planning if I'm under the exemption today?What is the annual gift tax exclusion?Do I have to report gifts under the gift tax exclusion?When do you have to file Form 709?What happens if an estate is mostly real estate and taxes are due?How can life insurance provide liquidity for estate taxes?Which states have estate or inheritance taxes? What You'll Learn About How to Avoid Estate Tax Legally If you've ever wondered, “Will my legacy go to my family…or to the IRS?” you're asking the right question. In this blog, we're going to walk you through the core ideas from our podcast episode on estate and inheritance taxes—what they are, how exemptions work, why the rules change, and what families can do now to protect generational wealth. You'll learn: The estate tax vs inheritance tax difference (and why it matters) How the federal estate tax exemption 2026 conversation impacts planning today Why a married couple's plan can change dramatically when one spouse dies How annual gifting works (and why people confuse it) When Form 709 may come into play Why estate liquidity planning can be the difference between preserving an asset and losing it How life insurance and trusts are commonly used to create options and control Quick note: we're not attorneys. We sit in these meetings with attorneys. We collaborate with estate planning professionals constantly. Our goal is to give you a clear framework so you can make wise decisions and ask better questions with your CPA and attorney. The Practical Building Blocks of Estate Tax Planning Estate Tax vs Inheritance Tax Difference: Start With the Right Definitions One of the biggest sources of confusion we see is people using “estate tax” and “inheritance tax” like they're interchangeable. They're not. Here's the simple distinction: Estate taxes are settled by the estate. The money comes out of the estate before everything is fully distributed. Inheritance taxes are settled by the beneficiaries. The tax bill is tied to what they receive. There's also the state-level reality: not every state has inheritance tax, and state estate taxes can be entirely different from federal rules. That's why one of the first questions we encourage families to answer is: “Which taxes apply in my state, and which apply federally?” When you get the definitions right, you avoid planning in the wrong direction. Federal Estate Tax Exemption 2026 and Why the Rules Don't Stay Put When we recorded this episode, we were in December 2025, and Congress had just changed a tax bill that was expected to sunset at the start of 2026. That shift is a perfect example of why families can't build a legacy plan on the assumption that today's rules will remain tomorrow's rules. Here's what matters more than any single number: tax law can change quickly, and thresholds can move. That's why planning is less about guessing the future and more about building a structure that is resilient no matter what Congress does next. Estate Tax Exemption 2025 vs 2026: Timing Matters A detail that surprises many families is that timing can change what exemption applies. If someone passes away in one year, that year's rules apply. If they pass away the next year, the next year's exemption applies. We don't control the timing of life. But we can control the readiness of our plan. Estate Tax Rate 40 Percent: The “One-Time Loss” That Creates Long-Term Damage A federal estate tax hit can be significant. In our conversation, we referenced how quickly the dollars add up when large estates exceed the exemption threshold. But the bigger point we want you to see is this: It's not just the dollars paid in tax once. It's the generational opportunity cost of losing that capital. When your family loses money to unnecessary taxes, your family also loses what that money could have produced across decades: businesses that could have been started real estate acquisitions that could have created cash flow education and training that could have expanded a child's capacity family philanthropy that could have multiplied impact economic stability that could have protected future generations Bruce tells clients: when the money is gone, you can't make money on that money anymore. That's not just a financial statement. It's a legacy statement. Why Do Estate Tax Planning Strategies Matter Even If You're Under the Exemption Today? This is where most families get lulled to sleep. They see a high exemption and think, “We don't need to worry about estate taxes.” Two realities can make that assumption dangerous: Exemptions can change Your plan changes when one spouse dies Estate Planning for Married Couples vs Surviving Spouse: The Quiet Shift Even if you don't consider yourself “ultra-wealthy,” your planning needs to account for the fact that most couples will not pass away at the same time. A couple may look comfortably under a combined exemption threshold—then one spouse dies and the surviving spouse's position changes. Planning that felt safe becomes exposed. We see this across many areas of tax planning, not just estate taxes. The financial world often treats “married” and “single” very differently. That's why it's so important to build your plan while you still have options, flexibility, and time. How to Avoid Estate Tax Legally With Annual Gifting One of the simplest tools families can use is consistent, intentional gifting. In our episode, we talked about an annual gifting amount of $19,000 per person, per recipient, per year. The specific number can change over time, so always confirm the current annual exclusion with your CPA. But the concept is what matters. Here's why annual gifting is so powerful: It reduces the size of your estate over time It can move assets into the next generation in a planned way It can be used to build capability, not entitlement—if you pair it with purpose and guidance Do I Have to Report Gifts Under 19,000? In many situations, gifts under the annual exclusion amount don't require filing a gift tax return. That's why families like it: it's simple and consistent. Where it gets complicated is when you go above the annual threshold. When Do You Have to File Form 709 Gift Tax Return? If you exceed the annual exclusion amount, you may need to file a gift tax return (often IRS Form 709). Filing doesn't necessarily mean you owe tax immediately. It can mean the gift is tracked against lifetime gifting limits. Your CPA is the right person to guide you on the reporting mechanics for your situation. The takeaway: gifting can be one of the cleanest ways to reduce your estate—especially when you do it proactively and consistently. Lifetime Gift Tax Exemption 2026: Larger Gifts and Long-Term Tracking Beyond annual gifting, there is typically a lifetime gifting framework that tracks larger transfers. This is where families often say, “I'm confused,” and they're not alone. The important part isn't memorizing every detail—it's understanding the two-tier structure: annual gifting can be simple and repeatable larger gifts may require reporting and coordination with lifetime limits Again, this is why we encourage families to coordinate with their CPA and estate planning attorney.

We're back with the first episode of 2026! This week, we're joined by two NEW special guests bringing valuable insight from the legal and escrow sides of real estate. Attorney Rena McDonald of Eclipse Law Group talks all about her estate planning book Because I Care, breaks down the true cost of probate versus having a trust in place, and explains why proactive planning matters. We're also joined by Janelle Kennedy of Equity Title, who talks to us about escrow! Whether you're a homeowner, buyer, seller, or just love learning the behind-the-scenes of real estate, this is an episode you won't want to miss. #LasVegasRealEstateNOW #LVRealEstate #RealEstateNews #RealEstateExperts #LasVegas #RealEstateRadio #RadioShow #RealEstateRadio #RealEstateTips #EstatePlanning #Escrow #Probate #Trust Facebook: www.facebook.com/LVRealEstateRadio Twitter: www.twitter.com/LVRERadio LinkedIn: www.linkedin.com/in/LVRealEstateRadio Instagram: www.instagram.com/lvrealestateradio/ SoundCloud: @lvrealestateradio Website: www.lvrealestateradio.com

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereShould you build your next investment property in your personal name or through your corporation?If you're a Canadian business owner sitting on retained earnings or personal capital, figuring out how to fund your next real estate investment can feel like a high-stakes puzzle. Should you leverage your HELOC or dip into your corporate cash? Does owning the property personally offer more flexibility—or should it live in a holding company for tax benefits and liability protection? This episode dives into a real-life case study to help you navigate these exact decisions with clarity.By the end of this episode, you'll learn:The key tax and long-term planning trade-offs between owning investment property personally vs corporately.Three practical funding strategies—including when to borrow from your HELOC, your corporation, or a third-party lender.How to plan for future capital gains and use corporate-owned insurance to prepare for estate taxes without losing liquidity.Press play now to confidently map out the smartest path for funding and owning your next investment property.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Canadian business owners seeking financial freedom and early retirement are rethinking how they approach property development, corporate structures, and long-term wealth strategies. Whether you're weighing HELOCs vs. corporate borrowing for funding investment properties, or deciding between salary vs. dividends in Canada, every financial decision shapes your broader Canadian wealth plan. This episode explores how to use retained earnings strategically, optimize RRSP room, and implement tax-efficient investing through corporate wealth planning. You'll gain insights inReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Send us a textEstate planning doesn't have to be overwhelming, but avoiding it can be costly.In this episode of the Profitable Steward, Jared Sorensen sits down with estate planning attorney Brandon Dean Rains for a practical, plain-language conversation about how farm and ranch families can protect their land, their family relationships, and their legacy.Together, they cover:When and why to form LLCs for farms and ranchesHow asset protection really works in agricultureThe difference between a will and a trustHow to think about guardianship for young childrenSuccession planning when kids are still youngLife insurance as a tool for keeping the ranch intactCommon estate planning mistakes and how to avoid themWhy communication matters more than documentsThis episode is especially valuable for farmers and ranchers entering 2026 who want to stop postponing hard conversations and start building a plan that serves future generations.

What's the secret to building financial resilience as an entrepreneur—and how do you make sure you're never caught off guard by life's curveballs? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with financial strategist Leah Williams to tackle these questions head-on, exploring how proactive financial planning and tax strategies can empower you to take control of your wealth journey.Leah Williams brings her story of personal financial transformation—after weathering divorce and witnessing the power of good planning through family loss—to offer practical advice that goes beyond the basics. Her firm, Savvy Financial, is built on a mission to help people, especially women, become confident in their financial decisions, teaching them about insurance, investments, and the hidden levers of tax efficiency.From leveraged charitable deductions to accelerated depreciation and creative ways to involve family in your business, this episode is loaded with real, immediately useful strategies that anyone can apply. If you want to make smarter choices about your financial future and get inspired along the way, this is the episode for you. To get the latest from Leah Williams, you can follow her below!https://www.linkedin.com/in/leah-williams-chfc%C2%AE-clu%C2%AE-wmcp%C2%AE-aa007595/ https://www.savvyfinancialllc.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

In this episode, John sits down with Estate Planning & Probate Attorney, Jennifer Bondy, to talk about the often-overlooked emotional side of money, relationships, and decision-making. Jennifer shares how our past experiences shape the way we show up financially and personally, and why awareness is the first step toward real change. It's an honest conversation about growth, clarity, and building healthier patterns that actually stick. Learn more about Jennifer and her work: Website: https://www.jenniferbondy.com Areas of Legal Practice: https://bondy.law/areas-of-practice/ 01:06 Jennifer's Career Journey 03:46 Estate Planning Basics 11:04 The Role of Trusts in Estate Planning 13:15 Understanding Probate 16:09 Avoiding Probate and Family Disputes 19:32 Disinheriting a Family Member 20:11 Will-Based vs. Trust-Based Plans 21:35 The Rise of AI in Legal Services 24:59 The Role of Financial Advisors in Estate Planning 26:44 The Importance of Proper Document Execution 29:28 State-Specific Legal Considerations

What if independence isn't about doing everything alone—but about having the right support? On this episode of Aging Starts Now, host Pati Bedwell, elder care coordinator at Johnson McGinnis Elder Care Law & Estate Planning, sits down with occupational therapist Ebony Porter to explore how occupational therapy helps older adults live safely, confidently, and independently. We clear up common misconceptions about OT, discuss who can benefit (including those with cognitive changes), and share practical examples of how occupational therapy supports aging in place, reduces fall risk, and eases caregiver stress. Whether you're an older adult, a family member, or a caregiver, this conversation may change how you think about independence.

Estate planning demystified

What if success isn't about chasing the next exit, but about finally knowing what's enough?In this Season 16 episode of BizNinja Entrepreneur Radio, Tyler Jorgenson sits down with entrepreneur Jermaine Ee, founder of HeirLight, for a powerful conversation about clarity, legacy, and building businesses that truly matter.Jermaine Ee's entrepreneurial instincts showed up early — from selling custom mixtapes in school to pioneering YouTube product placement years before influencer marketing became mainstream. Since then, he's built and worked across industries including toys, media, politics, and technology.But his most meaningful work came from a personal realization: his parents didn't lack money — they lacked clarity. That insight led Jermaine to create HeirLight, an AI-powered estate planning platform designed to remove fear, shame, and confusion from conversations about assets, legacy, and life planning.Together, Tyler and Jermaine unpack what it means to design your life intentionally, why not every business should raise venture capital, and how self-awareness is often the missing ingredient in entrepreneurship. Key TakeawaysHow early entrepreneurial instincts often show up before “real” businessesWhy most people delay estate planning — and how AI can change thatThe difference between chasing hype and building with purposeWhen to bootstrap vs. when to raise capitalWhy building the right team matters more than doing everything yourselfThe realities of building a business with familyHow to use AI as a tool without losing your humanityWhy clarity may be the most underrated entrepreneurial advantageChapters00:00 Welcome to BizNinja & meeting Jermaine Ee01:00 Selling mixtapes and early signs of entrepreneurship02:30 Discovering YouTube marketing before it was mainstream04:00 Being “forced” into entrepreneurship05:00 Why HeirLight was built07:00 Estate planning, shame, and the messy middle09:00 Legal, design, and scaling challenges10:30 Applying B2B lessons to a consumer startup12:30 Bootstrapping vs. raising capital14:30 Choosing which ideas deserve your focus16:30 Family, failure, and resilience18:30 Building a business with his mother20:30 Working with family without damaging relationships22:00 AI as a productivity tool, not a replacement for humanity25:00 Self-awareness and whose opinions matter26:30 “Clarity is love in practical form”27:30 Redefining success and legacy

In the latest episode of Future Focused: Sophisticated Estate Planning, Michael Clear and Erin Nicholls discuss the implications of the OBBBA legislation on estate and gift planning strategies, including why it may be more tax-efficient to gift during your lifetime as opposed to transferring wealth at death. They also delve into the connection between trusts and divorce, highlighting recent troubling court cases. Michael and Erin encourage listeners to remain proactive in their estate planning as laws and strategies evolve.

After losing his grandfather, Englewood native Jay WIlburn created BestFarewell, a digital platform designed to help families manage funeral planning and estate paperwork during times of loss.

Much like when parents try to put off the "talk" when their kids are younger, they often avoid sharing estate plans when their children are older. Greg Aler explains how clear communication on wills and trusts—especially in blended families—prevents probate battles and protects your legacy with a simple, actionable roadmap. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

Build a legacy that lasts with attorney Casey Conklin in this episode of Zero to CEO. Discover how to protect your business and family with smart legal structures, estate planning, and generational wealth strategies. Casey breaks down the role of trusts, life insurance, and exit planning to help you reduce liability and secure long-term success. Whether you're starting or scaling, this is your guide to building wealth that lives on.

Jim and Chris discuss listener emails on Social Security claiming strategies, deemed military wages, and survivor benefits timing, a PSA from Jim and Chris on their New Year's resolution, and QLAC use for inherited IRAs. (11:00) A listener asks whether a spouse who will be collecting spousal benefits should ever delay claiming past full retirement age and also asks for retirement drawdown calculator recommendations. (24:30) George asks how veterans can verify that deemed military wages were credited correctly to their Social Security earnings record. (36:00) The guys address whether a surviving spouse can keep both Social Security checks after a spouse dies after being given conflicting answers from the Social Security Administration. (45:00) Jim and Chris share a PSA on their New Year's resolution relating to estate planning. (1:02:45) A listener asks whether an inherited IRA can be used to purchase a QLAC with payments starting at age 84. The post Social Security, Deemed Military Wages, Estate Planning, QLACs: Q&A #2601 appeared first on The Retirement and IRA Show.

New laws were enacted in 2025 that will affect California trusts and estates practitioners on January 1, 2026. Join our three speakers, attorneys Kristin Yokomoto, Paul Gruwell, and Mara Mahana, on this episode as they summarize the highlights of the new laws and how they affect estate planning, trust administration, incapacity, litigation, and more. Look for an in-depth article on the new laws in an upcoming issue of the Trusts & Estates Quarterly.About Our Podcast Panel: Kristin Yokomoto is a partner at Baker & Hostetler LLP in the Orange County office. She practices in the areas of estate planning for high net worth clients, trust administration, probate, and fiduciary litigation. Kristin is a Member of the California Lawyers Association Trusts and Estates Executive Committee (TEXCOM) and The American College of Trust and Estate Counsel (ACTEC). She is a Legal Specialist in Estate Planning, Trust & Probate Law certified by the State Bar of California Paul Gruwell is a civil litigation partner of Ragghianti Freitas LLP in San Rafeal.  He specializes in Trust and Estate Litigation and represents individuals, families, fiduciaries, and charitable organizations in all phases of disputes, including through contested evidentiary hearings, trials, and appeals. His practice in this area spans trust and will contests, fiduciary breach of duty, removal of trustees and executors, accounting disputes, probate disputes, surcharge actions, and fee disputes. Paul is a Member of TEXCOM. Mara Mahana is a Wealth Strategist and Senior Director at Syon Capital LLC in San Francisco and formerly a practicing attorney for 20 years in the field of trusts and estates law working with high- and ultra-high net worth clients to review, develop, and consult on estate and wealth transfer plans, taking into consideration clients' unique values, needs and circumstances. Mara is a Member of TEXCOM.Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek

Many philosophers have contemplated the inevitability of death and taxes. But despite knowing both are coming, most people avoid planning for either until it's too late. What happens when you die without a proper estate plan? What's the difference between a will and a trust? And why does the government already have an estate plan for you—whether you like it or not?This episode tackles estate planning head-on. Hans walks through the foundational concepts from his CLU coursework while Brian shares the painful reality of navigating Pennsylvania's probate system after losing his mother. The contrast is striking: life insurance proceeds arrived within a week, tax-free and hassle-free. Everything else? A year-long nightmare involving shyster attorneys, arbitrary timelines, and a state government eager to collect its pound of flesh.The episode also addresses a critical oversight many families make: naming minor children as contingent beneficiaries on life insurance policies. Insurance companies cannot pay minors directly, which reintroduces the exact inefficiencies you were trying to avoid. One possible solution? Establish a trust and name it as your contingent beneficiary.Chapters:00:00 – Opening segment02:00 – Why estate planning matters for everyone03:30 – Brian's probate experience in Pennsylvania07:30 – The one-year waiting period and attorney fees11:45 – Life insurance: the easiest transfer by far15:00 – Definition of estate planning: accumulate, manage, conserve, transfer17:30 – Effective vs. efficient transfers explained19:45 – The three places your assets can go24:00 – Federal estate tax: 40% above the exemption29:00 – The five-year thought exercise37:00 – Minor children as beneficiaries: the hidden problem43:30 – What would change if you had five years left?54:00 – Heritage over inheritance: passing down more than money59:05 - Closing SegmentKey Takeaways:You Already Have an Estate Plan: If you haven't created one, the government has a default plan for you—and it prioritizes creditors and bureaucratic process over your family's needs.A Will Is Not Enough: Wills direct the probate court on asset distribution, but assets still go through a lengthy, costly, public legal process. Trusts bypass probate entirely.Life Insurance Skips the Mess: Death benefits transfer directly to beneficiaries, tax-free, within days—no court involvement, no waiting periods, no attorney fees.Don't Name Minors as Beneficiaries: Insurance companies cannot pay children directly. Name a trust as your contingent beneficiary to maintain efficiency and control.The Five-Year Exercise Changes Everything: If you knew your exact death date, your priorities would shift immediately. Use that clarity now—maximize protection, spend time with family, stop deferring what matters.Estate Planning Is for the Living: Half of estate planning—accumulation and management—happens while you're alive. This isn't just about death; it's about building and protecting wealth today.Visit https://remnantfinance.com for more informationFOLLOW REMNANT FINANCEYoutube: @RemnantFinance (https://www.youtube.com/@RemnantFinance )Facebook: @remnantfinance (https://www.facebook.com/profile.php?id=61560694316588 )Twitter: @remnantfinance (https://x.com/remnantfinance )TikTok: @RemnantFinanceDon't forget to hit LIKE and SUBSCRIBEGot Questions? Reach out to us at info@remnantfinance.com or book a call at https://remnantfinance.com/calendar !

Tripp Limehouse delves into the concept of financial independence, emphasizing that it goes beyond just accumulating wealth. They discuss the emotional aspects of retirement, the importance of creating income and distribution plans, and the role of passive income in achieving financial stability. The conversation also covers retirement savings trends, the transition from accounts to plans, and the significance of estate planning. Additionally, they highlight the importance of catch-up contributions, navigating hardship withdrawals, and preparing for healthcare costs in retirement. The episode concludes with a focus on long-term care planning and the necessity of having a comprehensive retirement plan. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

ESTATE PLANNING BASICS FOR EVERY STAGE OF LIFE FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS Tyler Kluge | CFP®, CPWA®, CDFA®, CEPS Financial Planner, BWFA Tessa Hall Media and Communications Specialist, BWFA About This Episode Estate planning is often misunderstood as something only wealthy families need to worry about. This episode explains why having a plan in place matters regardless of net worth and how basic estate documents can provide clarity, protection, and peace of mind at every stage of life. Full Description Many people assume estate planning is only necessary for those with significant wealth. In reality, estate planning is about protecting loved ones, clarifying wishes, and reducing uncertainty, regardless of net worth. In this episode of Healthy, Wealthy & Wise, the discussion explains why estate planning is important for individuals and families at all stages of life. Listeners will learn how basic planning documents help ensure decisions are made according to their wishes, not left to default rules. The episode covers common misconceptions around estate planning and why waiting can create unnecessary complications. Without proper documents in place, families may face delays, added stress, and difficult decisions during already challenging times. The conversation also highlights how estate planning supports broader financial planning goals. Coordinating beneficiaries, powers of attorney, and healthcare directives helps create clarity and continuity, especially as life circumstances change. Listeners will gain insight into why estate planning is not about predicting outcomes, but preparing for possibilities. Having a plan in place provides peace of mind and helps protect both people and assets. At BWFA, we encourage proactive planning that reflects each client's goals and values. This episode offers a clear reminder that estate planning is a foundational step for anyone who wants to care for those they love. To learn more about estate and financial planning strategies, visit BWFA's Financial Planning Services.

Resident rights matter—especially when a loved one is living in an assisted living or skilled nursing facility. In this episode of Aging Starts Now, Outreach Coordinator Dana Hentschel is joined by Elder Care Coordinator Pati Bedwell of Johnson McGinnis Elder Care Law & Estate Planning for an essential conversation about resident rights in long-term care settings. Together, they break down what residents are entitled to, how those rights differ between assisted living and skilled nursing facilities, and what protections exist to safeguard dignity, safety, and quality of care. From privacy and medical decision-making to financial transparency and protection from neglect or retaliation, this episode equips families with the knowledge they need to stay informed, involved, and empowered. Whether you are a resident, a family member, or a caregiver, this discussion will help you better understand how to advocate effectively—while still respecting autonomy and independence.

Foundations of Estate Planning pt.1

What happens if you inherit a house—or an IRA—without a plan? This episode of Financial Straight Talk with Jim Fox dives into the real-life consequences of legacy planning mistakes, from losing out on a step-up in basis to getting tangled in probate. Learn why quick fixes like “quick claim” deeds can backfire, how a Ladybird deed can simplify inheritance, and why having a written plan matters more than any single product. Discover the difference between having financial products and having a true retirement strategy. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

Unlocking the Mysteries of Property Law: A Deep Dive into Estates and Future InterestsThis conversation provides an in-depth exploration of property law, focusing on the complexities of estates, future interests, co-ownership, landlord-tenant relationships, and zoning regulations. The discussion emphasizes the precision required in property law and offers practical insights for law students preparing for exams. Key concepts such as the rule against perpetuities, adverse possession, and the evolution of landlord-tenant law are thoroughly examined, providing a comprehensive guide for understanding this challenging subject.Property law is often seen as one of the most daunting subjects in law school, with its roots deeply embedded in historical doctrines and complex terminologies. This blog post aims to demystify the intricate world of estates and future interests, providing a structured guide for students and enthusiasts alike.Understanding the Basics: At the heart of property law lies the concept of ownership and the various interests that can be held in property. The journey begins with possessory estates, where the duration of ownership is defined. The fee simple absolute, for instance, represents the pinnacle of ownership, granting the holder the power to use, abuse, and transfer the property freely.The Language of Estates: The precision required in property law is unparalleled. A single word can determine whether an estate lasts forever or terminates automatically. Understanding the language of estates, such as the difference between a possibility of reverter and a shifting executory interest, is crucial for success.Future Interests: Future interests are not mere hopes of ownership; they are present rights with future possession. The distinction between vested and contingent remainders is pivotal. A vested remainder is a sure thing, while a contingent remainder hangs by a thread, dependent on certain conditions being met.The Rule Against Perpetuities: The infamous Rule Against Perpetuities (RAP) is designed to prevent the control of property from beyond the grave. It ensures that interests vest within a certain time frame, maintaining the marketability of land.Mastering property law requires precision and classification. By understanding the historical roots and modern applications of these doctrines, students can navigate the complexities of property law with confidence. As you prepare for exams, remember that the key to success lies in the details.Subscribe now to stay updated with more insights into the world of law.TakeawaysProperty law is defined by brutal precision.Understanding the language of estates is crucial.Fee simple absolute is the highest form of ownership.Life estates are non-inheritable and measured by life.Joint tenancy includes the right of survivorship.Remainders must follow a prior estate without gaps.The rule against perpetuities prevents remote vesting.Adverse possession rewards long-term use of property.Landlord-tenant law has evolved to protect tenants.Zoning regulations can impact property value.property law, estates, future interests, landlord-tenant, co-ownership, easements, zoning, adverse possession, rule against perpetuities, legal concepts

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3399: Jesse Cramer breaks down the essentials of estate planning with clarity and a touch of humor, demystifying a topic many avoid until it's too late. Learn how to protect your loved ones, reduce tax burdens, and ensure your assets are handled exactly the way you want, no matter your age or life stage. Read along with the original article(s) here: https://bestinterest.blog/estate-planning-101/ Quotes to ponder: “Estate planning is almost always done with an attorney. CFP financial planners are frequently involved, too.” “Why set up a trust? It might be to ensure your wishes are followed post-death. Or to reduce tax burden.” “Keep the documents safe! Store a copy of your estate plan in a safe place.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3399: Jesse Cramer breaks down the essentials of estate planning with clarity and a touch of humor, demystifying a topic many avoid until it's too late. Learn how to protect your loved ones, reduce tax burdens, and ensure your assets are handled exactly the way you want, no matter your age or life stage. Read along with the original article(s) here: https://bestinterest.blog/estate-planning-101/ Quotes to ponder: “Estate planning is almost always done with an attorney. CFP financial planners are frequently involved, too.” “Why set up a trust? It might be to ensure your wishes are followed post-death. Or to reduce tax burden.” “Keep the documents safe! Store a copy of your estate plan in a safe place.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3399: Jesse Cramer breaks down the essentials of estate planning with clarity and a touch of humor, demystifying a topic many avoid until it's too late. Learn how to protect your loved ones, reduce tax burdens, and ensure your assets are handled exactly the way you want, no matter your age or life stage. Read along with the original article(s) here: https://bestinterest.blog/estate-planning-101/ Quotes to ponder: “Estate planning is almost always done with an attorney. CFP financial planners are frequently involved, too.” “Why set up a trust? It might be to ensure your wishes are followed post-death. Or to reduce tax burden.” “Keep the documents safe! Store a copy of your estate plan in a safe place.” Learn more about your ad choices. Visit megaphone.fm/adchoices

How to Create Recurring Revenue With an Estate Planning Law Firm If you want more profit in your law firm with less chaos, grab my Law Firm Profit Playbook - https://bigbirdaccounting.com/playbook.

On this episode: How will you spend in retirement? Should your kids know the details of your will? Vanguard: Will two wrongs make a right? Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

Did your holiday visit with your parents leave you feeling a little uneasy?

What happens if you unexpectedly inherit money from a loved one while living abroad, especially when there's no formal estate plan in place? As an American expat, both international and US tax laws can take a significant portion of your inheritance. Losing someone is hard enough, and navigating cross-border inheritance shouldn't make it harder. Expats should review their estate plans and those of their loved ones before moving internationally and consider how their new country of residence will interact with global regulations because US citizens and green card holders are taxed on their worldwide income and estate, even when living abroad. In this episode of We're The Brits In America, Richard Taylor – dual UK/US citizen and Chartered Financial Planner – speaks to Paula Jones – founder of Jones Estate Group, Inc – to talk about the pitfalls of estate planning as an American abroad. Richard and Paula discuss: ·     The intricacies of working globally and the decision-making process involved in potentially claiming residency in another country, like France or Portugal. ·     Principles around setting up estate plans both domestically and internationally, focusing on avoiding pitfalls such as adverse tax consequences. ·     The severity of exit taxes for expatriates and green card holders. ·     How international estate planning can intersect with tax obligations in both the US and prospective European countries. ·     The importance of cross-border estate planning and tax professionals to avoid costly DIY mistakes. More about We're The Brits In America: With the right financial advice, landmines that threaten expat wealth can be avoided. Often encountered by US-connected expats, these financial landmines are more numerous, more hazardous, and less understood than almost anywhere else in the world. As a result, non-cross border professionals, wealth advisors, and even international advisors are often unaware of them. But don't worry, We're The Brits In America has you covered.  We're The Brits In America is dedicated to helping ambitious US-connected expats and immigrants navigate those challenges — and thrive. Whether you've moved to the US for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. Visit planfirstwealth.com to learn more about our services and connect with Richard Taylor on LinkedIn. -- We're The Brits In America is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.

The Unlikely Place High Net Worth People Should Start Estate Planning

In this episode of "Next Steps 4 Seniors: Conversations on Aging," host Wendy Jones is joined by Bill Feldmaier and Mike Laske from Greenleaf Trust to discuss achieving financial peace of mind in retirement. They highlight the importance of comprehensive financial planning, organizing scattered assets, involving family in financial literacy, and working with fiduciary advisors. The conversation emphasizes proactive planning, clear documentation, and professional guidance to reduce anxiety, ensure smooth wealth transfer, and protect seniors’ legacies. Greenleaf Trust’s client-first approach and community involvement are showcased, encouraging seniors to seek expert help for a secure and confident retirement. For more information on Next Steps 4 Seniors, contact us at 248-651-5010 or at www.nextsteps4seniors.com Learn more : https://nextsteps4seniors.com/See omnystudio.com/listener for privacy information.

Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It's about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan for how to get there and get the right advice along the way. “We Help Clients Get to Retirement and Through Retirement.”Learn more: https://wilsonfinancialgrp.com/No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-estate-planning

We break down a costly estate planning mistake that can cost you six-figures with the IRS! A simple change in timing preserves the step-up in basis. A real client story and a simple change that can preserve your gift.• The risk of gifting appreciated real estate• What's the step-up in basis?• Probate, good or bad?• Simplify gifting• When and how to consult attorneys and advisors• Practical steps for rentals, equities, and businesses

The Moneywise Radio Show and Podcast Thursday, December 11th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kyle Jones, Law Offices of Kyle Jones  website: https://www.kwjoneslaw.com/ phone: 661-833-1090   The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kyle Jones and their company are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It's about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan for how to get there and get the right advice along the way. “We Help Clients Get to Retirement and Through Retirement.”Learn more: https://wilsonfinancialgrp.com/No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-estate-planning

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 1898: Vicki Cook and Amy Blacklock break down why saying yes to unpaid work can undermine your business, time, and income, especially for women already carrying the weight of unpaid labor. They share clear, thoughtful criteria to help freelancers decide when working for free might serve their goals, and when it's better to walk away. Read along with the original article(s) here: https://womenwhomoney.com/work-for-free-exposure-experience/ Quotes to ponder: "Working for exposure is not the 'free advertising' that people claim it to be." "You aren't making money from paying customers when you choose to spend time producing free content, goods, or other services." "Freelancers striving to build their dream career don't work for free simply to help out others." Episode references: Estate Planning 101: https://www.amazon.com/Estate-Planning-101-Establishing-Understanding/dp/1507216394 UN Women on Unpaid Work: https://www.unwomen.org/en/node/36060

Ray D. Madoff is a professor at Boston College Law School and the cofounder and director of the Boston College Forum on Philanthropy and the Public Good. She is the author of Immortality and the Law: The Rising Power of the American Dead and lead author of The Practical Guide to Estate Planning. Her writing has appeared in The New York Times, The Wall Street Journal, The Washington Post, and The New York Review of Books, among other outlets. Get a copy of her brilliant book The Second Estate: How the Tax Code Made an American Aristocracy Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio. He is the host of the podcast Open Book with Anthony Scaramucci. A graduate of Tufts University and Harvard Law School, he lives in Manhasset, Long Island.

In this episode of Law Talk with the Flock, CEO Jeana Goosmann sits down with estate and business succession attorney Ashley Kraus to break down the biggest updates from this year's “Big Beautiful Bill” — the sweeping tax legislation reshaping estate planning and charitable giving. Ashley explains the permanent extension of the federal estate and gift tax exemption, new incentives for charitable contributions, and how strategies like bunching, CRATs, and CRUTs are evolving under the new rules. They also discuss portability, Form 706 filing deadlines, and why proper tax coordination after a spouse passes is more important than ever. This episode gives you clear, practical guidance on changes for year-end planning, philanthropy, and protecting a growing estate — plan smart and get more information at goosmannlaw.com.Visit our Website Follow Us on LinkedInSubscribe to our NewsletterRead Jeana's Book: Worth It