Podcasts about Estate planning

For over 23 years, Sam Price has helped countless families safeguard their hard-earned money from unexpected challenges. As one of the few attorneys certified as a Top Certified Specialist in Estate Planning, Trust, and Probate Law, Sam brings unmatched expertise to the table.

When you hear the words estate planning, do your eyes glaze over? Or maybe you assume it's something you'll get to “one day”? In this episode, Jean Chatzky sits down with powerhouse elder law attorney and former New York State legislator Ann-Margaret Carrozza to explain why estate planning is not just for the wealthy, and why it matters way more than most of us think. Ann-Margaret breaks down exactly what needs to go in your plan, how to avoid the biggest (and most expensive) estate mistakes, and how to protect your family from lawsuits, taxes, and unexpected drama.  You'll learn: What estate planning really means (and why it's not just about having a will) Why avoiding probate isn't the only reason to consider a trust The key documents every adult needs — even if you're single and child-free How to protect your legacy and your peace of mind Learn more about Ann-Margaret Carrozza If more financial confidence sounds good to you, then you might want to try… ⁠4-Week Coaching Program⁠: Identify and understand your spending, build a strategic plan, and take control of your money. ⁠6-Week Pre-Retirement Program⁠: We'll help you prepare financially and emotionally for this exciting milestone.

According to the National Association of Legal Professions, when I graduated from Law School in 1988 only 2.7% of graduating attorneys made the choice to go solo.Looking at those same numbers, it's easy to track the strength of the economy with the number of new attorneys going solo increasing during economic downturns.But now that so much of the work we do can be done virtually, what used to be one of the largest challenges for any attorney deciding to hang out their own shingle – finding physical office space – has all but been eliminated. As my guest today points out, with the ability to work remotely no longer in question, the stigma of being what was once called “post-office attorney” is fading.Nikita Lamar is an attorney specializing in Family Law, Trademarks, and Probate & Estate Planning. After graduating from Law School in the wake of the Great Recession, Nikita would found The Lamar Legal Group and, as she herself has written, her commitment to preserving what clients have worked tirelessly to build is the cornerstone of her practice. We talk about her unlikely journey to law school, practical and philosophical tips for attorneys thinking of starting their own practice, and how vulnerability and empathy can coexist with zealousness. Enjoy the show! 

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 hereWhat would you do if your business was sitting on millions in retained earnings — pay off your mortgage or put that money to work?Many successful business owners eventually face this dilemma: the company is thriving, personal income needs are covered, and now a mountain of cash is piling up. Do you clear the debt for peace of mind, or invest more strategically for long-term wealth? The emotional pull of eliminating a $10,000 monthly mortgage payment is strong, but the tax implications and opportunity costs can make that choice far from optimal. This episode breaks down how to weigh those options with both the numbers and your personal comfort in mind.In this conversation, you'll discover:Why paying off your mortgage outright might actually shrink your wealth instead of growing it.How a capital dividend account can unlock tax-free cash you didn't realize was available.A powerful “Smith Maneuver–style” strategy using whole life insurance that creates personal liquidity, preserves corporate assets, and builds your estate value.Press play now to learn how to turn retained earnings into lasting wealth without falling into costly traps.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 cordporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building long-term wealth in Canada requires more than just saving — it's about designing a Canadian wealth plan that blends smart wealth management with proven financial strategies. For Canadian entrepreneurs, understanding how to leverage corporate assets, balance salary vs dividends, and use corporate wealth planning tools like the Smith Maneuver or life insurance can unlock powerful tax-efficient investing opportunities. Whether you're focused on retained earnings, capital gains strategy, or RRSP opReady 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.

This week, Todd Lutsky explains why naming beneficiaries in a trust is a better path than direct naming on accounts. Todd also explains some of the biggest problems people run into when starting the estate planning process.

Listen to host Kristin Yokomoto discuss various aspects of the CLA Trusts and Estates Section Executive Committee (TEXCOM) with guests Matthew McMurtrey and Ryka Farotte.  Learn about how TEXCOM monitors all California bills, some of which become law that impact our trusts and estates practice. We discuss Matt's 11-year term on TEXCOM and Ryka's 6-year term, their leadership roles, and some of the contributions they have made to the CLA Trusts and Estates Section and the community. Learn more about the focus of TEXCOM's Legislation, Estate Planning, Incapacity, Trust Administration, and Litigation Committees and how you can become involved.Our Speakers:Matthew McMurtrey is the managing partner at Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP in Los Angeles. Matt is a Fellow of the American College of Trust and Estate Counsel, the California Lawyer's Association Trusts and Estates Section 2021-22 Chair of the Executive Committee (TEXCOM), and a former Chair of TEXCOM's Litigation Subcommittee. Ryka Farotte is a research attorney in the Probate Department of the Los Angeles Superior Court. He is currently a member of the Executive Committee of the California Lawyer Association's Trusts and Estates Section (TEXCOM) where he serves as Chair of the Incapacity Subcommittee.  Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek

In this all-new episode of Absolute Trust Talk, Kirsten Howe and Associate Attorney Ariana Flynn explore a refreshing change of pace: a celebrity estate plan that appears to have been well-structured and executed effectively. Following the July 22, 2025, passing of heavy metal legend Ozzy Osbourne, his $230 million estate seems to be transitioning smoothly without probate litigation or family disputes.   The hosts examine what the Prince of Darkness did right, from clear beneficiary designations to keeping valuable intellectual property assets within family control. They also dive into the complex international tax implications for dual US-UK citizens and reveal why sometimes giving heirs direct access to their inheritance can reduce litigation risk. Tune in for expert insights on estate planning strategies that work, whether you're managing millions or thousands, and discover how proper planning can keep your family united and out of court.   Time-stamped Show Notes: 0:00 Introduction 1:54 Here's what we know about the Osbourne family: Sharon, six children from two marriages, and a $230 million estate consisting of music royalties, TV show income, real estate, and other assets. 3:05 Learn why "no news is good news" in estate planning and what it means when there's no immediate courthouse litigation. 4:35 Discover the first key estate planning strategy: setting clear beneficiary designations and why leaving assets directly to family members can prevent future legal battles. 6:06 Explore the importance of centralized family leadership and how Sharon's role as longtime manager creates continuity in asset management. 7:10 Understand why name, image, and likeness are valuable assets that require careful management, especially for public figures. 8:21 Dive into the complex world of international estate taxes for dual citizens and learn about the dramatic differences between US and UK estate tax exemptions. 10:05 Examine how the UK's £375,000 estate tax exemption (approximately $435,000) affects even "regular" wealthy families. 10:52 Key takeaways from Ozzy's estate planning success for creating effective and protective estate plans.

Are you a “time optimist” putting off your retirement plan? In this episode of Beyond The Money, Jackie Campbell explores the emotional and financial costs of procrastination, the importance of stress-testing your retirement plan, and how to avoid legacy battles like those seen in celebrity estates. From tax-smart strategies to long-term care and estate planning, Jackie shares how a 360-degree retirement roadmap can help you move forward with clarity and confidence—no judgment, just results. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Many family businesses struggle not from lack of strategy, but from lack of critical conversations. This episode tackles the emotional hurdles preventing families from discussing vital topics like ownership, leadership succession, and individual desires. We provide a clear framework around three essential questions every family business should address before a crisis hits. Learn how proactive dialogue can prevent misunderstandings, avoid lawsuits, and ensure the business's legacy continues with clarity and intention. Discover why addressing these difficult subjects head-on is the only way to build a stable and successful future for your family enterprise. For more resources on developing leadership skills visit us at Revela. Where we've helped hundreds of executives lead productive teams and thriving organizations. This podcast is produced by Two Brothers Creative.

The CMS Estate Planning Process Step-by-Step

In this episode of the Legacy Lawyers Podcast, Nathan Croxford and Brian Edwards look at the estate of rock legend Ozzy Osbourne to uncover valuable lessons in planning ahead. They talk about how Sharon Osbourne helped structure his assets and likeness, why it is important to keep an estate plan updated over time, and how trusts can provide for children without turning them into “trust fund babies.” Along the way, they compare Ozzy's approach with other celebrity cases including Prince, Robin Williams, and Philip Seymour Hoffman to show both the mistakes and the successes that families can learn from to protect their own legacies.

$8 Million Dollar Estate Plan Review

A financial lifecycle can be broken into three phases: accumulation, distribution and estate.  We discuss examples of when clients have thought it was in thier best interest to hire a financial advisor. 

What is Support and Maintenance in a Revocable Living Trust?

If you've ever wondered whether you should pass on your money now or make your heirs wait for the “big reveal” (cue the dramatic reading of your will), this is your episode. Joe Saul-Sehy, OG, and Neighbor Doug welcome Paula Pant from Afford Anything and Jesse Cramer from Personal Finance for Long-Term Investors to play a high-stakes round of “In or Out” with estate planning and charitable giving. Is anonymous giving a waste of good publicity? Should you set up a donor-advised fund or keep it simple? Is sharing your estate plan with your heirs wise—or an invitation to awkward holiday dinners? This isn't your average dry legal seminar. Between football analogies, dinosaur jokes, and the occasional jab at Ford's electric truck sales, our crew digs into the real-life choices Stackers face when deciding how—and when—to pass along their wealth. You'll hear hot takes, smart strategies, and maybe even a nudge to start that conversation you've been putting off. From the practical (avoiding probate, maximizing giving impact) to the philosophical (why give at all, and how much?), this episode blends useful tactics with the irreverent basement energy you know and love. It's part money talk, part game show, and 100% designed to get you thinking about your financial legacy. The pros and cons of giving now versus after you're gone How donor-advised funds work and whether they're worth your time Why anonymous giving might be overrated—or a hidden superpower Ways to avoid family drama by (maybe) sharing your estate plan early How to think about charitable giving as part of your overall financial plan Questions to ponder during the show: Would you rather give now and see the impact, or give later and leave a surprise? How much transparency do you think heirs deserve about your estate plans? If you give anonymously, are you missing an opportunity—or dodging a headache? What would you want your charitable legacy to look like? FULL SHOW NOTES: https://stackingbenjamins.com/estate-planning-giving-week-in-or-out-1725 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.StackingBenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this conversation, Bruce Hill, a probate consultant, shares his journey into the probate space, discussing the complexities of probate deals and the importance of understanding the probate process. He emphasizes the need for investors to be well-versed in probate law and the various challenges that can arise during transactions. Bruce also highlights the opportunities for service providers in the estate planning sector and the psychological aspects of succeeding in probate. He concludes by offering resources for those interested in learning more about probate consulting and real estate investing.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Listen to TEXCOM Members Kim McGhee, Ben Schwefel, Jadene Tamura, and Kristin Yokomoto discuss the benefits of becoming a Certified Legal Specialist and the five TEXCOM modules making up the Exam and You preparation course.  The speakers will cover examination tips and briefly describe the examination topics, including professional responsibility, estate, gift, and tax planning through the use of revocable and irrevocable trusts, trust administration, accountings, probate law, powers of attorney, advance health care directives, incapacity, elder law and abuse, conservatorships, and trust and estate litigation. The Exam and You webinars discuss the five areas listed by the State Bar of California that may be on the examination, which is scheduled for October 30, 2025. To purchase a Session or bundle of 5 Sessions of The Exam and You, click here – https://calawyers.org/trusts-and-estates/exam-and-you-estate-planning-through-administration-and-litigation/ Speakers: Kimberly R. McGhee is the principal attorney at Black & McGhee, A Professional Law Corporation. She is a Certified Elder Law Attorney by the National Elder Law Foundation, a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, V.A. Certified Accredited Attorney, and member of the California Lawyers Association, Trusts and Estates Executive Committee (TEXCOM). She is licensed in California and Nevada. Ben Schwefel is a Partner at Murtaugh Treglia Stern & Deily LLP and is a certified specialist in Estate Planning, Trust, and Probate law by the State Bar of California. Ben's practice focuses on estate planning, trust administration, probate administration, and trust litigation. Ben is a member of the Executive Committee of the Trust and Estates Section of the California Lawyers Association (TEXCOM) and the Orange County Bar Association Trusts & Estates Section. Jadene Tamura is a shareholder and co-chair of the Trusts & Estates Dept. at Parker Milliken Clark O'Hara & Samuelian, APC. Her practice includes all aspects of trusts and estates with an emphasis on estate planning and administration. She is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California, and a member of the Executive Committee of the CLA Trust and Estate Section (TEXCOM). Kristin Yokomoto is a partner at Baker & Hostetler LLP in Costa Mesa, California. She practices in the areas of estate planning for high net worth clients and trust administration. Kristin is a Legal Specialist in Estate Planning, Trust & Probate Law certified by the State Bar of California. She is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and Executive Committee Member of the CLA Trust and Estate Section (TEXCOM).Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek

Don't Give Your House to Your Kids - Do THIS Instead.

What kind of legacy are you building for your family? In this episode, Austin, Josh, and Jordan unpack the financial and personal steps that shape your family's future. From life insurance and estate planning to teaching values and creating healthy money habits, they share how small decisions today can make a big impact tomorrow. Listen now!For the video version, show notes, and transcript, visit thewealthmindsetshow.com/s2e18Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

In this conversation on "TAX ALPHA", Frazer Rice and BRENT SULLIVAN (of TAX ALPHA INSIDER) delve into the complexities of tax awareness in investing, focusing on capital gains, income tax, and various strategies for tax efficiency. They discuss the importance of tax loss harvesting, the challenges of managing concentrated portfolios, and the implications of estate planning. The conversation emphasizes the need for advisors and trustees to understand these strategies to optimize tax outcomes for their clients. https://youtu.be/pCIXFq4YoS0 Outline of Tax Alpha Quick Overview of Tax Rates Ordinary vs Capital Gain (Usually Income vs Asset based taxation) Short Term vs Long Term (Long Term Treatment) (we'll talk about Estate Later) Federal vs State (Can be important!) Netting Losses/Deductions vs Gains and Income Owning assets Taxable vs Non-Taxable vehicles https://open.spotify.com/episode/3uL924aOlPd2hgmC9s7KCI?si=hBS09OKDTd-uHhT8PAj7aA Tax Alpha in stock investing (Universe) Long Only Concentrated Positions Timing – Getting LT Capital Gain treatment Basis – increasing basis Exchange / 351 Funds to defer and diversify Dramatic foreshadowing with step-up later in estate context Blind Trusts for political appointees Diversified Positions Passive (Lower Cost, acceptable returns, “lower risk/tracking error”) Active (Now frowned upon – except in the after tax world w/ TLH) Deferral Carve-Outs like QOZ's Tax Lost Harvesting Owning an index vs owning a sample of the index Buying Coke and selling pepsi Wash Rules Loss Carry Forwards Capital Losses / Not Ordiany Losses Amplified Tax Loss Harvesting Own the sample of Index AND Borrow off those holdings to create long and short positions to generate capital losses while having beta of 1 Trends: Pre-Liquidity Event planning Storing Losses for the bulky sale Timing the event(s) to have the losses line up with the gains Pre-Diversification planning Pre Death Planning Integrating the Estate Planning with the Income/ Cap Gains Planning Step-Up Avoiding Estate Tax, But Prolonging the Cap Gains Tax exposure (and concentration risk?) Grantor Tax status and he swap power How does turbo charged loss creation look in an estate environment? Trustee/ Executor and Fiduciary / Beneficiary risk issues Vehicle evolution Funds SMA's 351 and other ETF vehicles (+/-‘s) PPLI,PPVA How did you develop this expertise? How do we find you? Transcript of Tax Alpha Frazer Rice (00:01.122)Welcome aboard, Brent. Brent Sullivan (00:03.035)Well, happy to be here, Fraser. Frazer Rice (00:04.558)It's fun to chat in person. I've been following it to call a blog I don't think gives it the proper respect because I think you're uncovering a lot of great information for advisors like me and wealthy people and other people generally speaking in terms of Really getting going on the tax alpha end of it Let's start a little bit with some basics because I think you know for someone new to the concept of Being particularly tax aware in terms of investing taxes can be, they're more than just income tax, that's for sure. How do you think about it? How do you get your framework around what people are trying to avoid when they're dealing with their investable portfolios? Brent Sullivan (00:45.723)Yeah, I mean, there are really just a couple of different ways to break it down, but I probably start with the concept of a capital gain as a distinct thing from income tax. so capital gains come in really like four different flavors. There's short-term capital gains, short-term capital losses, and then long-term capital gains, long-term capital losses. And then these things are different if you have collectibles or other types of instruments too. But the point is here that you've got those four quadrants that you're always sort of operating in.

5 Things To Do Before You Die

Don't Make This Mistake

PFR Nation,Legendary actor Gene Hackman passed away earlier this year. Some of the details about his estate plan have been made public due to the probate process. While I don't believe any of us have an $80 million estate, there are some important lessons we can all take away from this estate planning nightmare. Especially if you are part of a blended family (children from a previous relationship or marriage). I hope you all find this useful. Make sure to check out the links below for some of the blended family content I've created in the past from the podcast and company blog.And finally, make sure to email me at kevin@imaginefinancialsecurity.com if you would like a copy of the e-book I am finishing up, “Planning For Retirement With A Blended Family.” Thanks for tuning in to the show and making sure to follow the podcast and subscribe to our YouTube channel for weekly retirement-related content for PFR Nation!-Kevin Resources Mentioned:Blended Families – You Need a Long-term Care Plan! (blog post)How to divide assets in a blended family (blog post)4 Retirement and Estate Planning Strategies for Blended Families in Florida (blog post)Blending and Building Wealth in a Blended Family (w/ Tim and Alexis Woodward @ Blend Wealth) (podcast episode)Wealth Protection And Transfer in a Blended Family (w/ Tim and Alexis Woodward @ Blend Wealth) (podcast episode)Click this link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ visit my website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with me here:​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join My Company Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠This is for general education purposes only and should not be considered as tax, legal or investment advice.

In this episode of The Blackletter Podcast, host Tom Dunlap sits down with estate planning attorney John Heck to explore one of the fastest-growing challenges in law and business: how to manage digital assets in estate planning.From cryptocurrency keys to social media accounts, John shares practical advice and legal insights on protecting your online presence and ensuring your heirs can access valuable (and sentimental) digital property.Key topics discussed:What counts as a digital asset in estate planning (crypto, NFTs, social accounts, online data).Why passwords, private keys, and digital wallets create unique legal challenges.How to use crypto wallets, safes, and backups to protect digital wealth.Estate planning for Facebook, Instagram, TikTok, and Apple accounts.The role of the Uniform Fiduciary Access to Digital Assets Act (2017).Setting up legacy contacts on Facebook and Apple to simplify future access.How to handle multi-state and international laws on digital assets.Can heirs continue a deceased influencer's social media business?Why it's critical to review your estate plan regularly as digital assets fluctuate in value.John emphasizes that planning isn't just about wealth—it's about preserving memories, protecting privacy, and ensuring your legacy lives on.

How to Give Your Kids Your House While You're Alive AND Save on Taxes.

The Big Beautiful Tax Bills effect on estate planning

Estate planning might not sound like the most thrilling topic—but skipping it can create a real mess for the people you care about most. In this episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug sit down with attorney Tim Semro to cut through the noise on wills, trusts, and life insurance. Whether you've been putting off writing a will or you're wondering if a trust is worth it, this conversation will give you a clearer path forward. Tim walks us through the essentials, from the differences between wills and trusts to the sneaky pitfalls that can trip up your beneficiary designations. We also tackle tricky scenarios—like probate headaches, planning across state (or even international) lines, and how to think about life insurance with living benefits. Plus, we swap stories about scams that hit a little too close to home and the simple moves you can take to protect your finances and family. This episode isn't about scaring you into action; it's about showing how estate planning and the right insurance can actually bring peace of mind. By the time you're done listening, you'll have a roadmap for protecting your family, making smarter decisions with your money, and avoiding the landmines that could derail your plan. And yes, there's still a trivia break and plenty of the usual basement flavor to keep things moving. What You'll Learn in This Episode: The key differences between wills and trusts—and when you might need each Why beneficiary designations matter more than you think How estate taxes and probate rules can complicate things (and how to prepare) What life insurance with living benefits is—and when it could make sense Red flags for spotting scams and fraud before they hit your wallet How to align your estate plan with your financial and family goals Questions to Ponder While You Listen (and maybe discuss with us in the Basement Facebook Group): Do you already have a will or trust in place? If not, what's been holding you back? Have you ever discovered an outdated beneficiary designation (or seen the chaos it caused)? What role do you think life insurance should play in your estate planning? FULL SHOW NOTES: https://stackingbenjamins.com/estate-planning-charitable-giving-week-1723 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

4 Irrational Reasons to do Your Estate Plan.

If This is You then Don't Use a Transfer on Death Deed.

In this insightful episode of Talk Law Radio, listeners are guided through the complex intersection of caregiving, legal considerations, and personal legacy. The show opens with Shannon’s Instagram Encouraging Word, bringing hope and inspiration that frames a heartfelt discussion on the values essential to caregiving—compassion, patience, and faith. Host and guest Jeremy Farber, owner of Home Instead in Boerne and New Braunfels, share practical wisdom and industry insight on what sets quality caregiver services apart, highlighting the importance of empathy, professionalism, and innovation. Sponsored by Marquardt Law Firm, the episode emphasizes how a legal focus in elder and estate law is crucial for families navigating the responsibilities and challenges of caregiving. The episode is marked by a spirit of reflection, including a moment of prayer, encouraging listeners to consider both the practical and spiritual dimensions of supporting vulnerable loved ones. #TalkLawRadio #TexasLaw #LegalBlindSpots #EstatePlanning #WillsAndTrusts #TexasAttorney #LegalTips #FloodRelief #WrongfulDeath #TexasLawyer

Hans and Robby are back again this week with a brand new episode! This week, they discuss the purpose of estate planning documents. Don't forget to get your copy of “The Complete Cardinal Guide to Planning for and Living in Retirement” on Amazon or on CardinalGuide.com for free! You can contact Hans and Cardinal by emailing hans@cardinalguide.com or calling 919-535-8261. Learn more at CardinalGuide.com. Find us on YouTube: Cardinal Advisors.

Most people know they should have a will… but more than half of Americans don't. In this Unconventional Ministry episode, Dennis Wiens tackles one of the most overlooked yet life-changing acts of stewardship – estate planning. Discover why creating a will is more than just legal paperwork; it's an act of love, faith, and intentional stewardship that protects your family, prevents conflict, and leaves a lasting Kingdom impact. You'll hear practical, biblically grounded reasons to start a plan now. Also, learn what happens if you don't plan. Estate planning is one of the most powerful but underutilized planning tools. Whether you're just starting your adult life or enjoying retirement, this episode will give you the tools, inspiration, and biblical motivation to take action now, before it's too late. Listen now and learn why doing your will honors God while protecting your family. Resource mentioned in podcast episode: Barnabas Foundation Financial Planning Ministry  

On this episode: How much should we follow the investment moves of people like warren Buffett? New data on what people need and spend in retirement. A retirement lesson from George Carlin. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Do You Know What a Non-Grantor Trust is?

Ashley Waters recently sat down with Ben Rogers to discuss the importance of estate planning and the key steps individuals should take to prepare for the unexpected. She emphasized the need to establish both financial and medical powers of attorney as early as age 18, explaining their distinct roles in decision-making. Ashley broke down the two main components of estate planning—creating a will or trust—and outlined the differences in how each functions after death. She also explained the probate process, the importance of naming backups for power of attorney, and what happens when someone passes away without a plan in place. The conversation highlighted how thoughtful estate planning can bring peace of mind and ensure your wishes are honored. Listen To The Local Matters Podcast Today! News Talk 94.1

Credit Shelter Trusts are NOT Needed for Fed Estate Taxes

Tired of sifting through retirement noise and myths? On this episode of the Retire Sooner Podcast, Wes Moss and Christa DiBiase unpack practical strategies and honest conversations to help you navigate your retirement journey with confidence—wherever you may stand today. • Question what "Is the 60/40 Dead?" means for balanced investing and consider how classic stock/bond allocations might still fit modern portfolios. • Analyze the evolution of balanced portfolios and prioritize flexibility and personalization to match your unique goals. • Evaluate the benefits of working with a fiduciary advisor versus managing a low-cost index fund portfolio on your own. • Clarify the mechanics of Roth conversions, including tax management, employer plan rules, and common pitfalls like the pro rata rule. • Assess the advantages and drawbacks of using self-directed brokerage windows within your 401(k) and identify key considerations. • Uncover the realities behind the Great Wealth Transfer and plan for receiving and leaving inheritances thoughtfully with estate planning insights. • Emphasize the importance of communicating family values and wishes about money to help facilitate smoother inheritance discussions. • Compare the tax efficiency of target-date ETFs versus mutual funds when shaping your taxable investment approach. • Decode fully paid lending programs from brokerages such as Fidelity and weigh the implications of loaning your stock holdings. • Consider appropriate asset allocations for elder care responsibilities when acting as a power of attorney, factoring in rising costs and longevity. Empower your retirement future with practical, actionable knowledge from this episode. Listen and subscribe to the Retire Sooner Podcast to stay informed on real-world financial strategies that may help support your goals. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textIn this Family Office Investor Panel, top investors reveal how they source the most exclusive, off-market, and top 1% investment opportunities — plus the critical role estate planning plays in preserving wealth across generations.What You'll Learn:- How to find and secure exclusive off-market opportunities in real estate, minerals, and energy- Why direct-to-owner deal sourcing can unlock better pricing and faster closes- The overlooked opportunities in small-balance commercial real estate lending- Estate planning strategies that protect and grow wealth for future generations- Using irrevocable trusts and generation-skipping trusts to minimize tax impact- The role of relationships in uncovering litigation finance and private credit dealsFrom mineral rights to litigation finance, and from manufacturing resurgence to generational wealth transfer, this panel delivers actionable strategies for serious investors.

John founded Strohmeyer law to bring care and responsiveness to estate planning and tax law.Visit his website here: https://www.strohmeyerlaw.com/john-r-strohmeyer-houston-attorney/

How To Tell How Wealthy Your Friends Are...

Estate planning attorney Katie Krispin discusses how to protect and preserve your client's settlement, and your own future.

Estate planning attorney Katie Krispin discusses how to protect and preserve your client's settlement, and your own future. Learn more about your ad choices. Visit megaphone.fm/adchoices

Did you know that 68% of Americans don't have a valid will or estate plan? For homeowners, this could mean leaving their loved ones with a costly, time-consuming probate process. Potentially losing up to 8% of their estate's value.In this episode, I sit down with Oscar Vasquez, founder of EstateDocPrep.com, to discuss why estate planning isn't just for the wealthy. It's for anyone who wants to protect their home, assets, and family. Oscar shares practical insights, real-life examples, and essential steps homeowners can take to avoid unnecessary legal battles and financial burdens. This is an episode you can't afford to miss!About Oscar (in his words)Hi, I'm Oscar Vasquez, founder of EstateDocPrep.com. Did you know that 68% of Americans don't have a valid will or estate plan? For homeowners, this means their loved ones could face the harsh reality of lengthy, expensive probate processes, often losing up to 8% of the estate's value in fees. I specialize in helping families avoid these unnecessary burdens by creating living trusts and other essential legal documents. I bring practical insights, real-life examples, and a clear message: estate planning isn't just for the wealthy—it's for anyone who wants to protect their home, assets, and family. Discover how a simple step like creating a living trust can save time, money, and stress, ensuring their legacy is passed down without complications. About Theresa:A wife and a mother to two children and grandmother, Theresa Alexander Inman is a Parenting Coach, Board Certified Behavior Analyst, Infant Toddler Development Specialist, Autism Spectrum Disorder Clinical Specialist. Introduced to behavior analysis in 2007 after years in the juvenile justice system.Her goal is to improve the lives of children and families by helping them strategize child develop skills to prevent or reduce the effects of possible delays while having fun! She also served as a panelist on the first annual Autism World Summit.Theresa is also an author, having published ⁠⁠⁠⁠⁠⁠⁠⁠⁠“Pathways to Early Communication”⁠⁠⁠⁠⁠⁠⁠⁠⁠ in 2022.Connect with Theresa today!• Instagram | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Theresa Inman⁠⁠⁠⁠⁠⁠⁠⁠⁠• LinkedIn | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Theresa Inman⁠⁠⁠⁠⁠⁠⁠⁠⁠• BabyBoomer.org | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Theresa Inman⁠⁠⁠⁠⁠⁠⁠⁠⁠• YouTube | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Parenting with Confidence⁠⁠⁠⁠⁠⁠⁠⁠⁠• Tiktok | ⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.tiktok.com/@parentcoachtheresa• Spotify via Anchor.fm | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Parenting with Confidence ⁠⁠⁠⁠⁠⁠⁠⁠⁠Website: https://www.theresaalexanderinman.com/About Parenting on the SpectrumRaising autistic children comes with unique joys, challenges, and learning moments. Join host Theresa as she explores the diverse experiences of parenting kids on the spectrum. Each episode features expert insights, real-life stories, and practical strategies to help you navigate this journey with understanding, compassion, and strength. Whether you're a parent, caregiver, or ally, this podcast is your go-to resource for fostering connection and celebrating neurodiversity. Thank you for watching or listening. Please share, comment, rate, and download! Peace & Light! Theresa

What if one conversation could protect your family from financial chaos? In this episode, Brandon Bowen shares a powerful story of a couple navigating memory care costs and the importance of legacy planning. From estate documents to power of attorney and long-term care funding, learn how to prepare for the unexpected and avoid leaving a burden behind. Whether you're caring for aging parents or planning your own retirement, this episode offers clarity and compassion. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Estate planning isn't just for the wealthy—it's for anyone who wants to protect their family, avoid costly legal battles, and pass on assets with peace of mind. In this Jake & Gino episode, we sit down with Zach Tsakiris, founder of FastWill, a revolutionary platform making estate planning fast, affordable, and accessible from home.We cover why 70% of Americans don't have an estate plan, the hidden risks of letting the state decide for you, and how technology is disrupting the traditional (and expensive) attorney model. Zach breaks down the difference between a will and a trust, why a revocable living trust can save your loved ones from probate headaches, and how life events like marriage, having kids, or buying a home should trigger an update to your plan.Whether you're starting from scratch or updating outdated documents, this conversation gives you the tools to take control of your legacy—without the intimidation or high costs of the old way.Protect your assets. Protect your family. Start your estate plan today. Chapters:00:00:00 - Introduction00:06:17 - Common estate planning mistakes to avoid00:14:04 - How FastWill disrupts the attorney model00:18:36 - When to start your will & trust (life events that matter)00:20:56 - Updating existing documents with FastWill00:28:43 - How long it really takes to complete your estate plan00:30:54 - Ideal age to start estate planning00:32:50 - Gino Wraps it Up  We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Estate planning isn't fun to think about, but skipping it can cost loved ones time, stress, and money. In this week's episode, Ari breaks down the essentials so you can take action with confidence.Learn the key differences between wills and trusts, which states make trusts especially valuable, and why even residents of “will-friendly” states might still need one. Explore the “dead box” strategy, an annual practice that keeps important info like passwords and funeral wishes accessible if something happens.Get clarity on overlooked tools like POD (Payable on Death) and TOD (Transfer on Death) designations, plus the risks of outdated paperwork through real-life client examples.The episode also covers power of attorney, healthcare directives, and how HEMS provisions can protect assets for beneficiaries with special needs or unique situations.Estate planning is about more than documents—it's about creating peace of mind. Start now to give your family clarity when it matters most.Listen to Part 1: Here's When A Will Is Sufficient And Trust Isn't NecessaryCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.

In this episode, we pick up where we left off—diving into the second half of the top ten estate planning mistakes people make and how to avoid them. Trusts are where we pick up the conversation, and we emphasize that they are tools, not one-size-fits-all solutions. Using the wrong trust, or one that isn't necessary, can actually create more problems than it solves. We stress the importance of intentionality—choosing the right tool for the right issue, and understanding the specific goals and laws relevant to each person's situation, especially given varying state estate tax thresholds like Oregon's low $1 million.From there, we explore how conflicting or vague instructions can derail even well-meaning plans. When wills, trusts, and beneficiary designations don't align, chaos can follow. “Fairly” and “equally” may seem interchangeable, but they're not, and those subtle differences can lead to confusion, resentment, or even legal battles. We also caution against naming just one child with the “plan” that they'll distribute assets informally—that's a recipe for tax issues and strained family dynamics.Ignoring taxes is another frequent oversight. Many people don't realize how estate planning decisions can trigger income, capital gains, or estate taxes. Planning won't erase taxes, but it can eliminate nasty surprises. We revisit digital assets too—crypto, photo storage, password managers—emphasizing that if no one can access them, they may as well not exist. These assets require thoughtful handling, not just from a distribution standpoint, but also accessibility.Finally, we tackle the often-overlooked issue of naming the wrong fiduciary. This isn't an honorary role—it's a job. Too often people pick fiduciaries based on birth order, guilt, or assumptions rather than capability and willingness. We share stories illustrating how the wrong choice can create unnecessary complications, and how the right person isn't always the obvious one.  Jag shares how he's not at all upset that his brother is in charge of their parents' estate.To wrap, we recap all ten estate planning pitfalls discussed across both episodes and remind listeners to align legal documents, assets, and intent—while working with professionals who know how to navigate the complexity. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.