Podcasts about Estate planning

In this value-packed episode of Allworth's Money Matters, Scott and Pat unpack key financial strategies for high-net-worth investors navigating today's markets. From the overlooked need for regular portfolio rebalancing to smart planning for concentrated executive stock, they break down real-world scenarios with millions at stake. You'll hear a listener case involving $7M in assets, HSA withdrawal tactics, and 529 planning for seven grandkids—all through the lens of tax-smart wealth transfer. Plus, expert insights from Allworth's Head of Wealth Planning, Victoria Bogner, on avoiding massive tax traps with RSUs, ISOs, and stock options. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

On this episode: A thought that might change your whole attitude about retirement. Fees, taxes, and overlapping. A few things to watch out for in your 401(k). Putting your retirement in jeopardy because you want to help your kids. 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.

Most people have heard of trusts — but few truly understand whether they need one, how they work, or what they actually solve.In this episode of The Agent of Wealth Podcast, John Williams is joined by Tom Szieber, a North New Jersey estate planning attorney who helps families build thoughtful, tax-efficient, and practical estate plans. Together, they break down the real purpose of trusts, when they make sense, and how to know which type may be right for you.In this episode, you will learn:Why so many families are now exploring trusts – and why probate avoidance has become a major driver.The three core roles in every trust and how they work together.The key differences between revocable and irrevocable trusts (and what most people misunderstand about each).How titling, beneficiary designations, and pour-over wills determine what actually happens to your assets. And more!Tune in for a clear, practical conversation that demystifies trusts and helps you understand how they fit into a modern estate plan.Resources:Episode Transcript & Blog | Law Offices of Peter G. Aziz & Associates | Tom Szieber, Jr., Esq. | LinkedIn | Instagram | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Ever wondered what actually happens to your assets—or your kids—if something happens to you after divorce? Most divorced moms assume everything will "just go where it's supposed to," but the truth is estate planning is one of the most important (and most overlooked) parts of protecting your future.   In this episode of The Divorce Revolution Podcast, I'm sitting down with attorney and wealth expert Lauren Klein to break down the mistakes divorced women don't even realize they're making when it comes to wills, trusts, guardianship, probate, prenups, and financial protection. Lauren explains what really happens if you don't update your estate plan, how to make sure your kids are protected, and what steps you should take right now to set up the future you want.   If you've been divorced and have no idea where to start with protecting your money, your kids, or your future, then this episode is for you.   Resources Mentioned: Flourish Law Group: https://flourishlawgroup.com/ The Confident Coach Certification Waitlist is the ONLY certification specifically for divorced moms who want overcome imposter syndrome and finally feel legit: https://products.ambershaw.com/certification Join the waitlist for ReNewU: https://products.ambershaw.com/signature-waitlist Cured Nutrition use code AMBER for 15% off: https://www.curednutrition.com/   What We Discuss: 00:22 What divorced moms need to know about estate planning 05:58 Breaking down wills, trusts, probate + what really happens without a plan 15:34 Why inherited assets often get lost in divorce (and how to protect your kids) 18:47 What "reparenting your inner child" has to do with financial confidence 24:53 Practical examples of what happens when minor kids inherit without a plan 25:33 How to choose the right guardian or trustee (when your ex isn't an option) 26:11 What to consider if your parents are aging or unable to serve 27:37 How to make sure your kids' inheritance stays protected 30:31 What to look for in a trust company (and why it matters) 34:58 Prenups + estate planning — what divorced moms need to know 38:24 First steps to take when you feel overwhelmed by finances 42:13 Daily practices Lauren uses to avoid burnout and stay grounded   Find more from Lauren Klein: Website: https://www.laurenalexisklein.com/ Instagram: https://www.instagram.com/lawyerlaurenklein/ Podcast: https://www.laurenalexisklein.com/podcast/     Find more from Amber Shaw: Instagram: @msambershaw Website: ambershaw.com 

Send us a textMany investors have questions about IRAs and Roth IRAs as we approach year-end. On this episode I am joined by Andrew Bishop, a Senior Wealth Strategist at Bernstein. We start with the basics on contribution limits, then dive into the impact of the one big beautiful bill act (OBBBA) on retirement planning, the math around Roth IRA conversions, and then get into some of the complexities of using IRAs for generational wealth planning.  With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein.

Jay Lenox from Beck, Lenox and Stolzer Estate Planning and Elder Law, LLC by

Jeremy Keil dives into the details of estate planning, what people often miss and how to leave a legacy that lasts.

If you've been punting your estate planning all year, this is your wake-up call. In this episode, I bring in Griffin Bridgers—a recovering attorney who lives in this space—to tear down the myths and get you moving before the holidays eat your calendar. We get real about why estate planning slips to the bottom of the list: nobody wants to think about death, and everybody swears they'll “get to it later.” Later rarely comes. We start with basics that most people still miss: your will's validity, witness requirements, and why “perfect is the enemy of good.” Get the core documents done, then build the habit of revisiting them as your life changes—because it will. Your family changes. Your relationships change. Your appointees change. Set-and-forget is a fantasy. Review is the job. Then we crack open the myths: “The bank has my beneficiary, so I'm covered” (no, that's not a plan), and “my attorney has the originals, so I don't need to track anything” (do your people even know how to reach that attorney—or if they're still practicing?). This is where good intentions die and heirs get stuck. Business owners—this one's for you. Your buy-sell is not a checkbox. It's a minefield of human behavior, valuation drift, liquidity shortfalls, “I'm done working but still own 50%” scenarios, and spouses who don't agree with your sweetheart deal. If you don't define the rules, a judge will. Griffin's core punchline is simple: death is never easy, but you can make it easier. Start with the “who” and the “how.” Review your will, trusts, POAs, and—crucially—the people you've named. Educate them on their roles. Create an instruction manual so someone can actually run the playbook when you're gone. Then get your corporate docs in one place, with minutes and filings current. Organize first. Then review. Then fix. Watch the full episode here: https://youtu.be/7ZRs0r_XCVsAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

How One Estate Planning Mistake Cost Six Figures

On this episode: A retirement lesson from Oreos. How advisors and clients differ on the market risk discussion. Does your advisor do estate planning, or does he/she just pass out business cards? 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.

Think you’re diversified? You might be risking more than you realize. This episode JoePat Roop & Taylor Lee unpacks why true diversification goes beyond owning a mix of stocks and bonds, highlighting the critical roles of tax planning, principal protection, and personalized risk analysis as you approach retirement. Discover how a comprehensive plan—covering taxes, Social Security, Medicare, and estate strategies—can help you avoid costly mistakes and navigate market uncertainty. Whether you’re seeking a second opinion or want to ensure your savings last, this conversation reveals what most financial advisors miss when it matters most. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Hosts Michael Connaughton and Kathleen Keneally are joined by Tim Fogarty Tim has led Dime Bank's Wealth Management business line as Vice President, Senior Trust Officer since 2021. Tim is responsible for the Bank's comprehensive trusts and estate planning, investment advisory, and non-profit services to benefit the local community. Tim has over a decade of experience in financial services and has held various insurance and investment licenses over the years. He attained his Certified Trust and Financial Advisor designation from the American Bankers Association in 2020. He also received the 2023 New Leaders in Banking Award from the Connecticut Bankers Association. Tim holds a Bachelor of Arts degree from Providence College and a Juris Doctor degree, cum laude, from Roger Williams University School of Law. He is a member of the Connecticut, Massachusetts, and American Bar Associations. They discuss: -The needs for trust and estate planning -How Corporate Trustees serve their clients -Dime's collaboration with professional advisors And much more. Dime Bank's Trust Services: Website: https://www.dime-bank.com/wealth-management Phone: (860) 859-4300

Former estate planning attorney and Legacy System founder Bonnie Faucett shares how firms can grow without burnout by building repeatable systems, embracing tech, and delegating. She explains why “80% done is 100% awesome,” urges attorneys to fix the most painful bottleneck first, and outlines a simple stack for client collaboration, automation, and drafting. The payoff is real freedom. More clients, fewer fires, and the ability to step away without a pay cut.

Worried your retirement plan is built on shaky ground? Discover why “boring” investments may be your best bet, how emotional decisions can sabotage your future, and why partnering with trusted professionals matters more than chasing trends. Steve Hoyl of Hoyl Financial Group breaks down the myths, reveal the real risks, and share stories of families who found peace of mind by focusing on what truly counts: a plan tailored to your life, not Wall Street’s headlines. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

Today, we're diving into a headline that's been circulating more and more lately: the phase-out of the United States penny. It's a small coin with a big history—but also a growing cost. So today, we'll break down why the penny may be on its way out, what that means for you as a consumer, and the simple things you can start thinking about now to prepare.

Ethan Glasgow dives into why emotional control is critical during market volatility and shares actionable strategies for building a secure retirement plan. From mitigating inflation risks to understanding Social Security, he addresses common fears about outliving your savings. Discover why trusting the financial planning process and working with a professional can help you navigate uncertainty with confidence. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

No will? You're not alone — but you are taking a risk.In this week's episode of The Financial Long Game, Shelly Appleton-Benko and Aleksandra Mihailovic from KSW Lawyers break down why every Canadian adult needs a will, what happens if you don't have one, and how to make estate planning easier (and even digital).

A special edition of Chatter that Matters. Thirty-five years ago, David Chilton and his record-shattering best-seller, The Wealthy Barber, revolutionized Canadians' approach to money. Its profound impact was not just on the nation, but also on me. I cleared my credit card debts, paid myself first, and found peace of mind.   I had the chance to sit with David to talk about the complete remake of his classic. We delve into why David returned to the barbershop, how he rewrote every lesson for a generation facing heavier financial pressures, and why the simplest habits still create the strongest foundations.  We also discuss spending in the age of social media and tap-to-get, the affordability crisis surrounding home ownership, and why Wills and Estate Planning matter.   David Chilton, with his humility, honesty, and unwavering commitment, remains a beacon of support for Canadians.  Encountering someone who has reshaped a nation's financial mindset is rare, but witnessing them do it twice is even rarer. So grab a seat on the Barber's Chair, and listen to my interview with David Chilton.   To buy David's  book: https://www.indigo.ca/en-ca/the-wealthy-barber-the-fully-updated-all-time-canadian-classic/9781068975004.html To learn more about Wills and Estate Planning: https://www.rbcwealthmanagement.com/en-ca/royal-trust    

In this episode of Dollars & Sense with Joel Garris and Kristin Castello, listeners get a front-row seat to a lively discussion on the latest government updates, major tax changes taking effect in 2025, and the crucial steps needed to prevent costly mistakes with retirement account beneficiaries. The show kicks off with the recent end of the government shutdown, playful banter about holiday travel and food benefits, and a spotlight on the team's annual food and toy drive. Joel and Kristin then break down the most impactful tax changes for the coming year, including a new $6,000 senior deduction, temporary exemptions for tips and overtime, expanded SALT deductions, and a car loan interest write-off. Clear income limits and practical advice make these updates easy to understand, and the hosts share candid insights about who benefits most and how to maximize your savings. The episode's second half zeroes in on retirement planning, focusing on how simple beneficiary mistakes can have dramatic financial consequences. Through real-life stories and actionable solutions, Joel and Kristin guide listeners through the top pitfalls—like neglecting beneficiary forms, naming estates instead of people, skipping contingent beneficiaries, and forgetting spousal waivers on 401(k)s. They emphasize the importance of regularly reviewing forms, keeping financial information organized, and preparing loved ones for the unexpected. Listeners walk away with a checklist of practical tips: review beneficiary forms, never name your estate, list both primary and contingent heirs, complete new paperwork when transferring accounts, and keep spouses and trusts properly documented. The hosts round out the episode with heartfelt marital and financial advice—reminding couples to share knowledge, stay organized, and plan ahead for peace of mind. 

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, which aired live on Friday 14 November 2025. The topic for this week comes from one of our listeners: What is the difference between a binding and non-binding nomination in your super? This listener question is an important one – especially given that the […]

Host Todd Marquardt talks about what to expect when meeting with an estate planning attorney, a new planing opportunity for those who itemize their income taxes, and legacy on this bonus edition of Talk Law Radio. Marquardt Law Firm sponsors the show and is offering a business deficiencies checklist by emailing welcome@marquardtlawfirm.com include business checklist in the subject line. Attorney Todd Marquardt brings you insightful topics every Saturday morning, but he's not stopping there! Join Todd every Sunday afternoon at 4:30pm for a special bonus segment! He addresses trending and specific topics in more detail with a professional perspective.

In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta discuss a real-life story that shows how one overlooked detail can lead to heartbreaking consequences for a family.Related Podcast Episodes: Ep 295: What Happens If You Die Without a Will? The Legal NightmareEp 279: What Should Parents of Children with Disabilities Know About Estate Planning?Ep 233: How Second Marriages and Blended Families Impact Estate PlanningRelated Financial Education Videos:Prevent Family Conflict with Legacy Planning Does inheritance count as income? Other Links:AG LawLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

Jim and Chris discuss listener questions on Social Security claiming timing with a listener PSA on application details, Social Security earnings rules at FRA, estate planning organization systems, and restrictions for annuity payments. (15:30) Georgette shares a PSA about the Social Security application process and asks whether applying for benefits to start the month she […] The post Social Security,Estate Planning PSA, Annuity Payments: Q&A #2546 appeared first on The Retirement and IRA Show.

In this episode of the People Not Titles podcast, host Steve Kaempf welcomes back real estate attorney and soccer enthusiast Mike “Magic Mike” to discuss his involvement in the Chicago Scores Cup, a corporate soccer tournament supporting literacy programs, and how their real estate soccer team grew during the pandemic. They also cover Chicago real estate topics such as the Northwest Preservation Ordinance, shifting market dynamics, contract negotiations, probate sales, and the networking benefits of blending real estate with community soccer.Podcast Introduction (00:00:27)Origins of the Real Estate Soccer Team (00:01:30)Chicago Scores Cup Experience (00:02:35)Tournament Highlights & Family Involvement (00:04:44)Event Outcomes and Reflections (00:07:08)Transition to Real Estate Topics (00:08:22)Northwest Preservation Ordinance Overview (00:08:56)Practical Implications for Sellers and Tenants (00:09:52)Assignment and Ethics in Tenant Rights (00:12:14)Purpose and Controversy of the Ordinance (00:13:14)Legal Fees and Transaction Complexity (00:15:01)Efficient Handling of Ordinance Transactions (00:16:47)Contract Cancellations and Market Trends (00:17:35)Inspection Issues and Buyer/Seller Dynamics (00:18:44)Market Shifts and Negotiation Challenges (00:19:45)Role of Real Estate Professionals (00:21:42)Changing Buyer/Seller Strategies (00:23:32)Seller Purchase Contingencies (00:27:36)Interest Rate Trends and Market Activity (00:28:53)Value of Real Estate Agents Post-NAR Settlement (00:30:36)Firm Structure and Team Approach (00:33:28)Client Experience at Closings (00:35:03)Property Tax Appeals Success Stories (00:36:36)Estate Planning and Probate Services (00:39:40)Future of the Real Estate Soccer Team (00:41:34)Podcast Wrap-Up and Call for Participation (00:43:49)Podcast Outro and Sponsor Message (00:45:36)Full episodes available at www.peoplenottitles.comPeople, Not Titles podcast is hosted by Steve Kaempf and is dedicated to lifting up professionals in the real estate and business community. Our inspiration is to highlight success principles of our colleagues.Our Success Series covers principles of success to help your thrive!www.peoplenottitles.comIG - https://www.instagram.com/peoplenotti...FB - https://www.facebook.com/peoplenottitlesTwitter - https://twitter.com/sjkaempfSpotify - https://open.spotify.com/show/1uu5kTv...

Hello friends. On this week's episode, I read to you—like a daddy rocking his baby to sleep—the most recent posts from my Substack newsletter, which you can find here. (You can subscribe for free or pay a few bucks, if you want to support my work, but really I just appreicate you reading / listening and sharing.) These essays cover both life in general and some political stuff also. I put the political ones at the end, so you don't have to involve yourself in that, if you don't want to. But please do notice the balanced nature of my analysis, in that I am pointing out the flaws of both Left and Right, though it probably feel as if I'm being more critical of whichever team you're on! Ain't that weird? The Great NYC Rationalization - how living in New York requires constant self-justification How Email Will Save the World - why linear, 1990's comms tech is better than text! The Hilarious World of Estate Planning - (it's not really hilarious, but that's the joke) Cancel Culture is Alive and Well - Trump, Jimmy Kimmel and free speech  Kamala's Book is Brat AF - how the former VP's memoir shows us how little we missed  What Bumper Stickers Tell us About America -  Please rate and review Reasonably Happy here. Get Paul's Substack newsletter here.

Estate planning is not just about preparing for the unexpected—it is about protecting what you have worked hard to build. In this episode, guest James Atwood, estate planning attorney and co-founder of Atwood McCall, shares how proactive estate planning can protect assets, minimize taxes, streamline probate, and align with business succession strategies. Tune in to learn why updating your estate plan every few years is essential to preserve your practice, your family, and your legacy for the future.  Timestamps00:00 Intro04:19 Banter Ends05:47 Tell us about you and your background.07:19 Tell us about Atwood & McCall.09:53 A physician who keeps hearing that he needs a will or needs estate planning. He does not like thinking about his own mortality. He wants to know why he would need estate planning?14:00 Walk us through all the things that a person plans for in their estate planning?17:01 How do estate taxes work?24:35 How often should I update my estate plan? 26:45 Access+27:27 Legal Takeaways 29:10 OutroWatch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn

Benefits you earned shouldn't be out of reach just because the rulebook is complex. We sit down on Veterans Day to map a practical path to VA Aid and Attendance—a pension that can help pay for in‑home care, assisted living, or nursing home care—without draining a lifetime of savings. Drawing on years of elder law practice, we unpack the real asset limits, the home and acreage rules, and the underused Veterans Asset Protection Trust that can shield excess resources and still keep you in control.Across the conversation, we focus on preserving dignity and choice. You'll hear how to balance everyday access to funds while sheltering the rest, how to select a trusted third‑party trustee, and why a well‑timed trust can be Medicaid‑compliant so you can stack Aid and Attendance with Medicaid when health needs escalate. We also lay out the essential foundation: a general durable power of attorney, a health care power of attorney, and a living will—documents that prevent guardianship and keep decision‑making with the people you choose. For the home, we explain probate‑avoidance strategies like a Lady Bird deed to protect equity and ensure it passes cleanly to your heirs.Whether you're a veteran, a spouse, or a surviving spouse, the goal is clear: protect what you've built, activate the benefits you deserve, and keep control over where you live and how you're treated. If you've wondered how to qualify for VA Aid and Attendance, avoid unnecessary spend‑downs, and steer clear of probate, this guide offers the steps and the reasoning behind them. Subscribe for more elder law insights, share this with a veteran who could use it, and leave a review to help others find trustworthy planning advice.

For many families, estate planning creates a feeling of anxiety, which is a big reason why they put it off for another day. From probate costs to nursing home spend-downs, failing to plan can leave loved ones vulnerable to unnecessary taxes, legal fees, and stress. In this episode, SHP's Laura Russo is joined by returning guest Attorney David Chaves to share actionable tips and strategies for reducing estate taxes. Dave discusses how his real-life experiences shaped his commitment to helping families secure their financial futures and preserve what they've worked for. Together, they unpack the differences between revocable and irrevocable trusts, how often an estate plan should be updated, and effective ways to reduce your estate's value through gifting and education savings. Whether you're protecting a family home or simply hoping to pass more to your loved ones, this episode will give you the clarity to take action now—before it's too late. In this podcast interview, you'll learn: Why wills often guarantee probate and how trusts can help your family avoid it. The key differences between revocable and irrevocable trusts. How the Massachusetts estate tax exemption has changed and what it means going forward. The benefits of A-B trusts and how they preserve more of your wealth. How Charitable Remainder Trusts and gifting strategies can reduce taxes while building your legacy. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast Connect With Us on Social Facebook LinkedIn YouTube

Ever wondered what happens to your online accounts when you're gone?

Why estate planning and business succession fail most often has nothing to do with legal documents. It comes down to communication, valuation, and timing. In this episode of Behind The Numbers With Dave Bookbinder, we explore the intersection of estate planning, business succession, and valuation with private client attorney Brian Balduzzi. Brian explains why estate planning is not just for the ultra-wealthy. Every business owner needs core documents in place to protect their family and business: wills, medical and financial powers of attorney, and a plan for what happens to their company. We dig into: How business valuation fits into estate and succession planning When to assemble the right advisor team and who should be at the table The dangers of ignoring valuation for illiquid assets Why failing to communicate plans derails succession efforts How gifting strategies, charitable giving, and legacy intentions shape outcomes Brian also touches on the emotional and human aspects of planning: chosen family considerations, stewardship of wealth, and why planning during life often creates better results than leaving everything to be sorted out later. If you're a business owner, this conversation offers practical steps to start protecting your company and your family today. #EstatePlanning #ProtectYourAssets #FuturePlanning #TaxStrategy #BusinessValuation #FamilyWealth #LifeGoals #LegacyPlanning ----more---- About Our Guest: Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP®, IPA (he/him) is an attorney in the Private Client Group at Faegre Drinker in its Philadelphia, Princeton, and New York offices. Brian specializes in sophisticated estate and wealth transfer planning, helping families prepare for transitions, exits and succession. He also advises clients on estate and gift tax exemption strategies, charitable planning, prenuptial planning, estate and trust administration, and fiduciary litigation. Brian is a tax, business law, estate planning, accounting and finance adjunct professor. His scholarship has been featured in multiple regional and national trusts and estates and legal publications. In 2019, Brian was one of four Trusts and Estates attorneys selected as an ABA Real Property Trusts & Estate (ABA RPTE) Fellow, and, in 2021, as an American College of Trust and Estate Counsel Young Leader Fellow. For the ABA RPTE Section, he serves as the Chair of the IRA Plans & Distributions Committee, Chair of the Financial Planning and Risk Management Committee, Vice Chair of the DEI Committee, Member of the Trust and Estate Books Editorial Board and Council Member. Brian is also an active member of the Philadelphia Estate Planning Council on multiple committees and speaker as part of their Roundtable program. He has previously been honored as a Pennsylvania City and State Forty Under 40, Al DIA 40 Under Forty, Rainbow Revolutionary Distinguished Alumni, Philadelphia KEEPER, American Bar Association Top Forty Lawyers – On the Rise, and Boston University School of Law Young Alumni Chair Awardee. Brian holds his JD/Tax LL.M. from Boston University School of Law and his MBA with a Minor in Real Estate from Cornell University. He is licensed to practice law in PA, NJ, NY, FL, and MA, and he is in the process of waiving into the South Dakota bar.  Links: Brian M. Balduzzi | Professionals | Faegre Drinker Biddle & Reath LLP Estate Planning Lessons From the Oracle of Omaha | Law.com Planning Suggestions for the Impact of OBBBA on Estate and Tax Planning | Publications | Insights | Faegre Drinker Biddle & Reath LLP Sales of Qualified Small Business Stock (QSBS), ‘Stacking' and Other Structures for Advanced Estate Planning | Publications | Insights | Faegre Drinker Biddle & Reath LLP      About the Host: Dave Bookbinder is known as an expert in business valuation and he is the person that business owners and entrepreneurs reach out to when they need to know what their most important assets are worth. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.  Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.” Dave's book, A Valuation Toolbox for Business Owners and Their Advisors: Things Every Business Owner Should Know, was recognized as a top new release in Business and Valuation and is designed to provide practical insights and tools to help understand what really drives business value, how to prepare for an exit, and just make better decisions. He's also the host of the highly rated Behind The Numbers With Dave Bookbinder business podcast which is enjoyed in more than 100 countries.  

Switching the deed on your home to your kids may seem like a good idea, but it can lead to problems. We break them down. 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.

Blockchain and Smart Contracts in Estate Planning with F. Keats Boyd III Hosts Brad Wright and Michael Connaughton are joined by Attorney F. Keats Boyd III Keats is President of Boyd & Boyd, P.C. in Hyannis, MA, where he concentrates his practice in the areas of Estate, Trust & Retirement Planning. He is also working to streamline estate planning by utilizing Blockchain, Smart Contract and NFT technology. They discuss: -What Blockchain, Smart Contracts, and NFTs are -How they can be used to make estate settlement more efficient -The security and privacy questions surrounding the technology -Whether Keats, who is admitted to argue in front of the Supreme Court, has ever done so F. Keats Boyd III Website: https://www.boydandboydpc.com/

You've probably seen ads promising an easy, low-cost way to draft your will or trust online. But here's the thing: your family, your assets, and your goals are far too important to leave to a fill-in-the-blank template. Let's talk about why.

When aging parents say, “I'm fine right here,” or “I don't need help,” — what do you do next? In this week's episode of Aging Starts Now, host Debra King, Elder Care Coordinator and Licensed Clinical Social Worker at Johnson McGinnis Elder Care Law & Estate Planning, dives into one of the toughest family conversations: when loved ones resist the idea of moving to an assisted living community. Joined by fellow elder care coordinator Pati Bedwell, Debra explores:

Today's phone-in: Lawyer Jessica Lyle takes your calls and questions about wills and estate planning. But first, Ken Hynes on his new book "Service and Sacrifice: Extraordinary Nova Scotians in the Great War."

This episode is a compilation of answers to YOUR questions that were asked directly from my listeners who attend my weekly business education YouTube live webcast. Topics covered include: Will AI take everyone's jobs, Why should I never have more than 5% of one position, How to get into estate planning and more. Refer to chapter marks for a complete list of topics covered and to jump to a specific section. Download my free "Networking eBook": www.harouneducation.comAttend my weekly YouTube Live every Thursday's 8am-11am PT. Subscribe to my YouTube Channel to receive notifications. Learn more about my MBA Degree ProgramConnect with me: YouTube: ChrisHarounVenturesCompleteBusinessEducationInstagram @chrisharounLinkedIn: Chris HarounTwitter: @chris_harounFacebook: Haroun Education Ventures  TikTok: @chrisharoun300How to forecast a P/E ratio

Tripp Limehouse discusses the critical aspects of estate planning, emphasizing the importance of avoiding common pitfalls such as procrastination and outdated beneficiary designations. He highlights the necessity of having a will and the advantages of establishing a revocable living trust to avoid probate. The discussion also covers the emotional and financial challenges faced by retirees, particularly regarding Social Security decisions and managing family dynamics in estate planning. Tripp offers insights into the Green Line Principle as a safe money strategy for retirement planning, encouraging listeners to take proactive steps in securing their financial future. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

Estate planning isn't just about money, it's about protecting the people you love. In this episode, we sit down with Atty. Lin Wang for a candid conversation about what really happens when families don't plan ahead. From trusts and guardianship to the hidden costs of probate, you'll walk away with questions you didn't know you needed to ask. Listen in to uncover what's at stake and what you can still do about it.   Key takeaways to listen for Reasons probate can be more costly than most people realize What really drives family conflict after someone dies The key difference between revocable and irrevocable trusts How trusts can protect your assets from lawsuits or creditors Why naming a guardian for your kids is one of the most urgent decisions you can make   About Atty. Lin Wang Atty. Lin is an experienced attorney specializing in asset planning, including trusts and wills. With over seven years of practice, she works at a law firm licensed in 24 states, providing expert guidance on estate planning, probate avoidance, and asset protection. She is dedicated to helping clients navigate complex family and legal situations, ensuring their assets are managed and transferred according to their wishes with privacy and efficiency.   Connect with Atty. Lin Email: wanglinlauren@gmail.com Contact Number: 612-231-2060   Connect with Leigh Please subscribe to this podcast on your favorite podcast app at https://pod.link/1153262163, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram @ LeighThomasBrown.  

David asks for a general idea of what estate planning services typically cost, following up on the six-part podcast series. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Marketing for a mission-driven Estate Planning and Elder Law Firm isn't just messing around on Facebook. It means relying on front-line authenticity, building trust, fighting against misinformation, and working hard to help people understand the value of specialized knowledge and services. Jeff Bellomo and Roslyn Drotar-Cassidy, Director of Marketing at Bellomo & Associates, discuss why specialists matter and how to break through in today's marketing environment despite the challenges posed by other professionals who do not have the education, training, or experience to provide reliable guidance. Jeff and Roslyn also address misinformation—from misplaced trust to DIY estate planning kits and web-based "research." The misinformation circulating about Estate Planning and Elder Law poses a real threat to your assets and your family's financial future. Call (717) 845-5390 or visit https://bellomoassociates.com/workshops/ to reserve a seat at one or more of our free workshops. There is no cost and no obligation. (But we do have cookies!)   WHAT YOU NEED TO KNOW (00:00) Episode introduction (02:47) Estate planning and elder law marketing starts with earning trust (04:42) Success in today's marketing environment requires a great team (07:36) Authenticity, compassion, and why the front-line matters (11:26) Balancing meetings with team and social media engagement (12:31) Breaking through to help families find us (15:49) Lack of specialized estate planning and elder law firms creates opportunity for misinformation (16:52) Avoid financial planners with estate planning workshops  (17:54) Beware general purpose attorneys offering specialized services (21:52) Specialists vs. generalists (24:21) Google, AI, and DIY estate planning and elder law  (26:44) Our free, educational workshops cost nothing more than two hours of your time    ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

A computer glitch transforms routine mail into premature obituary notices for over 500 very-much-alive people.READ or SHARE: https://weirddarkness.com/mainhealth-mail-death-notices/WeirdDarkness® is a registered trademark. Copyright ©2025, Weird Darkness.#WeirdDarkness #HospitalError #MedicalMistake #BizarreNews #DeathNoticeFail #HealthcareBlunder #StrangeButTrue #DarkHumor #MaineHealth #ComputerGlitch

Good morning y bienvenidos back to Cafecito y Croquetas! Today we're joined by Saidin Hernández, an estate & tax planning attorney serving U.S. and international families, family offices, and entrepreneurs. We dive into the real drivers of generational wealth transfer (spoiler: it's more succession than taxes), how to involve the next generation early, and why the billable hour may be dead in the age of AI. Plus a little Miami life, grit, and parenting talk—porque claro.Saidin also shares an exclusive: his firm is rebranding to Bridgepoint Global Council—a relationship-first practice focused on helping families protect, grow, and transfer their legacy across borders.If you're building a business, raising a family, or planning for the next 10–20 years, this episode is for you.Hit subscribe, drop a comment with your biggest takeaway, and share this with the planner (or future planner) in your life.What you'll learnEstate planning vs. tax planning: what actually derails generational transitionsWhy second/third-gen heirs often don't run the family business—and what to do about itHow to bring the next gen into the plan (education, roles, and realistic options)Goal setting for life + business (and why you must slow down to think longer-term)AI's impact on law firms (value pricing > billable hours)Miami roots, grit, and building a family-first lifeChapters0:00 Cold open0:09 Intro & today's guest1:04 What Saidin's firm does (estate & tax planning, global scope)4:20 Involving the next generation—education & continuity5:37 Saidin's story: Cuba → Hialeah → law10:00 Choosing law over computer science (people > cubicles)13:56 The succession reality: when heirs don't want the business18:27 Myth-busting: taxes vs. succession planning20:58 Thinking in 10-year horizons—goals that blend life & work23:40 Slowing down, to-do lists, and delegating what doesn't move goals26:00 Tailoring plans to the client (no one-size-fits-all)29:05 AI, law, and the end of the billable hour?30:37 Miami family life—golf, activities, and screen-time balance34:18 Exclusive: Rebrand to Bridgepoint Global Council35:05 Outro & where to connectConnectGuest: Saidin Hernández — Bridgepoint Global Council (rebrand announced in episode)Host: Stay Tranquilo – subscribe for weekly conversations with founders, leaders, and doers.Support the show

In this episode of Grow Money Business we review the government shutdown and what's holding up an agreement, how that impacts the financial markets, what's happening with gold, and a different perspective on the AI spending race.   RESOURCES:   The Hilarious World of Estate Planning words.paulollinger.com/p/the-hilarious-world-of-estate-planning

TW: mention of suicide and infant lossGrief touches us all, but no two losses are ever the same. In this episode I sit down with Karen Tarnopol Schultz; grief survivor, speaker, and founder of Heirloom Consulting. Karen's story is one of deep personal loss: the death of her father at age ten, the suicide of a close friend in her teens, and the stillbirth of her daughter. Each experience shaped the way she understands grief and the ways it shows up differently in our lives.Today, Karen brings both her lived experience and her professional expertise to the conversation. Through her company, Heirloom Consulting, she helps families with estate administration after a loss and guides people in proactive legacy planning so their loved ones aren't left with a scavenger hunt of paperwork during an already difficult time.You can find Karen here: www.heirloomconsultants.com and here; https://karentarnopolschultz.wordpress.com/2017/07/28/syndee-big-loss/Also mentioned in the episode: https://www.roadid.com/Support me on Patreon! ⁠https://www.patreon.com/nikkithedeathdoula⁠You can find me here:https://linktr.ee/nikkithedeathdoulaGet merch! https://good-grief-podcast.printify.me/ Music:https://incompetech.filmmusic.io/song/3495-cheery-monday

Our guest on the podcast today is Beth Pinsker. She's a certified financial planner and the author of a new book called My Mother's Money: A Guide to Financial Caregiving. Beth is also a veteran financial journalist. She's currently a financial planning columnist at MarketWatch and has also worked at Reuters, Fidelity, and Walletpop.com. Prior to covering personal finance, she was a film critic and entertainment business reporter, writing for Entertainment Weekly, The Dallas Morning News, and many other publications. Beth received her bachelor's degree in English from Harvard.BackgroundBioMy Mother's Money: A Guide to Financial CaregivingFinancial Caregiving and Long-Term-Care Insurance“I Thought My Mom Had Done all the Right Estate Planning Before She Died, but I Missed Some Important Things,” by Beth Pinsker, marketwatch.com, July 29, 2023.“How Much Long-Term-Care Insurance Do I Need?” by Beth Pinsker, marketwatch.com, June 25, 2024.“5 Things I Learned From Managing My Mother's Money,” by Beth Pinsker, aarp.org, Oct. 2, 2025.Power of Attorney, Estate Planning, and Financial Scams“‘It Broke Me': Everyone Says You Need Power of Attorney, but Nobody Tells You How Hard It Is to Use,” by Beth Pinsker, marketwatch.com, July 29, 2023.“Many of Us Come to Estate Planning Too Late. Here's What Finally Pushed Me to Do It,” by Beth Pinsker, marketwatch.com, June 15, 2025.“My Relative, 80, Was About to Be Scammed Out of $40,000. Here's How I Stopped It,” by Beth Pinsker, marketwatch.com, Aug. 6, 2025.Other“What Should Be in Your ‘Death' File,” by Beth Pinsker, reuters.com, Aug. 1, 2014. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

 What happens when your children don't get along, but they all stand to inherit? Estate planning attorney Kyle Rinaudo of Reeves Law PC joins the “Henssler Money Talks” hosts to discuss one of the most emotionally charged financial topics: how to structure your estate plan when family relationships are strained. We cover choosing a neutral executor and even when it may make sense to disinherit a child. Original Air Date: November 1, 2025 Read the Article: https://www.henssler.com/your-will-your-way-prevent-family-inheritance-feuds  

What happens to everything you've worked so hard for — your home, your savings, your family memories — after you're gone? If your answer is “I'm not sure,” the time to start planning is now. In this empowering episode, Jean sits down with Heather Winston, Certified Financial PlannerTM professional of Principal Advised Services, LLC and Assistant Vice President at Principal Financial Group®, to talk all things estate planning; what it can really mean, why it matters, and how to get started, no matter your income level or family structure. Together, they unpack: Four key documents every adult should have (and when to update them) Why estate planning is a form of kindness to the people you love How to make tough conversations with aging parents, or your own kids, a little easier The often-overlooked importance of your digital estate How to leave a legacy of values, not just valuables Want help organizing your financial life or finding an estate planning attorney? Subscribe to the HerMoney newsletter at Hermoney.com/subscribe for resources, checklists, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

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My conversation with  Ray Madoff starts at about 35    minutes in to today's show  Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. This show is Ad free and fully supported by listeners like you! Please subscribe now for as little as 5$ and gain access to a community of over 750 awesome, curious, kind, funny, brilliant, generous souls Join us Thursday's at 8EST for our Weekly Happy Hour Hangout!  Subscribe and Watch Interviews LIVE  On YOUTUBE.com/StandUpWithPete ON SubstackStandUpWithPete The Second Estate How the Tax Code Made an American Aristocracy Ray D. Madoff A revelatory book that lifts the curtain on America's most consequential public deception: how the rich get richer using tools the government gave them. Amid conflicting narratives about the drivers of wealth and inequality in the United States, one constant hovers in the background: the US tax code. No political force has been more consequential—or more utterly opaque—than the 7,000-page document that details who pays what in American society and government. Most of us have a sense that it's an unfair system. But does anyone know exactly how it's unfair? Legal scholar Ray D. Madoff knows. In The Second Estate, she offers an unprecedented look behind the scenes of America's byzantine system of taxation, laying bare not only its capacity to consolidate wealth but also the mechanisms by which it has created two fundamentally separate American societies: the working Americans who pay and the ultra-rich who benefit. This is not a story of offshore accounts or secret tax havens. In The Second Estate, Madoff shows that the US system itself has, over time, been stripped and reconstituted such that it now offers a series of secret paths, hidden in plain sight, for wealthy people in the know to avoid taxation altogether. Through the strategic avoidance of traditional income, leveraging of investments and debt, and exploitation of rules designed to promote charitable giving, America's wealthy do more than just pay less than their share; they remove themselves from the tax system entirely. Wealth becomes its own sovereign state, and the living is surprisingly—and maddeningly—cheap. Ray Madoff is a professor at Boston College Law School, where she teaches and writes in philanthropy policy, taxes, property, and estate planning. She is Co-founder and Director of the Boston College Law School Forum on Philanthropy and the Public Good, a non-partisan think tank that convenes scholars and practitioners to explore questions regarding whether the rules governing the charitable sector best serve the public good. Madoff is the author of Immortality and the Law: The Rising Power of the American Dead (Yale University Press), which looks at how American law treats the interests of the dead and what this tells us about our values for the living. The Financial Times called it "a sparkling polemic." She is also the lead author on one of the top treatises on estate planning entitled Practical Guide to Estate Planning (CCH). Madoff's expertise includes philanthropy policy, the rights of the dead (including the ability of the dead to control their bodies, reputation, and property), estate taxes, comparative inheritance law, and wealth inequality and taxes. A regular commentator on a number of these topics, Madoff has appeared on dozens of national radio shows including On Point, Talk of the Nation, All Things Considered, Here and Now, and Marketplace, among others. Madoff is a frequent contributor to the opinion pages of the New York Times and has published op-eds in the Washington Post, Wall Street Journal, LA Times, Boston Globe and Chronicle of Philanthropy. Among her professional activities, Madoff is a member of the American Law Institute, an academic fellow of the American College of Trusts and Estate Counsel, and past president of the American Association of Law Schools' Trusts and Estates Section. She was named a 2014 Top Women of the Law by Mass Lawyer's Weekly and Critic of the Year by Inside Philanthropy. She was also named to the NonProfit Times Power & Influence Top 50 in 2017 and 2018 for her work promoting reform of the tax rules governing philanthropy.  An experienced mediator, Madoff is a leading authority on the use of mediation to resolve will and trust disputes. Prior to teaching, she was a practicing attorney for nine years in New York and Boston. Join us Thursday's at 8EST for our Weekly Happy Hour Hangout!  Subscribe and Watch Interviews LIVE    On YOUTUBE.com/StandUpWithPete ON SubstackStandUpWithPete   Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on YouTube  Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page   Gift a Subscription https://www.patreon.com/PeteDominick/gift Send Pete $ Directly on Venmo All things Jon Carroll  Buy Ava's Art    Subscribe to Piano Tuner Paul Paul Wesley on Substack Listen to Barry and Abigail Hummel Podcast Listen to Matty C Podcast and Substack Follow and Support Pete Coe Hire DJ Monzyk to build your website or help you with Marketing