Podcasts about Estate planning

Estate planning is one of the most overlooked parts of real estate investing, but without it, your portfolio and family can be left exposed. This week on the Tax Smart REI Podcast, we sit down with attorney, broker, and investor Diana G. Khan to talk about how real estate investors should approach estate planning. You'll learn: - Why every investor needs at least a will and power of attorney (even at 18) - The difference between wills and trusts, explained with Diana's “backpack” analogy - How to decide between revocable and irrevocable trusts - Practical ways to structure LLCs and holding companies for asset protection - When (if ever) offshore trusts make sense - How life insurance ties into your estate plan Whether you own one rental or a hundred, this episode will show you how to protect your assets, minimize risk, and create a plan that works for your family and your future. Connect with Diana: https://www.dklawmd.com/ Connect with Eckard Enterprises: https://eckardenterprises.com/taxsmartrei/ To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

Overwhelmed by estate planning? Here's where to begin, when to start planning, and how to make sure your plan actually works. In this episode, estate planning attorney Jenny Rozelle shares what documents you need to protect your loved ones from unnecessary stress and a legal mess. She explains why your age and assets don't matter, how to simplify the process, and what you can do to avoid probate court. You'll also hear cautionary tales of celebrity estate planning gone wrong and common misconceptions that could land your family in court. Topics discussed: Introduction (00:00) Jenny's background and legal career (01:36) Why you should start estate planning early (04:25) Documents you need for your 18-year-old (06:53) The advantages of organization and simplification (11:03) The hard truth of being executor or trustee (13:22) How to avoid probate court (15:09) The role of family dynamics in estate planning (18:03) Misconceptions about beneficiary designations (20:17) Tips to keep plans up to date (21:54) Celebrity estate cautionary tales (23:46) What holds people back from estate planning (26:28) What brought you JOY today? (28:35) Resources: Mitlin Financial: https://www.mitlinfinancial.com/ The JOY and Productivity Journal by Lawrence Sprung: https://www.amazon.com/JOY-Productivity-Journal-brought-mindset/dp/B0CYQFYW54/ Download Your Free Copy of the Couple's JOYful Money Guide: https://mitlin.us/CouplesJOY Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Jenny Rozelle:  Instagram: https://www.instagram.com/IndianaEstateElderLaw/ Twitter/X: https://x.com/jennyrozelle/ Facebook: https://www.facebook.com/IndianaEstateElderLaw/ LinkedIn: https://www.linkedin.com/in/jenniferrozelle/ Website: https://www.IndianaEstateElderLaw.com About Our Guest: Jennifer L. Rozelle (“Jenny”) is an Owner and Attorney at Indiana Estate & Elder Law. Since 2012, she has been assisting clients create all types of estate plans; be it for a young client with straight-forward needs, or an elderly loved-one who may need guidance on protecting a nest egg from assisted living or nursing home costs. Additionally, she helps clients in the areas of Medicaid, guardianship, special needs planning, probate, trust administration, and business/farm succession planning. Jenny and her husband, Justin, live on their small farm in Indiana with their basset hound, Flossie, and polled shorthorn cattle. If not at home, Jenny is likely either at Hinkle Fieldhouse cheering for the Butler Bulldogs, spending time with her family and friends, or traveling. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Episode #171: Discover the remarkable journey of Sarah Talei, a dedicated probate attorney and mom of three, as she shares her insights into balancing the demands of motherhood and a thriving career. From our first chaotic yet memorable meeting at a baby class in Santa Monica to humorous tales of diaper mishaps, Sarah and I explore the beautiful messiness of early parenthood. Together, we highlight the invaluable support and camaraderie that form among mothers, offering heartfelt stories and laughter along the way. Uncover the emotional and physical challenges of navigating infertility and IVF treatments, as Sarah and I open up about personal experiences of resilience and hope. We delve into societal perceptions of fertility treatments and the crucial role of supportive friendships, especially in communities where such topics remain under-discussed. Our candid conversation emphasizes the power of genuine connections and the pride in overcoming obstacles, reminding us all of the strength found in shared experiences. Journey into the world of professional success and family dynamics with Sarah as she reflects on her career in probate law and the launch of Talei and Talei with her brother Nathan. We giggle about our future plastic surgery plans with Sarah's brother, famed surgeon Dr. Ben Talei. We discuss the significance of estate planning for families and the intricacies of sibling bonds, showcasing the importance of authenticity and self-care in balancing life's many facets. From personal rituals to cultural expectations, this episode weaves a tapestry of stories and advice, resonating with anyone striving to juggle the complexities of family, career, and self-discovery. Chapters:  (00:00) In Studio With Kimberly Lovi (07:06) Navigating Infertility Journey and Friendship (14:25) Navigating Probate and Family Dynamics (25:50) Balancing Family, Self-Care, and Traditions (31:26) Navigating Motherhood and Family Dynamics (39:24) Sibling Bond and Professional Success (46:38) Navigating Gender Norms and Cultural Expectations (54:01) Navigating Estate Planning With Sarah Talei   Visit https://taleiandtalei.com/ for probate and estate litigation services.  Follow Kimberly on Instagram and TikTok @kimberlylovi or @iconicnationmedia  WATCH us on YouTube and view our brand new studio! 

In this episode of the Investor Fuel Podcast, host Leo Wehdeking speaks with Steve Haddadin, a real estate broker and attorney, about his multifaceted approach to the real estate industry. Steve discusses his integration of legal expertise into his real estate practice, the impact of the Big Beautiful Bill Act on commercial real estate, and the importance of networking and credentials in building a successful business. He shares insights on navigating challenges in real estate transactions and emphasizes the significance of communication in maintaining client relationships.   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   —--------------------

How to Sell and Buy Real Estate Using a Revocable Trust.

Why do People Love Nevada Trusts so Much?

What Your Irrevocable Trust Guru Isn't Telling You...

On this episode: Has retirement planning become like “the new math”? Inheritance: When you look at your kid and say, “there’s no free lunch.” When all the retirement numbers look good, what are you missing? Be aware of what they might slip into your 401(k) Target Date Fund. 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.

Why do Probates Take So Long?

Send us a textJoin us as we sit down with CLPF, Sara Ecklein, to discuss why the traditional idea of a "reading of the will" is misleading, and how thoughtful conversations and proper planning can help prevent misunderstandings and surprises after death.As a leading divorce firm in Portland, our attorneys provide guidance on custody, alimony, separation, estate planning, and more. Learn what to expect in Oregon and Washington divorce cases and how we can help.If you would like to speak with one of our attorneys, please call our office at (503) 227-0200, or visit our website at https://www.pacificcascadelegal.com.To learn more about Sara and how she can help you, you can visit her website at: https://www.trustandhonor.coDisclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.

**Special note to our listeners** Love the show? Help us keep the conversation going! Become a paid subscriber through our ⁠⁠⁠⁠⁠⁠⁠⁠⁠Substack. ⁠⁠⁠⁠⁠⁠⁠⁠⁠Your contributions help us continue to make content on issues related to the Asian-American, immigrant, modern parent experience.THANK YOU to our super awesome listeners who have already signed up!---------------------------------------On this episode, we get down to the nuts and bolts of what happens to your stuff and kids after you die. Yes, we are getting into that thing that's on every parent's to-do list but somehow keeps on slipping down to the bottom: Estate Planning. :)We brought on Jenny Ling, who is founder and head of The Law Offices of Jenny Ling which has won a number of awards for their work in estate planning in the Pacific Northwest. We asked her all the questions you may be thinking but were afraid to ask: Is a will enough? Are trusts only for the uber wealthy? How will someone actually find all my accounts after I die? How do I convince my parents to do their estate planning? ... And we hear of some horror cases that she's seen to help motivate you to finally take action on this :)Important notes:- Since this episode was recorded, the Washington State Estate Tax laws have changed. The new law went into effect this month. Instead of the estate tax exemption being 2.193 million, it is now 3 million with a tax rate of 10-35%- As always, when we bring legal, medical or other experts on the show, everything we say on the episode is entirely informational and should not be construed as advice for your specific situation. Always seek out a qualified professional for your specific context and goals.

You've done it—you hit your retirement number.

✍️ Estate planning may not be the most glamorous topic—but it's one of the most important steps you can take to protect your family and your legacy. Without a plan, you risk letting the government decide what happens to your wealth, or worse, creating family conflicts that last for generations.In this episode of the Retirement Planners of America Podcast, Ken Moraif and Jeremy Thornton break down:✅ The basics of wills and why every retiree should have one✅ What happens if you die intestate (without a will)✅ How A/B trusts and dynasty trusts protect your heirs and minimize estate taxes✅ When to consider a living trust—and how it helps avoid costly probate✅ Power of Attorney documents you should have to protect yourself while alive✅ Common estate planning mistakes and how to avoid themEstate planning is more than a legal exercise—it's an act of love that can save your family money, time, and heartache.

5 Reasons to Use a Big Law Firm.

Revocable Living Trusts Don't Save on Income Taxes.

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 hereAre you building wealth through real estate but worried your corporate structure might cost you flexibility—and thousands in taxes—down the road?Many investors think incorporating will solve all their tax problems, but the truth is far more nuanced. Without the right setup, you can trap yourself in rigid structures that force you into unnecessary payouts, lock you into partner decisions that don't fit your personal circumstances, and even block you from leveraging your growth for future wealth. If you're juggling rental properties, side businesses, and long-term wealth goals, your structure matters just as much as your investments.In this episode, you'll discover:Why buying properties inside a corporation doesn't always save you tax—and what to do instead.The powerful role holding companies can play in giving you flexibility, control, and protection.How corporate-owned life insurance and shareholder agreements fit into a smarter long-term wealth and legacy plan.Press play now to learn how to avoid costly mistakes and set up your corporate structure to fuel—not limit—your wealth journey.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building long-term wealth in Canada requires more than just real estate investing—it's about aligning your corporate structure, holding companies, and investment strategy with smart Canadian tax strategies. Whether you're weighing salary vs dividends in Canada, exploring RRSP optimization, or using life insurance as part of your corporate wealth planning, the right system creates tax efficiency and sustainable wealth management. For entrepreneurs, integrating personal vs corporate tax planning, capital gains strategy, and shareholder distributions Ready 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.

Are you a landowner who wants your ranch to pass cleanly to the next generation—or a land agent tired of deals dying over cloudy title? In this episode of The National Land Podcast, host Mac Christian sits down with Tiffany Dowell Lashmet (Ag Law Professor & Extension Specialist, Texas A&M) and Wayne Dunson (Managing Broker, National Land Realty—West Texas) to demystify probate—the legal process that moves assets from the deceased to the living—and the tools that keep it from blowing up your land plans. What You'll Learn: What probate is and why you still need it even if there's a will Dying without a will (intestacy): how state statutes—not your wishes—divide assets and create messy joint ownership Why failing to probate strands title in the deceased's name, blocks sales, and costs heirs more later (e.g., Texas has a typical 4-year window) Wills vs. Trusts: trusts can bypass probate entirely; when each makes sense for landowners Texas will execution basics: handwritten (holographic) vs. typewritten wills, witness rules, and why beneficiaries shouldn't witness Probate-avoidance tools: LLCs and transfer-on-death deeds (in Texas, revocable) to move property with only a death certificate Real-world horror stories: unknown heirs, missing co-owners, partition suits, deep discounts to clear title Family dynamics you must address now: on-farm vs. off-farm heirs, unequal contributions, and setting expectations Why DIY online forms backfire on farms/ranches—hire an ag-savvy estate-planning attorney in your state Agent playbook: verify probate status early, flag title clouds, and get clients to counsel before listing This episode is a must-listen for: Landowners and family decision-makers on farms and ranches Heirs, executors, and trustees facing title/estate questions Land agents/brokers who want to prevent deal-killing probate issues CPAs and attorneys serving rural clients Don't punt on probate. A valid, state-compliant plan now is cheaper than courtroom chaos later—get the right documents in place, probate on time, and keep your land legacy intact.   Read about Tiffany Lashmet https://agecon.tamu.edu/people/dowell-lashmet-tiffany/   Contact Wayne Dunson https://nationalland.com/real-estate-agent/wayne-dunson   National Land Realty Buy, Sell, Lease, or Auction Land https://www.nationalland.com 

Are South Dakota Trust Better than Other States?

Don’t miss the chance to engage with award-winning economist Dr. Julianne Malveaux when she returns to our classroom this Tuesday morning! Dr. Malveaux will delve into essential topics, including whether the country is in a recession or on the brink of one. If so, she will share expert strategies to help us navigate these challenging times. She’ll also shed light on the disproportionate impact of unemployment on Black women and discuss the potential of interest rate cuts by the Federal Reserve. Before Dr. Malveaux takes the mic, esteemed attorney Ethel Mitchell will offer invaluable estate planning tips to secure your financial future. Our lineup of thought leaders also includes revered 1960s Civil Rights icons Ambassador Andrew Young and Dr. Paul Smith, who will respond to Donald Trump’s alarming threat to deploy troops in Chicago. Additionally, gang interventionist Malik Spellman will bring his unique insights to the conversation. Join us for The Big Show, airing at 6 AM ET, 5 AM CT, 3 AM PT, and 11 AM BST on WOLB 1010 AM, or tune in online at wolbbaltimore.com. You can also catch us on WOL 95.9 FM and 1450 AM or visit woldcnews.com. Participate live by calling 800-450-7876 and listening on TuneIn Radio and Alexa. If you’re in the DMV area, catch the show on 104.1 HD2 FM, 93.9 HD2 FM, and 102.3 HD2 FM. This is a golden opportunity to be part of an eye-opening and impactful dialogue! Tune in Tuesday morning to contribute and deepen your understanding of the pressing issues affecting our community. Plus, enjoy all programs for free on your favorite podcast platform.See omnystudio.com/listener for privacy information.

In this episode of the “Imagine the Potential” podcast, I would like to go over some simple steps for building an estate plan. As a financial advisor, I have the privilege of helping clients in many ways. Some of the most difficult conversations I have had in helping clients have been when no estate planning was done before a loved one passed.If you're interested in a one-on-one with David, visit westreet.org/wealth-management

Don't Make this Revocable Trust Mistake.

Is the bull market real—or just another bubble waiting to burst? In this episode of Retirement For Living, JoePat Roop breaks down market hype, tax traps, and the emotional realities of retirement planning. From Cam Newton’s tax regrets to a divorced-but-friendly caller advocating for her ex-husband’s financial future, this episode explores how to protect your savings, plan for income, and avoid costly mistakes. Whether you're nearing retirement or helping someone who is, this candid conversation offers practical insights with a dose of humor. 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.

Is retirement really the most financially complex time of your life? That's what Fiona Greig, Vanguard's Global Head of Investor Research thinks. Mike Canet and Ryan Herbert dive into this question and unpack why the transition from saving to spending is more than just a financial shift—it’s an emotional and strategic overhaul. They explore how identity, income, taxes, estate planning, and long-term care all collide in retirement, and why working with a “phase two fiduciary” is critical to avoid costly missteps. Hear how one investor’s $14 million Bitcoin decision turned into a tax nightmare, and why timing and planning matter. Want to begin building your retirement and tax plan? Schedule a 15-minute call with us here:

Are you ready for retirement’s “goal line”? Discover the five essential strategies every retiree needs: income planning, investments, insurance, tax tactics, and estate planning. Certified financial planner Mike Douglas shares real-life stories and actionable advice to help you avoid common pitfalls, balance growth with protection, and keep more of what you’ve earned. Learn how to build a personalized, resilient retirement plan—no matter what the market or lawmakers throw your way. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

What do baseball trades and retirement planning have in common? More than you think. In this episode, Abe Ashton draws parallels between mid-season roster changes and mid-year financial checkups, urging listeners to reevaluate their retirement strategies. From portfolio reviews to finding purpose post-career, Abe and his team explore how structure and intention can transform the retirement experience—especially for men who may feel adrift. Plus, hear insights inspired by NFL legend Larry Fitzgerald’s candid take on life after football. 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.

In this Senior Matters Podcast episode, Mark E. Wight speaks with Jim and Linda Cornwell, a couple who approached aging with thoughtful planning. They are among the minority of Americans who have a written estate plan and use it as a foundation for broader life decisions. Their story encompasses a wide range of topics, including managing property across state lines, deciding when to relocate, and navigating emotional moments. After 22 years in their custom home, they faced the difficult decision to relocate to a senior living community. Their planning process included budgeting, downsizing, and recognizing the reality that the next generation may not value sentimental items the same way. Listeners will hear how the Cornwells used experience, communication, and preparation to create a path forward. This episode offers helpful insight for anyone facing major life transitions or helping someone else through one.

Learn how to build a simple estate plan and lend or repay family money without hurting your relationships. What's the first thing to do when creating an estate plan? What's the smartest way to handle loans between friends or family? Hosts Sean Pyles and Elizabeth Ayoola break down estate-planning basics like wills, revocable trusts, living wills/advance healthcare directives, and durable powers of attorney — tools that can ensure your wishes are carried out and help your loved ones avoid probate. They also share when to update your documents, how beneficiary designations can override your will, and three simple to-dos to get started without feeling overwhelmed. Then, mortgage and student loans writer Kate Wood joins Sean and Elizabeth to answer a listener's question about paying a loan back to her parents. They explore how family loans and lending circles work, why it's important to put agreements in writing (and when notarizing helps), and the impact informal loans can have on your credit. They also weigh different ways to set money aside, comparing high-yield savings accounts with taxable brokerage accounts invested in ETFs and considering timelines, growth potential, and tax trade-offs. Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: estate planning, will vs trust, revocable trust, living will, durable power of attorney, healthcare proxy, advance healthcare directive, probate explained, beneficiary designation vs will, update beneficiaries after marriage, how often to update a will, intestate meaning, avoid probate, family loan agreement, lend money to family safely, informal lending, lending circle, saving circle, notarized loan contract, pros and cons of family loans, protect relationships when lending money, credit score and informal loans, high-yield savings accounts, taxable brokerage accounts, ETF basics for beginners, repaying parents for college, fiduciary roles in estate planning, power dynamics of lending to friends, writing a repayment schedule, when to use a trust for minors, and retitling assets into a trust. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode features Gregory Ricks discussing the essentials of estate planning, including wills and powers of attorney, and the importance of proactive health care through his own cancer journey. Listeners also receive practical advice on financial planning, building emergency funds, and managing retirement accounts like 401(k)s. The show blends expert guidance with personal stories to help listeners make informed decisions for their financial and personal well-being.For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth management does not offer insurance products, the insurance products offered by Gregory Ricks and Associates incorporated are not subject to investment advisor requirements. Investing involves risk, including the potential loss of principal, any references to protection, safety or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying ability of the issuing Carrier. This radio show was intended for informational purposes only. It is not intended to be used as the sole basis for a financial decision, nor should it be construed as advice designed to meet the particular needs of an individual situation. Gregory Ricks and Associates is not permitted to offer and no statement made during the show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US government or any governmental agency. The Information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Gregory Ricks and Associates. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences, including, but not limited to a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. Neither AE Wealth Management nor advisors providing investment advisory services through AE Wealth Management recommend or facilitate the buying or selling of cryptocurrencies. Third parties and guests of the show are not affiliated with nor do their opinions reflect those of Gregory Ricks and associates or AE wealth management. Ae Wealth Management provides services without regard to political affiliation. And the views of individual advisors are not necessarily the views of AE Wealth Management.

Estate Planning Do's and Don'ts.

Inherited Real Estate - You Don't Need To Refinance The Mortgage.

Navigating the complexities of property law can be daunting, especially when it comes to future interests. Imagine inheriting a piece of land, only to find out that your ownership is contingent upon certain conditions. This is where understanding future interests becomes crucial.Exploring Future Interests: Future interests in property law refer to the legal rights to property ownership that will begin in the future, rather than immediately. These interests can be created through wills, trusts, or deeds, and they often involve conditions that must be met for the interest to become possessory.Types of Future Interests:Reversion: This occurs when the original owner retains the right to regain possession of the property after a temporary estate ends. Remainder: This is a future interest given to a third party, which becomes possessory when a life estate or term of years ends. Executory Interest: This is a future interest that cuts short a preceding estate before it would naturally terminate.Why It Matters: Understanding future interests is essential for estate planning and property transactions. It ensures that property is distributed according to the owner's wishes and can prevent legal disputes among heirs or beneficiaries.Future interests in property law are a vital component of estate planning and property management. By grasping these concepts, individuals can make informed decisions about their property and ensure their legacy is preserved.TakeawaysFuture interests can feel overwhelming for law students.Understanding property as a bundle of sticks is crucial.Future interests are not just hopes; they are legal rights.Reversions are vested and automatically return to the grantor.Possibility of reverter leads to automatic termination of the estate.Right of entry requires affirmative action to terminate the estate.Remainders wait for the prior estate to end naturally.Executory interests cut short prior interests and are disruptive.The rule against perpetuities prevents indefinite control over property.Understanding these concepts is essential for effective estate planning.Subscribe Now: Stay informed about the latest in property law and estate planning by subscribing.Property Law, Future Interests, Reversions, Remainders, Rule Against Perpetuities, Legal Education, Law Students, Property Rights, Estate Planning, Legal Concepts

Dylan Wilbanks Life can take sudden turns, and legal challenges often arise when least expected. The Wilbanks Law Firm, based in Commerce, Georgia, provides trusted guidance in probate matters, estate planning, contract disputes, real estate transactions, and judgment collections. The firm's team is equipped to respond quickly, offering direct and clear answers to clients' questions […]

Dylan Wilbanks Life can take sudden turns, and legal challenges often arise when least expected. The Wilbanks Law Firm, based in Commerce, Georgia, provides trusted guidance in probate matters, estate planning, contract disputes, real estate transactions, and judgment collections. The firm's team is equipped to respond quickly, offering direct and clear answers to clients' questions […] The post Dylan Wilbanks with Wilbanks Law Firm appeared first on Business RadioX ®.

The Type of Deed I'd Use to Gift Real Estate.

5 Reasons To Use Big Law Instead Of Small Law.

In this episode, Alyssa McNamara Reed, CFP® , and attorney Ben Cody of Cody Law Group, discussing essential estate planning concepts. They define estate planning broadly, covering decisions about money, investments, insurance, mortgages, taxes, estate planning, living within one's means, and retirement. The conversation primarily focuses on the distinctions between wills and trusts, the probate process, and their implications for individuals and families. Key topics explored include guardianship for minor children, strategies for estate tax mitigation, and using trusts for asset protection in the context of long-term care, emphasizing the importance of informed decision-making in financial and legal matters. Alyssa McNamara Reed, CFP® is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

In this episode, guests Jonathan Blattmachr and Martin Shenkman share their thoughts on key OBBBA provisions and the Act's impact on estate and tax planning with host Kristin Yokomoto. Planning considerations include use of non-grantor trusts for charitable planning, basis-focused income tax planning, and more. They will also discuss the benefits of reviewing existing SLATs and other irrevocable trusts, as well as the importance of preparing customized estate plans that address family dynamics to minimize the chances of litigation. Host: Kristin YokomotoGuests: Jonathan G. Blattmachr and Martin M. ShenkmanJonathan G. Blattmachr is the Editor-in-Chief and Co-Founder of Interactive Legal, and Co-Author of Wealth Transfer Planning™. He is a principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He has written and lectured extensively on estate and trust taxation and charitable giving. Jonathan graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar, and received his A.B. degree from Bucknell University, majoring in mathematics. He has served as a lecturer-in-law of the Columbia University School of Law and is an Adjunct Professor of Law at New York University Law School in its Masters in Tax Program (LLM). He is a former chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of several committees of the American Bar Association. Jonathan is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past chair of its Estate and Gift Tax Committee. He is author or co-author of eight books and more than 500 articles on estate planning and tax topics. Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey and New York City. He is the founder of Shenkman Law, a boutique firm focused on the legal needs of high-net-worth individuals, professionals, close business owners, and real estate owners and developers. Martin's practice includes estate and tax planning, planning for closely held businesses, and estate administration. He is the author of 42 books and more than 1,000 articles. Martin is an Editorial Board Member of Trusts & Estates Magazine, CCH (Wolter's Kluwer), and the Matrimonial Strategist. He has previously served on the editorial board of many other tax, estate and real estate publications. Martin earned his Bachelor of Science degree from Wharton School with concentrations in accounting and economics, MBA from the University of Michigan with concentrations in tax and finance, and law degree from Fordham University School of Law. He is admitted to the bar in New York, New Jersey, and Washington, D.C. and is a licensed CPA in New Jersey, Michigan, and New York. Click here to listen to Interactive Legal's 4-Part webinar series on OBBBA - https://interactivelegal.com/big-beautiful-bill/Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek

Attorney Rob Silverman focuses primarily on trusts and estates work. This consists of estate planning, probate, and trust administration.Visit his website here: https://www.rsilvermanlaw.com/

Why the IRS makes Trustees Give their Social Security Number.

Send us a textFrom F-11 fighter jets to financial freedom, Dr. Axel Meierhoefer shares a remarkable journey of transformation and structured success. In this powerful episode, Axel reveals how military aviation instilled in him the habits, systems, and big-picture mindset that now power his real estate empire through Ideal Wealth Grower.Axel breaks down the mechanics of turnkey real estate investing and explains how you can build a thriving portfolio using just 20% of your own capital. He also unpacks the concept of the “Time Freedom Point,” where your investments replace your active income—freeing you to live on your terms.We also explore the mental models behind leadership, mastery, and how AI may reshape real estate investing in the coming decade.

Get all set for the Twenty-third Sunday in Ordinary time with Fr. Jonathan MeyerSummaryIn this episode of 'All Set for Sunday', hosts Sock Religious and Father Meyer engage in a lively discussion that covers a range of topics from personal health challenges to deep theological insights. They reflect on scripture readings for the upcoming Sunday mass, explore the concept of discipleship, and discuss the importance of detachment from material possessions. The conversation also touches on practical matters such as financial planning and inheritance, all while maintaining a light-hearted tone with anecdotes and humor. The episode concludes with exciting news about upcoming parish events and community engagement.TakeawaysFather Meyer has been running a 5K every day as a personal challenge.Wisdom is a gift from God that helps us understand His plan.Paul's letters emphasize the importance of love and forgiveness in relationships.Discipleship requires putting God above all else, even family.The concept of spiritual fatherhood is significant in the Catholic faith.Detachment from possessions is essential for spiritual growth.Inheritance discussions can lead to family conflicts if not addressed.Understanding tough teachings in the Gospel can deepen faith.Cross country coaching offers insights into encouragement and community spirit.Upcoming parish events aim to foster community engagement and joy.Chapters00:00 Introduction and Listener Engagement03:32 Father Meyer's 5K Challenge and Health Insights06:33 Scripture Readings and Reflections09:31 Understanding Paul's Message in Philemon12:25 The Call to Discipleship and Detachment15:40 Estate Planning and Generosity18:31 Cross Country Coaching and Community Spirit21:32 Musical Preferences and Parish Events

This week's show is heavy on the estate planning content, discusses the foundational building blocks of portfolio construction, and delves into the current situation at the Fed.

Staying on top of recent decisions and legislation impacting estate planning, guardianships, and more is essential for elder law attorneys who advise clients and their families on wide-ranging matters. In Illinois, important 2025 developments include the One Big Beautiful Bill, limits to facility liability for negligence, attorney duties for mental capacity determinations, receipt of assets by minor family members, and more. Linda Strohschein and Paula Willuweit of Strohschein Law Group in St. Charles are presenting this year's caselaw and legislative update at the IICLE® Elder Law Short Course, which is at the Chicago Marriott Southwest and via live webcast on September 18 - 19, 2025. The annual reception hosted by the Illinois Chapter of the National Academy of Elder Law Attorneys (NAELA-IL) is open to all in-person attendees at no additional cost.IICLE® is a 501(c)(3) not-for-profit based in Springfield, Illinois. We produce a wide range of practice guidance for Illinois attorneys and other legal professionals in all areas of law with the generous contributions of time and expertise from volunteer attorneys, judges, and other legal professionals.

Estate planning is a whole area of financial planning in and of itself. Please keep in mind that this podcast is simply to educate the listeners on what estate planning is and when one should consider doing estate planning.If you're interested in a one-on-one with David, visit westreet.org/wealth-management

Steven is joined this week by David Haughton, Senior Corporate Counsel at Wealth.com, to talk all things estate planning and, in particular, the overlap between taxes and estate planning. David and Steven discuss the changes (and lack of changes) in the Big Beautiful Bill and how advisors should think about the implications for their clients. As always, action is what counts, and Steven and David both share the dangers of simply letting the default happen instead of putting the time needed into intentional planning. Listen to the end as David highlights the resources that Wealth.com brings to the table for advisors who want to do more for their clients while staying in the line with compliance. https://zurl.co/c1Ruc

Welcome back to Belk on Business! I'm Josh Belk, and in today's episode, I'm diving into a new set of provisions from the recently passed “Big Beautiful Bill.” We're shifting gears from the last few episodes and breaking down five key areas: tax relief on overtime pay, updated estate and gift tax exemptions, gambling deduction limits, changes to qualified small business stock, and updates to FMLA and meal deductions.Whether you're an employer managing payroll, a high-net-worth individual planning your estate, or a business owner looking at stock-based growth, there's something in here that can affect your planning and your bottom line. Let's get into the details.3 Key TakeawaysNo Tax on Overtime (2025–2028): Employees in tip-eligible industries can deduct the overtime portion of their pay (above their normal rate) up to $12.5K (single) or $25K (joint), regardless of itemizing.Estate Tax Exemption Raised: The federal estate and gift tax exclusion jumps to $15M (plus inflation), giving families and high-net-worth individuals more room to plan.QSBS Gains Can Be Excluded: Qualified Small Business Stock purchased after July 1, 2025, may offer up to 100% capital gains exclusion if held for five years, or rollover options similar to a 1031 exchange.Episode Timeline & Highlights[0:00] - Recap of previous episodes and what's new in this one[1:15] - No tax on overtime explained: who qualifies and what's deductible[3:25] - Example breakdown of how overtime deduction works[6:32] - Employer payroll implications and what reporting might look like[6:57] - Estate and gift tax exemption increased to $15M[8:54] - Gambling losses now limited to 90% of winnings[10:04] - What is Qualified Small Business Stock (QSBS) and how gain exclusions apply[11:42] - Eligibility rules for QSBS, asset limits, and holding period[14:00] - Family Medical Leave Act credits made permanent[14:54] - Meal deduction changes—who still qualifies for 100%Links & ResourcesIRS Guidance on Overtime Tax Treatment (coming soon)Estate & Gift Tax Overview: https://www.irs.gov/businesses/small-businesses-self-employed/estate-and-gift-taxesQualified Small Business Stock (QSBS) Rules: https://www.irs.gov/pub/irs-drop/n-18-48.pdfFamily and Medical Leave Credit Info: https://www.irs.gov/newsroom/employer-credit-for-paid-family-and-medical-leaveIf this episode gave you a clearer understanding of the new tax provisions, don't forget to rate, follow, and review Belk on Business. And share it with a colleague or business owner who should be planning ahead. Until next time—stay smart and strategic.

Avoid these common estate planning mistakes and protect your legacy with smart, ongoing planning.

As we work and accumulate super throughout our careers, we hope to build a tidy nest egg for our retirement. But if you pass away before accessing the money, who receives it? 

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.

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