Podcasts about estate planning attorneys

Join Newton One Advisors (Mark Singer and Steve Target) and Michael Gordon, Trusts and Estate Planning Attorney and Director at Gordon, Fournaris & Mammarella, for an insightful discussion on trust modernization. Discover the compelling reasons for considering trust updates and explore the common changes observed in this evolving landscape.

The Estate Planning Short Course is May 5th and 6th in Champaign and via live webcast and May 19th and 20th in Chicago. The course includes two full days of practice guidance and networking opportunities for estate planning attorneys. With so many new developments in estate planning to be covered during this program, we're fortunate to hear from Lorraine Cavataio of Sandberg Phoenix & von Gontard P.C. and Stacy Singer of The Northern Trust who are co-chairs of the planning committee for this year's program to learn more about what attendees can expect.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.

Join Newton One Advisors (Mark Singer and Steve Target) and Jennifer Smith, Trusts and Estate Planning Attorney and Partner at McCollom, D'Emilio, Smith, Uebler, as they discuss strategic planning of irrevocable trust structuring. Discover how proactive and deliberate preparation safeguards assets from potential claims during divorce proceedings.

Alyssa Stewart, an Estate Planning Attorney from Burlington, Iowa discusses the basics of estate planning.

2025 Estate Planning Attorney OKC, Estate Planning Lawyer - Cortes Law Firm Estate Planning LawyersVideo: https://youtu.be/ZtDn5mXi2NEFinding the best estate planning attorney ensures your assets are protected, your wishes are clearly documented, and your loved ones are safeguarded for the future. Here at Cortes Law Firm, we value our clients and want you to feel like you're right at home. Check out our website for more information on how we can help you set up your estate plan. Download our ESTATE PLANNING STRATEGIES TO PROTECT YOU AND YOUR FAMILY  https://geni.us/strategies  https://corteslawfirm.com/estateplanning/Estate Planning for Dummies https://amzn.to/2NNXak7 Aging in the Right Place https://amzn.to/2ZvYavY Estate Planning Basics Ninth Edition https://amzn.to/3s5ZJgm Estate & Trust Administration For Dummies https://amzn.to/3dvLpcZFind us on SUPER LAWYERSFind us on TikTokFind us on FacebookFind us on InstagramDirections on Google MapsVideos on YouTubeFind us on YELPFind us on TwitterFind us on AVVO

Amanda Pearch, Adam Hicks and Christina Snyder Welcome to Iron Insights, Leading with Purpose. The podcast were faith and leadership forge together. We sit down with Christian business & community leaders to explore how they build strong organizations, high performing teams and create a culture rooted in Kingdom values. Join us for honest conversations and […]

In this episode, we sit down with attorney Brian Bojo, a partner at MSP Law Firm in Rome, Georgia, to discuss the essential aspects of estate and succession planning for farming families. With an estimated 40% of U.S. agricultural land transitioning to the next generation in the next 15 years, planning for the future is more critical than ever. Brian breaks down the key legal documents every farmer should have, the importance of proactive succession planning, and how to ensure your legacy is protected for future generations. Whether you're a seasoned farmer or just starting out, this conversation provides valuable insights on navigating estate planning with clarity and confidence. Don't leave your legacy to chance—tune in now!

An estate planning attorney on why you shouldn't use an estate planning attorney. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

This powerful clip from THINK Business LIVE with Jon Dwoskin and Joe Garavaglia, Estate Planning Attorney at Estate Planning Solutions, PLLC, identifies and provides insight into overcoming “stuck” points in business. Get real-time, relatable coaching and practical advice for navigating hurdles to boost business growth. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Joe Garavaglia: Website: https://michiganestateplanningservice.com/ *E – explicit language may be used in this podcast.

Chasity Stratton is the Co-Founder of Stratton & Reynolds, a firm dedicated to providing compassionate, client-focused legal services across South Carolina. With over 14 years of experience, Chasity has built a thriving practice that prioritizes kindness and expertise, customizing estate plans for each client and even involving family members to ensure everyone understands the journey ahead. They opened two new offices and increased revenue by over 30% in 2024 alone! Let's dive into her experiences, insights, and the mission that drives her work. Here's a Glimpse of What You'll Learn 0:00 Preview: Marketing a New Firm 0:49 Introduction 2:42 Chastity's Background 5:43 The Passion for Estate Planning 8:32 Launching the Business 11:08 Marketing a New Firm 14:16 Building Relationships With Clients 16:22 The Importance of Estate Planning 17:54 Growing the Firm 20:50 Future Plans 22:46 Wrap Up Stratton & Reynolds, LLC, is a law firm based in South Carolina specializing in estate planning, asset preservation, and elder law services. The firm has a team of five dedicated attorneys who prioritize personal service and compassionate legal representation, particularly for elderly and aging populations. Their experienced legal team leverages cutting-edge technology and deep knowledge of South Carolina law to create customized estate and business plans, helping clients protect their assets and prepare for the future. They address many client needs, from providing for minor children and disabled family members to managing complex business succession planning and blended family situations. By focusing on building long-term relationships and delivering comprehensive legal services, Stratton & Reynolds helps clients achieve peace of mind knowing their assets, independence, and loved ones are protected through thoughtful planning and expert guidance. Speakers Featured in This Episode - Tom Foster of Foster Web Marketing- Chasity Stratton of Stratton & Reynolds, LLC This episode is brought to you by Foster Web Marketing. Foster Web Marketing is dedicated to providing cutting-edge, highly customizable marketing and strategic solutions specifically designed for law firms and medical practices. Our award-winning marketing and systems solutions are what set us apart from everyone else.  

In this episode of Beer and Money, Ryan Burklo, Alex Collins, and estate planning expert Rob Bukacek discuss the intricacies of estate planning. They cover the importance of having a trust, the process of finding the right attorney, and how to prepare for meetings with legal professionals. The conversation emphasizes the need for proper documentation, the significance of choosing beneficiaries wisely, and the necessity of reviewing estate plans regularly. Listeners are encouraged to take proactive steps in their estate planning to ensure their wishes are honored and their loved ones are taken care of. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo   Takeaways Estate planning is essential for everyone, not just the wealthy. A trust can manage your assets while you're alive and incapacitated. Choosing the right attorney is crucial for effective estate planning. Prepare for your attorney meeting by knowing who will manage your finances. Consider who will inherit your assets and how to protect them. Special needs children require specific planning to maintain benefits. Review and update your estate plan regularly, especially after major life events. Having a financial advisor can help navigate the estate planning process. Communication with your attorney is key to a successful estate plan. Be proactive in your estate planning to avoid complications for your loved ones. Chapters 00:00 Introduction to Estate Planning 02:24 Understanding Trusts and Wills 06:02 The Importance of Estate Planning Documents 11:21 Finding the Right Estate Planning Attorney 16:19 Preparing for Your Attorney Meeting 20:30 Who Gets Your Stuff? Planning for Beneficiaries 24:11 Special Considerations for Children and Heirs 27:29 Reviewing and Updating Your Estate Plan 30:51 The Role of Advisors in Estate Planning    

Timestamps:00:00 Introduction to Unbundled Attorney Mastermind Podcast01:07 Guest Introduction: Wade Goertz of Goertz Law03:58 Scaling Legal Services Across Texas06:15 Virtual Legal Services: Benefits and Challenges09:49 Effective Client Engagement and Lead Management18:15 Tools and Techniques for Virtual Practice27:39 Pricing Strategies and Client Onboarding40:01 Expanding Practice to Other States42:16 Challenges of In-Person Meetings in New York43:21 Structuring Attorney Relationships44:27 Cost Differences Between Texas and New York44:49 Open Q&A Session Begins45:59 Scaling and Expanding Practices48:10 Hiring and Managing Attorneys50:18 Client Consultations and Payment Plans54:33 Building a Multi-Jurisdictional Practice01:05:44 Final Thoughts and Encouragement01:16:45 Upcoming Events and Closing RemarksIf you enjoy this podcast, please head over to iTunes, subscribe to the show, and leave us a review. We love hearing from our listeners and look forward to reading your feedback! For more information about Unbundled Attorney and how our exclusive, unbundled leads can help grow your practice, visit: https://www.unbundledattorney.com

Dive into an engaging speed round from THINK Business LIVE with Jon Dwoskin and Joe Garavaglia, Estate Planning Attorney at Estate Planning Solutions, PLLC. These quick-fire questions and candid answers reveal best advice, favorite books, and personal insights. Watch the full episode Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Joe Garavaglia: Website: https://michiganestateplanningservice.com/ *E – explicit language may be used in this podcast.

We're always talking about how important it is to have an estate planning attorney. But what if your attorney is actually screwing some things up? Today, we're diving into 8 ways they might be getting it wrong.   Contact:   513-463-6789   info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/ 

 In this episode of "Ask Gregory" host Gregory Ricks and guest Wes Blanchard, Estate Planning Attorney, dive deep into the evolving landscape of auto insurance and essential coverage strategies. They discuss rising premiums, the importance of uninsured and underinsured motorist protection, and ways to safeguard your assets. Together, they tackle common misconceptions about insurance claims, explore the value of umbrella coverage, and offer practical tips for balancing protection with affordability. This episode provides valuable insights for everyone aiming to make smarter financial decisions about their insurance needs. For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

Our hosts Stephanie McCullough and Kevin Gaines sit down with Pam Starsia, who swapped her corporate lawyer gig for the world of estate planning, and now runs a firm alongside her husband. Once a pro in high-stakes mergers and acquisitions, Pam's now all about creating personalized, relationship-focused estate plans. Listen in as she takes us through the sometimes-tricky and always-emotional landscape of family legacy planning.   “If you have the resources to pay for help, do so. You deserve it.”   Pam unpacks the Personal Family Lawyer model she follows, which emphasizes the human side of legal advice to meet a family's evolving needs. Her insights help us balance the emotional and practical sides of family legacy planning, offering a new take on the whole process beyond just writing a will.   When dealing with clients, Pam's all-in on personal touch. Our hosts and Pam chat about the emotional twists that can pop up, like sibling dynamics and particularly sentimental items. She dishes out practical tips for navigating these situations, reducing conflicts, and making sure everyone in the family gets a say.   They also explore some unique aspects of estate planning, like the question of your furry friends, and Pam gives us the lowdown on setting up options like pet trusts to ensure they're cared for in the future. She reminds us that estate planning isn't just a one-time deal—it's an ongoing process that adapts to changing laws, relationships, and life situations.   Key Topics: From Corporate Lawyer to Estate Planning Attorney (3:31) The Advantages of the Personal Family Lawyer Model (9:45) Staying Accountable as an Estate Planning Attorney (15:46) Being Thorough with Clients (25:28) The Challenge of Working with the “Sandwich Generation” (31:37) Dealing with Joint Trustees (34:30) Pet Trusts: Making Sure Your Fur Babies Aren't Forgotten! (39:46) Why It Literally Pays to Plan with an Attorney (47:44) Stephanie and Kevin's Key Takeaways (50:10)   Resources: Starsia Law Website Starsia Law on Facebook Starsia Law on Instagram Starsia Law on LinkedIn PersonalFamilyLawer.com if outside of NY Who Gets Grandma's Yellow Pie Plate? (Article)     If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

In this week's Weekly Presentation Coaching episode we meet Scott Lawler an Estate Planning Attorney from Arizona!

Jim and Chris welcome back Estate Planning Attorney, Shelly Thompson in this special EDU edition turned Q&A… (8:30) A listener asks how to find a reputable estate lawyer and if there are any books Shelly recommends for learning more about Living Trusts. (20:00) George wonders what the best practice is for making funds available to […] The post Estate Planning Special Edition: EDU #2439 appeared first on The Retirement and IRA Show.

Do not let your estate planning attorney keep your original docs. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

What to do if your estate planning attorney retires. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Understanding Estate Planning, with Amina Bakari-Green, ABG Legal (North Fulton Business Radio, Episode 800) In this episode of North Fulton Business Radio, host John Ray welcomes Amina Bakari-Green, founder of ABG Legal. Amina discusses the importance of estate planning and probate services, addressing common misconceptions about wills, trusts, and powers of attorney. She shares her […] The post Understanding Estate Planning, with Amina Bakari-Green, ABG Legal appeared first on Business RadioX ®.

This episode covers affordable estate planning for LGBTQ+ individuals and couples with Mitch Mitchell, Associate Counsel of Estate Planning at Trust & Will. Our money system in this country is outdated and antiquated and, by far, does not meet the needs of LGBTQ+ individuals and families. When it comes to estate planning and making sure that your assets get passed to who you want, things can get even more complicated if you're in the LGBTQ+ community. Different states have different laws, and figuring it all out is hard. You'll Learn: What makes estate planning for LGBTQ+ individuals so challenging What are the essential estate planning documents you need How much estate planning costs (and how to make it more affordable) How do you handle estate planning if you have kids, are adopting, or using a surrogate  Why the home-buying process can be tricky for LGBTQ+ couples and individuals  Links Trust & Will How to Find an Estate Planning Attorney article CONNECT WITH SHANNAH Ask Shannah questions - submit your question here https://etmpod.link/askshannah  Freebie: 10 Money Questions to Ask Yourself Money Guide https://etmpod.link/10moneyq  Follow me on Instagram  Leave a 5-star Review here https://ratethispodcast.com/etm.  Subscribe to our YouTube Channel https://www.youtube.com/@EveryonesTalkinMoney SPONSORS Thanks to ASPCA for sponsoring the show. To explore coverage, visit ASPCApetinsurance.com/ETM. Thanks to Mint Mobile for sponsoring the show. To get your new 3-month premium wireless plan for just 15 bucks a month, go to http://www.mintmobile.com/ETM . Thanks to Notion for sponsoring the show. Notion is my go-to tool for managing notes, to-do lists, and action items. You can try Notion for free at Notion.com/ETM. Thanks to OneSkin for sponsoring the show. Get 15% off OneSkin with the code ETM at https://www.oneskin.co/  Thanks to Quince for sponsoring the show. Go to http://www.quince.com/etm for free shipping on your order and 365-day returns.  Thanks to NerdWallet for sponsoring the show. Don't wait to make smart financial decisions. Compare and find smarter credit cards, savings accounts, and more today at www.nerdwallet.com. Thanks to Monarch for sponsoring the show. ​​After trying out Monarch for myself, I understand why it's the top-rated personal finance app. Listeners of this show will get an extended thirty-day free trial when you go to www.monarchmoney.com/ETM.  Thanks to EarnIn for sponsoring the show. Just download the EarnIn app in Google Play of the Apple App store and use code Talkin Money under Podcast. Thanks to Noom for sponsoring the show. Start taking control of your weight management and join the millions who have lost weight with Noom. Sign up for your TRIAL today at www.noom.com.   Thanks to ButcherBox for sponsoring the show. Sign up today at www.butcherbox.com/etm and use code ETM to get $20 off your first order. Thanks to DelelteMe for sponsoring the show. Today get 20% off your DeleteMe plan when you go to www.JoinDeleteMe.com/ETM and use promo code ETM at checkout.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Jim and Chris welcome Estate Planning Attorney, Shelly Thompson to discuss the basics of estate planning. The post Estate Planning 101: EDU #2429 appeared first on The Retirement and IRA Show.

Spoiler: YES. If you've got kids over 18 - listen up! Rhonda sits down with Estate Planning Attorney, Ashley Lillesand and her 18 year old daughter, Jenna to discuss the importance of having a Medical and Financial Power of Attorney. This is especially important if you are divorcing.   What is a Power of Attorney? Why is it important to have it in place sooner than later? Choose the most qualified person to speak on your behalf. Let's normalize this! About today's guest:    Attorney Ashley Lillesand has fine-tuned her practice over the years to focus on estate planning for both young families and clients reaching retirement age who need guidance with asset protection strategies. Additionally, Ashley represents clients with Probate and Trust administration and Medicaid applications. Ashley also hasn't forgotten what brought her to law school in the first place by continuing to represent family members in guardianship matters which require knowledge of guardianship laws and the practical ins and outs of serving as a guardian. Ashley serves as a guardian ad litem in guardianship and probate matters in Milwaukee county as well. Connect with Ashley:    Website: https://www.lillesandlawllc.com/contact/   Be sure to check out Ashley's earlier podcast episode, #083!  Your host is Rhonda Noordyk, CDFA®, CEO of The Women's Financial Wellness Center   Rhonda has dedicated her career to being an advocate for women and educating them on how financial strategies can impact their personal and professional success. Her work has shown women going through a divorce how to have a voice, be assertive, get results, be driven, and move forward with confidence.    For Rhonda and her company, the Women's Financial Wellness Center, helping women isn't just about running the numbers. It's about asking the right questions, demystifying myths and biases around finances, and helping women walk in their power. Rhonda is passionate about helping her clients navigate a broken system and level the playing field so they can achieve success—pre, during, and post-divorce.   

Join host Robert Wermuth on Legacy Listens and Jack Terrill, an Estate Planning Attorney and Senior Partner at Heckscher, Teillon, Terrill & Sager.  With over 30 years of experience, Jack specializes in asset protection, complex estates, and family governance. As a fellow of the American College of Trust and Estate Counsel (ACTEC), Jack's insights into charitable planning, fiduciary litigation, and estate settlement are invaluable. His firm, comprising 22 dedicated lawyers, focuses exclusively on trusts and estates, serving high-net-worth families and individuals. In this episode, Jack discusses family governance—an often overlooked but crucial aspect of multi-generational wealth management. He shares strategies to preserve wealth and values across generations, ensuring a lasting legacy. Whether you're navigating estate complexities or planning for the future, Jack offers practical insights for securing your family's legacy. Join us on Legacy Listens as we uncover the secrets to enduring family legacies with Jack Terrell. For more information, please visit Jack at https://www.htts.com/attorney/john-a-terrill-ii/  ​​______________​​______________​​ Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380  610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.  

On this week's show: Do you need a financial planner AND an attorney for retirement? How an Asset Protection Trust could help. Would you take a test that predicts if you could get dementia? How many people have saved a million dollars for retirement? Five qualities that show you may be more ready for retirement than you think. Talking about the subject of Greg's next book…The “A” word.    See omnystudio.com/listener for privacy information.

Here's how to hire an estate planning attorney that will do great work for you. #estateplanning #trusts #realestate #estateplanningattorneys #legacy #wealth #estatetaxes #medicaidplanning #medicaid #cmslawfirm

There are a bunch of old estate planning lawyers out there retiring. Here's what to do if yours does. #estateplanning #trusts #realestate #estateplanningattorneys #legacy #wealth #estatetaxes #medicaidplanning #medicaid #cmslawfirm

Losing a loved one can be even more complicated if probate is mandated. A probate specialist like Norwood Law Firm (918-582-6464) can ease the burden by handling legalities, taxes, and asset distribution. Go to https://norwoodlegal.com to find out more. Norwood Law Firm P.C. City: Tulsa Address: 1717 S Cheyenne Ave Website: https://norwoodlegal.com/ Phone: +1 918 582 6464 Email: joe@norwoodlegal.com

If you missed the first episode of our "Character Matters" mini-series, we discussed the differences between Community and Separate Property and why the "character" of your assets matters in estate planning. As a quick recap: Separate Property includes assets owned before marriage or received as gifts or inheritances during marriage, while Community Property consists of assets acquired during the marriage. Now, as we start Part Two, we're delving into the deeper details of property types and how specifically to estate plan for each of them. Join us as we explore important topics such as whether you should consider a pre- or postnuptial agreement, what to consider when signing one, and how the process works. Whether you're single, married, or even remarried, this episode is a treasure trove of valuable information, so don't miss out! Time-stamped Show Notes: 0:00 Introduction 0:45 We're getting straight to the point: Character matters when estate planning because you can't give away what's not yours. Sounds simple, right? 2:55 If you're interested in estate planning for your second marriage, you'll want to listen to this portion as we discuss how the type of asset affects what you can do with it. 4:01 Even though you can't personally choose whether an asset is legally considered Community or Separate Property, you can change its character. Here's how. 5:39 Is a prenuptial agreement right for you? Here's an example of when you might want to consider one and what you can include. 6:41 Postnuptial agreements can also be an option if you're already married. If you're doing your estate planning with us, we'll work with a family law attorney who can help navigate the process.

When it comes to funding your trust with assets like cars, mobile homes, and boats, it can get a little complicated and confusing. For instance, do you know whether or not you need to retitle your cars to your trust? And when it comes to mobile homes, before you can even determine whether you should retitle it, you must first know if it's registered as a vehicle or a home. And what's recommended for cars and mobile homes differs completely from boats. In this episode of Absolute Trust Talk, we explore these topics in detail to answer some of our most commonly asked questions so you can be more knowledgeable about properly funding your trust. After all, your trust's effectiveness is directly tied to its assets. So, listen in now! Time-stamped Show Notes: 0:00 Introduction 0:36 The first asset we're starting with is cars. Should you retitle them? Here's what you need to know.  2:48 Bonus Tip: Here's a way to retitle your vehicle without visiting the DMV. 4:11 Mobile homes—are they a vehicle or a house? The answer varies, and therefore, so does how you include them in your trust. 9:24 If you have a boat and would like to include it in your trust, you don't want to miss this segment.

Do you have a plan to take care of your children or keep your house if you become incapacitated? Protect yourself and your family with Norwood Law Firm P.C. (918-582-6464) - one of Tulsa's top estate planning specialists! Visit https://norwoodlegal.com for more. Norwood Law Firm P.C. City: Tulsa Address: 1717 S Cheyenne Ave Website: https://norwoodlegal.com/ Phone: +1 918 582 6464 Email: joe@norwoodlegal.com

On this week's show: The conversation about protecting your money goes further than simply guarding against a market pull back. Estate Planning Attorneys Greg Aler and Tim Stallings dive into the legal issues you need to address in your retirement planning. Why financial advisors DON'T want you to spend your money. Signs it's time to move on from your current financial advisor.  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.

Typically, when we think of estate planning, we only consider planning for after death. But what happens if you become incapacitated? That's where a Power of Attorney enters the picture. Incapacity planning is a significant component that is just as important, if not more important, than most other aspects of estate planning. Think about it. If you're in the hospital, you don't want to wait for your loved ones to go to court to access your funds to pay for care. You want care right away! So, in this episode of Absolute Trust Talk, we're addressing all the major ups and downs we've seen our clients face when navigating Powers of Attorney. Listen in to learn how to avoid the most common mistakes and ensure your Power of Attorney is ready to go if it is ever needed. Time-stamped Show Notes: 0:00 Introduction 0:55 To start, we're covering the basics: What is a Power of Attorney? 2:55 There are two types of Power of Attorney – springing and immediate. Here's what you need to know. 3:40 Did you know that many Power of Attorney agreements include requirements such as getting two doctors to sign off on your incapacity “under penalty of perjury”? 5:35 You can have more than one Power of Attorney, but it's best only to have one. 8:45 An Institutional Power of Attorney only applies to a specific financial institution for which you sign the papers. 10:11 Next, let's discuss how to make updates if you have multiple Powers of Attorney and want to change who has access to what.

You know of the infamous murder trial involving OJ Simpson and the Goldman and Brown families that took place in the 90s. And in case you happened to miss the news, Simpson passed away recently, stirring up the family conflicts all over again. Here at Absolute Trust Talk, we have an affinity for celebrity estate drama, mainly because of the important estate planning lessons we can take away. While the exact details of OJ's estate structure remain unknown, the estate will probably undergo probate due to the presence of creditors. Listen in as we cover all the details we know so far and share some essential estate planning wisdom with you along the way. Time-stamped Show Notes: 0:00 Introduction 1:23 Here's what we know about the executor handling OJ Simpson's estate and the public statement made. 3:35 Next, we're summarizing the current legal tension with the Goldman family. 5:33 The Goldmans want their rightful payout from the Simpson estate. However, much of his assets are tied up. 7:36 Listen in as we discuss what it means to go through the probate process and the executor's role. 8:55 When divvying up money from an estate, the probate expenses and executor must first be paid, as well as super creditors like the IRS.

It’s always a good time to talk about estate planning! Attorney John Heggie from Wochner Law Firm speaks to host Jon Hansen to discuss the importance of having a plan for your estate. The two also talk about probate and answer listener questions about inheriting a home and transferring ownership. To find more information about how Attorney […]

On this week's show: Medicare does not pay for long term care. How do you prepare if it happens to you? How your Roth might figure into tax and estate planning. Which buckets should you pull from first in retirement? How spending trends go in retirement and how you should enjoy your money. 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.

Start preparing for your retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3VbxA9D How does probate work? Do you need a will or a trust to avoid probate? Retirement Planner Loren Merkle breaks down the probate process, plus tips on how to make sure you don't make a common trust mistake. Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY® https://merkleretirementplanning.com/staff-members/loren-merkle/ Chapters 00:00 The Probate Process Explained & The Cost of Probate 01:00 Is a Trust or a Will Best? 01:55 Which Assets Go Into a Trust 03:57 How to Find an Estate Planning Attorney 04:24 One Common Legacy Planning Misconception -- This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

In this episode, Ryan Burklo interviews Katie Ludwick, an estate planning attorney, about estate planning. They discuss the potential changes to the federal estate tax, the Washington state estate tax, and the importance of proactive planning. They also explore estate planning techniques for minimizing taxes and ensuring liquidity. The conversation highlights the pitfalls of online estate planning services and emphasizes the need for personalized advice from an attorney. They conclude by stressing the importance of estate planning for young adults. The conversation emphasizes the importance of estate planning and the potential consequences of not having a plan in place. It highlights the need for holistic financial planning and the importance of communication between different professionals involved in the planning process. The conversation also discusses the dangers of following misguided advice and the importance of reviewing estate planning documents during significant life events. Ultimately, the focus is on planning for the future and ensuring that loved ones are not burdened with unnecessary complications. If you would like to learn more about Quantified Financial Partners, please visit our website www.beerandmoney.net If you would like to reach out to Katie Ludwick, you can visit her website at https://ludwicklawgroup.com   Takeaways Stay informed about potential changes to the federal estate tax and consult with an estate planning attorney to determine the best course of action. Be aware of the Washington state estate tax and consider strategies to minimize its impact, such as creating trusts or making charitable donations. Ensure liquidity in your estate plan to cover taxes, debts, and other expenses by considering life insurance and other financial tools. Avoid relying solely on online estate planning services, as they may not provide the personalized advice and attention to detail necessary for a comprehensive plan. Start estate planning early, even for young adults, to ensure that your wishes are carried out and to alleviate stress for your loved ones in the event of incapacity or death. Chapters 00:00 Introduction and Beer Talk 03:07 Federal Estate Tax Changes 07:30 Washington State Estate Tax 10:14 Estate Planning Questions 11:44 Estate Planning Techniques for Washington State 19:11 Importance of Liquidity in Estate Planning 23:09 Online Estate Planning vs. Working with an Attorney 28:19 Difference Between a Will and a Trust 32:34 Importance of Estate Planning for Young Adults 39:14 The Importance of Estate Planning 40:30 The Need for Holistic Financial Planning 41:35 The Shift Towards Holistic Planning 42:41 The Consequences of Communication Gaps 43:23 The Danger of Misguided Advice 44:27 When to Review Estate Planning Documents 46:10 Planning for the Future of Your Loved Ones

Jack Grimes is an Army Cavalry soldier turned lawyer. Or, wait a minute—it's actually the other way around! Jack has the unique experience of attending law school and THEN heading into the military. As he says, he had an itch he couldn't scratch and knew the only way he would be able to rest is if he enlisted. Today, he has been commissioned as an Air Force JAG Corps Lieutenant Colonel while he runs his private practice in Northern Virginia. He's a man that stands for upholding the law in every aspect of his life. Here's a Glimpse of What You'll Learn 0:00 Introduction 3:17 Military Experience 4:53 Why Jack Enlisted 6:45 Working in the JAG Office 10:20 Why Jack Went to Law School 12:57 Lessons Learned From the Military 16:32 Military Education Benefits 18:29 Working With Private Citizens  20:43 Choosing a Legal Field 23:34 Career Advice for Veterans 24:54 Pitfalls of Private Practice 27:30 Benefits of Military Experience 30:07 Veteran Legal Mentorship Programs 34:52 Biggest Legal Marketing Mistakes 36:47 Focus of Jack's Practice 39:43 Marketing Success Stories 42:10 Closing Thoughts Jack's practice, GuideOn Legal Services, pays homage to his Army roots, playing off the name of the flag carried by military units. The name of the practice is meant to signify the firm's desire to continue supporting troops once they transition out of the armed forces and into civilian life. Look to GuideOn for services associated with estate planning and estate law, digital asset protection, and business law. Whether you serve or not, you can rest assured that Jack and his team will have you and your loved ones protected on and off the battlefield. Speakers Featured in This Episode - Tom Foster of Foster Web Marketing- Jack Grimes of GuideOn Legal Services This episode is brought to you by Foster Web Marketing. Foster Web Marketing is dedicated to providing cutting-edge, highly customizable marketing and strategic solutions specifically designed for law firms and medical practices. Our award-winning marketing and systems solutions are what set us apart from everyone else.  

In this episode of The Brand Called You, Attorney Lisa Haster, discussed her journey into estate planning, highlighting the importance of understanding wills and trusts. She emphasized the benefits of trusts in avoiding probate and protecting assets, noting that starting estate planning early is crucial. The conversation covered various aspects of estate planning, such as managing family dynamics, protecting assets from creditors, and ensuring privacy. The legal professional also touched on the complexities of estate planning and advised seeking specialized expertise in this area. About Attorney Lisa Haster Lisa is the founder of the Metropolitan Law Group. She has authored several books including The Ultimate Guide to Protecting Your Family from Uncle Sam, Opportunists, Uncertainty & Probate. Lisa's practice includes Estate Planning, Wealth Planning, Business Succession Planning, Asset Protection, & Special Needs Planning and uncontested probate. --- Support this podcast: https://podcasters.spotify.com/pod/show/tbcy/support

Monologue:Mallett on the Market Real Estate MinuteSilver TsunamiSuper Bowl Predictions of MichelleRIP Toby KeithBrett Goldstein-Who is that?  Tesla Electron Flyer? Or TeslarificGuest:Milena Christopher started what has become The Law Office of Milena Christopher in Dripping Springs, Texas in 2003 after having served many years as a Prosecutor in the Sex Crimes and Child Abuse division in Ft. Lauderdale, Florida. In her years of practice in the areas of family law and probate, she has developed a passion for helping people avoid future legal challenges through effective Estate Planning. She also offers sensitivity and professionalism in family law matters – including divorce, child custody & support, adoption, etc. Attorney Milena Christopher was also at the forefront of the collaborative law and mediation movements in this country, believing it best to try to resolve legal matters amicably whenever possible, particularly when the legal matters involve children.Steve Mallett and Michelle Lewis meet the most interesting people, and discover the places and events that make Dripping Springs, Texas, a Hill Country oasis. Learn why every year, hundreds of people move to this small town just outside of Austin. Every episode features a local resident who's talent and past will make you want to know more about what draws so many unique people to this historical town. From ranchers to engineers, cowboys to entrepreneurs, bankers to bull riders. Join us every week for a new episode, where curiosity meets cutting-edge storytelling, and be inspired by the fascinating tales that make Dripping Springs, Texas, a beacon for the bold and the adventurous..Support the showThis show is brought to you by the Real Estate Pro's at The Mallett Integrity Team. Look them up when you are buying or selling real estate in the Dripping Springs or Austin area. Real Estate Done Right! Call them at 512-627-7018.This show is sponsored by the Lending Pros at Capital Farm Credit. Lending in Texas for over 100 years they can help you buy your dream ranch, ranchette or provide interim financing for construction for your land improvements. Call them at 512-892-4425.We are sponsored by M. Elliott Design. Tailored experience. Design as an investment. They can help you design for renovations, new construction or with the right furniture; each item is selected, tailored, and procured. Call Montana at 512-781-0224.Thanks for listening! Please follow us & leave a review. Apple PodcastsMallett and Michelle on InstagramOur Website - Sign up for latest updates. We love your feedback & comments. Email: mallettandmichelle@gmail.com

Special Video Edition: American Academy of Estate Planning Attorneys founders Robert Armstrong and Sanford Fisch describe the synergies our new partnership brings.

In this episode, Ryan and Alex discuss if a 20 year old needs estate planning documents and why. The beers of the day are Fremont Brewing's Hustle Double IPA and Widmer Brothers Hefeweizen. To learn more about these beers, please visit their websites https://www.fremontbrewing.com/hustle https://www.widmerbrothers.com/beer/hefe If you would like to learn more about Quantified Financial Partners, please visit our website www.beerandmoney.net  

The Lawyer Stories Podcast Episode 153 features Laura Cowan, Esq., CPA, Estate Planning Attorney and Creator of 2-Hour Lifestyle Lawyer™. We discuss Laura's New York City practice and why she decided to launch the 2-Hour Lifestyle Lawyer.  Laura is a NYC estate planning attorney and shares with us how she teaches lawyers to launch and market a virtual, part-time estate planning practice.  With 2- Hour Lifestyle Lawyer™, you can have it all – a practice that lets you help others while earning consistent revenue and still have time for the things that matter most. Laura tells us that to apply for coaching you can visit her website at www.2hourlifestylelawyer.com.

In this episode of Everyone's Talkin' Money podcast, we're covering affordable estate planning for LGBTQ+ individuals and couples with Mitch Mitchell, Associate Counsel of Estate Planning at Trust and Will. Our money system in this country is outdated and antiquated and, by far, does not meet the needs of LGBTQ+ individuals and families. When it comes to estate planning and making sure that your assets get passed to who you want, things can get even more complicated if you're in the LGBTQ+ community. Different states have different laws, and figuring it all out is hard. You'll Learn: What makes estate planning for LGBTQ+ individuals so challenging What are the essential estate planning documents you need How much estate planning costs (and how to make it more affordable) How do you handle estate planning if you have kids, are adopting, or using a surrogate  Why the home-buying process can be tricky for LGBTQ+ couples and individuals  Links Trust & Will How to Find an Estate Planning Attorney article How To Connect with Shannah: Join the Everyone's Talkin' Money Newsletter, where you get insider tips, exclusive content, and takeaways from each episode https://tinyurl.com/etmnewsletter  Ask Shannah a question on Instagram https://www.instagram.com/shannahgame/ or TikTok https://www.tiktok.com/@shannahgame  Submit a money question for Shannah to answer in an upcoming episode https://tinyurl.com/askshannahq  Leave a 5-star Review here https://ratethispodcast.com/etm  Be a Featured Guest on an episode https://everyonestalkinmoney.com/contact/ Time stamps [00:01:05] Estate planning faces unique challenges. Mitch Mitchell discusses essential documents, costs, and issues for LGBTQ+ individuals. The episode covers adoption, surrogacy, and home buying. LGBTQ+ estate planning necessitates caution and creativity. Further progress is needed in achieving equality. [00:03:31] LGBTQ+ families face legal challenges in parenting [00:08:07] Challenges passing legislation in a politically charged environment [00:11:01] Choose your own plan, especially LGBTQ+ [00:14:57] Importance of having a will and trust [00:17:19] Choosing executor, setting up a trust [00:24:20] "In Texas, trusts can help avoid probate" [00:25:47] Marriage, property, and legal agreements for LGBTQ+ [00:28:51] Prepare in advance for LGBTQ+ parental rights [00:34:16] Traditional attorney route can be expensive. Trust and Will offer affordable options [00:38:24] Important to understand property ownership and inheritance [00:42:59] Estate planning advice, LGBTQ+ individuals, TrustandWill.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to the Owner of Bambiz Marketing, Jim Blake.  Jim Blake delved into the unique marketing challenges faced by elder law attorneys. Unlike other areas of law where billboards and flashy advertisements may work, elder law and estate planning require a different approach. Jim explained that their marketing strategy focuses on triggering thoughts in potential clients' minds when they are online, unknowingly scrolling through their feed. They use content, such as webinars, to provide valuable information and engage with potential clients. One of the key insights Jim shared was the importance of following up with potential clients after registering for an event. He explained that the success of a live event is measured by the percentage of registered attendees who show up. For webinars, a 50-60% attendance rate is considered successful. Jim emphasized the need for personal engagement, suggesting that someone from the firm should thank registered attendees for signing up and inquire about their specific questions or concerns. This keeps them engaged and increases the likelihood of their attendance. Bambiz Marketing provides free resources on its website, such as podcasts, ebooks, webinars, and training videos, to assist attorneys in their marketing efforts. Jim believes that by providing valuable resources, they can potentially reach a wider network through referrals. He also mentioned that Bambiz Marketing is transparent about its pricing and encourages potential clients to explore its website and utilize the available tools and resources. Key Points from the Episode: Bambiz Marketing specializes in helping elder law and estate planning law firms with online marketing Jim's background and how he got into working with elder law attorneys Unique marketing challenges faced by elder law attorneys Marketing approach focused on triggering thoughts in potential clients' minds through online content Shift to webinars due to the impact of the pandemic Importance of following up with potential clients after they register for an event Bambiz Marketing provides free resources on their website to assist attorneys in their marketing efforts Transparency about pricing and encouraging potential clients to explore their website and utilize available tools and resources About Jim Blake: Jim Blake, a seasoned marketer and entrepreneur, is the CEO and founder of Bambiz Marketing, a digital marketing company targeting Elder Law and Estate Planning law firms. Inspired by numerous legal conferences, he recognized a specific need for tailored digital marketing services in this niche. Under Blake's stewardship since 2016, Bambiz offers a comprehensive suite of services, including...

On today's episode Richard is joined by Estate Planning Attorney and Real Estate Agent Bryan Palmer. Topic #1, Richard and Bryan discuss probate court–what is probate court and what do they do? Topic #2, Bryan covers the importance of having good estate planning. Topic #3, Bryan dives into details of setting up a Will and a Trust and explains why it is important to have both. For more South Bay real estate insights, subscribe to Richard's weekly blog at https://haynesre.com/blog/

Have you been wondering how to preserve your legacy for generations to come? Do you want to ensure that the values, life lessons, and experiences you've been working hard for are passed down and used as a guiding light in the future? In this episode, Brad is joined by Deb Newell, and they'll discuss various tips on how to protect and manage your wealth along with strategies that will help ensure that your values are kept alive long after you're gone.    Click here to sign up with Deb right away!   To connect with Deb directly send her an email: dnewell@realtimeconsultingservices.com   Connect with Brad's team at www.rentwerx.com!   This podcast is produced by Two Brothers Creative 2023.

One of the biggest misconceptions about estate planning is that a trust and a will are the same things and that if you have one, you don't need the other.   This is not true.   In this episode, Zacc Call and Laura Hadley invite estate planning attorneys Courtney and Gregory Lyle onto the podcast to discuss some of the biggest misconceptions about trusts and wills and how you can use them to best organize your estate for your family.   Greg and Courtney discuss:   The main differences between a trust and a will Why you should have a will AND a trust  Whether a revocable trust or an irrevocable trust is the best fit for your needs The crucial elements you should include in your trust  And more   Resources:   Guided Path 5-1: The Estate Plan Everyone Should Have    Connect with Capita Financial Network:   info@capitamail.com tfc@capitamail.com (801) 566-5058 Capita Financial Network LinkedIn: Zaccary Call  LinkedIn: Laura Hadley LinkedIn: Capita Financial Network Facebook: Capita Financial Network   Connect with Gregory & Courtney Lyle:   Independence Law Firm LinkedIn: Gregory Lyle About Gregory and Courtney Lyle:   Courtney and Gregory Lyle are both estate planning attorneys located right next door to Capita Financial Network! Courtney and Greg met at Brigham Young University and then attended the University of Utah together for Law School. They then got married and have been working as estate planning attorneys ever since.   Courtney and Greg use their expertise with estate planning law alongside Capita to enrich individuals' financial planning experience.