Podcasts about Estate planning

Karin Meyer, owner of dear-diary.co.za, speaks to Africa Melane about the critical importance of organising passwords and digital information for loved ones. She explains why she has added a planning tool to her product line to help people keep all their personal, financial, and digital details in one place. The conversation highlights how taking this simple step can ease confusion, reduce stress, and provide clarity for families during one of life’s most challenging moments. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, which aired live on Friday 12 December 2025. The topic for this week is one that everyone can learn from as we head towards Christmas. In this episode Luke shares the most common misconceptions about financial matters he’s heard from clients this year. There’s […]

On this episode: 3 straight years of double digit returns in the stock market. What are the chances it will happen again? The more money you make in retirement, the more benefits you lose. How do you balance it out? What many DIYers miss in retirement planning. 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.

Year-end is one of the few windows where decisions—or inaction—can materially affect how much of your money you actually keep in retirement. In this episode, Brian Decker and Marc Knauss, CFP(R) discuss the real-world tax and estate challenges retirees and near-retirees face as the calendar closes—and why waiting can quietly cost you. In this conversation, you'll hear about: How reallocating risk late in life can trigger unexpected tax bills if handled incorrectly What happens when highly appreciated stocks or real estate are sold without a plan Ways retirees get caught off guard by one-time income spikes that push them into higher tax brackets Why some company retirement plans can create avoidable tax exposure when large positions are involved How timing decisions today can dramatically affect lifetime taxes and what passes to heirs Common estate planning oversights that lead to family tension, delays, or unnecessary costs Why many people think they have a plan—until a tax event or health issue proves otherwise If you're within 5–10 years of retirement, or already retired, this episode will help you think differently about taxes, income, and legacy—before year-end decisions are locked in. Learn more at DeckerRetirementPlanning.com or call 833-707-3030. This content is for informational purposes only and is not individualized investment, tax, or legal advice. Investing involves risk, including loss of principal. Consult a qualified professional regarding your specific situation.

Hour 1 of Rush To Reason opens with estate-planning attorney Michael Bailey (https://michaelbaileylawllc.com), who reminds listeners that the end of the year is the perfect time to protect what matters most. What really happens if you leave your estate to Colorado's default rules? And how simple is it to update an old will—especially when life, kids, and families change? Michael breaks down the misconceptions and reveals why planning spares your loved ones from confusion and conflict. Next, lifestyle and food creator Shanisty Ireland (https://shesbecomingdomestic.com)brings much-needed calm to the chaos of the holiday season. Can one signature dish, a five-minute “fake clean,” and lowering the lights truly transform a stressful gathering into a cozy, joy-filled moment? And what happens when you finally stop apologizing for imperfections no one else even notices? Finally, health educator Troy Duell of https://centurion.health exposes the hidden health traps of the season—sugar overload, poor sleep, party fatigue, and holiday stress. Which simple supplements can strengthen your immunity? And why is prevention far more powerful than any “miracle” cure once illness hits? Hour 1 delivers practical wisdom, emotional relief, and real-world tools—perfect for anyone wanting a healthier, happier holiday. HOUR 2 Hour 2 of Rush to Reason opens with author Richard Battle (https://RichardBattle.com), who dives into the extraordinary “American-do spirit” that sparked the Boston Tea Party and built a nation unlike any other. But do Americans still have that fire today—or are we quietly surrendering our freedoms to a globalist mindset that rejects individual liberty? The hour then shifts to political analyst Sunny Kutcher of Young Americans Against Socialism ( https://yass.org), who confronts one of the most explosive issues of 2025: mass migration and its cultural, economic, and security fallout. Why are taxpayer dollars flowing out of the country in suitcases of cash? Are failing assimilation, cultural clashes, and entitlement politics accelerating America's unraveling? And what happens when a rising political figure like Rep. Jasmine Crockett challenges critics—only to have a flood of violent Democrat soundbites resurface? Sunny exposes the strategy behind it all: chaos, disruption, and media manipulation designed to shape elections far beyond one candidate. Her message is clear—if Americans want their country back, they must understand what they're up against. HOUR 3 Hour 3 launches with a high-stakes conversation as Brendan Steinhauser, CEO of the Alliance for Secure AI (https://secureainow.org), joins John to tackle one of the most urgent questions of our time: Who should control the future of artificial intelligence—states or the federal government? With China racing ahead and U.S. politicians struggling to understand even basic tech, is America prepared for the new AI frontier? And what happens if the people writing policy can't even reset their phones? The hour then pivots to a viral economic warning as John exposes the brutal reality behind America's skilled-labor crisis. Why are $120,000-a-year technician jobs unfilled while millions of college graduates stack debt, not skills? Is the decades-long “everyone must go to college” mindset fueling inflation, worker shortages, and a collapsing middle class? In the final segment, John widens the lens: What happens when one in three young adults can't afford to live on their own? Are high prices really to blame—or a culture that never taught resilience, marketable skills, or the value of hard work? Hour 3 is a wake-up call for anyone who wants America to thrive in the age of AI, economics, and personal responsibility.

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

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

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

In this episode, Jared and Justin sit down with Sean T. Dugan of Dugan Production Corporation to unpack the often messy world of estate planning. Sean shares what it's been like stepping in as the third generation of a six decade family oil and gas business and the challenges that come with unclear communication and disorganized inherited assets. Together, we talk about how family dynamics, business responsibilities, and legacy planning can collide and why proactive conversations matter. It's an insightful look at preparing the next generation and avoiding avoidable pitfalls when it comes to passing down a family enterprise.For more information and show notes visit: www.bwmplanning.com/post/118Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

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

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

What happens when entrepreneurial success results in a web of investments, assets, and stories that grew too complex for any one person to manage? This episode of The Angel Next Door Podcast dives into the often-overlooked challenges of building and preserving a family legacy while maintaining clarity and order for generations to come.Our guest, Josh Kanter, brings firsthand experience from growing up as the son of a legendary tax lawyer and later managing his family's highly intricate financial affairs. His journey through the legal, venture, and family office worlds inspired him to create Leaf Planner—a tool designed to help families and entrepreneurs untangle their personal and financial complexities.Listeners will gain a high-level playbook for managing investments, capturing important family stories, and laying the groundwork for true multi-generational success. Josh Kanter and Marcia Dawood offer practical steps and compelling anecdotes, making this a must-listen for anyone looking to streamline their legacy and protect what really matters. To get the latest from Josh Kanter, you can follow him below!https://www.linkedin.com/in/joshua-kanter/https://leafplanner.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Unmarried Couples - Estate Planning Beware!

In this episode, Laura Lee, Jeremiah Lee and Randy Barkley, break down some of the intricacies of estate planning, highlighting common missteps and offering practical advice to avoid them. They discuss the importance of having a trust over a will, the pitfalls of adding children to property titles, and the complexities of managing illiquid assets. The conversation also touches on the significance of coordinating estate plans with other assets and understanding community property laws. Takeaways Avoid common estate planning missteps to prevent future inconvenience. A trust is more effective than a will in avoiding probate. Adding children to property titles can lead to tax and liability issues. Plan for illiquid assets like property and businesses carefully. Coordinate estate plans with other financial assets for consistency. Understand community property laws and their impact on estate planning. Beneficiary designations can override estate plans if not aligned. Estate planning should include discussions with family members. Tax implications of inheritance can be significant and need planning. Regularly review and update estate plans to reflect current situations. Reach out at contact@tricordadvisors.com Connect with Jeremiah: LinkedIn: / jeremiahjlee Email: Jeremiah@tricordadvisors.com Connect with Laura: LinkedIn: / laura-lee-59a83610 Email: Laura@tricordadv.com Connect with Randy: LinkedIn: / rkbarkley Email: Randy@tricordadv.com Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.

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

In this episode, elder care coordinator Katlyn Green sits down with Lisa Dotson of Northfield Church to explore the heart and impact of Night to Shine—a worldwide prom experience, sponsored by the Tim Tebow Foundation, created especially for individuals with special needs. We walk through: The mission and purpose of Night to Shine Northfield Church's years of involvement What honored guests can expect on this unforgettable evening How volunteers make the event come alive The meaningful ways Night to Shine strengthens families and the community And how YOU can get involved—whether by attending, volunteering, or supporting in other ways This conversation is a beautiful reminder of what happens when a community comes together to celebrate every person's worth. A huge thank you to Northfield Church, the volunteers, caregivers, families, and honored guests who make this night so extraordinary each year. If you're inspired by today's episode, we encourage you to get involved or help spread the word. Every bit of support matters. Learn more here- https://www.nfnighttoshine.com/ Johnson McGinnis Elder Care Law & Estate Planning is a Life Care Planning Law Firm helping families navigate the legal, financial, and health care challenges of aging.

Are you ready to rethink your retirement strategy and make your money work smarter? This episode dives into required minimum distributions (RMDs), tax-efficient planning, and the difference between “must-haves” and “nice-to-haves” in retirement. Discover real-life stories, actionable tips, and how early planning can boost your income and confidence for the years ahead. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

Estate planning isn't just for the wealthy, it's for anyone who wants to protect what they've built. Josh is breaking down 13 essential estate planning moves that can shield your family from unnecessary taxes, lawsuits, probate, and even financial disaster. Whether you're married, single, retired, or still building your wealth, this episode offers critical guidance to ensure your wishes are honored and your loved ones stay protected. Can't get enough of The Financial Quarterback? Click ‘Subscribe' so you never miss a play. If you're enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

Today we're diving into a topic every real estate investor—big or small—needs to understand: Should your rental property be owned by an LLC?

Cathal Rochford of Blevins Franks International Tax and Wealth Management talks to Howard Brereton #Wealth #Tax #WealthManagement #Spain #Expat #Brexit

In this episode of ThimbleberryU, we dive into the growing challenge facing healthcare professionals—the balancing act of caring for aging parents while still preparing for their own retirement. We're talking directly to those in the “sandwich generation,” especially nurses, physicians, and hospital leaders who are used to caregiving professionally and now find themselves extending that care to family.We explore how this dual role adds emotional and financial weight. Many healthcare professionals become the “go-to” child in the family, shouldering time off work, travel, coordination, and often direct financial support. But as Amy reminds us, we can't pour from an empty cup. Our ability to help others long-term depends on preserving our own financial health first.We talk through the major financial decisions that come up—care settings for aging parents, sibling coordination, insurance gaps, and legal documents. There's often an assumption that Medicare will cover long-term care, but it doesn't, which leads to unexpected financial strain. Amy also highlights the importance of separating finances, documenting contributions, and maintaining clear records to protect relationships and ensure fairness.A major theme we come back to is boundaries. Just like in an emergency on an airplane, we must put on our own oxygen mask first. For financial health, that means building a plan for ourselves before helping our parents. That clarity allows us to make better decisions, communicate expectations with siblings, and avoid jeopardizing our own retirement.We also recognize the strengths healthcare professionals already bring—assessment, planning, communication, and monitoring. These are the same skills needed to manage a family's financial and care responsibilities. Amy urges listeners to apply their professional mindset to this personal challenge.Finally, we lay out five concrete next steps: gain financial clarity for both generations, start those tough conversations early, prioritize your own retirement, coordinate insurance and estate planning, and build a team of advisors, including financial planners and elder law attorneys. Sustainable care means both generations are supported—and planning ahead is the only way to get there.00:00 - Intro00:14 - The Sandwich Generation in Healthcare00:49 - Emotional and Financial Weight of Caregiving02:24 - Financial Decisions When Parents Need Support04:59 - Sibling Dynamics and Hidden Costs05:48 - Helping Without Sacrificing Your Retirement08:33 - Applying Professional Skills to Family Finances10:42 - Five Concrete Next Steps12:21 - Sustainable Care Across Generations12:42 - How to Contact Thimbleberry Financial To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

Being a trusted adviser to our affluent clients for over two decades, our wealth management philosophy—making ikigai decisions before money decisions—is rooted in our experience of managing over S$1 billion worth of our clients' hard-earned assets.In this week's Money Wisdom episode, our co-host Isaac chats with Chris about why trusts are more than just tools for asset distribution. Chris shares the emotional challenges of assigning trustee rights that our clients face, the limits of corporate trustees, and the benefits of a team approach.Chris also highlights the vital role of wealth advisers in providing a holistic view, coordinating details, and guiding families through legacy planning, which does not only have to start only at the end of life. Listen to the full episode to find out when it makes sense for a person to consider a corporate trust.You can also read Chris' Business Times article that was discussed in this episode here. Music courtesy of ItsWatR.The host of this episode, Isaac Ong, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.The full list of Providend's Money Wisdom podcast episodes from Season 4 can be found here.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.Mentioned in this episode:Download Investment eBook Today!TBC

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, which aired live on Friday 5 December 2025. The topic for this week is one that will affect many parents. Can I gift assets to my children? Increasingly Australian parents if they can afford to are gifting money and assets to their adult children […]

James has devoted his life to assisting, clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients, James became painfully aware of the need that comes at the other end of rainbow, when remaining assets are passed to the next generation. His focus expanded beyond just protection and accumulation to the distribution of wealth after the passing of loved one. With over 45 years of experience James has nearly seen it all.Learn More: tvrshield@gmail.com or call 775-233-2203Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-long-term-care-estate-planning

Tripp Limehouse discusses the evolving challenges retirees face today, including inflation, healthcare costs, and longevity risk. He emphasizes the importance of proactive planning, understanding spending needs, and the necessity of a solid income strategy to ensure a comfortable retirement. The conversation also covers the significance of social security planning and estate planning essentials, providing listeners with actionable insights to navigate their retirement journey effectively. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

James has devoted his life to assisting, clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients, James became painfully aware of the need that comes at the other end of rainbow, when remaining assets are passed to the next generation. His focus expanded beyond just protection and accumulation to the distribution of wealth after the passing of loved one. With over 45 years of experience James has nearly seen it all.Learn More: tvrshield@gmail.com or call 775-233-2203Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-long-term-care-estate-planning

A Story About Entitlement and Estate Planning

In this episode, Paul sits down with estate planning attorney Derek Wayne Jensen to demystify what estate planning really involves and why it's far more than drafting a simple will. Derek explains how planning evolves over a lifetime, beginning with young adults choosing beneficiaries, through major life milestones, to complex multi-generational legacy planning. They explore the biggest misconceptions, including the belief that estate planning is "one and done," and discuss why outdated beneficiary designations routinely undermine even the best plans. Derek also highlights triggers that should prompt a review: health scares, major purchases, business exits, new children or grandchildren, and significant increases in wealth. The conversation ends with practical guidance for high earners, business owners, and anyone whose documents are more than five years old. -- About Derek: Derek W. Jensen, JD, LLM, is a tax attorney and the founder of the North Seattle law firm, Jensen Estate Law, to assist individuals and their families with complex issues surrounding federal income tax, state and federal estate tax, estate law, business law, elder law and asset protection. Derek is a trusted advisor, with over 25 years of experience helping clients achieve their estate and tax planning goals. He makes it his priority to listen and mold documents for each unique case that happens upon him, while addressing all concerns his clients may have. Podcast: Who Gets What on Apple, Spotify, Amazon, Youtube, and RSS Instagram: @ jensenestatelaw Facebook: Jensen Estate Law X (Twitter): @ JensenEstateLaw   -- Timestamps: 01:11 – What estate planning really is (beyond wills and trusts) 02:15 – Why planning starts with young adults and evolves over life 03:37 – Biggest misconception: estate planning is "one and done" 05:05 – When to DIY vs. when to hire an attorney 06:29 – Why beneficiary designations often override your will 09:47 – Estate tax thresholds and the "life-stage" planning framework 13:00 – Essential documents every adult should have (POA, healthcare directives)   -- This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial LLC dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial LLC dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Most people don't give at year-end because they're saints. They give because of taxes… and then hope the IRS sees it the way they do. In this episode, I bring back estate planning attorney Griffin Bridgers and walk through year-end giving in four parts: Hook & Setup, The BS We're Fed, No BS Reality, and Do This Next.In the Hook & Setup, we talk about why year-end giving turns into chaos so easily — last-minute donations, rushed transfers, and families confusing “being generous” with “throwing money at the calendar.” Griffin breaks down the timing problem most people ignore: if you're wiring money or donating stock on December 30th, you're not planning, you're gambling on processing times and paperwork.In The BS We're Fed, we call out the myths: “Just give by 12/31 and you're good,” “cash is king,” and “philanthropy is for the ultra-wealthy.” Griffin walks through how the $19,000 annual exclusion, the massive lifetime exemption, and the idea of foundations vs. donor-advised funds (DAFs) really work — not how social media and marketing spin it.Then we move into No BS Reality. We talk about starting with what you actually want to leave behind — for your family and for causes you care about — and working backward from there. We dig into why relying only on thick legal documents is a trap if nobody can access your accounts, devices, or logins. This is where Griffin introduces his Death Manual concept and his Inherit Substack, where he's building out the playbook for organizing your real life, not just your paperwork.Finally, in Do This Next, we get practical. We lay out simple steps: pick your giving strategy for this year, decide what you're actually going to give (cash, stock, or something else) with your CPA, start your own Death Manual with one password and one account list, and choose a “giving day” you repeat every year instead of panicking at the deadline.If you've ever said, “I know I need to get my will done” and then ghosted the process for years, this episode is your reset button — not perfect, not theoretical, just real moves to stop leaving a mess behind.

We're back with Part 2 of our series on Special Needs Trusts — and this week, we're looking beyond public benefits. In this episode, we explore how a Special Needs Trust can also play a powerful role in asset protection and strengthen your overall estate plan. Attorney Josh Hunter of Johnson McGinnis Elder Care Law & Estate Planning returns to share practical insight and guidance every family should hear.

Thinking about giving your kids or grandkids part of their inheritance now? Frank and Frankie Guida unpack the “giving while living” trend, revealing what you need to consider before making a big financial gift. Discover how a retirement roadmap can help you balance generosity with your own long-term security, and hear real stories of retirees navigating these decisions. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

What happens when inheritance collides with family tension? Abe Ashton dives into the delicate question of keeping your wealth safe from unwanted hands—like a son-in-law you’d rather not include. Through real-life scenarios and clear strategies, Abe explores how trusts and estate planning can protect your assets while letting you enjoy them during your lifetime. If you’re facing tricky family dynamics or simply planning ahead, this episode breaks down the essentials without the legal jargon. 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.

What happens when families avoid talking about inheritance? Mike Doulgas dives into the real-life drama of legacy planning, revealing why open conversations and financial education are crucial for preserving your legacy. Hear how secrecy can spark family conflict—and learn strategies to help your wealth last for generations. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

The IRS has announced increased gift and estate tax exemption amounts for 2026. 

The divorce process can feel overwhelming, and the last thing you might be thinking about is your will and estate plan. But my guest, Raquel Lazar-Paley offers some important advice about why you should engage in estate planning during your divorce. And, it's not that complicated. It's just VERY necessary! Learn more here: https://www.divorcedgirlsmiling.com/divorce-means-a-new-will-and-trust/

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 certain your family and your business would stay protected if something happened to you tomorrow?Most business owners assume a simple will is enough—until a crisis exposes gaps they never saw coming. In this episode, estate and legacy expert David Edey breaks down why so many Canadian families end up in years-long legal battles, even when wills exist. He shares the real-world consequences of avoiding tough conversations, overlooking succession planning, or assuming loved ones can “figure it out.” If you've ever wondered whether your executor is prepared, whether your business could run without you, or whether your family is set up for clarity instead of conflict, this conversation will hit home.You'll walk away knowing:Why wills fail—and the conversations every family must have to avoid messy court fights and broken relationships.How to safeguard your business through succession plans, executor preparation, and simple mechanisms that prevent partners from being forced into unwanted arrangements.The practical tools—like red-envelope systems, digital-asset planning, and legacy blueprints—that make this the greatest gift of love you can leave behind.Press play now to learn how to protect your family, your wealth, and your business with confidence and clarity.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.A strong Canadian wealth plan goes far beyond investing—it starts with clear wills, thoughtful estate planning, and honest family conversations that prevent inheritance disputes, family fights, and costly court cases. By preparing your executor early and reducing the risk of estate conflicts, you create space to focus on financial freedom in Canada, whether through early 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.

In this episode of Retire With Style, Wade Pfau and Alex Murguia talk with Beth Pinsker, author of My Mother's Money, about the practical and emotional realities of financial caregiving and estate settlement. They discuss why clear documentation matters, how probate works, and where family disputes over inheritance often begin. The conversation also covers the roles of wills, trusts, and beneficiary designations, along with the emotional weight that comes with managing a loved one's affairs. Beth shares personal insights that highlight the value of proactive planning and open communication to help families avoid conflict and ensure a smoother transition of assets. Takeaways 30% of people have any sort of documents in place for estate planning. Family disputes often arise over inheritance and asset distribution. Blended families require careful planning to avoid conflicts. Trusts can provide better protection for all parties involved. Beneficiary designations are crucial to avoid probate complications. Wills serve as power of attorney after death, but trusts offer more control. Proper estate planning can ease the emotional burden on families. Communication about inheritance wishes can prevent family discord. Digital assets should also be included in estate planning. Emotional challenges in settling property can be significant. Chapters 00:00 Introduction to Estate Planning and Legacy 01:53 Understanding Estate Planning and Its Importance 06:35 Family Disputes and the Role of Executors 08:58 Common Sources of Family Disagreements 13:39 Wills vs. Trusts: Key Differences Explained 20:33 The Importance of Beneficiary Designations 27:52 Navigating Property Settlements and Emotional Challenges 34:16 Final Thoughts on Financial Caregiving and Legacy Planning Links Find links to order Beth Pinkser's book, “My Mother's Money,” at www.bethpinsker.com Explore the New RetireWithStyle.com! We've launched a brand-new home for the podcast! Visit RetireWithStyle.com to catch up on all our latest episodes, explore topics by category, and send us your questions or ideas for future episodes. If there's something you've been wondering about retirement, we want to hear it! The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/ This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips

When you're caring for someone who depends on ongoing support, every decision matters — especially the financial ones. What many families don't realize is that even the most well-meaning gift or inheritance can unintentionally jeopardize vital benefits like Medicaid or SSI. In today's episode, we're diving into a topic that can truly shape a loved one's future: special needs trusts. Joining us is Attorney Josh Hunter of Johnson McGinnis Elder Care Law & Estate Planning, who breaks down how these trusts work, why they're so important, and how they can safeguard long-term care and financial stability.

Allison Kierman is based in Scottsdale Arizona where she specializes in estate planning for business owners and high net worth families. On today's show we are talking about some of the pitfalls that can occur when this sometimes painful topic is ignored. To connect with Allison you can call 480-719-7333 or visit kiermanlaw.com-------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

Steven is joined this week by Mike Bennet, an Estate Planning attorney and the co-founder of EncorEstate Plans. Mike shares his experience working alongside financial advisors to create quality outcomes for clients and why that ultimately led him to creating a software solution specifically to help financial advisors help more of their clients. Steven and Mike discuss the challenges of any future planning and specifically the areas that are most important to focus on when it comes to the two inevitables: death and taxes. https://zurl.co/TBMlz

What really happens after someone passes away—and why are so many families blindsided even when they think everything was "set up correctly"? In this episode, John and Tommy pull back the curtain on the messy, emotional, and often confusing reality of settling an estate. You'll learn why wills and trusts don't operate the way most people assume, as well as the true challenges in modern estate planning. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Federal Employee Financial Planning: Intro to Estate Planning (EP23) FEFP: Estate Planning Across State Lines for Federal Employees (EP76) FEFP: One Big Beautiful Bill Part 2 (EP100) FEFP: One Big Beautiful Bill Part 1 (EP99) HIPAA SSI (Supplemental Security Income) Mason & Associates: LinkedIn Tommy Blackburn:  LinkedIn John Mason: LinkedIn

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

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

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

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

Elizabeth Rea is the founder of The Insightful Foundation in San Francisco. She is an intuitive intelligence strategist trusted by U.S. Federal Special Agents. A near-death experience at sixteen unlocked her extraordinary ability to access non-local intelligence—pre- and post-cognition, and insights into human consciousness, living or deceased. Elizabeth revealed critical investigative details in highly sensitive cold murder cases by contacting the consciousness of both the victim and the perpetrator. She loves uncovering hidden agendas, spotting risks, and revealing opportunities that critical thinking, expert advisors, and artificial intelligence cannot even detect. Elizabeth clients include established founders and investors. She informs hiring decisions and business strategy, giving clients greater confidence, less stress, and a rare, ongoing competitive edge. Elizabeth is on a mission to use her intuition to uncover truth to help guide justice, peace, and prosperity. https://www.insightful.foundation/ In this powerful episode of the Fulfillionaire podcast, JP Newman sits down with Elizabeth Rea, a former financial services professional turned intuitive psychic medium, who shares her incredible journey of transformation and achieving financial clarity. Elizabeth discusses her transition from feeling burned out and financially insecure to becoming a confident entrepreneur with a strong sense of purpose. She highlights the importance of living your truth, the distinction between being wealthy and feeling secure, and how leveraging intuitive intelligence can make a significant difference in both business and personal life. This episode delves into the principles of 'four-dimensional wealth,' breaking free from traditional financial constraints, and the journey to becoming a 'fulfillionaire' by aligning financial framework with personal well-being. 00:00 Introduction to Being a Fulfillionaire 01:08 Elizabeth Rea's Journey Begins 03:30 The Role of Trust in Financial Guidance 04:40 Elizabeth's Financial Struggles and Breakthroughs 09:23 The Dark Side of Financial Services 13:19 Reevaluating Financial Goals and Strategies 17:32 The Path to Financial Clarity and Fulfillment 26:34 Understanding Burn Rate and Investment Returns 27:09 Aligning Investments with Personal Values 27:32 Chasing Feelings, Not Money 27:52 The Net Worth Trap 28:05 Energy and Money 29:16 Defining Wealth and Ideal Life 29:45 Realizing Attainable Abundance 30:08 Healthy Conversations About Money 30:48 Mindset and Abundant Lifestyle Number 31:18 Manifesting Desires and Personal Growth 32:13 Living the Fulfillionaire Life 34:32 Financial Planning Beyond Traditional Investments 36:53 Alternative Investments and Passive Income 39:24 Estate Planning and Financial Education 40:11 Raising Financially Savvy Children 41:02 Elizabeth's Journey to Financial Clarity 44:06 Introducing the Insightful Foundation 45:23 Embracing Psychic Abilities 49:24 Helping Entrepreneurs with Intuitive Intelligence 52:47 Conclusion and Contact Information

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

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

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

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