Podcasts about estates

Estate planning attorney Brittany Cook helps people get their legal affairs in order before they die, and in this episode she and Sarah dig into everything you need to know about wills, trusts, powers of attorney, executors, and why it's never a "set it and forget it" exercise. Brittany breaks down what happens when someone dies without a plan, why communicating your wishes matters just as much as the paperwork itself, and how to manage who gets access to your online accounts after you're gone. Brittany also shares tips for actually starting these conversations, and the three most important things you can do — right now — to protect your loved ones.

Shocking new footage of joyriders driving against the flow of traffic on the M50 has Adrian and Jeremy asking the question: should Gardaí even be giving chase when a stolen car takes off?With TikTok packed with “yup bros” filming themselves, live-streaming the madness, and soaking up the “legends” comments, callers debate whether pursuits only add to the buzz — and the danger. Others say Gardaí have no choice, and need spikes, road closures, helicopters, and a dedicated motorway task force.

Parking shortages are causing growing tensions in Cork housing estates, with councillors warning the problem is worsening. Rising car ownership and housing pressures are being blamed. Speaking to Anton was Martin Coughlan Independent Cllr for Cork.

In this episode of Hull on Estates, Stuart Clark and Mandana Niknejad discuss the Ontario Superior Court's decision in Roberts v. Cowie and the evolving law surrounding limitation periods in will challenges. The discussion explores the distinction between probate proceedings and civil claims, the concepts of declaratory and consequential relief, and how Roberts v. Cowie may create a narrow pathway for certain will challenges to proceed beyond the two-year limitation period while considering the impact of earlier decisions such as Leibel v. Leibel and Wall v. Shaw. Citations for Cases Discussed: Roberts v. Cowie, 2026 ONSC 1412. Leibel v. Leibel, 2014 ONSC 4516. Wall v. Shaw, 2018 ONCA 929.

Parking shortages are causing growing tensions in Cork housing estates, with councillors warning the problem is worsening. Rising car ownership and housing pressures are being blamed. Speaking to Anton was Martin Coughlan Independent Cllr for Cork.

When the Title Changes but the Authority Doesn't: Family Business Succession with Paul Edelman Most family business succession plans fail not because the legal structure is wrong, but because authority never actually moves. In this episode of Wealth Actually, Frazer Rice talks with Paul Edelman, PhD of Edelman & Associates about how to tell the difference between a real handoff and a cosmetic one. Edelman unbundles succession into six separate questions, explains the three behavioral tells that reveal who is really in charge, draws a hard line between a legitimate safeguard and an open-ended veto, and makes the case that agreement from a family is not the same thing as ownership of a decision. https://youtu.be/p2KCsftvM74 Key Takeaways Succession is not one decision — it is at least six. Who gets the economic benefit of ownership, who votes the shares, who appoints and removes directors, who runs operations, who receives what information, and who retains informal influence after formal authority ends. Watch behavior, not titles. Compensation changes and org charts are easy to read and easy to fake. How decisions actually get made — and whether they get reversed — is the real signal. Three tells that authority hasn't moved: the next management layer still routes real decisions to the founder; the successor has never had a disputed call stand; and in a genuine crisis, the founder is the one who walks into the room. Speed is not the test. A five-year transition can be disciplined development; a six-month transition can be denial with a deadline. The test is whether milestones and readiness criteria are observable and stable, or whether the goalposts keep moving. “Not ready” is not a concern — it is a placeholder. If a founder cannot restate it in specific, testable terms, the obstacle is emotional rather than substantive, and it needs a different path. Advisor impatience often masquerades as clarity. When you catch yourself thinking “why can't they just do this,” ask whose timeline is actually being served — the family's, or your need to close the file. A safeguard is bounded; a veto is not. Reserve specific extraordinary decisions with defined scope, thresholds, triggers, evidence, and duration. “The successor is in charge unless the founder feels uncomfortable” is an undefined operational veto. Agreement is not ownership. A family can be outvoted and formally agree while owning nothing. Ownership comes from having weighed the trade-offs and the implications of each option in the room. Timestamps [00:00] Cold open — why “he's just not ready” is untestable [01:05] Welcome: founders at the sell-or-transfer crossroads [01:48] Unbundling succession into six separate questions [02:23] Running a diagnostic on where the founder actually is [03:00] Watch behavior, not titles — and what the CFO tells you [04:00] Decision reversals and the second-guessing test [05:00] The crisis test: who owns the emergency [05:36] Fast handoff vs. staged succession and prolonged ambiguity [06:10] Milestones that show it's working — and goalposts that keep moving [08:00] Inside vs. outside successors and family dynamics [08:54] Competing heirs and the outside CEO as bridge or avoidance [09:47] Reading resistance: making “not ready” addressable [11:10] The advisory ecosystem's frustration with stalled progress [12:16] Whose timeline is being served? [13:31] Push, pause, or reframe — the art and science of advising [15:00] When to change the forum, the decision rights, or bring in a facilitator [15:36] Safeguards vs. vetoes and the trap doors founders build [17:37] Board composition: independence vs. familiarity [20:00] Restructuring boards to create seats for new expertise [20:54] Income-dependent family members vs. growth-minded owners [21:34] Agreement is not ownership: dividends vs. reinvestment [23:31] Matching complexity to the outcomes you need [25:00] Communicating decisions to people who weren't in the room [25:26] How to reach Paul Edelman [25:46] The Edelman–Shenkman trilogy for estate planning attorneys [29:19] Close Pull Quotes “If the CFO briefs the new successor CEO and then confirms things with Dad, then the org chart is not telling the real story.” — Paul Edelman “To have authority when things are going well is fine. But the person who owns the crisis is the one who's really owning the leadership.” — Paul Edelman “A safeguard should be limited, explicit, and connected to some extraordinary risk. A veto is an ongoing ability to stop or reverse any old ordinary decision.” — Paul Edelman “Just because there's an agreement in name doesn't mean there's ownership of the decision.” — Paul Edelman About the Guest Paul Edelman, PhD is a coach, facilitator, and mentor at Edelman & Associates, where he works with family enterprise and family office leaders on decisions that cannot be delegated. He holds a PhD in developmental psychology from Harvard University and a BS in physics from MIT, and serves as faculty at The UHNW Institute and the Bertarelli Institute for Family Entrepreneurship at Babson College. Contact Paul Edelman Email: paul@edelmancoaching.com Website: edelmancoaching.com (contact form on site) LinkedIn: linkedin.com/in/pauledelman The Edelman & Shenkman Trilogy Paul and Martin M. “Marty” Shenkman, CPA, MBA, JD, PFS, AEP (Distinguished), of Shenkman Tietz, have written a three-part series aimed at estate planning attorneys: Simplicity and its trade-offs — When Clients Ask for a Simple Estate Plan, WealthManagement.com / Trusts & Estates, July 8, 2026. The language of estate planning conversations — published in Steve Leimberg's LISI Estate Planning Newsletter (subscriber archive). Beneficiary education — forthcoming October 2026, expected in Estate Planning. Paul's running author archive: wealthmanagement.com/author/paul-edelman More from Paul Edelman Approval Is Not Ownership: Helping Family Office Investment Decisions Hold Under Pressure — Family Wealth Report, July 1, 2026 How Families Can Override Emotions to Make Better Judgments — Family Business Magazine, April 9, 2026 Lessons For Families And Their Advisors From A Hit TV Series — Family Wealth Report, February 24, 2026 Stronger Family Bonds and Better Strategic Decisions — FFI Practitioner, January 20, 2026 Frequently Asked Questions What are the six questions a family business succession decision should be broken into?Who receives the economic benefit of ownership; who votes the shares; who appoints and removes directors; who runs the company operationally; who receives what information; and who continues to hold influence after formal authority ends. Bundling these into a single “handoff” decision is what creates ambiguity. How can you tell whether authority has really transferred to a successor?Watch three behaviors. First, where the next management layer goes for real decisions — employees are excellent at reading where power actually lives. Second, whether the successor has ever made a call the founder disagreed with and had it stand. Third, the crisis test: when a covenant breaks or a key employee leaves, who walks into the room and who gets briefed afterward. Is a fast succession better than a gradual one?Speed itself is not the test. A five-year transition can represent disciplined development, and a six-month transition can be avoidance followed by an arbitrary deadline. What matters is whether responsibility moves against observable milestones, whether the successor learns from outcomes instead of being rescued, and whether readiness criteria stay fixed rather than shifting each time the successor advances. What is the difference between a safeguard and a veto?A safeguard is limited, explicit, and tied to extraordinary risk — selling the company, debt above a threshold, issuing new equity, changing core strategy, or related-party transactions — with defined scope, thresholds, process, duration, trigger, evidence, and who decides. A veto is an ongoing ability to stop or reverse ordinary decisions. If the founder can intervene whenever they feel uncomfortable, that is an undefined operational veto. How should advisors handle their own frustration with a stalled family?Notice that impatience often feels like clarity. When you think “I see exactly what they need to do, why can't they just do it,” that is often the moment to slow down and ask whose timeline is being served — whether the ambiguity is genuinely damaging the company, or whether the recommendation mainly closes the case and relieves the advisor's discomfort with uncertainty. What makes an independent director genuinely independent in a family company?The ability to exercise business judgment and fiduciary duty free from undue family influence or loyalty to a particular branch. A director who is the founder's golfing buddy or tied to one family faction will struggle to deliver the value independence is supposed to provide. Why isn't agreement good enough?Because agreement in name is not ownership. A family branch can be outvoted, formally accept the outcome, and still feel no responsibility for it. Ownership comes from working through the trade-offs — what each option makes better and worse — so participants can say they helped weigh the considerations even if the result was not their first choice. Full Transcript [00:00] Paul Edelman: The resistance often takes the form of some sort of concern that is stated like, for example, the most general concern that people will say is, well, he or she, the likely successor, is just not ready. But that phrase “not ready” is at a very high level of generality. It's not specific enough to be testable or to be capable of being satisfied. So the challenge is to work with the founder to help them express their concern in terms that are actually addressable. [00:36] Announcer: Welcome back to the Wealth Actually podcast, the show that features experts, entrepreneurs, and commentators that will give you the right knowledge, planning, and guidance so you can preserve your assets and enjoy your wealth. Learn more and subscribe today at wealthactually.com. This podcast is for educational and entertainment purposes. It is neither investment, legal, nor tax advice and does not represent the opinions of the employers of the host or guests. [01:05] Frazer Rice: Welcome aboard, Paul. [01:07] Paul Edelman: Thanks, Frazer. Looking forward to our conversation. [01:09] Frazer Rice: Well, it's important because I deal with a bunch of founders and a bunch of other business owners, families, et cetera, that are trying to make sense out of the concept of passing along the business either to the next generation or deciding to sell it, and all sorts of parts of that tough crossroads that everybody has to go through at some point. And that's really the crux of your practice — to help people with those conversations. [01:34] Paul Edelman: Yes. [01:35] Frazer Rice: So when we're thinking about that and kind of unbundling the decision to pass the business along, when a family wants to talk about that, what are the separate parts of that decision that need to be contemplated? [01:48] Paul Edelman: Well, I see at least six different questions that need to be separated. One is who receives the economic benefit of ownership in the company. Another is who gets to vote the shares. And a third is who appoints and removes the directors. Then there's who runs the company from an operational standpoint, and who receives what information. And then, who continues to have influence even though they may no longer have formal authority. [02:23] Frazer Rice: So once you get into the… it always seems to me to be tough to sort of say, okay, here are six things that have to happen, and that's a lot for somebody to digest in the course of one or two meetings and get the buy-in from all the different constituencies that are interested in what the business is up to. How do you run a diagnostic to understand where a founder is — or generation one — in their own head space, and understanding what control being passed on looks like in summary form on those six different aspects that you brought up? [03:00] Paul Edelman: I think the key thing is to watch behavior more than titles. People often pay a lot of attention to when the titles have shifted or compensation shifts, things like that. But they pay less attention to how decisions are being made and whether those decisions get reversed. So when the title has moved but the authority hasn't moved, you tend to see three different things. First of all, you can see something going on at the next level down in management — not with the founder and successor per se, but with the other executives. You can ask yourself, who do they go to for the real decisions? If the CFO briefs the new successor CEO and then confirms things with Dad, then the org chart is not telling the real story. [04:00] Paul Edelman: Employees are excellent at reading where the actual power lives, because they can't afford to be wrong about that sort of thing. So that's one clue. Another is to look at decision reversals, or what is more commonly called second-guessing. You want to look for whether the successor has made a call that the founder disagreed with. And if so, did it stand, or did it get reversed? If the company is two years into succession and that's never happened, it's possible that the successor is pre-clearing everything with the former CEO and only making decisions that they know will be approved. So in that case, it's not real authority. And a third situation is what you could call a crisis test. [05:00] Paul Edelman: So when something genuinely bad happens — there's a breach of a covenant, or a key employee departs, or a lawsuit — the question is, who do people go to? Who walks into the boardroom and into the decision-making situation, and who ends up getting briefed afterwards? To have authority when things are going well is fine, but the person who owns the crisis is the one who's really owning the leadership, in a sense. [05:36] Frazer Rice: So one of the avenues that I think is interesting, that I read in your materials ahead of time, was the idea that a quick succession oftentimes — and maybe not often, but can be — a better avenue in terms of moving the succession forward, as opposed to having a staged succession where a long period of ruminating and decision-making often perpetuates ambiguity, or even confusion, amongst different constituencies both managerially and ownership-wise. [06:10] Paul Edelman: Speed itself is not the test. You could have a five-year transition that represents disciplined development of the successor, and you could also have a six-month transition that essentially is a denial of what needs to happen, followed by some kind of a deadline. But you certainly don't want to allow things to drift. If the transition is proceeding gradually, you can tell it's working if responsibility and authority are moving according to observable milestones. So the successor is making increasingly consequential decisions. They're learning from the outcomes rather than being rescued by the founder or the prior leader from their mistakes. [07:01] Paul Edelman: They're developing important relationships and they're becoming someone that others rely on. The criteria for readiness also should become clearer over time, and the founder's involvement should change in ways that are recognizable. So that's the ideal. But sometimes a gradual transition represents avoidance, and in those cases you see criteria — sometimes people refer to them as the goalposts — that keep moving. And decisions are repeatedly returned to the founder. Also, each step that the successor takes toward greater authority may be followed by a new reason why the founder feels that they're not ready. So the question that can be asked is: what are the capabilities that the successor is developing, and what specific evidence would demonstrate that? [08:00] Frazer Rice: When you're diagnosing what those capabilities are, as part of that diagnosis, if the successor is inside the family versus outside the family, how do you diagnose whether that is a positive or a negative, in addition to maybe the harder skill sets that are being dealt with? [08:29] Paul Edelman: If the successor is from inside or outside the family, I would say that many of the capabilities needed for leadership are the same. [08:40] Frazer Rice: Yeah, I was going to say — if you run into situations where a family member is capable skill-wise, but there are dynamics issues that have prevented their succession to the throne, essentially. [08:54] Paul Edelman: Sometimes there may be a situation in which you have more than one potential successor and they're in competition with one another, and the family is reluctant to declare a winner. And so one move that can be made in that situation is to essentially bypass the decision by going to the outside to bring in someone. It could be a kind of conflict avoidance mechanism. On the other hand, if no successor is really ready, then sometimes going to the outside can be an interim move. So some companies will hire an external candidate for CEO with the expectation that part of the responsibility will be to develop one of the family members who ultimately may take over. [09:47] Frazer Rice: And so part of your methodology is to read resistance in the room and understand where those pain points are. How does a founder, or generation one, or the successive generations understand what the resistance is? And how do you help them overcome that? [10:02] Paul Edelman: The resistance often takes the form of some sort of concern that is stated like — for example, the most general concern that people say is, well, he or she, the likely successor, is just not ready. But that phrase “not ready” is at a very high level of generality. It's not specific enough to be testable or to be capable of being satisfied. So the challenge is to work with the founder to help them express their concern in terms that are actually addressable. If you try to do that and you're unable to, that's an indication that the concern is less about something specific and addressable, and more about some unpleasant feelings that the founder is experiencing — and that implies a different path for how to address those, or what needs to be done. [11:10] Frazer Rice: For those of us in, let's call it the advisory ecosystem — that can be the wealth manager, or the lawyer, or the accountant, the people who help guide the technical succession issues, whether it's tax planning or trusts and estates or even just the corporate handoff — oftentimes we're presented with situations that just get muddled, and we look at lack of progress with frustration. How does an advisor deal with that, when the instinct and in a sense the business model is to try to push, to get resolution and to get progress on these types of issues? [12:16] Paul Edelman: The signal that I watch for is what that impatience feels like to the advisor. Sometimes it feels like clarity. The advisor says to himself, oh, I see exactly what they need to do — why can't they just do this? And in my experience, that's often the moment when it's helpful for the advisor to slow down. Not because the family should be allowed to delay indefinitely, but because the advisor's own need for resolution may begin to shape what they say and do, and the advice that they give. [13:00] Paul Edelman: One useful check that advisors can use for themselves is to ask whose timeline is being served. There may be a genuine business reason to act — it may be, for example, that the continued ambiguity is hurting the company, or weakening the successor, or leaving employees unsure about who's in charge. But I would also ask myself, and other advisors can ask themselves, whether their recommendation is mainly to help them close the case, or to demonstrate progress, or to relieve their own discomfort with uncertainty. [13:31] Frazer Rice: The concept of — this is really, I guess, the mix of art and science of advising — between push versus pause versus a total restructure or a reframing of the conversation. There's an intersection of, you have to have the technicals down, but then experience in dealing with personalities, experience with dealing with the specific family and situation, and guiding that. [14:15] Frazer Rice: I imagine occasionally you run into situations where, at the intersection between the advisors and the family, they feel stuck. And so then the concept of getting them unstuck — yet there is resistance to maybe bringing in a facilitator to help grease the skids and get the conversation moving again. How do you help that reframing discussion? [14:40] Paul Edelman: I guess the question I would ask is, where do things stand? Has a decision actually been made, or is the obstacle substantive, or is it the process? So when a decision has been reached through a legitimate process and what you see is some sort of executional drag or discomfort, those are the situations where I think it's helpful to hold the boundary. You can acknowledge whatever feelings may be slowing things down, but there's not a need to reopen the decision. [14:55] Paul Edelman: On the other hand, if the discomfort that people are feeling suggests that there's some sort of important concern that hasn't yet been understood, then that's where I would pause. And that pause can involve useful work. You can ask people, what is it you're trying to protect? What are the consequences that you fear? What would need to be true for proceeding to feel responsible rather than reckless? And then there are times when it makes sense to restructure or to add structure. So for example, the choices are pretty clear, but the same conversation keeps recurring and producing the same result. In that case, you want to think in terms of either changing the forum, or clarifying the decision rights, or maybe dividing the issue into smaller decisions, or even bringing someone in to help structure the conversation, like a third-party facilitator. [15:36] Frazer Rice: The handoff ultimately — when the founder, or generation one, has gotten to the point where they're ready to move things along to the next set of operators, the next set of owners — and at the same time, in order to feel safe, they've created some safeguards, or let's call it some trap doors or back doors, to be able to help influence decisions if they feel like things are going in a different direction. How do you think about it so that they don't turn into pain points — maybe regret that turns into a veto power that stymies the succession, even if it's already been decided and put in motion? [16:21] Paul Edelman: Well, I think you put your finger on it. There's a key distinction to be made here between a safeguard and a veto. A safeguard should be limited, explicit, and connected to some extraordinary risk, whereas a veto is kind of an ongoing ability to stop or reverse any old ordinary decision. So when it comes to safeguards, a family might reserve certain kinds of decisions — like selling the company, or taking on debt above a certain level, or issuing new equity, or changing the basic business strategy, or entering into a transaction with a family member. [16:59] Paul Edelman: Those kinds of things can be specified, and the scope, the threshold, the decision process and the duration of the safeguard should be clear — as well as who can invoke that protection, what evidence is required, and who decides whether the trigger has occurred, and so on. So the problems arise when the arrangement is essentially one in which the successor is in charge unless the founder feels uncomfortable. If the founder is allowed to intervene anytime they feel uncomfortable, as opposed to for these specific kinds of reasons, then you're dealing with more of an undefined operational veto. [17:37] Frazer Rice: To that end — boards of directors related to these companies, whether they're private or public, but we're really talking about private in most cases. The constitution of those boards: how involved do you get in that? And what is the importance of independence versus familiarity versus family member input, to act as a go-between in many ways between founder, the operational executives, and then ultimately the owners? [18:07] Paul Edelman: Well, in order to really add value — the kind of value that independent directors can potentially offer to a company — they need to be adequately independent. That is to say, they need to be able to exercise their sound business judgment and carry out their fiduciary responsibilities in a way that is free from undue influence by other kinds of family considerations, and potentially loyalty to particular family members. So I think in those cases where a so-called independent board member is actually a golfing buddy of the CEO or the founder, or has a tie to one particular family member or branch of the family, it may be harder for them to bring the full value that an independent director can bring. [18:55] Paul Edelman: Then of course, another reason why companies bring in independent directors is because they have some additional expertise that the current board members or family members lack. So for example, a colleague and I are working with a company right now where the core business has been subject to commoditization, and they've made a strategic decision to diversify. But in order to diversify, they need to bring in people with new expertise, particularly in the line of business that they want to move into. In order to do that, they need to create some space in their board or boards of directors — they have several different kinds of boards. And as part of this, we were brought in to take a look at those existing boards and help them think about how to restructure in a way that could create some open seats while minimizing the displacement of people who are currently board members, including family members who are board members, who may not feel too positively about losing their board seat. [20:54] Frazer Rice: Related to board seats, but more specifically to family ownership — the concept of family members who rely on the family business for income, versus maybe other parts of the family that are looking at the business and thinking of growing the valuation or innovating with the business, that type of thing. With the tension between those two different components, how do you solve for that and have that conversation stay productive, when I imagine it can get emotional very quickly? [21:34] Paul Edelman: This is where a third-party facilitator can be helpful to slow things down. When things begin to get heated, it's often helpful to have a neutral or impartial person present who can help to reduce the heat in the conversations. There are a number of things in particular that can be done under those circumstances. First of all, anytime there are these kinds of tough decisions, there's never a single right answer. There's always trade-offs involved. And some boards work their way through these things by voting. I'm dealing with a situation right now where some members of the family were outvoted. At the end of that vote, they say, okay, we now have an agreement, we're going to move forward with this. But just because there's an agreement in name doesn't mean there's ownership of the decision. [22:34] Paul Edelman: So in order to create ownership, I think it is helpful to have the difficult conversations and to consider the implications of going one way versus another. If we were to distribute all this money in the form of dividends, what would be the benefits of that, and what would be the costs associated with that? And on the other hand, if we were to plow it all back into growth of the business, what's the upside and downside of that? Only by considering different options and the implications of each can the family ultimately arrive at a decision where people feel like, well, I may not have agreed to this, but I was part of the discussion, I was part of the process of weighing the different considerations, and I'm willing to buy into this. In other words, I feel some ownership for this decision. [23:31] Frazer Rice: As we start to wind down here, an interesting concept is what should all the constituencies come away with from the decision-making process. And as a follow-up to that is simplicity versus complexity of the solution. How do you manage that so that you take care of the needs of the business and the needs for structuring, with the need for simplicity, so that everyone who comes away from the discussion and the decision-making understands what's been put in place? [24:06] Paul Edelman: As far as the solution itself goes, the level of complexity should match what's required to accomplish the desired outcomes. So complexity for its own sake is not useful. But when you're trying to accomplish more than one thing at a time, it may require a more complex approach to the solution. So that's on the solution side. Now the other side of it has to do with communication. How do you share what's been decided with other people, especially people who haven't been in the room? And I think that the best way to do that is to try to explain clearly what was the context of the situation in which the need to make this decision arose; what were the desired outcomes that the decision makers were trying to produce, what were they trying to accomplish; and the flip side of that is what were they trying to avoid, or what were they trying to protect. [25:00] Paul Edelman: When you share all of that, the rationale for the decision becomes more understandable, and also you have a better case for justifying any complexity that's part of the decision. As far as complexity goes, of course, you want to use the simplest, most straightforward language to describe what you've come up with. But I think the key thing to getting buy-in is to make sure that the rationale is clear, and people understand that there was a thoughtful and systematic process behind it. [25:26] Frazer Rice: Really good stuff. Paul, how do people find you to hear more about what you're up to? [25:32] Paul Edelman: My website is edelmancoaching.com. So people can go to edelmancoaching.com, read more about the work that I do, and there's a contact form there. Or people can simply email paul@edelmancoaching.com. [25:46] Frazer Rice: Just to — because you're being very humble — you have a couple of articles coming out with Marty Shenkman, where the intersection of probably the trust and estate planning and the actual, let's say, getting the business ready for the next generation, whatever form that takes, is probably front and center there. How would people find that? [26:06] Paul Edelman: So we've written three articles recently, kind of a trilogy, and they're each going to be carried in different places. Two have already come out, and one is due to come out. These are aimed primarily at estate planning attorneys. But the first one is on when the client asks for a simple estate plan. And this relates a little bit to what you were describing, in a different domain — the domain of trusts and estate plans and so on. But the point that we make is that the client's request for simplicity is understandable, and ideally the attorney will validate that. But at the same time, along with the request for simplicity goes potentially some compromises, because when you have multiple desired outcomes, it may take more of a complex structure to achieve those outcomes. So the role of the planner is not to introduce complexity for its own sake, but to make clear to the client [27:06] Paul Edelman: what trade-offs they'd be making if they went with a simpler plan, and what additional protections they can get by considering a more complicated one. Then the second piece is on the use of language in these estate planning conversations. And again, it relates to this concept we were talking about a minute ago, of the difference between agreement and ownership. Some clients are willing to agree to whatever the attorney says. If you say to them, “Well, I think this is the best plan for you,” they say, “Fine, where do I sign?” But the goal, ideally, is more than just agreement. It's ownership. Because in the absence of ownership — and by ownership, I mean that the client understands the trade-offs that are being made, they feel that they had agency in the process of making those trade-offs — [28:06] Paul Edelman: and ultimately, if something doesn't work out as well as hoped, people will not go back and point a finger at the planner and say, “You did this, how could you do this?” or something like that, but rather, “This was a collaborative effort. You made clear what the choices were, and we made them together.” So that piece talks about language, and how, for example, there's a difference between saying to a client “you should do this,” and speaking to them in terms of what they can do. [28:42] Frazer Rice: And then the third piece — when's that coming out? [28:46] Paul Edelman: The third piece is on beneficiary education, and that one will come out in October. And so the first piece came out in a publication called Wealth Management. The second piece came out in a newsletter that's published by, I think it's LISI. And the piece that's coming out in October is, I think, being published in a magazine or a journal, something like Estate Planning. [29:19] Frazer Rice: They're everywhere. So, terrific. Well, Paul, thanks for being on. I'll put all that in the show notes, and look forward to staying in touch. [29:26] Paul Edelman: Thanks very much, Frazer. [29:28] Announcer: This podcast is for educational and entertainment purposes. It is neither investment, legal, nor tax advice, and does not represent the opinions of the employers of the host or guests. Additional Links Mark Tepsich of Family Governance https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/

WARNING: B/W THE TIMES OF 1915 & 2010 RON DESCRIBES AN INCIDENT INVOLVING PHYSICAL ABUSE OF A CHILD WHICH IS DISTRESSING. CONSIDER FAST FORWARDING THIS BITRon shares with us some of his proudest moments & biggest challenges in his role as a 29yr NSW Police member. After many years in his senior role with Police Prosecutions Ron decided to swap sides at the bar table & become a Defence Lawyer. Ron's Policing experience has given him a rare insight many Defence Lawyers don't have. He provides some helpful hints for those attending court (both Police & civilians) in what to say, what NOT to say & some of the mistakes people make in the witness box. Ron explains how he represents those who've committed horrendous crimes & to be honest, it gave me a different perspective. It's about understanding the human side of us all & he does.Notes:e: Ron Davis @ Dorahy Davis Lawyers.comDorahy Davis Lawyers - experts in Criminal Law, Employment Law, Traffic Law, Wills & Estates.439 Market Street Woolongong, 2 doors from Woolongong Court HouseRon & his wife Amanda are available 24/7 & guarantee when you call, you'll either speak with Ron or Amanda. Hosted on Acast. See acast.com/privacy for more information.

3 - Cloud hangs over Bendigo Bank deceased estates team by Australian Citizens Party

Couples often treat prenuptial agreements as something to worry about only if a marriage ends, but many of the most useful decisions happen long before that possibility ever arises. The process can bring financial expectations, family responsibilities and future planning into the open while both people are still working toward the same goals. In this episode of Celebrity Estates, Senior Editor David Lenok speaks with Paul Karger, co-founder and managing partner at TwinFocus, about the role prenuptial agreements can play in marriage, estate planning and family wealth decisions. Using the recent marriage of Taylor Swift and Travis Kelce as a starting point, Paul explains why prenups can help couples clarify ownership, protect individual assets and reduce the chance of costly disputes if circumstances change. David and Paul also examine why both parties need full financial disclosure and separate legal representation, how prenups should coordinate with trusts and estate plans, and why couples need to follow the agreement after the wedding when buying property or combining assets. Their conversation also looks at postnuptial agreements, tax considerations, family governance and the value of beginning these discussions well before the wedding date. Key takeaways: Why prenuptial agreements can provide clarity for both spouses before marriage How full financial disclosure and separate legal counsel support a fair process Why prenups need to align with trusts, estate plans, and family wealth structures How future purchases and shared assets should remain consistent with the agreement Why starting the process early gives couples time for thoughtful discussion and negotiation Resources: Listen to Celebrity Estates on Wealth Management Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Paul Karger: LinkedIn: Paul Karger LinkedIn: TwinFocus Website: TwinFocus About Our Guest: Known for his discretion, global perspective, extensive worldwide network, and ability to solve complex challenges, Paul serves as a trusted confidant to a select group of families navigating the multifaceted demands of wealth, legacy, and cross-border complexity. He is often the first call for clients confronting high-stakes financial and personal decisions where judgment, nuance, and confidentiality are essential. Paul earned a B.S. in Engineering from Boston University, which recognized him with its Outstanding Alumni Award in 2012. Earlier in his career, he founded The Karger Group at UBS and began in investment banking at Leerink. Beyond TwinFocus, Paul co-founded and serves as Foundation Board President of Bridge Boston Charter School. Paul also serves on the boards of Level Ground and Commonwealth Shakespeare Company. Appointed by Governor Charlie Baker, he chaired the Massachusetts State Athletic Commission from 2016 to 2022. A lifelong martial artist, he actively trains and competes in Muay Thai, Brazilian Jiu-Jitsu, and Jeet Kune Do.

Send us Fan MailEp 93---Historian and author Paul Connolly joins Carlo for what turned into a proper local history lesson.It starts with a ruin across the road from his national school in Mount Talbot, and a teacher named Sonny Cronin who had his pupils naming spring flowers in Latin and Irish decades before anyone used the word biodiversity. It goes on through sixteen years of senior hurling, and the void that opens when the matches stop.Then there is the day that changed everything. Paul took a day off work, drove to Boyle, walked into King House and introduced himself to Tommy Egan. Three or four hours later he drove back to Galway with a whole book formed in his head.In this conversation: the night Rockingham burned in 1957 and the local people who saved what furniture they could. Why King House is standing today and Moat Park is not. The Quakers of Frybrook who fed the starving from their own kitchen. Castle Island, the McDermotts, and the castle Yeats never built. Why the gate lodges survived when the mansions did not.And a question worth sitting with. We are the most photographed generation who ever lived, and we may be the one that leaves the least behind.Check out the full blog post for this episode - https://www.voicesofboyle.com/paulconnollyJoin us on:( Facebook ) ( Instagram ) ( YouTube )( Website )If you'd like to be on the show or if you know someone who would like to chat with us, then drop us an email at  ( info@voicesofboyle.com ) Thanks to Brendan O' Dowd for creating and recording the musical piece for the podcast.

In this episode of GardenDC: The Podcast about Mid-Atlantic Gardening, we talk with Jana Milbocker, about Gilded Age Gardens and the Buffalo Fling. The plant profile is on Wild Petunia and we share what's going on in the garden as well as some upcoming local gardening events in the What's New segment. We close out with the Last Word on "When to Pick Bell Peppers" from Christy Page of GreenPrints.BTW, YOU can become a listener supporter for as little as $0.99 per month! See how at: https://creators.spotify.com/pod/show/gardendc/subscribeView our album of Buffalo Fling photos at: https://www.facebook.com/media/set/?set=a.1690104923121515&type=3Visit Garden Walk Buffalo at: https://www.gardensbuffaloniagara.com/garden-walk-buffaloIf you liked this episode, you may also enjoy listening to:~ GardenDC Podcast Episode 167: Flinging with the Garden Touristhttps://washingtongardener.blogspot.com/2023/09/gardendc-podcast-episode-167-flinging.html~ GardenDC Podcast Episode 32: Garden Tours - Europe and Beyondhttps://washingtongardener.blogspot.com/2020/10/gardendc-podcast-episode-32-garden.html~ GardenDC Podcast Episode 146: Spring Color Inspiration at Longwoodhttps://washingtongardener.blogspot.com/2023/04/gardendc-podcast-episode-146-spring.htmlShow Notes will be posted after 8/8/2026.*You can order Jana's book at https://amzn.to/4wTL0q8This link is to our Amazon affiliate account and we may earn a few pennies from these sales, but it wil not impact your purchase price.We welcome your questions and comments! You can leave a voice mail message for us at: https://podcasters.spotify.com/pod/show/gardendc/message Note that we may use these messages on a future episode.And be sure to leave us a 5-star review on your favorite podcast platform plus share us on social media with #GardenDC, so other gardeners can find us too!Episode Credits:Host and Producer: Kathy JentzMusic: Let the Sunshine by James MulvanyRecorded on 7-25-2026.

This week on Hull and Estates, Doreen So and Li-Mei Mayer discuss the recent court of appeal decision 1086289 Ontario Inc. (Urban Electrical Contractors) v. Welland (City), 2026 ONCA 352, which overhauled the Handley Estate rule governing the disclosure of partial settlement agreements in multi-party litigation. 1086289 Ontario Inc. (Urban Electrical Contractors) v. Welland (City), 2026 ONCA 352

Send us Fan MailTRUST'S - WILL'S - ESTATES. FINANCIAL FREEDOM. PASS WEALTH❤️️Smart Credit helps you control your future credit score. Help Qualify for More. Know your hiring index, credit fraud insurance and so much more. Know who else maybe using your social security number. Interactive and Simple. Signup today for your discount: https://www.smartcredit.com/stopstrugglingnow❤️️National Credit Direct: The good news is that all purchases are reported to a major credit bureau. After your first shipped purchase, the credit limit can be established up to $2,500. Upon successfully paying that first purchase and making a second shipped purchase, the credit limit can be increased to $5,000: https://www.nationalcreditdirect.com/default.aspx?ai=d3b528a58b6a46d9a5e3&ref=W0288

On What's Trending, Hongbin Jeong and Nadiah Koh unpack a viral incident that left Singaporeans doing a double take after an HDB fitness corner was transformed into an open-air laundry rack, complete with shirts, towels and even underwear hanging from exercise equipment. Are neighbourhood fitness corners still serving their purpose? From makeshift playgrounds and social hangouts to now clothes-drying stations, the duo explores whether these public spaces are being used as intended, if they're still worth investing in, and what residents would rather see in their estates instead.See omnystudio.com/listener for privacy information.

When a tornado tore through Ashmore Estates, it didn't just damage a historic building—it reminded the paranormal community why some places are worth saving. In this special bonus episode of Generation X Paranormal, we sit down with Robbin Terry and Ashley Burgoon for one of their most personal interviews to date. Rather than focusing solely on paranormal experiences, this conversation explores the people behind one of America's best-known haunted locations. Robbin shares the remarkable story of how Ashmore Estates seemed to "call" to him, why he devoted more than a decade of his life restoring the building, and why he believes its greatest legacy isn't the paranormal—it's the people who once called it home. Ashley reflects on leaving everything behind to move next door to Ashmore, the emotional experience of witnessing the recent tornado damage firsthand, and the overwhelming support that poured in from the paranormal community. Together, they discuss: • The true history of Ashmore Estates • The Poor Farm residents who inspired the phrase "Some Call It Home" • Why they believe there is nothing evil or demonic inside Ashmore • What really happened during the June 2026 tornado • The restoration efforts now underway • The incredible generosity of investigators and paranormal teams around the world • What's next for Ashmore Estates This isn't just a story about preserving a haunted location. It's about preserving history. It's about stewardship. And it's about why some places become home—not only to those who lived there, but to everyone who visits. If you'd like to support Ashmore Estates, visit AshmoreEstates.net, book an investigation, attend a public event, or consider donating toward the upcoming masonry restoration project. Generation X Paranormal Where curiosity meets the unexplained... and the paranormal gets personal. Connect with Generation X Paranormal Join the conversation and never miss an investigation! Website: https://gxparanormal.com Follow us on social media: • Facebook: https://www.facebook.com/GenXParanormal • Instagram: https://www.instagram.com/generationxparanormal • X (Twitter): https://x.com/GXParanormal • YouTube: https://youtube.com/@generationxparanormal • TikTok: https://www.tiktok.com/@generationxparanormal Listen on your favorite podcast platform: Apple Podcasts • Spotify • iHeartRadio • Amazon Music • Pandora • YouTube Music and wherever you get your podcasts. Have a paranormal experience you'd like to share? Email us at info@gxparanormal.com. Become a supporter and unlock exclusive content: https://www.patreon.com/GenerationXParanormal Generation X Paranormal explores haunted locations, UFOs, cryptids, high strangeness, folklore, and the unexplained—one story at a time.  

Welcome to Episode 038 of the Bar Exam Drills Podcast! In this episode, we are diving deep into our highly anticipated essay predictions for the July 2026 Uniform Bar Exam (UBE) Multistate Essay Examination (MEE). With subjects like Conflict of Laws, Secured Transactions, Family Law, and Trusts and Estates crossed off our list for this prediction cycle, we are narrowing down the high-yield topics and unexpected wild cards you need to prioritize to maximize your score. For our core subject predictions, we are leaning toward Common Law Contracts over UCC this time around. We highly recommend reviewing February 2020—specifically the substantial performance and minor breach rules from the famous linoleum versus vinyl question—as well as July 2022. For Civil Procedure, keep a very close eye on joinder, res judicata, and preclusion by studying July 2022 and February 2021. In Real Property, focus on fee simple determinable and rights of entry, making sure to review July 2022. For Corporations, look closely at board authority, ratification, dissolution, and derivative actions, with a special emphasis on July 2022 and February 2022. We also break down several critical wild card subjects that you cannot afford to ignore. For Criminal Procedure, make sure you are ready for Miranda warnings, Terry frisks, and invocation of rights. In Torts, be on the lookout for abnormally dangerous activities and respondeat superior. For Evidence, prioritize hearsay, state of mind, and the confrontation clause. If Agency and Partnerships shows up, expect to see binding authority, ratification, and general partnerships at will. Finally, in Constitutional Law, study the Contracts Clause and spending power conditioning of funds, while in Criminal Law, prep the insanity defense, duress, and murder versus manslaughter. Be sure to head over to the Bar Exam Drills app to practice these specific past essays and access more high-quality prep tools. We wish you the absolute best of luck as you enter the final stretch of your bar prep. If these predictions help you conquer the MEE, please come back to this video after results come out and let us know that you passed. There is truly no better feeling than seeing you succeed. Happy studying!

GUEST LINE-UP: Josh McDaniels - President & Director Of Winemaking, Bledsoe Wine EstatesMichael Browne - CEO/Founder, CIRQ & CHEV  Wines    If yo u cannot see the audio controls, listen/download the audio file here

The well known Pewsey Vale Riesling recently won a best in Show award at the Decanter world wine tasting.Louisa chats with Simon Nash about what an award like this means.@thewineshowaustralia @pewseyvalevineyard

BEST SHOW BESTS! In this classic clip, Tom gets a call from Ad Man CHET FROM NEWBRIDGE ESTATES! (Originally aired on November 23rd, 2015!)New to the Best Show? Check out Best Show Bests, the greatest hits of The Best Show! Available every Friday on your podcast app.BEST SHOW GARAGE SALE - NOW ONLINE!Shop classic Best Show merch including shirts, vinyl, CDs & DVDs, posters, stickers, and more!https://bestshowstore.comSUPPORT THE BEST SHOW ON PATREON! WEEKLY BONUS EPISODES & VIDEO EPISODES!https://www.patreon.com/TheBestShowWATCH THE BEST SHOW LIVE EVERY TUESDAY NIGHT 6PM PT ON TWITCHhttps://www.twitch.tv/bestshow4lifeFOLLOW THE BEST SHOW:https://twitter.com/bestshow4lifehttps://instagram.com/bestshow4lifehttps://tiktok.com/@bestshow4lifehttps://www.youtube.com/bestshow4lifeTHE BEST SHOW IS A FOREVER DOG PODCASThttps://thebestshow.nethttps://foreverdogpodcasts.com/podcasts/the-best-showHEARD IT ON THE BEST SHOW PLAYLISThttps://open.spotify.com/playlist/2XIpICdeecaBIC2kBLUpKL?si=07ccc339d9d84267See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

rWotD Episode 3344: Charles-Mathias Simons Welcome to random Wiki of the Day, your journey through Wikipedia's vast and varied content, one random article at a time.The random article for Tuesday, 30 June 2026, is Charles-Mathias Simons.Charles-Mathias Simons (27 March 1802 – 5 October 1874) was a Luxembourgish politician and jurist who served as Prime Minister of Luxembourg from 1853 until 1860.He received his Doctorate of Laws in 1823 from the University of Liège. The year after, he registered at the bar of the court of first instance of Diekirch. In 1831 he was a delegate for Diekirch at the Belgian National Congress in Brussels, and helped to draft the new Belgian constitution.In 1836-1837 he was a member of the provincial council, and in 1841 became a member of the Assembly of Estates. In 1843-1848 he was a member of the cabinet and in 1848 of the Constituent Assembly. From 1 August to 2 December 1848 he became Administrator-general of communal affairs in the de la Fontaine Ministry.After the Willmar government had been deposed by the governor Prince Henry, at the wish of William III, Charles-Mathias Simons was appointed prime minister on 23 September 1853.Simons' time as head of government saw the revision of the constitution of October 1856, which the King-Grand-Duke had pushed through against the wishes of the parliament, which strengthened his powers while curtailing those of the parliament, and which imposed the Council of State as a control mechanism on the already weakened parliament. This period also saw the opening of the first railway line in Luxembourg (4 October 1859) and the founding of the first banks, the Banque Internationale à Luxembourg and the Banque et Caisse d'Épargne de l'État.Simons resigned on 26 September 1860, as opposition to his "coup d'état" government grew too strong in parliament after new elections.From 1860 to 1874 he was a member of the Council of State and from 5 January 1869 until 5. January 1870 he was its president. He died on 5 October 1874 in Luxembourg City.This recording reflects the Wikipedia text as of 00:14 UTC on Tuesday, 30 June 2026.For the full current version of the article, see Charles-Mathias Simons on Wikipedia.This podcast uses content from Wikipedia under the Creative Commons Attribution-ShareAlike License.Visit our archives at wikioftheday.com and subscribe to stay updated on new episodes.Follow us on Bluesky at @wikioftheday.com.Also check out Curmudgeon's Corner, a current events podcast.Until next time, I'm neural Joey.

»

»

Families often assume everything will work itself out after a major loss, until unanswered questions and outdated decisions start creating confusion. The hardest part usually isn't the paperwork itself, it's the conversations that never happened beforehand. In this episode of Celebrity Estates, Senior Editor David Lenok speaks with Brad Repinsky, director of estate, tax and financial planning at Signature Estate and Investment Advisors, about the estate planning lessons connected to Heath Ledger's story.  Using Ledger's outdated will as a starting point, Brad explains why estate plans should evolve alongside marriages, children, shifting family relationships and changing financial circumstances. David and Brad also discuss the importance of involving spouses and adult children in financial conversations earlier, how beneficiary designations can unintentionally disrupt a carefully structured plan, and why simplifying accounts can make estate administration easier for surviving family members. Their conversation highlights how ongoing reviews and open communication can help families avoid unnecessary stress later on. Key takeaways: Why outdated wills and beneficiary designations can create confusion after major family changes How annual estate planning reviews help families adjust to life, tax and wealth transitions Why involving spouses and adult children early can reduce conflict and confusion later on How advisors can approach difficult family conversations without creating fear or resistance Why simplifying accounts and estate structures can ease stress for surviving family members Resources: Listen to Celebrity Estates on Wealth Management Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Brad Repinsky: LinkedIn: Brad Repinsky LinkedIn: Signature Estate & Investment Advisors Website: Signature Estate & Investment Advisors About Our Guest: Brad Repinsky is the Director of Estate, Tax, and Financial Planning at Signature Estate and Investment Advisors, where he works with high-net-worth families on estate planning, wealth transfer, and long-term financial planning strategies. His work focuses on helping families navigate topics such as beneficiary designations, trust structures, retirement planning, and multi-generational wealth conversations. Brad is particularly passionate about helping clients simplify complex financial situations and create plans that evolve alongside changing family dynamics and life events.

Episode 647: A few overlooked estate planning decisions can spark years of family conflict. Learn the key mistakes blended families should avoid and the strategies that can protect everyone involved. Next, explore the health insurance options that can bridge the gap to Medicare and the enrollment rules that can help you avoid costly surprises later.

In this episode of Hull on Estates, Jonathon Kappy and Jordan Sarah Head discuss when an apparent financial interest is sufficient to confer standing in estate proceedings, focusing on Will challenges and passings of accounts. They discuss Toronto-Dominion Bank v. Witoszkin, 2024 ONSC 921, to consider whether "moral watchdogs" have any standing in estate litigation.

We weren't sure if we'd ever come back to this location, but as fate would have it, we finally made it happen. This has been a full circle moment two decades in the making, so it begs the question; was the wait worth it? Well, we don't want to spoil anything, but one of us may have almost walked out on their scariest encounter to date. So.. probably, yea. It was worth it.   Check out our affiliates: Javvycoffee.com Use code ORSO77605 to get 15% off every order. Venomscent.com Use code ORSO28248 to get 10% off every order. Donate monthly here: https://www.patreon.com/orsotheysaypod Or a once off here: https://www.paypal.com/donate/?hosted_button_id=T22PHA8NAUTPN  And don't forget to swing by here: https://www.redbubble.com/people/orsotheysaypod/shop

In this episode of Hull on Estates, Nick Esterbauer and Osama Saleemi discuss D.R. v. A.R., 2026 ONSC 796, a recent decision of the Ontario Superior Court of Justice addressing guardianship of property under the Substitute Decisions Act, 1992, and when less restrictive options might be more appropriate. Case reference: D.R. v. A.R., 2026 ONSC 796 (CanLII),

Sam chats with Simon Nash and Jill Upton about his role as Head winemaker across the group. @thewineshowaustralia @hillsmithfamilyestates

In this episode of Hull on Estates, Stuart Clark and Filbert Yung discuss the rule against perpetuities as applied in Ottawa (City) v. ClubLink Corporation ULC 2021 ONCA 847 and 2025 ONCA 34. A medieval doctrine and long-standing source of anxiety for lawyers, the rule against perpetuities is brought sharply into focus with these decisions. Stuart and Filbert discuss the complex factual background leading to the litigation, the Court of Appeal's reasoning in both decisions, and key pitfalls lawyers should be mindful of when drafting agreements that impose interests in, or conditions on, land.

Are You Sure You Want to Be an Executor? Episode 384 – Being named as an estate executor is often considered an honor, and you will be compensated for your efforts. But is it worth all the potential trouble? More SML Planning Minute Podcast Episodes Transcript of Podcast Episode 384 Hello, this is Bill Rainaldi, with another edition of Security Mutual's SML Planning Minute. In today's episode: are you sure you want to be an executor? Perhaps you should consider it an honor. Your Uncle Charlie, who always liked, trusted and respected you, has named you as the executor of his will. What does that even mean? The executor of an estate is the person (or, sometimes an entity) appointed to manage the financial affairs of a deceased individual and to carry out their wishes as outlined in their will. The executor is usually a family member, but it can also be a close friend, financial advisor or family lawyer. It can also be a financial institution. And sometimes there's more than one. So, what does an executor do? Here are some of the early steps many executors take: obtaining copies of the death certificate and filing a copy of the will with the probate court where the deceased lived. Before the court approves the executor, they may schedule a hearing to give interested parties a chance to either contest the will or object to the appointment of the executor.[1] Once approved, the executor generally needs to notify the appropriate parties of the decedent's death. This may include friends and family members, financial institutions and government agencies, such as the Social Security Administration. Then they usually need to gather all the estate's assets and liabilities. After that, the executor will need to settle any debts or taxes before the assets can be distributed. Once all this is done, they will supervise the distribution of the assets.[2] It sounds complicated, and it very often can be. It typically takes three to six months, but it can be much longer, sometimes as long as two years or more.[3] [4] And it could involve a major time commitment on the executor's part. Also, the amount of paperwork can be overwhelming. Here's one good reason to say yes: executors usually get paid. However, for small and modest sized estates where family members act as executor, this is often done free of charge.  In larger and more complicated estates, the rate is typically set by state law, with a normal rate of anywhere between 2 and 5 percent of the total estate value.[5] In many cases the rate will be calculated on a sliding scale based on the value of the estate. In New York, for example, the fee is 5 percent for estates below $100,000, gradually dropping down to 2 percent for estates of more than $5 million. Two percent of $5 million is $100,000. Things can sometimes get tricky for an executor. In most states, the executor can also be a beneficiary of the estate.[6] This has the potential to create a conflict of interest, if not conflict with the other beneficiaries. The entire process can be overwhelming for some. It's important to remember that even though it may be an honor, you don't have to accept it. Another alternative might be to accept the assignment but hire some professionals to help you out.[7] And people do sometimes turn down the opportunity to serve as an executor, despite any personal or financial incentives. Potential family conflicts are sometimes enough to scare someone off. For example, the decedent might own a house that is scheduled to be split among his children. But what happens if one of them is already living there? The executor may have to notify the resident that he or she must move out so that the property can be sold. It may carry some prestige, but acting as the executor can often put them in the middle of disagreements between some of the heirs over the distribution of assets. If you're a family member or friend, being an executor can cause irreparable damage to your personal relationships, and that's one of the big reasons people sometimes opt out. It's also important to recognize that an executor is considered a fiduciary for the estate and its beneficiaries. This is a high ethical standard where, if the executor does something wrong or enriches him or herself unjustly, they can be sued personally. The potential for personal liability may be enough of a reason to reject the nomination, particularly in large or complicated estates. Finally, note that things can get even more complicated if the individual does not have a will. In that case, the court will appoint someone to be the administrator of the estate. That's basically the same job as the executor, but with a court-appointed individual who may or may not have known the decedent. If you're the one who's doing your own estate planning, putting together the will—with the help of a qualified estate planning attorney—is a good start. You'll need to think seriously about who you want as your executor. Just as important, you need to communicate early and openly about your decisions with everyone involved. And be sure to revisit your choice every few years. [1] MetLife. “Executor of Estate: What Do They Do?” MetLife.com. https://www.metlife.com/stories/legal/executor-of-estate/ (accessed April 16, 2026). [2] Id. [3] American Wills & Estates. “How Long Does Probate Take and How Much Does it Cost?” Americanwillsandestates.com https://americanwillsandestates.com/blog/how-long-does-probate-take-and-how-much-does-it-cost/ (accessed April 16, 2026). [4] Beck, Lenox & Stolzer. “How Long Does It Take to Distribute Assets and Close an Estate?” Beckelderlaw.com. https://beckelderlaw.com/how-long-does-it-take-to-distribute-assets-and-close-an-estate/# (accessed April 16, 2026). [5] The Olear Team. “Executor of estate fees: How much is paid, and when?” Olear.com. https://olear.com/executor-estate-fees-much-paid/#:~:text=What%20are%20executor%20of%20estate,executor%20fee%20is%202%20percent (accessed April 16, 2026). [6] MetLife. “Executor of Estate: What Do They Do?” MetLife.com. https://www.metlife.com/stories/legal/executor-of-estate/ (accessed April 16, 2026). [7] Miura, Danielle. “Your client is the executor. Now what?” Insurancenewsnet.com. https://insurancenewsnet.com/innarticle/your-client-is-the-executor-now-what (accessed April 16, 2026). More SML Planning Minute Podcast Episodes This podcast is brought to you by Security Mutual Life Insurance Company of New York, The Company That Cares®. The content provided is intended for educational and informational purposes only. Information is provided in good faith. However, the Company makes no representation or warranty of any kind regarding the accuracy, reliability, or completeness of the information. The information presented is designed to provide general information regarding the subject matter covered. It is not to serve as legal, tax or other financial advice related to individual situations, because each individual's legal, tax and financial situation is different. Specific advice needs to be tailored to your situation. Therefore, please consult with your own attorney, tax professional and/or other advisors regarding your specific situation. To help reach your goals, you need a skilled professional by your side. Contact your local Security Mutual life insurance advisor today. As part of the planning process, he or she will coordinate with your other advisors as needed to help you achieve your financial goals and objectives. For more information, visit us at SMLNY.com/SMLPodcast. If you've enjoyed this podcast, tell your friends about it. And be sure to give us a five-star review. And check us out on LinkedIn, YouTube and Twitter. Thanks for listening, and we'll talk to you next time. Tax laws are complex and subject to change. The information presented is based on current interpretation of the laws. Neither Security Mutual nor its agents are permitted to provide tax or legal advice. The applicability of any strategy discussed is dependent upon the particular facts and circumstances. Results may vary, and products and services discussed may not be appropriate for all situations. Each person's needs, objectives and financial circumstances are different, and must be reviewed and analyzed independently. We encourage individuals to seek personalized advice from a qualified Security Mutual life insurance advisor regarding their personal needs, objectives, and financial circumstances. Insurance products are issued by Security Mutual Life Insurance Company of New York, Binghamton, New York. Product availability and features may vary by state.​ SubscribeApple PodcastsSpotifyAndroidPandoraby EmailTuneInDeezerRSSMore Subscribe Options

Estate planning often becomes far more difficult when families inherit assets tied to royalties, licensing rights and public image. Clear communication and preparation can make the difference between unity and conflict after a loved one passes away. In this episode of Celebrity Estates, Senior Editor David Lenok speaks with Scott Rahn, trust and estates litigator and founding partner of RMO LLP, about the estate of Chuck Norris and the planning considerations tied to celebrity wealth. Using Norris' reported $70 million estate as a framework, Scott explains why celebrity net worth figures often differ from the actual value of an estate, particularly when royalties, private companies and likeness rights are involved. David and Scott also explore the importance of family communication, the responsibilities that come with fiduciary roles, and why coordinated advisory teams can help reduce disputes after a death occurs. Their conversation highlights how preparation, flexibility and clear expectations can help families better manage both the emotional and financial realities of complex estates. Key takeaways: Why celebrity estate valuations often shift dramatically based on royalties, public image and timing How family expectations can create tension when emotional value differs from economic value Why heirs inheriting IP rights face responsibilities beyond simply receiving money or property How coordinated advisors and family communication can reduce disputes after a death occurs Why estate plans should allow flexibility as family structures and financial realities evolve Resources: Listen to Celebrity Estates on Wealth Management Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Scott Rahn: LinkedIn: Scott Rahn LinkedIn: RMO Lawyers Website: RMO Lawyers Email: rahns@rmolawyers.com  About Our Guest: Los Angeles attorney Scott Rahn resolves contests, disputes, and litigation related to trusts, estates, and conservatorships, creating a welcome peace of mind for clients.  He represents heirs, beneficiaries, trustees, and executors.  He utilizes his experience to develop and implement strategies that swiftly and cost-effectively address the financial issues, fiduciary duties, and emotional complexities underlying trust contests, estate conflicts, and probate litigation. Driven by a commitment to provide relief to people grieving the loss of a loved one, Scott collaborates closely with clients. He pursues and defends claims involving incapacity, incompetence, undue influence, breach of fiduciary duty, and other similar areas of dispute.  His advice and counsel include prevention and remediation of financial elder abuse. Scott is known for in-depth financial investigations and deftly handling intra-family dynamics and decades-long family friction. He has extensive experience in courts, arbitration, mediation, and dispute resolution forums across California, as well as in key retirement centers in the United States and through strategic partnerships in international locations.  His clients are typically embroiled in inheritance disputes, trust contests, will contests, caregiver undue influence, step-parent undue influence, sibling undue influence, estate administration irregularities, beneficiary bias, trustee misappropriation, accounting irregularities, breach of fiduciary duty, beneficiary theft, trust investigations, accusations of wrongdoing, fraudulent behavior, wrongful taking something from an estate, and breach of fiduciary duties. He focuses on identifying and correcting where behavior went wrong, and pointing out where allegations of wrongdoing are simply wrong.

Review Guide: The Property Machine Mastering Property Law: The Operating System of Legal RelationshipsThis episode unpacks the complex, layered system of property law—reframed as an operating system—that governs how we understand ownership, possession, and transfer of both tangible and intangible assets. Whether you're preparing for exams or seeking to see property rights from a new perspective, this deep dive offers clarity on foundational concepts like the bundle of sticks, estates, concurrent ownership, and conveyance.Most people think property is just about land—about tangible dirt you can point to. But in reality, property law is an invisible, intricate operating system that governs the complex web of human relationships with both physical and digital assets. If you want to understand how society distributes wealth, enforces boundaries, and balances individual rights against public needs, this episode is your shortcut.We demolish the myth of property as a solid block of dirt by revealing it as a flexible bundle of rights—sticks you can sever, transfer, and share. You'll discover the power of the "bundle of sticks" metaphor, which unlocks the secrets behind key property interests like the right to exclude, use, possess, and transfer. Why is exclusion regarded as the most sacred? How do modern transactions—leases, sales, and even digital spaces—fit into this framework? We provide concrete examples, from leasehold estates to concurrent ownership, revealing how different forms of ownership—tenancy in common, joint tenancy, and tenancy by entirety—shape the wealth and power dynamics we live by.The episode also dives into the legal mechanisms that allow land to change hands: the land contract, the importance of the deed, and the critical role of recording acts. You'll learn how the law balances the uniqueness of property with the need for stability, establishing whether a buyer truly owns a piece of real estate or if a sneaky second sale could undo them. We explore the doctrine of adverse possession—the legal road from trespasser to owner—and demystify complex concepts like waste, future interests, and defeasible estates with clear, concrete explanations.Why does understanding property law matter now more than ever? As society shifts towards virtual and intangible assets, this episode challenges you to think differently about ownership—beyond dirt and into the realm of code. Whether you're a law student or a curious explorer of how our physical and digital worlds intersect, this is essential knowledge. Master these ideas, and you'll see how property law underpins the entire societal fabric—shaping wealth, rights, and innovation.Get ready to decode the invisible grid that governs our most fundamental relationships with space, possessions, and the law itself. This episode isn't just about land; it's about how we organize and protect the relationships that define power and community in every era.In this episode:Property as an operating system: moving beyond the physical to the network of relationships.The bundle of sticks metaphor: understanding property rights as severable, exchangeable rights.Core sticks: Right to exclude, use, possess, and transfer—how these define ownership.Estates of land: fee simple absolute, life estates, and how time limits shape property interests.Defeasible and contingent estates: conditions and future interests—reversions, remainders, and executory interests.Concurrent ownership models: tenants in common, joint tenancy, tenancy by the entirety.Landlord-tenant framework: lease types, implied warranties, and modern tenant protections.Encumbrances and non-possessory interests: easements, covenants, and equitable servitudes.Adverse possession: transforming long-term unauthorized use into ownership.Conveyance process: from land contracts to deeds, merger doctrine, and recording statutes.The evolving landscape: digital property and the future of the property operating system.

Virgin Grand Estates v. Inter-Ocean Insurance

In this compelling interview, pioneering winemaker Angelos Iatridis (often referred to as Alpha Estate's "Alpha Male") dives into the high-tech, high-altitude world of Amyndeon, Greece's coolest wine region. Known for his "no compromises" approach, Iatridis shares how he uses GPS satellites and thermal imaging to micromanage 92 separate vineyard blocks, ensuring each vine receives exactly what it needs through a massive underground deficit irrigation system.Learn more at the Alpha Estate website: https://alpha-estate.com/Visit https://www.urbanwine.club or download the UWC app on Apple's App Store.

On this episode of Court Radio, Dean Weitzman of MyPhillyLawyer speaks to Saul Langsam about wills, estates, and trusts, such as what the most important estate planning documents are. Now You Can Watch the Court Radio Live Stream: https://www.youtube.com/@MyPhillyLawyer/streams The post Court Radio: Wills, Estates & Trusts first appeared on MyPhillyLawyer.

Jeffrey Adams and Icebox Radio Theater returns with their terrifying anthology "Frozen Frights". This week it's: The Estates! Learn more about your ad choices. Visit megaphone.fm/adchoices

Jeffrey Adams and Icebox Radio Theater returns with their terrifying anthology "Frozen Frights". This week it's: The Estates! Learn more about your ad choices. Visit megaphone.fm/adchoices

Estate planning can appear straightforward until factors like privacy, control and long-term management come into play.  What begins as a simple distribution of assets can quickly involve decisions around trusteeship, probate and how to prevent disputes. In this episode of Celebrity Estates, Senior Editor David Lenok speaks with Jennifer Proper, managing director of wealth strategies at Pitcairn, about a case where estate planning worked exactly as intended. Using the estate of actor Matthew Perry as a reference point, Jennifer explains how a revocable trust and pour-over will can function together to maintain privacy, avoid probate and streamline the handling of assets. David and Jennifer also examine the role of trustees, the importance of updating documents over time, and how specific provisions can discourage challenges or fraudulent claims. Their conversation underscores why planning early and reviewing regularly can make a meaningful difference in how an estate is ultimately administered. Key takeaways: How revocable trusts and pour-over wills work together to protect privacy and simplify asset distribution Why avoiding probate helps reduce costs, delays and public exposure of estate details The importance of choosing and reviewing trustees to handle long-term fiduciary responsibilities How specific clauses can discourage disputes and reduce the risk of fraudulent claims Why estate planning should begin early and evolve as life circumstances and goals change Resources: Listen to Celebrity Estates on Wealth Management Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Register now for the Wealth Management Edge conference here! Connect With David Lenok: david.lenok@informa.com  Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Jennifer Proper: LinkedIn: Jennifer Proper LinkedIn: Pitcairn Website: Pitcairn About Our Guest: As a leader in the Wealth Management Team, Jennifer serves as a strategic wealth advisor, providing innovative planning services to achieve excellent client outcomes and deliver a superior client experience. Her responsibilities encompass all aspects of wealth planning, including trust and estate administration, fiduciary advice, and wealth planning advice. She works directly with clients to proactively identify and address current and future needs and then collaborates with team members across the firm to implement customized planning strategies. Jennifer works with the entire Pitcairn team to enhance best practices and foster strong team dynamics in order to meet the complex needs of client families. Before joining Pitcairn, Jennifer served as Director, Legacy and Wealth Planning at Abbot Downing, a Wells Fargo division serving ultra-high-net-worth individuals and family offices. While at Abbot Downing, she provided sophisticated estate, business, and financial planning for the firm's clients and led the Northeast regional planning team. Jennifer earned a Juris Doctorate from Albany Law School of Union University, with a concentration in Estate Planning. She also has a Bachelor of Science in History and Political Science with a Minor in Spanish from Binghamton University in Binghamton, NY. Active by nature, Jennifer spends her free time hiking, cheering on the Philadelphia Sixers with her family, and doing F45 workouts to take her health and fitness to the next level. Jennifer is an animal lover and enjoys daily walks with her dog,  Miley. Originally from Syracuse, New York, suburban Philadelphia is now home for Jennifer, her husband, and two daughters.

Send us Fan MailTrusts, Estates & Joint Accounts | Series 65 and Series 66 Exam PrepEverything you need on trusts, estates, and joint accounts for the Series 65 (Uniform Investment Adviser Law Examination) and Series 66 (Uniform Combined State Law Examination). This topic isn't a huge percentage of the exam, but it's easy points if you know the patterns NASAA likes to test.What this video covers:Joint account types — JTWROS (Joint Tenants with Rights of Survivorship), Tenants in Common, Tenants by the Entirety, and community property. The survivor question and how the exam tests it.The three players in every trust — grantor (settlor, trustor), trustee, and beneficiary.Revocable vs irrevocable trusts — what changes, who pays the taxes, why the IRS doesn't care about your revocable trust, and what you actually get in return for giving up control.Testamentary trusts — when they're funded and why probate still applies.Why people set up trusts in the first place — probate avoidance, privacy, control after death, and estate tax reduction. The four real reasons, ranked.The Prudent Investor Rule under the Uniform Prudent Investor Act — fiduciary duty, total portfolio approach, diversification, and the wrong answers the exam loves to throw at you.Trustee duties with multiple beneficiaries — balancing income beneficiaries against remainder beneficiaries, what the trustee considers, and what the trustee absolutely does not care about.Estate accounts — executor vs administrator, Letters Testamentary vs Letters of Administration, and how the account actually works.Common Series 65 and 66 exam questions answered:Who gets taxed on a revocable trust? The grantor. Who gets taxed on an irrevocable trust? The trust or the beneficiary. Does a revocable trust reduce estate taxes? No. Does a revocable trust avoid probate? Yes. When is a testamentary trust funded? At the grantor's death. Who can trade a trust account? The trustee. What standard does a trustee follow? Prudent investor rule.Taught by Ken Boyd — former NYSE floor trader (1989–2009) and founder of Capital Advantage Tutoring. 35 years on Wall Street. Series 7, SIE, Series 63, 65, and 66 exam prep.

Today, “left” and “right” are the main labels we use to categorise political views, but their origins go back over two centuries. To understand, we have to go back to the French Revolution in 1789. That spring, France's King Louis XVI convened a meeting known as the Estates General, bringing together representatives from three groups, or “Estates”: the clergy, the nobility, and the Third Estate, which represented the common people. A few months later, in July, this assembly became the Constituent Assembly. Where did it all begin? Are there other kinds of political oppositions besides left and right? In under 3 minutes, we answer your questions! To listen to the last episodes, you can click here: ⁠⁠What is the European Political Community, the continent's intergovernmental organization?⁠⁠ ⁠⁠Who are the Moonies, the church with ties to Japanese politicians?⁠⁠ ⁠⁠Which swing states could decide the US election result?⁠⁠ A podcast written and realised by Amber Minogue. First Broadcast: 20/5/2025 Learn more about your ad choices. Visit megaphone.fm/adchoices

Rusty Field, President & CEO of Evenstad Estates (home of Domaine Serene), joins RiskCellar hosts Brandon Schuh and Nick Hartmann for a side-by-side tasting of four wines, two from Burgundy and two from Oregon's Willamette Valley. Rusty shares the career journey that took him from United Health Group and Ameriprise Financial to Upsher-Smith Laboratories, and ultimately to leading one of America's most awarded wineries.The episode covers the science of winemaking. Why Pinot Noir thrives at the 45th parallel in both Oregon and Burgundy, how French oak barrels protect wine through tight grain structure, and why the 2022 Evenstad Reserve Chardonnay won Best Wine by Quality at the 2025 Sommeliers Choice Awards. Rusty breaks down the difference between volcanic Jory soil in the Dundee Hills and Burgundy's limestone-rich gravel terroir.The back half pivots to the 2020 Oregon wildfire vintage, frost candles in Burgundy, mildew wiping out 70% of the 2024 Côte de Nuit crop, and how Evenstad uses library wine inventory as a hedge. Rusty closes with an open invitation to connect on LinkedIn for insider travel guides to both wine regions.Key TakeawaysThe 45th parallel creates nearly identical growing seasons in Oregon and Burgundy, ideal for Pinot Noir2022 Evenstad Reserve Chardonnay: Best Wine by Quality, 2025 Sommeliers Choice Awards (96 pts)French oak's tight grain allows controlled oxygen exchange, Pinot Noir ages 14–18 months, Chardonnay ~12Mildew destroyed 70% of 2024 Côte de Nuit crop; 2020 wildfire smoke taint exposed limits of crop insurance~7,200-member wine club drives ~50% D2C revenue, unusually high for the industryAll Evenstad vineyards are dry-farmed and transitioning to full organic certificationRusty offers personal LinkedIn insider travel guidance for Burgundy and Oregon wine countryChapters00:00 Welcome & Guest Introduction01:00 How Rusty Joined the Evenstad Family04:48 Pharma to Wine: The Career Pivot08:32 Oregon vs. Burgundy Tasting Lineup09:00 First Pour, Château de la Crée "Les Graviers" White Burgundy12:56 Serving Temperature & Chardonnay Chemistry16:58 French Oak Barrel Aging Explained21:52 Second Pour, 2022 Evenstad Reserve Chardonnay (Oregon)23:53 Oregon as a Premier Wine Region28:42 Third Pour, Domaine Evenstad "Le Fusselot" Chambolle-Musigny30:19 Evenstad's Expansion into Burgundy35:07 Wine Club: 7,200 Members & D2C Strategy38:06 Fourth Pour, 2022 Evenstad Reserve Pinot Noir41:33 The 45th Parallel: Why Oregon Mirrors Burgundy43:16 Dry Farming, Organics & Sustainability45:12 Two Truths & A Lie: Wine History48:38 Climate Risk: Fire, Frost, Hail & Disease50:24 The 2020 Wildfire Vintage & Insurance Challenges54:24 Parametric Coverage & Future-Proofing57:07 Joining the Domaine Serene Wine Club59:47 Rusty's LinkedIn Offer: Insider Wine Country Guide01:00:09 Closing & Teaser for Episode Two at the WineryConnect with RiskCellar:Website: https://www.riskcellar.com/Rusty Field:LinkedIn: https://www.linkedin.com/in/rustyfield/Website: https://www.domaineserene.com/about/team/rusty-fieldBrandon Schuh:Facebook: https://www.facebook.com/profile.php?id=61552710523314LinkedIn: https://www.linkedin.com/in/brandon-stephen-schuh/Instagram: https://www.instagram.com/schuhpapa/Nick Hartmann:LinkedIn: https://www.linkedin.com/in/nickjhartmann/ 

Today, it is my pleasure and honor to speak with John A. Warnick. John A. is a celebrated leader and founder in the family wealth professional space, and an inspiration to many of us in our niche field. He has practiced as a tax attorney for over 45 years and has published articles in law reviews, Trust and Estates magazine and the Journal of Practical Estate Planning. He worked as a legislative assistant on Capitol Hill in the 1970s and was a legal intern in the office of the Administrative Assistant to the Chief Justice of the U.S. Supreme Court in 1973. In 2010 John A. founded the Purposeful Planning Institute which today is the largest multi-disciplinary educational institute (non-profit) focused on best practices for UHNW and HNW families with over 525 members in the U.S. and nine countries internationally. He was also a co-founder of the Collaboration for Family Flourishing (CFF) and served for four years on the Board of the International Association of Advisors in Philanthropy. He was nominated as a fellow of the American College of Trust and Estate Counsel in 1994 and has chaired two subcommittees within ACTEC, the Legacy and Generational Planning Subcommittee of the Practice Committee and the Family Dynamics Subcommittee of the Business Planning Committee. In 2017, John A. received the Scott Fithian Leadership Award from the International Association of Advisors in Philanthropy and served on the Board of Directors of that organization for four years. He has served on the Planned Giving Advisory Council of the Carter Center in Atlanta, Georgia since 2015. John A. is the author of two Tax Management portfolios and more recently has self-published The Purposeful Trusts and Legacies Handbook and is currently working on two book projects, The Gift of You, and the New Vocabulary of Family Wealth. John A. is a good and long-time friend of FOX and we are privileged to have collaborated with him and with PPI repeatedly throughout the years. Purpose is often cited as one of the key pillars of long-term success for multigenerational families. John A. dedicated much of his professional work on bringing purpose to families and the advisors who serve them – particularly as the founder of the Purposeful Planning Institute. He elaborates on the importance of purpose for families and their advisors and talks about why it is important to be purposeful as a family leader or wealth advisor. He also highlights the distinctions between purpose, values, and mission since these are often lumped together and not always fully understood. John A. has pointed to the significance of family traditions and rituals as powerful tools for establishing and living the family purpose. He describes why rituals are important and how they help families crystallize their purpose and values and pass them on across generations. Conversely, he points out what happens if traditions become performative or imposed on the family, rather than genuinely meaningful. John A. shares some examples of family traditions that he has encountered over his decades of work with UHNW families and outlines the impact of these traditions on the family and the changed that resulted from these shared rites. John A. has formulated five suggestions for trustees, including corporate and professional trustees, as well as PTCs, related to helping the families they serve define and fulfill their shared purpose. He provides an overview of these practical resources and describe how they can be put to use in support of the family's success and wellbeing. Do not miss this opportunity to hear from one of the most respected founders and premier thought leaders of the family wealth space.

This week, Ivy Slater, host of Her Success Story, chats with her guest, Paula M. Jones. The two talk about carving a niche in international estate law, building a client base through strategic networking and referrals, and breaking barriers for women leaders in the legal profession. In this episode, we discuss: How a "plain vanilla" estate case involving a longtime green card holder, a surprise $400,000 estate tax bill, and a postmortem QDOT opened Paula's eyes to the complexities of international estate law and revealed "these are my people", multinational clients like the family she grew up in. Paula describes the moment that cemented her five-year exit plan at her past law firm and her decision to start her own practice in 2015. Why building your own client base is the real job security in law, how Paula left with a strong book of business, and what it's been like to grow from solo to hiring full-time employees, moving beyond contract support. How Women Owned Law entered her story, first as a founding-era member who believed women needed real business support, and later, as she returned for help navigating the next stage of growth, she joined a CLE committee and began mentoring newer members. Paula describes one of her favorite tools for managing entrepreneurial fear. Paula M. Jones, founder of Jones Estate Group, has been practicing since 1999 and advising clients on all aspects of international estate law matters for high-net-worth individuals and business owners.  She started her own firm in 2015. Client matters include efficient planning in regard to U.S. estate and gift taxation, qualified domestic trusts, residency determinations, tax treaty applications, pre-immigration planning, expatriation tax planning, administration of estates of foreign individuals with U.S. property, foreign account and asset compliance issues, and migration of trusts. Paula is an adjunct professor at Western New England University School of Law, where she teaches International Estate Planning.  She serves on the STEP Cross-Border SIG Committee and has authored several articles in respected industry journals such as Trusts and Estates, AICPA's Tax Advisor, and the ABA's Practical Tax Lawyer. Website: https://jonesestategroup.com/ Social Media Links: https://www.linkedin.com/in/paula-m-jones-esq-b9b357113/    

Welcome back to another episode of Beats, Vines & Life! This time, host MJ Towler heads to the heart of Napa Valley for a refreshing and thoughtful conversation with Jack Bittner, the managing partner of Accendo Estate. With a rich background in business, global investment, and a deep-rooted love for fine wine, Jack B brings an owner's mindset and a collector's palate to every decision at Accendo.In this episode, you'll hear about Jack B's journey from a small town near Boston to becoming a Napa Valley tastemaker, how philosophy and a curious spirit shaped his path, and how he sees wine as an ever-evolving puzzle—one that keeps even the sharpest minds guessing. The discussion covers everything from the art of precision viticulture and what truly defines a “sense of place” in wine, to wild stories from his early days managing a wine shop (while still underage!) and insights on the challenges and future of Napa Valley's luxury wine scene.But it's not all business—expect plenty of laughs, tales of family legacy, creative collaborations in winemaking, and the sometimes-overlooked romance and grit that goes into every bottle. Whether you're a wine aficionado, a lover of good stories, or just craving inspiration, this episode serves up a glassful of wisdom, warmth, and life lessons you won't want to miss. For more information about Accendo Estate click the link!Follow Accendo Estate on IG!____________________________________________________________Until next time, cheers to the mavericks, philosophers, deep thinkers, and wine drinkers! Go to the-vines.com and use code BLACKWINEGUY to unlock member pricing and join their community for just $395, plus get a case of wines they make with their partners. (U.S. addresses only.)Subscribe and give Beats Vines and Life a five-star review on whichever platform you listen to.For insider info from MJ and exclusive content from the show, sign up at blackwineguy.comFollow MJ @blackwineguyFollow Beats Vines and Life @beatsvinesandlifeFollow Totally Biased Wine Reviews on IGSign up for Totally Biased Wine Reviews Hosted on Acast. See acast.com/privacy for more information.

The DOJ is sitting on half of the Epstein Files — and Congressman Robert Garcia says that's no accident. It's a cover-up, and Trump is leading it.Rep. Garcia joins Marc Elias to break down where the Epstein investigation stands: who's been subpoenaed, what the DOJ is hiding, and why this is already worse than Watergate.Support Democracy Docket's mission:https://newsletters.democracydocket.com/anchor-youtube-fridayCongressman Robert Garcia:https://robertgarcia.com/00:00 Today's Guest: Congressman Robert Garcia01:07 Latest Developments with the Epstein Files04:02 Strategic Power: How the Minority Forces Subpoenas08:26 Unpacking the Cover-Up: What's Still Missing10:06 Pam Bondi's Role in the Record Compilation14:09 Expanding the Hunt: Banks, Estates, and Survivors17:12 Beyond the Island: The New Mexico Ranch Investigation18:18 FBI Inside Job? Why Civil Servants are Speaking Out20:16 Elite Accountability: The Political Fallout for Trump23:44 Investigating Both Parties: Moving Beyond Partisanship25:49 History of Failure: Why Law Enforcement Stalled28:45 The Battle for 2026: Redistricting and Competitive Seats30:37 The SAVE Act: New Threats to Your Voting Rights32:34 ICE Agents vs. The Military: A New Suppression Tactic?35:40 Exposing "Fake Moderates" and House Seat Predictions39:22 Connecting the Dots: Corruption, the Economy, and Your Vote

Attorney Steve Gibbs Puts Whole Life Insurance on trial and Makes "The Case" for utilizing it Your Wealth Building Arsenal. Caleb Guilliams is joined by Steve, the co-founder of Insurance and Estates with a surprise guest, Barry Brooksby, to challenge him on why he calls whole life insurance a "guaranteed investment".Watch the Video on Youtube for Visuals - https://youtu.be/wk210M9jfLsWant a Whole Life Insurance Policy? Go Here: https://bttr.ly/bw-yt-aa-clarityWant Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-reviewWant More Free Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vaultLearn More About BetterWealth: https://betterwealth.comTimestamps:00:00 Intro 01:03 Introducing Steve & Barry 02:50 Barry introduces Insurance and Estates 05:09 Quantifying The Value of Credit Protection 09:56 Asset Protection From Contracts and State Laws12:50 Cash in a Bank vs. Cash Value Life Insurance 15:02 Life Insurance as a Contract and Trust 16:31 Barry Addresses "Guaranteed Investment" Statement 18:07 Defining "Investment" and "Guaranteed Asset"22:21 Contract as an Asset 24:46 How is life insurance considered a trust? 28:36 Steve's "AHA moment" on Life Insurance 33:42 Life Insurance Compared to 401ks 43:21 Steve's Personal Experience with Life Insurance 45:16 Why are people attracted to life insurance? 48:24 Comparing IUL (Indexed Universal Life) to Whole Life Contracts 55:20 Response to "Buy Term and Invest the Difference" 58:08 Legacy and Permanent Life Insurance 1:01:55 100 Years of Bond Yields vs Dividend Interest Rates 1:11:21 Why is Life Insurance so Hated? 1:18:50 Final ThoughtsDISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Use code emily at the link below to get an exclusive 60% off an annual Incogni plan: https://incogni.com/emily  Thanks to Incogni for sponsoring this video. Watch the full coverage of the live stream on The Emily D. Baker YouTube channel: https://youtu.be/-pr_ALNGSw4 Day 8 of the Kouri Richins trial delivered a whiplash of information, moving from forensic accounting and life insurance details to the dramatic testimony of a key witness in a romantic relationship with the defendant, Robert Josh Grossmann. Don't miss the dramatic details and the full context of this pivotal day in the Kouri Richens trial! RESOURCES Kouri Richins Trial Playlist - https://www.youtube.com/playlist?list=PLsbUyvZas7gIKTiEBENmlYTBxjH_fbLUO   Kouri Richins Trial Case Brief Playlist - https://www.youtube.com/playlist?list=PLFdNnRZUqH63ET7ols7SV3omxBEPgMoAh Learn more about your ad choices. Visit podcastchoices.com/adchoices

Guest: Tyler Anbinder. The author explains the potato blight's origins, the devastation on estates like Lansdowne's, and the economic reasons landlords paid to ship tenants to America.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lisa Mulrain. Summary of the Interview On Money Making Conversations Masterclass, Rushion McDonald interviews Lisa Mulrain—CEO of Legacy Building LLC, a financial literacy and legal services entrepreneur with more than 30 years of federal government experience as a securities attorney. Lisa’s mission is to empower individuals and small businesses through financial education, credit repair, debt management, estate planning, and investment strategy. The interview highlights her transition from government attorney to entrepreneur, the purpose behind Legacy Building LLC, and the unique combination of her legal expertise and financial coaching. She breaks down how underserved communities can close knowledge gaps, develop stronger money mindsets, repair credit, invest wisely, and protect assets through estate planning. She also explains the emerging opportunities in tokenized real estate, fractionalized Ginnie Mae securities, and the importance of research before investing. The conversation is highly practical—covering everything from budgeting to Roth IRAs, 401(k) matches, brokerage accounts, credit consolidation, and asset protection through trusts and wills. Lisa stresses empowerment through education and long-term wealth building. Purpose of the Interview 1. To introduce Lisa Mulrain’s financial literacy and legal services mission The interview showcases how Legacy Building LLC helps clients improve credit, manage debt, understand investments, and plan estates. 2. To educate listeners about emerging financial trends Lisa explains tokenized real estate, fractional Ginnie Mae securities, and policy changes that create new wealth-building opportunities. 3. To emphasize financial empowerment for underserved communities She focuses on shifting money mindsets, breaking cycles of scarcity, and building generational wealth. 4. To highlight the importance of estate planning She stresses that wills, trusts, and powers of attorney are foundational—not optional. 5. To offer actionable investing and credit strategies Listeners gain practical tools to start improving their finances immediately. Key Takeaways 1. Financial literacy begins with mindset Before fixing credit, individuals must understand their past beliefs about money and scarcity.Many financial mistakes originate from “lack mentality.” 2. Credit repair requires root-cause analysis Lisa teaches clients to: Identify how they fell into debt Negotiate with creditors Remove charge-offs when possible Avoid repeating harmful financial behaviors 3. Estate planning is essential for everyone—not just older adults A proper estate plan includes: A trust (primary document) A “pour-over” will for missed assets Healthcare proxies & POAs Instructions for managing assets during incapacity or after death Common tragedies—Prince, Aretha Franklin, Michael Jackson—show how lack of planning complicates estates. 4. Invest intentionally and consistently Key investment tools Lisa recommends: Maximize 401(k) contributions, especially employer matches Favor S&P 500 index options in retirement plans Fund a Roth IRA for tax-free growth Open brokerage accounts with established firms (e.g., Schwab, Fidelity) Buy fractional shares to invest even with small amounts Focus on time in the market, not timing the market 5. Tokenized real estate and fractionalized Ginnie Mae securities are groundbreaking Lisa explains how changes in federal policy and crypto infrastructure enable new low-barrier investment opportunities—such as Ginnie Mae-backed fractional securities for as little as $50. 6. Research, research, research Before buying any stock, investors should monitor: Long-term trends Earnings calls Layoffs (strategy vs. crisis) Market cycles Influential investors’ moves 7. Legacy Building LLC merges financial education + legal protection Her dual firms allow clients to: Learn how to build wealth Legally protect their assets Create generational stability 8. Wealth building requires discipline—not brand-driven spending She warns against sinking money into luxury goods without appreciating assets to match. Notable Quotes (All pulled directly from the transcript.) On why she does this work “Helping people has always been at my core.” “I wanted to get involved in finance because that was the one central factor that made the difference between the haves and the have nots.” On mindset & credit “Let’s examine your money mindset.” “We adopt a lack mentality… we already start from a place of ‘we don’t have it.’” On estate planning “Whatever you’ve accumulated… you don’t have a plan.” “It could take years for it to go through probate.” “Your trust is the main document.” On investing “You are leaving money on the table if you don’t get that 401(k) match.” “Don’t time the market… it’s about time in the market.” “Scare money don’t make money.” On financial habits “Be diligent in your acquisitions.” “You cannot make any money if you are not investing. Period.” On opportunities in new investment tech “Tokenized real estate is very new and novel… real physical assets backing crypto.” “Ginnie Mae securities are now eligible for fractionalized shares… with guaranteed repayment.” #SHMS #STRAW #BESTSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.