Podcasts about estates

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Best podcasts about estates

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Latest podcast episodes about estates

All Ears - Senior Living Success with Matt Reiners
From 54% to 100%: Lessons from a Community Sales & Marketing Rockstar with Kim Kimberly Vassenelli Director of Sales & Marketing - Park Rose Estates, Grace Management

All Ears - Senior Living Success with Matt Reiners

Play Episode Listen Later May 20, 2025 21:39


In this episode, I sit down with someone who's quickly become both a friend and an inspiration, Kim Vassenelli, the Director of Sales and Marketing at Park Rose Estates in Syracuse, NY.When Kim took over her role, the community was sitting at 54% occupancy. Fast forward to today, and they're celebrating a full house—100% occupancy. We dive into how she made that happen, what a day in her life looks like, and how she balances empathy with sales strategy.Kim shares how “eating the frog” has become her secret weapon for setting the tone each day, how she builds authentic connections with residents and their families, and the creative marketing tactics (like “Seniors With Signs”) that are getting noticed online and in the community.We also discuss the less glamorous aspects of the job, like dealing with paid aggregators and hearing the word “no”, and how Kim has shifted her mindset to turn those challenges into opportunities.Whether you're in senior living or just looking for a fresh take on sales, marketing, and leadership, this episode is packed with practical takeaways and good vibes.

Do you really know?
Why do we talk about “left” and “right” in politics?

Do you really know?

Play Episode Listen Later May 20, 2025 4:42


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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Highlights from Moncrieff
What does a will look like if you are single?

Highlights from Moncrieff

Play Episode Listen Later May 19, 2025 10:02


Deciding how to split up your wealth among loved ones and family can be quite daunting and confusing, but creating a will helps to iron out any confusion over how your wealth is divided when you pass away. But, what happens to your estate if you are single when you die?Joining Seán to discuss is John Costello, Solicitor with Noble Law and Specialist in Wills and Administration of Estates.

Moncrieff Highlights
What does a will look like if you are single?

Moncrieff Highlights

Play Episode Listen Later May 19, 2025 10:02


Deciding how to split up your wealth among loved ones and family can be quite daunting and confusing, but creating a will helps to iron out any confusion over how your wealth is divided when you pass away. But, what happens to your estate if you are single when you die?Joining Seán to discuss is John Costello, Solicitor with Noble Law and Specialist in Wills and Administration of Estates.

Breakfast with Refilwe Moloto
International conglomerate buys two SA wine estates

Breakfast with Refilwe Moloto

Play Episode Listen Later May 15, 2025 9:35


Lester Kiewit speaks to viticulture researcher and Stellenbosch University lecturer, Dr Erna Blancquaert, about the impact of international buyers investing in the Cape wine industry. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Property Pod
Bold hotels plan for Balwin's mega estates

The Property Pod

Play Episode Listen Later May 13, 2025 12:57


Steve Brookes, CEO and founder of JSE-listed Balwin Properties, says plans are being finalised for a new 220-key Radisson Red hotel at Munyaka Waterfall. Plus, a hotel, hospital and community shopping centre are planned for its Mooikloof Mega City development in Tshwane. Podcast series on Moneyweb

The Law School Toolbox Podcast: Tools for Law Students from 1L to the Bar Exam, and Beyond
503: Listen and Learn -- Present and Future Estates (Part 2)

The Law School Toolbox Podcast: Tools for Law Students from 1L to the Bar Exam, and Beyond

Play Episode Listen Later May 12, 2025 18:34 Transcription Available


Welcome back to the Law School Toolbox podcast! Today, we're diving into the second part of our discussion on present estates and future interests. Previously, we reviewed the default property interest, the fee simple absolute, and defeasible fees. In this episode we're covering life estates, reversions, and remainders. In this episode we discuss: A review of the fee simple absolute Life estates Reversions and remainders Taxes and mortgage payments for a life estate Examples illustrating the above concepts Resources: "Listen and Learn" series (https://lawschooltoolbox.com/law-school-toolbox-podcast-substantive-law-topics/#listen-learn) California Bar Examination – Essay Questions and Selected Answers, July 2008 (https://nwculaw.edu/pdf/bar/July%202008%20Essays%20and%20Sample%20Answers.pdf) California Bar Examination – Essay Questions and Selected Answers, February 2003 (https://nwculaw.edu/pdf/bar/February%202003%20Essays%20and%20Sample%20Answers.pdf) Podcast Episode 501: Listen and Learn – Present and Future Estates (Part 1) (https://lawschooltoolbox.com/podcast-episode-501-listen-and-learn-present-and-future-estates-part-1/) Download the Transcript  (https://lawschooltoolbox.com/episode-503-listen-and-learn-present-and-future-estates-part-2/) If you enjoy the podcast, we'd love a nice review and/or rating on Apple Podcasts (https://itunes.apple.com/us/podcast/law-school-toolbox-podcast/id1027603976) or your favorite listening app. And feel free to reach out to us directly. You can always reach us via the contact form on the Law School Toolbox website (http://lawschooltoolbox.com/contact). If you're concerned about the bar exam, check out our sister site, the Bar Exam Toolbox (http://barexamtoolbox.com/). You can also sign up for our weekly podcast newsletter (https://lawschooltoolbox.com/get-law-school-podcast-updates/) to make sure you never miss an episode! Thanks for listening! Alison & Lee

Multifamily Investor Nation
182-Unit Cape Fear Estates In Fayetteville, NC With Ryan Narus, Mobile Home Investing Expert

Multifamily Investor Nation

Play Episode Listen Later May 12, 2025 42:44


Whitney Elkins-Hutten of PassiveInvesting.com interviews Ryan Narus, a seasoned multifamily investor and founder of The Archimedes Group, for an inside look at a wild ride into mobile home park investing. Get ready for a story of bankruptcy battles and strategic bidding wars, as Ryan unveils the details of acquiring the 182-unit Cape Fear Estates in Fayetteville, North Carolina. Dive deep into the complexities of purchasing a property out of foreclosure, navigating lender relationships, and the surprising realities of financial due diligence in this unique asset class. Ryan shares his journey from living in a mobile home to closing on his 85th property, offering invaluable insights on building a portfolio, structuring deals, and prioritizing resident well-being over quick returns in the dynamic world of mobile home park investing.

Connecting people and nature in Scotland
Beyond Hospital Walls: Green Spaces, Healing Places

Connecting people and nature in Scotland

Play Episode Listen Later May 8, 2025 33:39 Transcription Available


Green Health Week spotlights NHS Ayrshire and Arran's pioneering approach to transforming hospital grounds into therapeutic spaces for patients, staff, and the wider community.Public Health Programme Lead Elaine Caldow shares the journey from a small demonstration project to a comprehensive approach that treats nature as medicine. Assistant Director of Estates and Support Services Helen Gemmell reveals how initial management concerns about risk have evolved into widespread staff enthusiasm for these restorative environments.We visit the Kyle Chemotherapy Unit with Deputy Charge Nurse Wendy Ruiz de Pascal to see how the garden spaces are supporting patients during treatment, and discover The Conservation Volunteers' innovative 'green gyms', Acorn Garden, and guided nature walks with Lindsay Twilley.This episode showcases Scotland's pioneering integration of nature into healthcare settings—creating spaces for calm, hope and healing while simultaneously advancing sustainability goals and demonstrating that when hospitals make space for nature, remarkable healing happens.

Hull on Estates
717 – Panchyshyn v. Pietron: When an Estate Trustee Requires a Temporary Leave

Hull on Estates

Play Episode Listen Later May 6, 2025 25:20


This week on Hull on Estates, Doreen So and Aaron Chan discuss the decision of Panchyshyn v. Pietron, 2025 ONSC 2324, a case involving the Court's exercise of its inherent jurisdiction to appoint interim executors and trustees in circumstances where an estate trustee requires a temporary leave of absence for health reasons. Panchyshyn v. Pietron, 2025 ONSC 2324  

Wealth, Actually
THREE ESTATE PLANNING MISTAKES

Wealth, Actually

Play Episode Listen Later May 5, 2025 27:47


JOHANNA DAVID, Adjunct Faculty Member at Hofstra Law School is with us to talk about three estate planning mistakes and how to avoid them. Johanna is a Trusts and Estates lawyer, and a partner at Forchelli, Deegan, and Terrana. She's also the adjunct professor of law at Hofstra University. We're going to talk a little bit about mistakes that we see in estate planning and the simple things you can do to keep them away from your situation. Enjoy. https://youtu.be/gD_d9J609Vg Three Estate Planning Mistakes Chapters 00:00 The Importance of Estate Planning09:47 Common Mistakes in Estate Planning19:54 Understanding Trusts and Their Benefits24:00 Navigating Elder Care and Estate Planning Outline of "Three Estate Planning Mistakes" Frazer Rice (00:01)Welcome aboard, Joanna. Johanna C. David (00:03) -Three Difficult Planning Stories and What Can We Learn? Hi, thank you. Thank you so much for having me. I appreciate it. Frazer Rice (00:06)Well, happy to have you on because we are now, most people sort of put their estate planning off toward the end of the year, but I have a feeling given where the legislation is going, et cetera, that the crush is going to happen earlier than we think. In the meantime, you and I were talking beforehand about some mistakes that people make from an estate planning perspective and that they're very avoidable. I thought we'd take this opportunity to go into that a little bit. In your practice, maybe let's start with a couple of, or sort of the big ones that you see, ⁓ give us some ideas of some mistakes that people make that really should be avoidable. https://open.spotify.com/episode/57MMskGgp1P3fOVklGt090?si=ISap3Z_YSdqK_zg4-Dlevw Johanna C. David (00:48) - Structure and Other Planning Tactics Sure, absolutely. So the number one mistake that I think that people make is not having the proper estate planning documents. I see this happen time and time again. I don't know if it's because of the stigma. People are afraid to approach estate planning, right? Sometimes it makes your mortality very real. But the biggest estate planning mistake is not having the right documents. Everyone, everyone, I cannot stress, everyone needs to have at least a will, a power of attorney, and a healthcare proxy. And there are people that say, well, you know, I don't really have much, I don't need to do that, or ⁓ everything's gonna go directly to my husband and my children anyway. You know, that's how it works. But that's not exactly the case, right? You and I both know. So, especially if you have young children, young couples definitely want to have those things in place. You want to think about who is going to be the guardian for your child or your children if both of you pass away. And a lot of people don't think about that. And those only cause problems in the long run. I'll give you a quick example if we have time. But ⁓ Frazer Rice (02:02)⁓ please do. Johanna C. David (02:03) - Long Term Planning Issues and Avoiding Problems I remember, this was several years ago. I must have just started practicing and I had been a young attorney. So it was about 15 years ago and a woman came into the office and she and the decedent had been living together for about 30 years. They held themselves out to be married. Now, Frazer, you and I both know that New York does not recognize common law marriage. Frazer Rice (02:30)This is true. Johanna C. David (02:32) - Correcting a Big Will Mistake She was not aware of that. And so they were married for 30 years. Everything was in his name or excuse me, they were not married. They were together for 30 years, held themselves out to be married, not legally married. He owned the co-op apartment. Everything was in his name. Now he had a daughter from a previous marriage, legal marriage that was a strange. And you guessed it, our client did not get along with the daughter. So the father dies and guess who inherits the co-op that ...

History of the Germans
Ep. 192: Württemberg, or How to Build a Success

History of the Germans

Play Episode Listen Later May 1, 2025 47:23


The counts, dukes and ultimately kings of Württemberg had risen to the top by winning the genetic lottery. Their eldest sons tended to be competent, some even extremely so, their wives brought in dowries and sometimes entire counties, and they ruled for long enough that the next generation took over when they were ready.But all that falls apart in the 15th century. They are suddenly afflicted with the disease of dynasties, states inherited by babies and buffoons, some of them managing to be both. That would normally be the death nail for a noble House, but not this time. The Landtag, the Estates of Württemberg step in to protect the fledgling state, deposing buffoons when necessary and ruling on behalf of the babies. This is one of the lesser known and even more extraordinary political histories in europe and well worth listening to.And as a bonus we also investigate why the regions around Stuttgart, Mannheim, Karlsruhe and Freiburg have become hubs of technology and precision engineering, an area where there was no coal, no mining or any other natural advantage – except for the wine – no seriously, it was the wine. Can Winegrowing Cause Rural Development? Evidence from Baden-Württemberg | European Review of Economic History | Oxford AcademicThe music for the show is Flute Sonata in E-flat major, H.545 by Carl Phillip Emmanuel Bach (or some claim it as BWV 1031 Johann Sebastian Bach) performed and arranged by Michel Rondeau under Common Creative Licence 3.0.As always:Homepage with maps, photos, transcripts and blog: www.historyofthegermans.comIf you wish to support the show go to: Support • History of the Germans PodcastFacebook: @HOTGPod Threads: @history_of_the_germans_podcastBluesky: @hotgpod.bsky.socialInstagram: history_of_the_germansTwitter: @germanshistoryTo make it easier for you to share the podcast, I have created separate playlists for some of the seasons that are set up as individual podcasts. they have the exact same episodes as in the History of the Germans, but they may be a helpful device for those who want to concentrate on only one season. So far I have:The Ottonians Salian Emperors and Investiture ControversyFredrick Barbarossa and Early HohenstaufenFrederick II Stupor MundiSaxony and Eastward Expansion

NOTA BENE: This Week in the Art World
Artist Plate Project with Michelle Hellman

NOTA BENE: This Week in the Art World

Play Episode Listen Later May 1, 2025 30:51


No Nate, No Problem. We are back and are joined by friend and cultural producer Michelle Hellman . Among many other things Michelle is the force (and the elbow grease) driving the innovative Artist Plate Project - a series of limited edition plates by the most renowned (and in demand) Artists and Artist's Estates sold in support of the Coalition For The Homeless. We hear about the genesis of this project and all the amazing work the proceeds support. Hear all about this years editions in advance of the "drop" - IRL at the Frieze NY Verntisage on May 7 (and virtually here. ) All that, AND MORE on THE ONLY ART PODCAST!

The Law School Toolbox Podcast: Tools for Law Students from 1L to the Bar Exam, and Beyond
501: Listen and Learn -- Present and Future Estates (Part 1)

The Law School Toolbox Podcast: Tools for Law Students from 1L to the Bar Exam, and Beyond

Play Episode Listen Later Apr 28, 2025 22:03 Transcription Available


Welcome back to the Law School Toolbox podcast! In this episode, we're diving into a topic from Property Law -- Present and Future Estates. Specifically, we discuss the default property interest, the fee simple absolute and defeasible fees, along with the corresponding future interests. In this episode we discuss: The definition of present estates and future interests The fee simple absolute Types of defeasible fees Shifting and springing executory interests Examples illustrating the above concepts Resources: "Listen and Learn" series (https://lawschooltoolbox.com/law-school-toolbox-podcast-substantive-law-topics/#listen-learn) California Bar Examination – Essay Questions and Selected Answers, July 2011 (https://nwculaw.edu/pdf/bar/July%202011%20Essays%20and%20Sample%20Answers.pdf) California Bar Examination – Essay Questions and Selected Answers, July 2015 (https://www.calbar.ca.gov/Portals/0/documents/admissions/gbx/July2015_CBXSelectedAnswers_EssayQuestions1-6_R.pdf) Download the Transcript  (https://lawschooltoolbox.com/episode-501-listen-and-learn-present-and-future-estates-part-1/) If you enjoy the podcast, we'd love a nice review and/or rating on Apple Podcasts (https://itunes.apple.com/us/podcast/law-school-toolbox-podcast/id1027603976) or your favorite listening app. And feel free to reach out to us directly. You can always reach us via the contact form on the Law School Toolbox website (http://lawschooltoolbox.com/contact). If you're concerned about the bar exam, check out our sister site, the Bar Exam Toolbox (http://barexamtoolbox.com/). You can also sign up for our weekly podcast newsletter (https://lawschooltoolbox.com/get-law-school-podcast-updates/) to make sure you never miss an episode! Thanks for listening! Alison & Lee

Dead Celebrity
Celebrity Estates: How Bob Marley’s Estate Took 30 Years to Settle

Dead Celebrity

Play Episode Listen Later Apr 28, 2025 31:43


When Bob Marley passed away in 1981, he left behind a musical legacy, but no estate plan. Due to his religious beliefs, Marley didn't create a will, and what followed was a legal firestorm: forged documents, disputed signatures and a tangled web of allegations involving his wife, attorney and accountant. In this episode, David Lenok … Read More Read More

Real Estate Insider
Legacy Triangle 1 - Benefits of a Free and Clear Home and Life Estates

Real Estate Insider

Play Episode Listen Later Apr 26, 2025 24:25


04-26-25See omnystudio.com/listener for privacy information.

FOXCast
Managing the Complexities of Private Family Estates Jennifer Laurence

FOXCast

Play Episode Listen Later Apr 24, 2025 39:06


Today, I'm excited to speak with Jennifer Laurence, Founder and President of Luxury Lifestyle Logistics, a luxury home management and hospitality consulting firm. Jennifer has 25 years of expertise in luxury hospitality and private estate management and is a certified Butler, a trained Protocol Officer, holds a Wine Sommelier certificate, and is currently writing her doctoral research study on estate management communication. Through her consultancy, Jennifer specializes in service assessments, staff training, and operational strategy, ensuring estates function with seamless precision. We delve into the world of luxury estate management serving UHNW individuals and multigenerational families, and Jennifer provides an overview of the estate management sector and gives our listeners a sense of the scope of client needs and operational services that are common in this space. One unique aspect of the estate management space is that the asset being managed also happens to be the home of the UHNW family clients. Jennifer talks about some of the common challenges and best practices in luxury estate management today. We go over some of the practical tips Jennifer has for UHNW families and their family offices when it comes to managing their residential estates or considering the services of a professional estate manager. She also shares her insights on how families can protect against the risks that come with having a professionally managed luxury residence and describes how they can guard the family members' privacy, safety, and personal space, while enjoying the benefits of professional estate management. Enjoy this informative conversation with one of the foremost thought leaders and practitioners in the UHNW luxury estate management space.

Check Your Balances
Mailbag: Money Markets, CDs, and Estates!

Check Your Balances

Play Episode Listen Later Apr 23, 2025 31:20


Have you ever wondered why you'd use a money market or a CD instead of a high yield savings account? Are you concerned about battling it out with a sibling over an inheritance? If so, this week's mailbag episode is for you!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram

Hull on Estates
716 - Beirat v. Khiyal: An Issue of Standing Re Claims Brought on Behalf of an Estate

Hull on Estates

Play Episode Listen Later Apr 23, 2025 17:54


This week on Hull on Estates, Stuart Clark and Aleida Prinzen discuss the Ontario Court of Appeal decision of Beirat v. Khiyal, 2024 ONCA 790, where the Court examines the issue of standing as it relates to claims being brought on behalf of an estate. See also David M. Smith's recent blog on the case . Beirat v. Khiyal, 2024 ONCA 790 (CanLII),

My Hometown
Elder Law

My Hometown

Play Episode Listen Later Apr 17, 2025 27:54


Bill Horan and Stacy Raine shine a spotlight on elder care and the legal professionals who help families navigate the challenges of aging with dignity. From estate planning to long-term care options, we'll hear from one local expert to better explain what it is that they do and how they might be able to help you!  They speak with Lisa R. Valente, a partner at Makofsky Valente Law Group, P.C., with offices locally in Garden City.

Caveat REALTOR
Estates and Signatures

Caveat REALTOR

Play Episode Listen Later Apr 5, 2025 5:47


The Legal Department talks about who must sign. Want to learn more about contracts? Join Santiago for his live webinar, Contracts: Back to Basics on *April 17th at 10AM. Sign up at: https://learn.virginiarealtors.org/virtual-ce-classes This course is approved for 1 Hour Real Estate Contracts for CE; No PL.

Board Game Barrage
#331: One Thing I Hate About You

Board Game Barrage

Play Episode Listen Later Apr 3, 2025 64:27


We've spent a lot of time over the years singing the praises of the games we love, but they can't be perfect right? Surely there's something, one little thing, that bugs us - a small blemish in our otherwise most beloved games? Before we come clean, we talk about Classified Information, Starline Hill, Panda Spin, and SHASN: AZADI. 03:13 - Classified Information 11:54 - Starline Hill 13:35 - Panda Spin 25:32 - SHASN: AZADI 41:56 - Things we hate about games we love 42:39 - Throught the Ages: A New Story of Civilization 44:14 - Tigris and Euphrates 44:36 - Archipelago 45:09 - Cthulhu Wars 45:17 - Cosmic Encounter 45:57 - Diplomacy 46:09 - Innovation 48:28 - El Grande 49:26 - Age of Steam 49:26 - Arboretum 49:26 - The Estates 49:26 - Fresh Fish 50:28 - Marvel Champions: The Card Game 51:22 - Brass: Lancashire 51:30 - Barrage 51:38 - Agricola 53:57 - Blood on the Clocktower 54:08 - A Feast for Odin 56:22 - Sidereal Confluence 56:22 - Stationfall 56:22 - Alchemists 57:30 - Yellow and Yangtze Get added to the BGB community map at: https://boardgamebarrage.com/map Send us topic ideas at: https://boardgamebarrage.com/topics Check out our wiki at: https://boardgamebarrage.com/wiki Join the discussion at: https://boardgamebarrage.com/discord Join our Facebook group at: https://boardgamebarrage.com/facebook Get a Board Game Barrage T-shirt at: https://boardgamebarrage.com/store

Hull on Estates
715 - Balkinsson v. Sandy:A Mother's Gift Gone Wrong

Hull on Estates

Play Episode Listen Later Apr 1, 2025 12:55


This week on Hull on Estates, join Natalia Angelini and Shawnee Matinnia as they explore Balkinsson v. Sandy, a case where a mother's attempt to reclaim gifted property was thwarted by her own text messages.

Dead Celebrity
Celebrity Estates: Gene Hackman and Estate Planning While in Cognitive Decline

Dead Celebrity

Play Episode Listen Later Mar 31, 2025 23:20


After four decades of acting and winning multiple awards, Gene Hackman was found dead in his home at the age of 95, along with his wife and primary caretaker, Betsy Arakawa. Forensics uncovered that his wife predeceased him, leaving him to struggle with Alzheimer's alone before passing away one week later. Join WealthManagement.com Senior Editor … Read More Read More

Law School
Trusts and Estates Law Lecture 3 (of 3) (Part 2): Probate and Estate Administration: Probate Process / Tax and Planning Considerations

Law School

Play Episode Listen Later Mar 29, 2025 23:42


Probate is a court-supervised process used to authenticate a decedent's will, appoint a personal representative, gather assets, pay debts, and distribute remaining assets to heirs or beneficiaries. The process varies in duration, cost, and complexity.Key steps include initiating the case, court review and appointment of a representative, gathering assets, providing notice, handling debts, administering and distributing the estate, and tax planning. Some jurisdictions offer simplified or informal probate for smaller or uncontested estates.Tax and planning considerations include estate taxes, lifetime gifting, irrevocable life insurance trusts, grantor-retained annuity trusts, charitable giving, and integration of tax strategies with probate.Understanding both probate procedures and estate planning strategies is crucial for effectively managing the complexities of post-death property transfers. Proper planning can minimize administrative burdens, reduce tax liabilities, and ensure the decedent's intentions are fulfilled.

Law School
Trusts and Estates Law Lecture 3 (of 3): Probate and Estate Administration: Probate Process / Tax and Planning Considerations

Law School

Play Episode Listen Later Mar 28, 2025 20:05


Probate is a court-supervised process that authenticates a decedent's will, appoints a personal representative, and oversees the gathering of assets, payment of debts, and distribution of remaining assets to heirs or beneficiaries. The probate process can vary in duration, cost, and complexity depending on the size of the estate, the clarity or validity of the will, and potential disputes.The probate case is initiated by filing a petition with the probate court, which includes the will (if any) and the death certificate. The court then confirms the documents and appoints an executor or administrator. If the will is contested, the process may become litigious and require an evidentiary hearing.The personal representative is responsible for notifying beneficiaries, heirs, and creditors, and gathering and inventorying the decedent's assets. The representative must also pay off valid debts in a specific order of priority.The distribution of property is guided by the will or, in the absence of a will, by intestacy statutes. Some jurisdictions offer simplified or informal probate procedures for smaller or uncontested estates.Estate taxes and planning strategies can significantly impact the probate process. Lifetime gifts, life insurance trusts, and charitable giving can all be used to minimize estate taxes. Understanding these strategies is crucial, as how property is titled or transferred can affect both probate and tax implications.The personal representative must also file any required estate tax returns and ensure that taxes are paid. Estate planning can simplify the probate process and minimize taxes, ensuring that the decedent's wishes are carried out and that beneficiaries receive their inheritance with clarity.

Going Analog Podcast
150: The TOP 10 games of all time!

Going Analog Podcast

Play Episode Listen Later Mar 27, 2025 67:53


Imagine the longest, most suspenseful drumroll ever....... Sorry we've been MIA, but real life has been unforgiving and busy. Luckily, we're making it up to you by commemorating our 150th episode with our TOP 10 GAMES OF ALL TIME! We invite Ultimate Beige Gamer and Going Analog Editor Mike Zipkin to join us to share our individual top 10 lists. Whose taste will reign supreme? Which Going Analog-er is your favorite board game soulmate? You'll have to listen to find out.

Law School
Trusts and Estates Law Lecture 2 (of 3) (Part 2): Trusts: Creation of Trusts / Trustee Duties

Law School

Play Episode Listen Later Mar 27, 2025 20:21


This legal lecture provides a structured overview of trusts and estates law, specifically focusing on the creation of trusts and the duties of trustees. It begins by outlining the five essential elements required to establish a valid trust, including a capable settlor, a trustee, identifiable beneficiaries, the intent to create a trust, and trust property. The lecture then distinguishes between key types of trusts, such as revocable versus irrevocable and testamentary versus inter vivos, highlighting their differing purposes and implications. Finally, it delves into the crucial fiduciary duties that trustees owe to beneficiaries—loyalty, prudence, impartiality, and the duty to inform and account—and discusses the remedies available when these duties are breached, underscoring the significant role trusts play in comprehensive estate planning.A valid trust requires a capable settlor, a trustee, identifiable beneficiaries, intent to create a trust, and trust property.Trusts can be classified as revocable or irrevocable.Trusts can be classified as testamentary or inter vivos.Trustees have fiduciary duties, including the duty of loyalty.Trustees have fiduciary duties, including the duty of prudence.Trustees have fiduciary duties, including the duty of impartiality.Trustees have a duty to inform and account.Beneficiaries have legal remedies for breach of fiduciary duty.Trusts are a key component of estate planning.Trusts can be used to manage assets.Trusts can be used to minimize probate.Trusts can be used to reduce estate taxes.Trusts can facilitate charitable giving.

Tracking Connections
42. Leaving a Conscious Legacy with Peter W Johnson

Tracking Connections

Play Episode Listen Later Mar 26, 2025 51:24 Transcription Available


Today's episode is all about relationships, and how putting people first and valuing connection helps us build a conscious legacy in our families and in our work. Our guest, Peter Johnson, is a long time financial and estate planner, the co-founder of Family Nature Retreats, and the author of The Little Book of Family Treasure. He joins us to share how the principles of Connection 1st have influenced his work, helping him to heal families and build loving legacies that last.“We're all ancestors in training, meaning, we're all either leaving a conscious legacy or we're leaving a shadow legacy.”We discuss how our legacy is our culture, the wake that we leave behind our boat, and how the wellbeing of our family culture is so influential on the wellbeing of the individual that it's indistinguishable. Peter shares about the power of nature connection to put us into a peaceful state of being, which enables us to successfully navigate the difficult conversations that come up in families around legacy. Most of all, you will feel the loving kindness that emanates from Peter and informs all of his work with people, and be moved and inspired by what it is possible to heal when we come together from that place of love.“Money comes and goes, but the relationships and the skills and the knowledge, and the wisdom, and the desire to be of service to others, these are the things that really drive human behavior and determine outcomes.”The Little Book of Family TreasureWhat if the greatest threat to your family's legacy isn't poor investments or estate taxes, but the invisible walls that keep family members from truly connecting? Learn more about Peter's book here.Family Nature RetreatsFamily Nature Retreats rekindles the magic of life and connection for families seeking to create sustainable legacies and design purposeful estate plans. We assist client families in discovering and realizing their highest aspirations and potential — together — by combining facilitated conversations led by world-class, inter-disciplinary teams with proven healing nature connection practices.Estate PlanningIf you are interested in working with Peter and his team for your own family, visit https://pwjohnson.com/ to learn more.About Peter W. JohnsonFor over 25 years, Peter has served individuals and families with their wealth and financial planning needs. His own experiences with his family of origin fuel his commitment to family peacemaking, mentoring and connection. Peter's deep respect and passion for nature connection and awareness, as well as other transformative practices, has led to the creation of Family Nature Retreats℠, which creatively combine proven, multi-disciplinary practices in a uniquely rich, integrated program. Peter has been an active leader in the development of Collaborative Practice Trusts & Estates since it began in 2012, and his writing has been featured in The Wall Street Journal, The Journal of Practical Estate Planning, The Journal of Financial Planning, and Black Enterprise.Visit https://www.livingconnection1st.net/ to learn more about our work.

Law School
Trusts and Estates Law Lecture 2 (of 3): Trusts: Creation of Trusts / Trustee Duties

Law School

Play Episode Listen Later Mar 26, 2025 18:59


Trusts serve as highly adaptable arrangements for managing and distributing assets, both during a settlor's lifetime and after death. This lecture opens by outlining the five key elements that define a valid trust. First, there must be a capable settlor who consciously decides to create a trust and who possesses the requisite capacity to execute that decision. Second, the instrument must name a trustee (or provide a method to appoint one) who holds legal title to the property and administers it according to the trust's instructions. Third, the trust must identify at least one beneficiary – or, in the case of a charitable trust, a recognized charitable or public purpose – to receive equitable title or economic benefit. Fourth, the settlor's intent should be clear and immediate, signifying that they are presently establishing a legally binding arrangement rather than simply voicing aspirations or making incomplete plans. Finally, the trust requires an identifiable corpus, or property to be placed under the trustee's control; without property, the trust remains a mere concept rather than an enforceable structure.Once formed, trusts can adopt different forms, often divided along two main axes. One distinction separates revocable trusts from irrevocable trusts. Revocable (or “living”) trusts allow the settlor to amend or revoke them at will, preserving near-total control and simplifying estate administration upon incapacity or death. Still, assets in a revocable trust usually remain in the settlor's taxable estate and are vulnerable to the settlor's creditors. Irrevocable trusts, on the other hand, prevent the settlor from freely altering or dissolving them once created. Although the settlor relinquishes significant control, irrevocable trusts can achieve tax advantages, creditor protection, or wealth preservation across multiple generations. A second axis differentiates testamentary trusts, which arise from a will at the testator's death, from inter vivos trusts, which operate during the settlor's life. Testamentary trusts offer post-death oversight but require the will's probate first. Inter vivos trusts, whether revocable or irrevocable, spring into force immediately upon execution and funding.Trustees function as fiduciaries, bound by strict obligations. The duty of loyalty demands unwavering focus on the beneficiaries' interests, outlawing self-dealing or hidden conflicts of interest unless expressly permitted by the trust or agreed to by all beneficiaries. The duty of prudence compels the trustee to invest and manage assets as a cautious, skillful investor, aligning with any directions set by the settlor and adhering to recognized standards like the prudent investor rule. Trustees must also maintain impartiality when beneficiaries' interests differ, such as balancing income generation for one beneficiary against principal preservation for another. Clear recordkeeping and transparency constitute further requirements: trustees typically owe beneficiaries regular reports or accountings, ensuring the beneficiaries can monitor the trust's administration.If a trustee fails to observe these duties, beneficiaries may pursue remedies that include removal of the trustee, surcharging the trustee for any losses incurred by improper management, or rescinding certain transactions tainted by conflicts. Courts often order trustees to return illicit profits if the trustee exploited trust property. Although trust instruments can incorporate exculpatory clauses to shield a trustee from ordinary negligence, no trustee can be relieved of liability for willful misconduct, fraud, or brazen self-dealing. These rules confirm the profound seriousness of the trustee's role. By adhering to fiduciary norms of loyalty, prudence, and impartiality, trustees uphold the trust's purpose: ensuring that assets, once entrusted, are safeguarded and used as intended, whether that goal is straightforward estate planning, long-term wealth transfer, charitable givi

Law School
Trusts and Estates Law Lecture 1 (of 3) (Part 2): Wills and Intestacy : Fundamental purpose of a Will

Law School

Play Episode Listen Later Mar 25, 2025 29:10


This lecture introduces the fundamental purpose of a will within the context of trusts and estates law. It explains that a will is a legally binding document outlining how a person's assets should be distributed after their death, covering aspects like property inheritance, guardianship of minors, and executor selection. The lecture contrasts this with intestacy laws, which dictate asset distribution when someone dies without a valid will, often following a predefined order of relatives. It highlights the importance of creating a will to ensure personal wishes are honored, potential conflicts are avoided, and specific needs, such as those of blended families or charitable intentions, are addressed. The lecture also touches upon the formal requirements for creating a valid will, including signatures and witnesses, and briefly discusses alternative forms like holographic and nuncupative wills. Finally, it notes the interaction between wills and other estate planning tools, such as beneficiary designations, and the role of probate in validating wills and administering estates.The fundamental purpose of a will is to serve as a legally enforceable declaration by an individual (testator) instructing how their assets should be distributed after their death. It can address the inheritance of personal items, the naming of guardians for minor children, and funeral or burial requests, ensuring the testator's wishes are followed.Generally, a valid will requires the testator to sign the document in the presence of witnesses, who also sign to attest that they observed the testator's voluntary execution. These formalities are crucial to prevent fraud and ensure the document reflects the testator's true intentions as their final instructions.Testamentary capacity refers to the testator's mental ability at the time of will creation to understand they are making a will, the nature and extent of their property, and who their natural beneficiaries would be. This is vital for validity, ensuring the testator comprehends the significance of disposing of their assets after death and is not subject to undue influence.A holographic will is written entirely in the testator's handwriting and often lacks witnesses, while a nuncupative will is an oral will, typically only valid in very limited circumstances like imminent death and requiring neutral witnesses. Courts treat them cautiously due to the increased risk of fraud or misunderstanding in the absence of formal execution procedures.If a person dies intestate (without a valid will), state intestacy laws dictate how their estate will be distributed based on a predetermined hierarchy of relatives, starting with a surviving spouse and children, then parents, siblings, and so on. This statutory scheme aims to approximate what most people might want but may not reflect the decedent's specific desires.For example, if a person lives with a long-term partner but is not legally married and dies without a will, the partner may receive nothing under intestacy laws, with the estate potentially going to more distant or estranged blood relatives. This highlights how intestacy can disregard close personal relationships in favor of legal or familial ties.Creating a will is especially important for individuals with minor children because it allows them to nominate a guardian to care for their children if neither parent survives or is capable. Without this designation, courts would have to decide who is best suited, potentially leading to disputes or placement with someone the decedent would not have chosen.Assets that pass through a will are typically those solely owned by the decedent without a beneficiary designation (probate assets). Assets that pass outside the will include life insurance proceeds, retirement accounts with named beneficiaries, and jointly held property with right of survivorship, which transfer directly to the designated individuals upon death.

Law School
Trusts and Estates Law Lecture 1 (of 3): Wills and Intestacy : Fundamental purpose of a Will

Law School

Play Episode Listen Later Mar 24, 2025 16:13


This lecture introduces the foundational principles of wills and intestacy law. It explains that a will is a legal document allowing individuals to direct the distribution of their assets and name guardians for minors after death. The lecture outlines typical state requirements for valid wills, such as signatures and witnesses, and discusses alternative forms like holographic and nuncupative wills. It further contrasts wills with intestacy laws, which dictate asset distribution according to a statutory hierarchy when no valid will exists. Ultimately, the lecture emphasizes the importance of wills in ensuring a decedent's wishes are honored and potential complications are avoided.

Property Profits Real Estate Podcast
Combining Real Estates & Stock Investing with Dennis Wong

Property Profits Real Estate Podcast

Play Episode Listen Later Mar 22, 2025 16:36


Dennis Wong, a real estate entrepreneur and stock market investor, shares how he successfully combines these two investment strategies for long-term wealth. Inspired by Warren Buffett's approach, Dennis explains how he evaluates both real estate properties and businesses for maximum returns. In this episode, we discuss: How Dennis builds a portfolio of real estate and stocks Why stock investing offers flexibility and liquidity The similarities between buying real estate and picking stocks How to evaluate businesses like a pro Beginner tips for real estate investors getting into stocks ======================== ======================== ================= Want to grow your real estate investing business and portfolio?  You're in the right place. Welcome to the Property Profits Real Estate Podcast

Decision Space
Can Games Be Mean?

Decision Space

Play Episode Listen Later Mar 19, 2025 65:01


Decision Space is the podcast about decisions in board games. Join our active and welcoming Discord community, Join the crew today! (Decision Space Patreon), or Leave us a review wherever you find this podcast! Episode 206 - What We Talk About When We Talk About If Games Can Be Mean Pete, Brendan, and Jake debate whether games can be mean with our usual sense of decorum and mastery of the oral argument.  Timestamps Can Games Be Mean - 0:00   Games Mentioned In the year of the Dragon, Terraforming Mars, Magic: the Gathering, Barrage, Root, The Resistance, Tigris and Euphrates, Catan, The Estates, Game of Thrones: the Board Game   Preplanners Guild of Merchant Explorers will be our next deep dive.   Music and Sound Credits Thank you to Hembree for our intro and outro music from their song Reach Out. You can listen to the full song on YouTube here: https://www.youtube.com/watch?v=gQuuRPfOyMw&list=TLGGFNH7VEDPgwgyNTA4MjAyMQ&t=3s You can find more information about Hembree at https://www.hembreemusic.com/.  Thank you to Flash Floods for use of their song Palm of Your Hand as a sting from their album Halfway to Anywhere: https://open.spotify.com/album/2fE6LrqzNDKPYWyS5evh3K?si=CCjdAGmeSnOOEui6aV3_nA Rules Overview Music:  Way Home by Tokyo Music Walker https://soundcloud.com/user-356546060​ Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/tokyo-music-walker-way...​ Music promoted by Audio Library https://youtu.be/pJThZlOuDtI Intermission Music: music elevator ext part 1/3 by Jay_You -- https://freesound.org/s/467243/ -- License: Attribution 4.0 Contact Follow and reach us on social media on Bluesky @decisionspace.bsky.social. If you prefer email, then hit us up at decisionspa@gmail.com. This information is all available along with episodes at our new website decisionspacepodcast.com. Byeee!

Trends Podcast
Z 7 op 7 - Walk The Talk - Trends Talk met Jan De Nys, Oprichter en CEO Retail Estates

Trends Podcast

Play Episode Listen Later Mar 16, 2025 36:06


Door de opkomst van online shoppen en e-commerce is de bakstenen winkel al vaak voor dood verklaard, maar onze gast van vandaag bewijst het tegendeel. Jan Denys  is oprichter en CEO van Retail Estates, een beursgenoteerde vastgoedvennootschap met meer dan 1.000 gebouwen in portefeuille. Samen goed voor 2 miljard euro en allemaal bakstenen winkels. Z 7 op 7 is de nieuwe dagelijkse podcast van Kanaal Z en Trends. Elke ochtend, vanaf 5u30 uur luistert u voortaan naar een selectie van de meest opmerkelijke nieuwsverhalen, een frisse blik op de aandelenmarkten en een scherpe duiding bij de economische en politieke actualiteit door experts van Kanaal Z en Trends.Start voortaan elke dag met Z 7 op 7 en luister naar wat echt relevant is voor uw business, onderneming, carrière en geld.

T2 Hubcast
How to Create a Purpose-Driven Organisation with Jo Barnes | Sewell Estates Managing Director

T2 Hubcast

Play Episode Listen Later Mar 13, 2025 61:10


In this special episode of The People Performance Podcast, Tracy Roberts interviews Jo Barnes, the Managing Director of Sewell Estates. They discuss Jo's journey to becoming MD, the company's culture, and the challenges and rewards of leadership. Jo also shares her thoughts on the importance of ethical business practices, employee ownership, and giving honest feedback.Contact us/Follow on SocialsWhat did you think of this episode? Have a question? Leave a comment or send us an email! help@trans2performance.comSubscribe to the People Performance PodcastVisit our website and social media channels:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linktr.ee/peopleperformancepodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Share this episode with colleagues who could benefit.FeaturingJo Barnes - Managing Director, Sewell EstatesTracy Roberts - Head of Consulting & Delivery, Trans2 Performance

Ditch the Suits - Financial, Investment, & Retirement Planning
Finding a Good Estate Attorney - EP. 158

Ditch the Suits - Financial, Investment, & Retirement Planning

Play Episode Listen Later Mar 11, 2025 42:57 Transcription Available


Today, we're diving headfirst into the nitty-gritty of estate planning with our special guest, Kristen Luce, Partner at Coughlin and Gerhart, LLP, who knows this stuff like the back of her hand. Our episode kicks off with a casual banter that sets the tone for a relaxed yet informative discussion. Kristen shares her journey and passion for helping clients navigate the often murky waters of estate planning. Together we discuss how many people feel overwhelmed and hesitant to start their estate planning because, let's face it, nobody wants to think about their mortality. But Kristen reassures us that it's all about getting organized and taking proactive steps. We touch on the importance of having a good team in your corner—fee-only financial planners and attorneys who actually communicate and work together.Together, we unravel the mystery of why having a solid estate plan is essential, especially when life throws curveballs your way. We tackle the common misconceptions that make people hesitant to seek professional help and why you should throw your trust into the hands of someone who knows what they're doing (spoiler alert: it's not always the first Google result). Kristen explains how you should navigate the legal labyrinth of financial planning, ensuring you don't end up in a pickle when it counts the most.Takeaways:Ditch the Suits podcast is all about sharing financial insights that the industry prefers to keep hush-hush, helping listeners navigate their money matters like seasoned pros. The transition to Patreon is a game-changer, making past episodes accessible and ensuring you never miss out on new content, so hop on board! Estate planning isn't a one-size-fits-all process; it's crucial to work with an attorney who gets your unique situation and crafts a plan that truly reflects your wishes. Clients often struggle to get organized for estate planning, but with a solid questionnaire and guidance, the process can be smoother and less daunting than you think! Understanding the legal side of financial planning is essential, especially during tough times, as it helps to ensure your family's stability and peace of mind in the future. Communication is key in estate planning; a good attorney listens to what's important to you and explains things in plain English, avoiding the dreaded legalese. ________________________________________Ms. Luce joined Coughlin & Gerhart, LLP in 2007 and is a partner with the firm. She is chair of the firm's Trusts & Estates Practice Group. Ms. Luce's practice is concentrated in the areas of Estate Planning, Trust & Estate Administration, Guardianships, Adoptions, Litigated Estate Matters, and Real Estate. She practices in the firm's main office, as well as the Owego branch office. She has been selected as a Rising Star among New York lawyers for Estate Planning from 2013 – 2018 by Upstate New York Super Lawyers magazine. In 2017 Ms. Luce was named in the 24th Edition of the Best Lawyers in America® in the practice area of Trust & Estates. Ms. Luce has been given this award every year since 2017 (for the Best Lawyers in America© for Trust & Estates).Ms. Luce is a current member of the Broome County and New York State Bar Associations. She is a member of the New York Bar Association's Elder Law and Special Needs Section. Ms. Luce previously served on the Board of Directors to the local American Automobile Association (AAA) Club. She is a past Co-Chair of the Broome County Bar Association's Young Lawyers Committee. She served on the Board

Hull on Estates
Impact of Probate

Hull on Estates

Play Episode Listen Later Mar 11, 2025 11:28


This week on Hull on Estates, Nick Esterbauer and Megan Zanette discuss the possible legal and practical impact of probate, once granted, and the recent decision of Cooke Family Trust et al. v. Dioguardi et al., 2025 ONSC 370.

The Grow Your Wealthy Mindset Podcast
Episode 145: Decoding Tax Forms: W-2, 1099s, K-1, and What They Mean for You

The Grow Your Wealthy Mindset Podcast

Play Episode Listen Later Mar 5, 2025 13:57


W-2 is a wage and tax statement and is sent by an employer to an employee to show the earned income the employer paid the employee during the prior tax year.1099-NEC (or 1099-MISC before 2020) are issued to independent contractors. K-1's are issued by Partnerships, S-Corps, or Estates and Trusts to partners, shareholders, and beneficiaries to report financial information like income and earnings, losses, deductions, and credits. Three are a number of other types of 1099s issued to report some sort of compensation or distribution of assets as well as losses. Please subscribe and leave a review on your favorite Podcasting platform. If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook You can learn more about Elisa at her website or follow her on social media.Website: https://ww.GrowYourWealthyMindset.comInstagram https://www.instagram.com/GrowYourWealthyMindsetFacebook https://www.facebook.com/ElisaChianghttps://www.facebook.com/GrowYourWealthyMindsetYouTube: https://www.youtube.com/c/WealthyMindsetMDLinked In: www.linkedin.com/in/ElisaChiang  Disclaimer: The content provided in the Grow Your Wealthy Mindset Podcast is for informational and entertainment only and should not be considered professional investment, legal, or tax advice. Dr Elisa Chiang is not a certified financial planner, attorney, or accountant.  The views expressed are the personal opinion of Elisa Chiang and her guests and should not be taken as advice specific to you, the listener of the podcast. Personal finance is personal and your personal financial decision need to be made based on your personal financial situation and risk tolerance after having completed your own due diligence.   

ACTEC Trust & Estate Talk
Fiduciary Income Tax Planning: Strategies for Minimizing Income Tax on Trusts and Estates

ACTEC Trust & Estate Talk

Play Episode Listen Later Feb 25, 2025 6:56


Now is the time (before March 6) to review fiduciary income tax planning and distributable net income (DNI) for your client's trust and estate. Learn why. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

Dead Celebrity
Celebrity Estates: All the President's Money with Megan Gorman

Dead Celebrity

Play Episode Listen Later Feb 24, 2025 31:15


With Donald Trump appearing at his recent inauguration flanked by tech billionaires, the connection between presidents and the almighty dollar is more apparent than ever. However, Trump is not the only president with an interesting relationship with money. In this episode of the Celebrity Estates podcast, host David Lenok welcomes back Megan Gorman, a wealth … Read More Read More

The Mo'Kelly Show
Tornados in Oxnard, Wildfire Displacement Rentals & ‘Bank Jugging'

The Mo'Kelly Show

Play Episode Listen Later Feb 15, 2025 33:28 Transcription Available


ICYMI: Hour One of ‘Later, with Mo'Kelly' Presents – Thoughts on the tornado that touched down in Oxnard; damaging a mobile home park AND the LA County Board of Supervisors asking property owners & landlords to rent to displaced SoCal Wildfire victims…PLUS – A look at Burbank PD's citywide warning against  ‘bank jugging'  - on KFI AM 640…Live everywhere on the iHeartRadio app

Lance Roberts' Real Investment Hour
2-14-25 What If You Live To 100?

Lance Roberts' Real Investment Hour

Play Episode Listen Later Feb 14, 2025 46:17


Richard is in rare form for Valentine's Day with his unique analysis of latest economic numbers: Expect revisions to lowe the data points. There's no reason for the Fed to lower rates. How we're dealing with stubborn, sticky inflation; price deflation would be a bigger problem; companies have no pricing power. A discussion of egg alternatives and the sources of inflation; higher credit card balances; customer substitutions of goods. Market resiliency: The Mag-7 isn't quice as magnificent this year. Financial planning for living to 100 and how long you plan to live; longevity is a result of combination of genetics & lifestyle (Jack LaLanne). Our next Candid Coffee is detailed (registration link is below); Karen's self-driving car and Tesla setting we'd like to see. Planning against longevity risk & aging in place. How to manage Social Security & cash flows in retireement. The SS Fairnet Act impact on RMD's; your base line for planning is going to be the RMD you must take. The significance of ROth money: Leave it in place for as long as you can. A brief discussion of the complications with Trusts & Estates and inherited income. The Rothfication act. SEG-1: VD Jokes & Economic Analysis: Inflation vs Deflation SEG-2a: Egg Alternatives & Inflation Sources SEG-2b: Financial Planning for Living to 100 SEG-3a Candid Coffee promo & Tesla Driver Settings SEG-3b: Planning Against Longevity Risk SEG-4: Impact of the SS Fairnes Act on RMD's Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's show video here: ------- Articles mentioned in this report: "Bull Bear Report – Technical Update" https://realinvestmentadvice.com/resources/blog/bull-bear-report-technical-update/ ------- The latest installment of our new feature, Before the Bell, "Will Reciprocal Tariffs Sink the Ship?" is here: https://www.youtube.com/watch?v=Afaw7jcibbc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Inflation On the Rise: What Does it Mean?" https://www.youtube.com/watch?v=lyk6E8QUz3o&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RetirementPlanning #LongevityFinance #WealthForLife #LiveTo100 #FinancialFreedom #Inflation2025 #EconomicTrends #PersonalFinanceTips #InvestingDuringInflation #MarketOutlook #GARPInvesting #StockMarketTips #GrowthStocks #ValueInvesting #TrumpTariffs #ReciprocalTariffs #CPI #Inflation #FederalReserve #CPIReport #InflationData #StockMarketNews #FederalReserve #EconomicUpdate #PortfolioRisk #AlternativeInvesting #HighNetWorth #MarketExhaustion #MarketSellOff #LowerTrendline #MarketConsolidation #MarketRally #FOMOInvesting #StockMarketTrends #InvestorPsychology #SmartInvesting #MarketBubbles #EconomicWeakness #StockBuyBacks #MarketVolatility #PortfolioRisk #20DMA #50DMA #MarketCorrection #MoneyFlows #OverBoughtMarket #MarketSupport #InvestingTrends #InvestmentStrategies#StockMarketTrends #InvestingInsights #FinancialMarkets #EconomicForecast #MarketAnalysis #EconomicOutlook #InvestingAdvice #Money #Investing

Life Between the Vines
Podcast 669 – Cary Gott A History Part One, Cary Gott Vineyard & Winery Estates, Napa Valley

Life Between the Vines

Play Episode Listen Later Feb 10, 2025 33:59


This is not the first time I’ve sat down for an interview with Cary Gott but this time I wanted to dig deeper into his wine background. Cary Gott Vineyard & Winery Estates has a long history in wine and Cary literally grew up in the business. He should really write a book but for [...]

Dream Keepers Radio
Creating Lasting Wealth: Family Legacies, Financial Independence, and Unconventional Community Success with Don Kilam

Dream Keepers Radio

Play Episode Listen Later Feb 7, 2025 54:39 Transcription Available


Send us fan responses! Prosperity is not just a dream but a divine birthright waiting to be claimed. Join me on a journey from modest beginnings to financial independence, where I share insights on building and nurturing private family wealth that anyone can achieve with determination and resourcefulness. Discover how self-education and taking control of your financial future can lead you to create a legacy of lasting wealth. Through the lens of my personal story, and the powerful legacy of the Don Kilam brand, we're diving into the principles of financial growth and the importance of family knowledge that can be passed down through generations.Explore the hidden world of private family wealth and security by examining unconventional yet successful groups like the Amish, Mormons, and others who thrive outside conventional systems. Learn how these communities gain selective governmental support and what this means for creating a 'private life.' From self-sufficiency to operating outside mainstream frameworks, this episode unpacks the strategies of these groups while offering thought-provoking insights into building your own financial fortress. Prepare to be motivated and inspired to seize control of your financial destiny and live a prosperous life on your own terms.FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://donkilam.com https://www.amazon.com/CapiSupport the showhttps://donkilam.com

Book Talk with Cara Putman
155: Jayna Reigh

Book Talk with Cara Putman

Play Episode Listen Later Feb 7, 2025 20:55


I always love celebrating an author's debut novel with them and chatting with Janya Breigh about her first novel The Hunted Heir was a delight! Jayna worked for ten years to see her dream come true, but she has loved words since her mother first started reading books like Pat the Bunny and Go Dog Go to her. Because she is an attorney who practiced in the LA area in Trusts and Estates litigation, it was natural for her to add those elements to her book when she turned to romantic suspense with a legal twist. We talked about her favorite authors as well as what she would tell herself if she could go back and give advice to Jayna who started the writing journey. I think you'll enjoy meeting Jayna and learning more about her books. Connect with Jayna Breigh Facebook | Pinterest | Instagram | X Want to watch this interview? You can see this episode as well as multiple others on YouTube! Enjoy! If you enjoyed this conversation, I would be thrilled if you left a rating and review on your favorite podcast app and leave me a note below letting me know who you would love to see on the show!

Board Game Barrage
#327: Top 50 Games of All-Time 2024: 10-1

Board Game Barrage

Play Episode Listen Later Feb 6, 2025 91:45


It's finally time to cap it all off with the cream of the cream, Mark and Neilan's final set of ten games each! These are the games that we think are the pinnacle of our respective tastes, that we'd never turn down, that any person ought to try at least once. It's the Top 10 Games of All-Time! 01:48 - Mark's #10 - Age of Steam 08:17 - Neilan's #10 - Brass: Birmingham 11:21 - Mark's #9 - Arboretum 17:35 - Neilan's #9 - Time's Up! 20:15 - Mark's #8 - Marvel Champions 23:48 - Neilan's #8 - The Oracle of Delphi 28:35 - Mark's #7 - The Estates 33:44 - Neilan's #7 - Pictomania 35:14 - Mark's #6 - Time's Up! 38:26 - Neilan's #6 - The Search for Planet X 42:09 - Mark's #5 - Brass: Lancashire 45:59 - Neilan's #5 - Alchemists 48:49 - Mark's #4 - Fresh Fish 52:56 - Neilan's #4 - Sidereal Confluence 57:33 - Mark's #3 - Barrage 01:03:52 - Neilan's #3 - A Feast for Odin 01:09:03 - Mark's #2 - Agricola 01:14:01 - Neilan's #2 - Blood on the Clocktower 01:20:27 - Mark's #1 - Biblios 01:23:04 - Neilan's #1 - Through the Ages Get added to the BGB community map at: https://boardgamebarrage.com/map Send us topic ideas at: https://boardgamebarrage.com/topics Check out our wiki at: https://boardgamebarrage.com/wiki Join the discussion at: https://boardgamebarrage.com/discord Join our Facebook group at: https://boardgamebarrage.com/facebook Get a Board Game Barrage T-shirt at: https://boardgamebarrage.com/store

Inside the Wolf’s Den an Entrepreneurial Journey with Shawn and Joni Wolfswinkel
227. Make Money, Make Memories: Insights from Real Estate Entrepreneur Brad Martin

Inside the Wolf’s Den an Entrepreneurial Journey with Shawn and Joni Wolfswinkel

Play Episode Listen Later Feb 5, 2025


Join Shawn and Joni Wolfswinkel in this exciting episode of Inside The Wolf's Den as they sit down with successful real estate entrepreneur, Brad Martin. With a wealth of experience as an investor, entrepreneur, and syndicator, Brad has excelled across a diverse range of asset classes, including apartments, warehouses, and even golf courses. In this episode, Brad shares his inspiring journey into the real estate industry, revealing the motivations that sparked his passion and the early challenges he faced on his path to success. Discover how his approach to real estate has evolved over the years and what drives his strategic decisions in diversifying investments across various sectors. The conversation delves deep into the nuances of real estate syndication and development as Brad recounts a success story from his own projects. He provides invaluable insights for new investors, discussing common pitfalls and sharing his strategies for ensuring long-term wealth creation. As the co-founder of Rêve Estates, Brad embodies a vision that merges luxury with family values. He discusses the unique challenges and rewards of managing luxury vacation properties and explains how he aligns his projects with high standards of excellence. In addition to real estate, Brad shares his thoughts on the intersection of travel and investment, recommending emerging markets that savvy investors should consider. He also reflects on future trends in the real estate industry and the projects that excite him most. Listeners will walk away with actionable advice and inspiration from Brad's experiences, making this episode a must-listen for anyone looking to thrive in the real estate landscape. Tune in for an engaging and informative discussion that promises to redefine your understanding of investment and lifestyle! Link to Rêve Estates: https://reve-estates.com

A Cork in the Road
Episode 145 - Live Audience at The Oenophile Institute with Laurent Noblet, the Director of Sales for USA & Canada for Henri Bourgeois Estates

A Cork in the Road

Play Episode Listen Later Jan 30, 2025 74:20


This episode features a live audience conversation at The Oenophile Institute in Smyrna, GA with Laurent Noblet, the Director of Sales for USA & Canada for Henri Bourgeois Estates. He is based in Atlanta, GA but manages sales for three French wineries and one estate in New Zealand. In this current role, he researches and assigns distributors in new markets across the U.S. and is responsible for yearly sales plans, goals, and developing new business. Laurent, however, has been working with wine for 30 years and has held various positions in restaurants, retail, as well as wholsale – in the room we laughed that he basically has had all of our jobs at some point in his career. We talk about how the skills he acquired as a sommelier and working in other customer-facing roles have contributed to his skills in his current role, and he shares his insights about the U.S. market along with advice to all of us looking for ways to make an impact on the wine industry going forward. It was also so much fun to have our friends in the room for this tasting and cheese sampling session - we were joined by Jade Palmer from the forthcoming Madeira Park, Ryan Mullins from Winebow Distributors, and Chelsea Young from The Oenophile Institute. You can visit www.famillebourgeois-sancerre.com/en to learn more about these wines and follow @domainehenribourgeois on social media. Recorded LIVE at The Oenophile Institute on December 16, 2024

All Of It
The Logistics of Death

All Of It

Play Episode Listen Later Jan 16, 2025 24:46


There's a lot of information about how to handle grief after someone dies. But often the sadness surrounding death is compounded by the sheer volume of tasks you have to take care of after, say, your parents die. Becky Robison created the website "My Parents Are Dead: What Now?" as a guide for others after she had to work her way through the labyrinth. She joins us to help us get organized and take your calls.