Podcasts about family trust

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Best podcasts about family trust

Latest podcast episodes about family trust

Old Town New World
Episode 120 – Serving Your Community with Ryan Harvey

Old Town New World

Play Episode Listen Later Jan 13, 2026 41:47


Today we talk with Ryan Harvey, President & CEO of Family Trust Federal Credit Union. We discuss the difference between credit unions and banks, the power of keeping money local, and how financial institutions can truly serve their communities. Ryan shares insights on leadership, culture, growth, and how technology improves experience-focused banking while still staying rooted in community values.Ryan Harvey has been the President & CEO of Family Trust Federal Credit Union in Rock Hill, SC since 2024. He holds a degree in Computer Science from Winthrop University and an MBA from Syracuse University, and brings a background in technology, customer experience, and strategic leadership to guiding Family Trust's growth across the Carolinas.

Fluent Fiction - Mandarin Chinese
Navigating Shanghai: A Journey of Family, Trust & Adventure

Fluent Fiction - Mandarin Chinese

Play Episode Listen Later Jan 3, 2026 13:37 Transcription Available


Fluent Fiction - Mandarin Chinese: Navigating Shanghai: A Journey of Family, Trust & Adventure Find the full episode transcript, vocabulary words, and more:fluentfiction.com/zh/episode/2026-01-03-08-38-19-zh Story Transcript:Zh: 上海地铁站,人群摩肩接踵。En: The Shanghai subway station buzzed with crowds jostling shoulder to shoulder.Zh: 冬季的寒风从地铁站口灌入,带来节日的讯号。En: The winter chill swept in through the station entrance, heralding the arrival of the holiday season.Zh: 彩色的灯笼拼贴出新年的祝福。En: Colorful lanterns crafted wishes for the New Year.Zh: 在这热闹的背景下,明宇和丽华站在一起。En: Against this bustling backdrop, Mingyu and Lihua stood together.Zh: 明宇是一个认真学习的大学生,此时他心里充满不安。En: Mingyu, a diligent college student, was filled with unease.Zh: 今年春节,他想要回家和家人团聚。En: This Spring Festival, he wanted to go home and reunite with his family.Zh: 丽华是明宇的表姐,比他大一些。En: Lihua was Mingyu's older cousin.Zh: 她总是充满着冒险精神,愿意尝试新的办法。En: She always brimmed with a spirit of adventure, willing to try new methods.Zh: 这次,丽华负责带着明宇回家。En: This time, Lihua was tasked with taking Mingyu home.Zh: 他们站在地铁站的显示屏前,盯着拥挤的出行信息。En: They stood before the subway station's display screen, staring at the packed travel information.Zh: “明宇,等下这班车可能已经爆满,”丽华说,语气中充满了果断。En: "Mingyu, this next train might already be full," Lihua said decisively.Zh: “我们走另一条路线吧。En: "Let's take another route."Zh: ”“可是,那条路线看上去有风险,”明宇犹豫不决。En: "But that route looks risky," Mingyu hesitated.Zh: 他不想冒险,但看着拥挤的人群,他开始动摇。En: He didn't want to take risks, but seeing the crowded masses, he began to waver.Zh: “相信我,走另一条更快。En: "Trust me, taking the other way will be faster."Zh: ”丽华微笑着,给了明宇一剂强心针。En: Lihua smiled, giving Mingyu a boost of confidence.Zh: 最终,他点了点头,随着丽华走向另一条地铁线。En: Ultimately, he nodded and followed Lihua toward another subway line.Zh: 两人随着人流排队等候。En: The two queued up with the flow of people.Zh: 但刚到下一站,广播响起,宣布地铁因维护而停运。En: But as soon as they reached the next stop, an announcement rang out, declaring the subway temporarily closed for maintenance.Zh: “啊,怎么会这样!En: "Ah, how did this happen!"Zh: ”明宇感到一阵绝望。En: Mingyu felt a wave of despair.Zh: 他们已经很晚了,怎么还能赶上?En: They were already late, how could they still make it?Zh: 丽华却不慌不忙。En: Yet Lihua remained calm.Zh: “我们去试试拼车软件。En: "Let's try a rideshare app."Zh: ”她拿出手机迅速打开应用,一边搜索一边带明宇走向地铁站出口。En: She quickly took out her phone, opening the app while leading Mingyu to the subway exit.Zh: 经过一番等待后,他们成功拼到一辆车,终于在黄昏前迈向了家庭聚会。En: After a bit of waiting, they successfully shared a ride and finally headed toward the family gathering by dusk.Zh: “丽华,谢谢你,”在车上,明宇心里终于安定下来。En: "Thank you, Lihua," in the car, Mingyu finally felt at ease.Zh: 他意识到,面对挑战时,自己应该更果敢,也应该更相信他人。En: He realized that in the face of challenges, he should be more courageous and more trusting of others.Zh: 随着车窗外风景的变幻,他知道不管是旅途的困难还是人生的岔路,都会让人逐渐成熟。En: As the scenery shifted through the car window, he knew that whether it was the difficulties of travel or the crossroads of life, both would gradually mature a person.Zh: 他感受到这次旅行不仅是为了团聚,更是对自己信心的一次提升。En: He felt this journey was not just for reunion, but also a boost for his own confidence.Zh: 当他们到达家门,家人们已经在门口等候,笑声中夹杂着节日的祝福和温暖的拥抱。En: When they arrived at their home, the family was already waiting at the door, their laughter mixed with holiday blessings and warm embraces.Zh: 这个年夜饭,明宇比以往更懂得珍惜和团聚的意义。En: This New Year's Eve dinner, Mingyu appreciated more than ever the meaning of cherishing and reuniting. Vocabulary Words:buzzed: 嗡嗡作响jostling: 摩肩接踵heralding: 带来...的讯号diligent: 认真的unease: 不安adventure: 冒险decisively: 果断地hesitated: 犹豫不决waver: 动摇boost: 强心针queued: 排队announcement: 广播despair: 绝望rideshare: 拼车challenges: 挑战courageous: 果敢trusting: 相信scenery: 风景mature: 成熟crossroads: 岔路reunion: 团聚cherishing: 珍惜lanterns: 灯笼background: 背景masses: 人群temporarily: 暂时maintenance: 维护embraces: 拥抱gathering: 聚会shifted: 变幻

The Numbers Game
Why Your Inheritance Isn't Safe Without a Valid Will

The Numbers Game

Play Episode Listen Later Nov 16, 2025 20:55


What really happens when you don't have a proper will in place? From state trustees taking control to long probate delays, contested estates and outdated super nominations, we cover the risks that can leave families exposed. If you want your wealth to end up where you intend, this episode will give you the clarity you need.On this episode, we discuss:(00:00) Intro(00:43) Would You Trust The Government With Your Inheritance?(01:23) Why Wills Matter More Now Than Ever(01:43) The Rise Of Contested Wills And Probate Cases(03:47) What Happens If You Have No Will: State Trustees Step In(04:08) Nick's Personal Story: State Trustees Controlling His Grandparents' Estate(06:41) The Tim Brigden Case: 3 Years Fighting Public Trustees(08:23) Why Online Will Kits Cause Problems(15:09) Crypto & Digital Assets: Lost Forever Without Access(17:26) How To Talk To Your Parents About Their Wills(18:11) Estate Planning Lawyers vs General SolicitorsCheck out the free resources from Inovayt here.Send us an email: hello@thenumbersgamepodcast.com.auThe Numbers Game is brought to you by Future Advisory & Inovayt.Hosts:Nick ReillyJason RobinsonMartin VidakovicThis podcast is produced by VIDPOD. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Killer Instinct
Silent Threat: The Fatal Breakdown of Family Trust

Killer Instinct

Play Episode Listen Later Oct 29, 2025 49:15


 https://www.skims.com/killer #skimspartner When 25-year-old Whitney Hostler disappears, her family's quiet Ohio town is shaken. At first, loved ones believe she left after a fight. But soon, the truth points closer to home. Get exclusive Killer Instinct content on my patreon : ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/killerinstinct ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you like the show, telling a friend about it would be helpful! You can text, email, Tweet, or send this link to a friend: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://bit.ly/KillerInstinctPod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Savannah on IG: @savannahbrymer Follow Savannah on Twitter: @savannahbrymer Get exclusive Killer Instinct content on my patreon : ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/killerinstinct ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you like the show, telling a friend about it would be helpful! You can text, email, Tweet, or send this link to a friend: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://bit.ly/KillerInstinctPod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Savannah on IG: @savannahbrymer Follow Savannah on Twitter: @savannahbrymer Learn more about your ad choices. Visit podcastchoices.com/adchoices

Smart Money
Janet Xuccoa: What's the point of a trust?

Smart Money

Play Episode Listen Later Oct 26, 2025 41:35 Transcription Available


Trusts are hardly mentioned outside of when wealth tax is in the news, or when someone mentions their accountant told them to get one. One side of the political aisle seems to have a good list of reasons as to why someone would need a trust, while the other side seems to be convinced that essentially the only reason anyone would have one would be to hide assets. So what is the real purpose of a trust? LISTEN ABOVESee omnystudio.com/listener for privacy information.

Dream Keepers Radio
From Birth Certificate to Business: Protecting Your Family - Trust Law Secrets

Dream Keepers Radio

Play Episode Listen Later Oct 10, 2025 29:55 Transcription Available


Send us fan responses! The veil between personal freedom and government control is thinner than most realize. This eye-opening exploration of trust law and family sovereignty reveals how your birth certificate secretly converted you into corporate property—and how to reclaim your natural rights through proper legal structures.When you understand that your name itself is a business entity, everything changes. The speaker walks through precisely how to establish your name as an LLC and create a legitimate business relationship with your children through "doing business as" registrations. This isn't theory or wishful thinking—it's demonstrated with actual filing documents and court victories."As a mother, you have supreme rule over your offspring. As a mother, you are the manufacturer," the speaker explains, revealing how maternal authority can be legally established through proper documentation. But there's a critical warning about the "alter ego doctrine" that has invalidated many well-intentioned attempts at sovereignty since 2022, requiring additional layers of protection through holding companies in states like Nevada, Wyoming, and Delaware.The comparison to successful communities like the Amish demonstrates these principles in action—showing how unincorporated contracts and common law agreements create true independence. Similar protections can be achieved through establishing state nationality via oath of allegiance and proper documentation, removing you from federal jurisdiction.Looking at how the wealthy protect themselves through family foundations—like Warren Buffett's family using the Susan Thompson Buffett Foundation—provides a blueprint for ordinary families to follow. The difference between success and failure lies in proper implementation and understanding the legal foundations these structures rest upon.Ready to protect your family from government overreach and establish true sovereignty? Text PRIVATELIFE to 702-200-4900 or visit skool.com/donkilam to access the resources mentioned and take the first step toward family freedom.https://donkilam.com FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://open.spotify.com/track/5QOUWyNahqcWvQ4WQAvwjj?autoplay=trueSupport the showhttps://donkilam.com

KJH Insights - Managing Risk & Returns
Women & Wealth – Protecting Your Legacy from “Lasagna Ladies”

KJH Insights - Managing Risk & Returns

Play Episode Listen Later Sep 22, 2025 24:48


In this episode, we use a light-hearted phrase to take a very real look at estate planning through the lens of the “Lasagna Ladies” — a shorthand for what can happen if you pass away before your husband and a new casserole-baring suitor comes in and suddenly has access to the family estate. Sarah Bull sits down with Lori Duffy, Estate Lawyer at McCarthy Tétrault LLP, to unpack the strategies that can help you safeguard your estate, preserve your values, and ensure your legacy is protected — no matter what life brings.

Fly To Freedom: Healing from an eating disorder
Episode 127: From Quasi-Recovery Fears to Episode 127: Family Trust and Body Changes - MONTHLY Q&A WITH VICTORIa

Fly To Freedom: Healing from an eating disorder

Play Episode Listen Later Sep 2, 2025 60:04


Welcome back to Fly to Freedom. In this month's Julia & Vics Q&A, we answer your powerful recovery questions — from fears about quasi-recovery to coping with brain chemistry changes, rebuilding family trust, and navigating oedema, weight gain, and family comments.You'll hear raw, compassionate answers rooted in lived experience — the messy parts, the scary parts, and the hopeful parts. Whether you're at the start or further along, these conversations show you that recovery is possible for everyone.[03:15] Quasi vs. Full Recovery – Can coaches tell who will fully recover? Why commitment and openness matter more than prediction.[08:40] Brain Chemistry – Why suicidal thoughts, depression, and appetite loss can hit when you start eating more, and how to move through it.[17:55] Food Perfectionism – Fear of making the “wrong” choice, and how to let food be messy, not perfect.[23:10] Family Trust – How to rebuild relationships and feel proud of yourself again after painful years.[32:05] Planning Challenges – Should challenges be scheduled or spontaneous? Why the answer is both.[37:45] Oedema – Julia's lived experience of extreme water retention, why it happens, and how to cope.[46:20] Weight Gain Blame – Reframing “healthy” and “unhealthy” foods, and trusting your body.[55:30] BMI Fears – Why BMI is irrelevant, why food thoughts count as hunger, and how to keep going.[01:05:15] Family Comments – Coping when loved ones make thin-obsessed remarks, and why inner child work matters.[01:15:10] Blood Tests – Why results may look “normal” despite restriction, and why that doesn't mean you're okay.[01:25:40] Restricting to “Check” Metabolism – Why this cycle fuels mistrust, and how to break it.[01:32:50] Fear or Excitement – How fear can transform into courage, and why borrowing belief helps.[01:40:05] Making Recovery Easier – Would we do it differently? Why going all in was the fastest way through.[01:47:15] HSPs – Why many with eating disorders are highly sensitive people, and how to see it as a strength.

Absolute Trust Talk
191: When Rock Royalty Gets Estate Planning Right: Lessons from Ozzy Osbourne's $230M Legacy

Absolute Trust Talk

Play Episode Listen Later Aug 26, 2025 11:52


In this all-new episode of Absolute Trust Talk, Kirsten Howe and Associate Attorney Ariana Flynn explore a refreshing change of pace: a celebrity estate plan that appears to have been well-structured and executed effectively. Following the July 22, 2025, passing of heavy metal legend Ozzy Osbourne, his $230 million estate seems to be transitioning smoothly without probate litigation or family disputes.   The hosts examine what the Prince of Darkness did right, from clear beneficiary designations to keeping valuable intellectual property assets within family control. They also dive into the complex international tax implications for dual US-UK citizens and reveal why sometimes giving heirs direct access to their inheritance can reduce litigation risk. Tune in for expert insights on estate planning strategies that work, whether you're managing millions or thousands, and discover how proper planning can keep your family united and out of court.   Time-stamped Show Notes: 0:00 Introduction 1:54 Here's what we know about the Osbourne family: Sharon, six children from two marriages, and a $230 million estate consisting of music royalties, TV show income, real estate, and other assets. 3:05 Learn why "no news is good news" in estate planning and what it means when there's no immediate courthouse litigation. 4:35 Discover the first key estate planning strategy: setting clear beneficiary designations and why leaving assets directly to family members can prevent future legal battles. 6:06 Explore the importance of centralized family leadership and how Sharon's role as longtime manager creates continuity in asset management. 7:10 Understand why name, image, and likeness are valuable assets that require careful management, especially for public figures. 8:21 Dive into the complex world of international estate taxes for dual citizens and learn about the dramatic differences between US and UK estate tax exemptions. 10:05 Examine how the UK's £375,000 estate tax exemption (approximately $435,000) affects even "regular" wealthy families. 10:52 Key takeaways from Ozzy's estate planning success for creating effective and protective estate plans.

Australian Retirement Podcast
Death & taxes: What happens to your family trust when you die? (+ NVIDIA $4T!)

Australian Retirement Podcast

Play Episode Listen Later Aug 21, 2025 39:25


In this Australian Retirement Podcast episode, your hosts Drew Meredith, from Wattle Partners, and James O'Reilly, from Northeast Wealth discuss investing through bucket companies, estate planning with complex entity structures, and answer listener questions about investment bonds vs company investing for children's education and offset account strategies in retirement! Chapters (approximate) (00:00) Introduction (03:01) James' Interesting Shirt (05:20) NVIDIA's Huge Valuation (10:27) Investing in Bucket Companies (20:01) Complexity of Estate Planning (23:06) Investment Bond vs Company Investment (27:23) Offset Account for an Emergency Fund Topics covered today: – Investing in bucket companies (Pty Ltd) - tax benefits, drawbacks, and alternative investment structures – Planning for death with complex entity structures - how family trusts and Pty Ltd companies work on death – Superannuation distribution on death - how super is paid out and managed – Getting the next generation involved in wealth planning and family structures – The role of an adviser in helping navigate complex estate planning with multiple entities – Offset account strategy in retirement and two different views on offset accounts Resources for this episode Ask a question (select the Retirement podcast): https://bit.ly/R-quest Rask Resources All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #retirement #australia Learn more about your ad choices. Visit megaphone.fm/adchoices

MPR News with Kerri Miller
Lonely people find connection in ‘The Satisfaction Café'

MPR News with Kerri Miller

Play Episode Listen Later Aug 1, 2025 51:33


Is loneliness something that happens when you're not looking? And if so, could meaningful connection be found in a simple but purposeful café, where the lonesome are paired with the perfect partners for deep conversation? That's the fantasy at the heart of Kathy Wang's new novel, “The Satisfaction Café.” It follows Joan who starts the book as a Chinese graduate students in California in the 1970s. But her life quickly turns, as revealed on page one, when Wang writes: “Joan had not thought she would stab her husband.”From there, Joan is off to the races, marrying an older white man as a second husband, navigating his wealthy world, all while trying to find her own purpose and place.“The Satisfaction Café.” is one of the must-reads of the summer — and this week, Wang joins Kerri Miller on Big Books and Bold Ideas to talk about loneliness, the curse (or blessing) of small talk, why some cultures are OK with brazenly talking about money (and some aren't) and why she truly believes a third place like the Satisfaction Café could benefit us all. Guest: Kathy Wang is the author of “Family Trust,” “Imposter Syndrome” and “The Satisfaction Café.” She is a graduate of UC Berkeley and Harvard Business School, and lives in the Bay Area. Subscribe to the Thread newsletter for the latest book and author news and must-read recommendations.Subscribe to Big Books and Bold Ideas with Kerri Miller on Apple Podcasts, Google Podcasts, RSS or anywhere you get your podcasts.

The Valley Today
Building a Legacy: Philanthropy and Sustainability

The Valley Today

Play Episode Listen Later Jul 24, 2025 26:43


In the latest episode of 'The Valley Today,' host Janet Michael engaged in an enlightening conversation with the Community Foundation of Northern Shenandoah Valley (CFNSV). Janet was joined by the CFNSV's executive director, Nancy Baker, and Erik Beatley, the board chair, who shed light on the foundation's crucial role in the community and their efforts to bolster local nonprofits. Eric began by providing an overview of the Community Foundation's mission. Established 20 years ago, the CFNSV functions as a long-term savings account for both nonprofits and donors. With nearly $17 million in invested funds, managed by Mason Investments, even small nonprofits can benefit from significant investment opportunities and reduced fees by pooling their resources with CFNSV. Janet expressed the utility of the Community Foundation's service, highlighting how it simplifies charitable giving while ensuring donors' legacies are preserved and effectively managed. Erik added that the foundation reduces administrative burdens for donors by consolidating tax documentation and offering an easy-to-use online portal. Nancy, with her extensive experience in the nonprofit sector, emphasized her commitment to being a bridge between philanthropists and nonprofits. By identifying and addressing the immediate and long-term needs of local nonprofits, she thrives on making meaningful connections that lead to sustainable growth. She illustrated this with a story about helping nonprofits address transportation needs by matching them with donors interested in specific causes. Janet and Nancy also touched upon the grant application process. Each year, CFNSV offers training for nonprofits to navigate their grant portal, which opens in April. This system allows nonprofits to apply once to be considered for multiple grants, connecting them with donors whose interests align with their mission. This streamlined approach has proven immensely beneficial for smaller nonprofits without extensive development teams. Erik revealed exciting plans for a potential scholarship portal, which would simplify the application process for students by providing a one-stop shop for multiple scholarship opportunities. The new system aims to increase the number of applicants and streamline the selection process for decision-makers, ultimately benefiting the Shenandoah Valley's student community. Highlighting their innovation, Erik shared the success story of the 'Coats for Kids' initiative. Launched 13 years ago in partnership with the Rotary Club of Winchester, this program has grown from distributing 250 coats to over 1,000 annually. The distribution partners ensure the coats reach those in need, exemplifying the Community Foundation's impact on the ground. With an endowment fund goal of $600,000, the initiative aims to become self-sustaining and serve future generations. The episode concluded with Nancy encouraging listeners interested in contributing to funds like 'Coats for Kids' or starting their own philanthropic ventures to visit the CFNSV website: https://cfnsv.org/  Erik and Nancy reiterated their commitment to partnering with donors and nonprofits to ensure lasting community impact. They expressed their willingness to assist anyone interested in legacy giving or community support.

The Door
What Christian Channels Can Your Family Trust? - Pearl Podcast Q & A - Session 23

The Door

Play Episode Listen Later Jul 23, 2025 85:17


Mike, Debi, Nathan, and Ashley Pearl answer these questions sent in from viewers:Timestamps(00:00) Start(01:28) How to start a bible study for youth(14:20) A desperate mom needs help with child training(25:47) Should a wife submit to her husband if he's wrong?(34:11) What Christian channels can your family trust?(42:33) Should you be a member of a local church?(53:49) Is my son devil possessed?(1:06:00) Do we choose God or does he choose us?

Radio Carrum
Live at Radio Carrum - The Darlings Family Trust

Radio Carrum

Play Episode Listen Later Jul 23, 2025 48:29


THE DARLINGS FAMILY TRUST joined us for a chat and played 5 tracks live in our Radio Carrum studio. Enjoy!

The Mike Hosking Breakfast
Janet Xuccoa: Family Trust Services Managing Director on the Govt making it easier to sell property held in a family trust

The Mike Hosking Breakfast

Play Episode Listen Later Jul 8, 2025 3:08 Transcription Available


A view that current family trust laws have too much red tape. The Government's making it easier to sell property held in a family trust in its latest revamp of anti-money laundering policies. It means realtors won't need to collect extensive information about a trust's history to make a sale. Family Trust Services' managing director, Janet Xuccoa told Heather du Plessis-Allan people have to provide the same information to realtors, lawyers, and accountants. She says the changes are a relief to most providers, as the legislation is complex, time-consuming, and repetitive. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Providend's Money Wisdom
Finalising a $68 Million Legacy Plan with a Family Trust and Letter of Wishes (S4E20)

Providend's Money Wisdom

Play Episode Listen Later Jul 7, 2025 17:08


Legacy Beyond Wealth is a new podcast series by Providend that invites you into the heartfelt, often complex conversations behind legacy planning. In this series, we follow the story of Richard and Eva, successful business owners approaching retirement, now faced with tough questions: How can they distribute their assets wisely? How do they protect the legacy they've built? And most importantly, how do they preserve family harmony among their three children?Being a trusted adviser to affluent clients for over two decades, Providend understands that true legacy planning is not just about transferring wealth. It is about passing down values, protecting relationships, and creating peace of mind for the next generation. Through this podcast, you'll get a rare, behind-the-scenes look at real conversations between clients and their adviser.In Episode 4, Client Adviser Chris and Lawyer Jacqueline reconvene with Richard and Eva to formalise the family trust and sign a carefully drafted Letter of Wishes. The session anchors months of planning in legally binding documents while articulating the couple's guiding principles for future generations.With the deed executed, Chris presents practical “living legacy” steps of storytelling, annual family trips, and mentoring, that embed those principles into daily life. Richard and Eva leave with a completed structure, clear next actions, and a renewed understanding that legacy extends beyond assets to the values that they hold dear.At Providend, we believe good legacy planning should preserve not just wealth, but also relationships. It should offer clarity, not confusion. This is the final episode of this mini-series and we hope it sparks reflection and a deeper appreciation for what it truly means to leave a legacy.Listen to the previous Episodes here: Episode 1, Episode 2 and Episode 3.Music courtesy of ItsWatR.The voice talents for this episode are Ray and Annette, Client Advisers, voicing Richard and Eva, our CEO, Christopher, voicing as their Client Adviser, and Jacquleine, voicing as the Lawyer, at Providend, the first fee only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.The full list of Providend's Money Wisdom podcast episodes from Season 4 can be found here.Did you know that our Providend's Money Wisdom podcast is now available in video format on YouTube? Follow us on our YouTube channel for new episode on Thursday at 8pm.

Forever Fit with Carol Covino
Nancy Griffin: Why Health and Wealth Overlap and Your Unique Life (Ep. 243)

Forever Fit with Carol Covino

Play Episode Listen Later Jun 16, 2025 52:50


Nancy is a connector and influencer. She attributes her success to personal courage, determination, and joy, when focusing on women's health and wellness, hence creating Women,Worth & Wellness®. Nancy enjoys every opportunity to inspire and inform women about their personal health and wealth, net worth and self-worth, philanthropy and legacy—so that women feel fabulous, generous, joyful, confident, and on top of their game every day. Nancy Griffin established Women, Worth & Wellness in 1994 as a Private Client Wealth Advisor for her female clients and their families. Nancy continues to promote and inspire Daring & Caring Leaders, encouraging them to step up and lead in the world, following in the footsteps from many other powerful Women Leaders in the past. Nancy's overall purpose is to connect and influence for positive impact every chance she gets. In this episode, we discuss important questions to ask on financial planning, end of life financial planning, life insurance and the potential philanthropic component you may not be considering, and more!   Time Stamps:   (0:55) Compartmentalizing Our Lives (4:00) How Health and Wealth Overlap (8:25) Important Questions To Ask (22:10) Family Trust (33:30) End Of Life and The Focus on Money (37:42) Life Insurance and Philanthropy (44:48) State Of The World (50:47) Your Unique Life (51:47) Where To Find Nancy -------------------- Website: http://womenworthwellness.com   Email: nancy@womenworthwellness.com -------------------- My Membership: https://www.carolcovino.com/program/forever-fit-circle/ -------------------- Instagram: https://www.instagram.com/carolcovinofitness/ -------------------- My YouTube Channel: http://youtube.com/@carolcovinofitness -------------------- My Book:  FINDING PURPOSE IN THE PAUSE  

The Property Academy Podcast
Do I Really Need a Family Trust? Or Is It Just Another Cost?⎥Ep. 2105

The Property Academy Podcast

Play Episode Listen Later Jun 16, 2025 15:58


Thinking about setting up a family trust but unsure if it's worth it in 2025?In this episode, we dig into the real reasons Kiwis set up trusts – and whether you still need one today. You'll learn the 3 benefits trusts can offer (and when they don't apply), why most trusts fail, and the legal traps that can make your trust worthless.Plus, we reveal how people can still bust into your trust and take your assets … even when you think they're protected.If you're wondering whether a trust is right for your situation, this episode is a must-listen.Need help with structuring your property portfolio? Start by speaking to a property investment planner – it's free.Don't forget to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠create your free Opes+ account here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.For more from Opes Partners:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the weekly Private Property newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠

Believer's Voice of Victory Audio Podcast
Faith for Your Family: Trust God To Take Care of Your Children 06/10

Believer's Voice of Victory Audio Podcast

Play Episode Listen Later Jun 10, 2025 28:30


Believers Voice of Victory Audio Broadcast for 06/10/2025.Are you trusting God with your children? Watch Kenneth, Kellie and John Copeland, on Believer's Voice of Victory, as they remind you that faith for your family means that you trust God to take care of your children. Discover how to plant seeds of faith within your children and fully rely on God to bring them to fruition!

god children discover voice victory believer take care trust god family trust watch kenneth believers voice victory audio broadcast
Believer's Voice of Victory Video Podcast
Faith for Your Family: Trust God To Take Care of Your Children 06/10

Believer's Voice of Victory Video Podcast

Play Episode Listen Later Jun 10, 2025 28:31


Believers Voice of Victory Video Broadcast for 06/10/2025. Are you trusting God with your children? Watch Kenneth, Kellie and John Copeland, on Believer's Voice of Victory, as they remind you that faith for your family means that you trust God to take care of your children. Discover how to plant seeds of faith within your children and fully rely on God to bring them to fruition!

The Numbers Game
Why Every Business Owner Needs a Tax Planning Meeting

The Numbers Game

Play Episode Listen Later Jun 1, 2025 32:50


Thinking tax planning is just paperwork? Think again. In this episode, we unpack why proactive tax planning is a must for business owners—not just to save tax, but to boost cash flow, avoid nasty surprises, and build a stronger financial future. We break down structures, trust distributions, company loans, and real strategies to keep more money in your pocket.On this episode, we discuss:(00:00) Intro(00:11) Why Tax Planning Isn't Boring—It's Crucial(04:59) Family Trust Risks And ATO Crackdowns Explained(07:33) What's Actually Your Money? Planning Cash Reserves(11:04) Loans From Companies: What Directors Get Wrong(14:47) The Right Way To Use Offsets(18:04) Are You Happy With What You're Earning? A Brutal Check-In(19:42) Business Planning Vs Personal Wealth Planning(23:55) What A Tax Planning Meeting Actually Covers(25:25) Legal Ways To Push Back Income And Reduce Tax(30:04) What Real Value Looks Like: Advice That Pays For ItselfCheck out the free resources from Inovayt here.Send us an email: hello@thenumbersgamepodcast.com.auThe Numbers Game is brought to you by Future Advisory & Inovayt.Hosts:Nick ReillyJason RobinsonMartin VidakovicThis podcast is produced by VIDPOD.

Dream Keepers Radio
Redemption: Private Family Trust & Breaking Free From Public Peasantry & Private Jurisdiction

Dream Keepers Radio

Play Episode Listen Later May 31, 2025 55:29 Transcription Available


Send us fan responses! What if everything you believed about your legal and financial identity was incomplete? What if the pathway to genuine wealth and freedom wasn't through grinding in the system, but by understanding how to position yourself outside of it?In this explosive lakeside conversation, Don Kilam pulls back the curtain on how private families create and run the government while public citizens remain caught in a matrix of limited financial potential. The distinction isn't just philosophical—it's worth potentially millions in accessible tax credits that most people never claim.At the core of this knowledge is a simple but revolutionary concept: your name is a business. When properly structured through family trusts, unincorporated associations under 508(c)(1)(A), and proper operating agreements, this business can access substantial tax credits. Don reveals how a single tax credit can potentially return $1.25 million when claiming 20 years of history, plus additional $250,000 credits for properly structured entities.Don challenges listeners to shift their thinking from "redemption" as some mystical process to understanding it as straightforward accounting and tax strategy. The true path to financial sovereignty isn't through fighting the system but through establishing proper private structures that the system already recognizes and respects.This isn't information freely shared in public education for a reason. Private families have preserved these strategies for generations, creating a two-tiered society: those who understand private jurisdiction and those who remain public citizens. The good news? The pathway to private status begins with education and proper structure, not endless paperwork battles with government agencies.Ready to transform your understanding of wealth creation and establish your family's private trust? Visit skool.com/donkilam and take the first step toward genuine financial sovereignty. Your prosperity is your divine birthright—but only when you understand the rules of the game.In "United States Of Pimpin'," Don Kilam shares his perceptions from his street culture to explain the corporate world in a way that may feel uncomfortable yet brutally honest. He outlines ten rules from the "pimp game" alongside ten principles that apply to society and governance. https://www.amazon.com/dp/B0F9QHGRGS FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/Million-Dollars-Worth-Game-Kilam/dp/B09HQZNRB9 https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQSupport the showhttps://donkilam.com

SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions
228 \\ Shocking Truth: Why Your Family Trust Could Fail Without One Critical Tax Move

SMALL BUSINESS FINANCE– Business Tax, Financial Basics, Money Mindset, Tax Deductions

Play Episode Listen Later May 26, 2025 25:34


Most people think putting their home in a trust is enough to protect their family — but that's only the first step! In this episode, we break down the three must-do moves you have to make after putting your home in a trust. You'll learn why telling your insurance company, county office, and mortgage lender matters so much — and how skipping these steps can cost you thousands or even wreck your family's future plans. We'll also show you how to turn a simple trust into a powerful tool that manages life insurance, supports your business, and creates income for your family long after you're gone. Whether you're a small business owner, parent, or just planning ahead, this episode will help you protect what matters most and build a lasting legacy. Tune in and take control of your 2025 finances today!   Next Steps:

The Numbers Game
Dollar Cost Averaging - The Easiest Way to Build Wealth Over Time

The Numbers Game

Play Episode Listen Later May 18, 2025 24:22


How do you build long-term wealth without trying to time the market? Today we break down the power of dollar cost averaging and why it's a proven strategy for growing your investments, especially in volatile times. We unpack how it works, why superannuation does it so well, and how rebalancing and automation can help you stay disciplined and reduce risk.On this episode, we discuss:(00:00) Intro(01:21) What Is Dollar Cost Averaging and Why It Works(02:02) Why Timing the Market Rarely Works(02:44) The Courage Problem: Why Most Investors Miss Buying the Dip(03:48) A Real Example: Investing $200K Without the Risk(06:03) Why Superannuation Is the Ultimate Dollar Cost Averaging Machine(06:56) Big Change Ahead - Weekly Super Contributions from 2026(08:50) Why Losses Hurt More Than Gains Feel Good(09:59) Marty's Numbers - Why Consistency Beats Trying to Time the Market(11:40) The Risk of Picking Stocks vs. Market-Wide Funds(12:05) What Is Rebalancing and How Does It Work?(13:25) How to Stay Balanced When One Investment Outperforms(16:32) The Hidden Tax Impacts of ETFs and Managed Funds(17:23) Why Dollar Cost Averaging Is Perfect for Business Owners(18:03) Warren Buffett's Take: Just Keep Investing(21:41) Supercharging Super: Using Salary Sacrifice to Build Wealth(22:48) Why 90% of Day Traders Lose - and How to Avoid ItCheck out the free resources from Inovayt here.Send us an email: hello@thenumbersgamepodcast.com.auThe Numbers Game is brought to you by Future Advisory & Inovayt.Hosts:Nick ReillyJason RobinsonMartin VidakovicThis podcast is produced by VIDPOD.

Optimal Finance Daily
3007: What is a Family Trust and Should You Set One Up by Jeff Rose of Good Financial Cents on Estate Planning

Optimal Finance Daily

Play Episode Listen Later Jan 16, 2025 10:38


Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3007: Explore the advantages of setting up a family trust to secure your assets, streamline estate planning, and ensure your legacy is protected. This guide highlights the steps, benefits, and key considerations to help you decide if a family trust aligns with your financial goals. Read along with the original article(s) here: https://www.goodfinancialcents.com/family-trust-benefits-setting-up-trust/ Quotes to ponder: "A family trust can offer a combination of asset protection and peace of mind for generations." "Setting up a trust isn't just for the wealthy; it's for anyone who wants their assets managed with care and foresight." "A trust simplifies estate management, making it easier for your loved ones to focus on what truly matters." Join 250K readers (20% of which have hit 7 figures) who are already building a brighter financial future - subscribe now. Sign up at readthejoe.com/subscribe-swap Learn more about your ad choices. Visit megaphone.fm/adchoices

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY
3007: What is a Family Trust and Should You Set One Up by Jeff Rose of Good Financial Cents on Estate Planning

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY

Play Episode Listen Later Jan 16, 2025 10:38


Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3007: Explore the advantages of setting up a family trust to secure your assets, streamline estate planning, and ensure your legacy is protected. This guide highlights the steps, benefits, and key considerations to help you decide if a family trust aligns with your financial goals. Read along with the original article(s) here: https://www.goodfinancialcents.com/family-trust-benefits-setting-up-trust/ Quotes to ponder: "A family trust can offer a combination of asset protection and peace of mind for generations." "Setting up a trust isn't just for the wealthy; it's for anyone who wants their assets managed with care and foresight." "A trust simplifies estate management, making it easier for your loved ones to focus on what truly matters." Join 250K readers (20% of which have hit 7 figures) who are already building a brighter financial future - subscribe now. Sign up at readthejoe.com/subscribe-swap Learn more about your ad choices. Visit megaphone.fm/adchoices

Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY
3007: What is a Family Trust and Should You Set One Up by Jeff Rose of Good Financial Cents on Estate Planning

Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY

Play Episode Listen Later Jan 16, 2025 10:38


Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3007: Explore the advantages of setting up a family trust to secure your assets, streamline estate planning, and ensure your legacy is protected. This guide highlights the steps, benefits, and key considerations to help you decide if a family trust aligns with your financial goals. Read along with the original article(s) here: https://www.goodfinancialcents.com/family-trust-benefits-setting-up-trust/ Quotes to ponder: "A family trust can offer a combination of asset protection and peace of mind for generations." "Setting up a trust isn't just for the wealthy; it's for anyone who wants their assets managed with care and foresight." "A trust simplifies estate management, making it easier for your loved ones to focus on what truly matters." Join 250K readers (20% of which have hit 7 figures) who are already building a brighter financial future - subscribe now. Sign up at readthejoe.com/subscribe-swap Learn more about your ad choices. Visit megaphone.fm/adchoices

Dream Keepers Radio
From Tradition to Transformation: Building A Family Legacy

Dream Keepers Radio

Play Episode Listen Later Jan 10, 2025 51:08 Transcription Available


Send us fan responses! What if you could transform the way you engage with wealth and legacy? Join us for an enlightening exploration of alternative wealth-building strategies, as I share my personal journey from humble beginnings to becoming a multimillionaire. In this episode, discover how celebrating New Year's in the spring can symbolize a fresh start and align with your financial goals. Navigate the complexities of America's trust system, including Social Security and tax forms, and learn how identifying as a private American can provide an edge in financial management. I'll also discuss the pressure that commercialization of holidays brings and how education is the cornerstone of achieving financial success.Unlock the secrets of family wealth and legacy by understanding the power of private law. By embracing tribal law, private education, and the significance of one's last name as a generational asset, we uncover the potential to break generational curses and build enduring prosperity. Explore how aligning yourself with successful individuals and leveraging private networks can propel your family's wealth to new heights. This episode challenges the limitations of public wealth systems and presents private wealth management as a viable path to true prosperity.Embrace financial independence by recognizing the contrast between public and private wealth practices. Learn how to utilize private trusts and land trusts to secure and transfer wealth without state interference, inspired by the autonomy of the Amish community. By sharing resources such as my old files and videos, I offer actionable insights into transforming family expenses into tax-deductible assets. As we look forward to upcoming events and continued success, seize this opportunity to impact your financial journey and shape your legacy with the power of open education.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

John Williams
Elder law attorney Kerry Peck on Rupert Murdoch's family trust

John Williams

Play Episode Listen Later Dec 27, 2024


Elder law attorney Kerry Peck joins John Williams to answer all your questions about elder law, trusts, wills, and elder abuse. Kerry shares information about the legal battle Fox News owner Rupert Murdoch is fighting over his family trust. Peck then answers listener questions about their elder care situations.

WGN - The John Williams Full Show Podcast
Elder law attorney Kerry Peck on Rupert Murdoch's family trust

WGN - The John Williams Full Show Podcast

Play Episode Listen Later Dec 27, 2024


Elder law attorney Kerry Peck joins John Williams to answer all your questions about elder law, trusts, wills, and elder abuse. Kerry shares information about the legal battle Fox News owner Rupert Murdoch is fighting over his family trust. Peck then answers listener questions about their elder care situations.

WGN - The John Williams Uncut Podcast
Elder law attorney Kerry Peck on Rupert Murdoch's family trust

WGN - The John Williams Uncut Podcast

Play Episode Listen Later Dec 27, 2024


Elder law attorney Kerry Peck joins John Williams to answer all your questions about elder law, trusts, wills, and elder abuse. Kerry shares information about the legal battle Fox News owner Rupert Murdoch is fighting over his family trust. Peck then answers listener questions about their elder care situations.

The Business
Rupert Murdoch denied bid to alter family trust; Documentarian Nic Stacey on the perils of over-consumption

The Business

Play Episode Listen Later Dec 13, 2024 30:02


Rupert Murdoch wants to update his family trust in favor of his son Lachlan, who runs the Fox News empire. What’s behind Nevada commissioner Edmund J. Gorman Jr.’s decision to block the move? Kim Masters and Matt Belloni investigate.  Plus, Masters talks to documentarian Nic Stacey about his Netflix film, Buy Now! The Shopping Conspiracy. The London-based filmmaker tells us how he managed to pull together an impressive roster of whistleblowers from top companies such as Amazon, Adidas, and Apple. He also says that working with Netflix’s U.K. team was a breeze, despite the documentary’s focus on tech giants. Stacey also explains why he chose to use an AI narrator named “Sasha” to guide viewers through the film.

The Business
Rupert Murdoch denied bid to alter family trust; Documentarian Nic Stacey on the perils of over-consumption

The Business

Play Episode Listen Later Dec 13, 2024 30:02


Rupert Murdoch wants to update his family trust in favor of his son Lachlan, who runs the Fox News empire. What’s behind Nevada commissioner Edmund J. Gorman Jr.’s decision to block the move? Kim Masters and Matt Belloni investigate.    Plus, Masters talks to documentarian Nic Stacey about his Netflix film, Buy Now! The Shopping Conspiracy. The London-based filmmaker tells us how he managed to pull together an impressive roster of whistleblowers from top companies such as Amazon, Adidas, and Apple. He also says that working with Netflix’s U.K. team was a breeze, despite the documentary’s focus on tech giants. Stacey also explains why he chose to use an AI narrator named “Sasha” to guide viewers through the film.  

WSJ Minute Briefing
Murdoch Loses Bid to Amend Family Trust

WSJ Minute Briefing

Play Episode Listen Later Dec 10, 2024 2:53


Plus: Canada's prime minister vows to retaliate if Donald Trump follows through on his pledge to impose a 25% tariff on imports from his country. And, Treasury yields rise amid increased bets of a Fed rate cut this month. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Tax Talks
430 | Test Individual in a Family Trust Election

Tax Talks

Play Episode Listen Later Nov 11, 2024 39:35


When you look at family trusts, everything rotates around the Test Individual. They are the stick in the sand.

The Families of Character Show
Ep. #121: What to Do When Your Child Lies: Expert Tips for Building Family Trust (from The Messy Family Project) {Rebroadcast}

The Families of Character Show

Play Episode Listen Later Oct 8, 2024 46:23 Transcription Available


Send us a Text Message and suggest a topic or guest!In this special rebroadcast from The Messy Family Project podcast, Jordan discusses the common developmental stages of dishonesty in children, offering practical advice and humor to help parents navigate this tricky behavior. She explores why children tell fibs and emphasizes that it's a normal part of growing up—not a sign they're destined to become dishonest adults. The conversation provides valuable insights on how to address dishonesty while maintaining a culture of openness and honesty within the family.Jordan also focuses on the role of virtue training and faith formation in shaping family dynamics, highlighting how these practices can help foster trust and resilience in children. She stresses the importance of not outsourcing moral and faith education, especially during these formative years. By sharing her own experiences and drawing from real-life examples, Jordan encourages parents to take an active role in teaching their children strong family values that can guide them through life's challenges.In addition, Jordan introduces her "Thriving Family Accelerator" program, designed to offer parents expert guidance on addressing dishonesty at different stages of development. Through this program, families can gain tools to create a supportive environment where children feel safe to own up to their mistakes without fear of shame or punishment. This podcast episode is packed with practical takeaways to help parents strengthen family bonds and build open, trusting relationships with their children. The Thriving Family Accelerator provides an easy, 3-step process to lower stress, parent as a united team, and enjoy a true friendship with your spouse & relationship with your kids. Sign up now for this live parent coaching with proven methods for positively engaging your family and redistributing the mental load.

Senior Matters Radio
Estate Planning Tools

Senior Matters Radio

Play Episode Listen Later Oct 8, 2024 34:14


In this episode of the Senior Matters podcast, estate planning attorney Mark Wight dives into “Estate Planning 101.” Mark breaks down essential tools for planning, including durable powers of attorney, healthcare directives, and , highlighting their importance in protecting your assets and wishes. He also discusses the often misunderstood "living will" and how can streamline the process. This episode is packed with practical insights on how to plan thoughtfully and avoid legal pitfalls. Don't miss this guide to securing your family's future.

Smart Money
Janet Xuccoa: The basics of trusts

Smart Money

Play Episode Listen Later Sep 1, 2024 39:41


A common misconception is that only the very wealthy need trusts, but many people may be putting their assets at risk without one.  Author Janet Xuccoa joins Tim Beveridge on The Weekend Collective to give you all the basics of trusts.  LISTEN ABOVESee omnystudio.com/listener for privacy information.

The Tom Barnard Show
The Family: Trust busting doesn't make Josh feel good - #2623

The Tom Barnard Show

Play Episode Listen Later Aug 30, 2024 64:22


If you want to start a monopoly, you might want to hold off on your plans. The government is going after perceived monopolies again after a few decades of a more hands-off attitude. Kind of like how the sports looks the other way when athletes inject all sorts of unknown substances. Hey, if it makes money, it can't be a bad thing. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Tom Barnard Show
The Family: Trust busting doesn't make Josh feel good - #2623

The Tom Barnard Show

Play Episode Listen Later Aug 30, 2024 70:22


If you want to start a monopoly, you might want to hold off on your plans. The government is going after perceived monopolies again after a few decades of a more hands-off attitude. Kind of like how the sports looks the other way when athletes inject all sorts of unknown substances. Hey, if it makes money, it can't be a bad thing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Two Drunk Accountants
Is My Trust a Family Trust?

Two Drunk Accountants

Play Episode Listen Later Jul 25, 2024 35:17


Today The Drunk Accountants breakdown, What is a Family Trust.  How to know if your Trust is a Family Trust and who you can distribute funds too within that trust.   

The Banyan Collective
Why You Need A Family Trust

The Banyan Collective

Play Episode Listen Later Jun 21, 2024 46:45


Setting Up Your Revocable Living Family Trust   Why do we use Trusts What are the parts that make up a Trust What is the lifecycle of a typical trust? What other documents do people usually have prepared when doing their revocable living trust?   We tackle these questions on this episode of Through The Pines…   Welcome to a Financial Planning Podcast with a down to earth vibe Sasquatch listens while slapping on suntan lotion by the pond this is Through the Pines.   Our Advisors for this episode, we welcome back Rex Baxter and Brandyn Smith with planwithbaxter.com   2023 & 2024 Forbes Best in State Wealth Management Teams For Utah - Advisor Hub Fastest Growing Advisors to Watch under 1 Billion - Receivers of the Ameriprise Client Experience Award -   Financial Advisors: Baxter, Smith & Associates Contact: rex.m.baxter@ampf.com Website: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/   Find value in this podcast, consider supporting us here: https://www.buymeacoffee.com/banyanmedia   LIKE our Facebook Page: https://www.facebook.com/pinespodcast Follow our Instagram: https://www.instagram.com/pines_podcast/   Through the Pines  -  Reminding you to use Yesterday's Dollars to Finance Tomorrow's Dreams.   ****   This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.   Through the Pines Podcast Copyright, The Banyan Collective - 2024

21andsensory
Episode 84: Special guests: Louise & Fiona from The Wilf Ward Family Trust

21andsensory

Play Episode Listen Later May 31, 2024 40:09


On todays show I have the lovely Louise and Fiona. Both Louise and Fiona work for the Wilf Ward Family Trust - they are part of a wider team of 900 people that support almost 300 individuals with learning disabilities across Yorkshire. It was founded in 1986 by Wilf and Phyllis Ward to give relief to carers through the provision of residential respite units and day facilities.  Since then they have grown providing more than 70 residential and supported living services for adults with profound learning and physical disabilities. Louise works as Head of Co Production and Fiona as the Interim Head of Complex Care. Wilf Ward trust links: Website: WilfWard X: WilfWardFamilyTrust (@wilfwardfamtst) Facebook: The Wilf Ward Family Trust Links to other things mentioned: Lasting Power of Attorney and Power of Attorney: Giving someone power of attorney - Social care and support guide Deprivation of Liberty Safeguards (DoLS): Deprivation of Liberty Safeguards (DoLS) at a glance Care Quality Commission: Care Quality Commission My 21andsensory links:    @21andsensory on Instagram: ⁠⁠⁠⁠⁠www.instagram.com/21andsensory⁠ @21andsensory on TikTok: ⁠⁠⁠⁠⁠www.tiktok.com/@21andsensory⁠⁠⁠⁠⁠ 21andsensory on YouTube: ⁠⁠⁠⁠⁠www.youtube.com/c/21andsensory⁠⁠⁠⁠⁠ 21andsensory Blog: ⁠⁠⁠⁠⁠21andsensory.wordpress.com⁠⁠ @21andsensory on Twitter: ⁠⁠⁠⁠⁠twitter.com/21andsensory⁠

#RolandMartinUnfiltered
NAACP Suspensions, Black Airman Killed by Fla. Deputies, FAMU's $237M Donation, Meta's subscription

#RolandMartinUnfiltered

Play Episode Listen Later May 10, 2024 153:44 Transcription Available


5.9.2024 #RolandMartinUnfiltered: NAACP Suspensions, Black Airman Killed by Fla. Deputies, FAMU's $237M Donation, Meta's subscription Several former NAACP leaders say the civil rights organization has unjustly suspended them.  In an RMU exclusive, we will speak to six of them tonight. #BlackStarNetwork partner:Fanbase

Educate Real Estate
Chelle's Real Estate Bites Ep.01-Probate and the Importance of a Family Trust

Educate Real Estate

Play Episode Listen Later Apr 20, 2024 5:12


Going through probate can be such a hardship on family or someone you know, like and love.  The importance of a family trust to avoid the lengthly process of probate can save so much time, money and stress. This is a 5 minute must listen. Make sure to share with somebody you know, like and lovehttp://www.educaterealestatepodcast.comThank you for listening to our Podcast, please subscribe and share our podcast with someone you know. We absolutely have so much passion for our podcast and teaching our listeners something new. Please make sure to follow us on our social platforms and/or reach out to us on our link tree https://linktr.ee/rachellelopezIf you or anyone you know is looking to make a big move soon, please reach out to us or share our information with them. If you live outside of California or moving outside of California that is perfectly fine! We can still help, we have a wide network over the years with several professionals outside of California that we can refer you to that we know, like, and trust. WE LOVE LOVE LOVE Reviews so please make sure to rate us on your platform of choice that you listen to and/or on our Google reviews page that is on our link tree https://linktr.ee/rachellelopezRachelle Lopez, Century 21 Masters DRE 01920461 Leon Lopez, Century 21 Masters DRE 0218136221st Century Lending NMLS 2246659*Disclaimer: All information deemed reliable but not guaranteed and should be independently verified.

MCLE ThisWeek Podcast
Issues Where Inheritance and Trust Matters Come into Play in Divorce

MCLE ThisWeek Podcast

Play Episode Listen Later Dec 7, 2023 13:04


Hon. Thomas J. Barbar and Hon. Nan M. Sauer of the Probate and Family Court in the Commonwealth of Massachusetts breaks down issues where inheritance and trust matters come into play in divorce in this podcast, excerpted from MCLE's 12/7/23 live webcast: Family Trusts in a Divorce. The full program is available as an on demand webcast or an MP3 here.  Get 24/7 instant access to hundreds of related eLectures like this one—and more—with a subscription to the MCLE OnlinePass. Learn more at www.mcle.org/onlinepass and start your free trial today!

Attacking Third: A CBS Sports Soccer Podcast
Carli Lloyd on not taking a knee during Olympics, falling out with family, trust issues, reactions from Kickin' It crew post-interview (Kickin' It)

Attacking Third: A CBS Sports Soccer Podcast

Play Episode Listen Later Oct 25, 2023 45:32


Download and follow Kickin' It on Apple Podcasts, Spotify or wherever you get your podcasts! Kate Abdo, Clint Dempsey, Charlie Davies, and Mo Edu continue their conversation with USWNT legend Carli Lloyd who lifts the lid on her mistrust of others, falling out with family members, and the sacrifices it took to reach the top. They also discuss how she was brainwashed and manipulated by her personal coach, why she didn't take a knee at the Olympics, and people not really knowing who she was. And finally, reactions from the Kickin' It crew post-interview. Kickin' It is available for free on the Audacy app as well as Apple Podcasts, Spotify, and wherever else you listen to podcasts.  Follow the Kickin' It team on Twitter: @CBSSportsGolazo, @kate_abdo, @CharlieDavies9, @MauriceEdu, @clint_dempsey Watch Kickin' It on the CBS Sports Golazo Network, the 24-hour soccer streaming network that is available for free on connected TV and mobile devices through the CBS Sports App and Pluto TV, and on CBSSports.com, as well as Paramount+. For more soccer coverage from CBS Sports, visit https://www.cbssports.com/soccer/ To hear more from the CBS Sports Podcast Network, visit https://www.cbssports.com/podcasts/ Watch UEFA Champions League, UEFA Europa League, UEFA Europa Conference League, Serie A, Coppa Italia, CONCACAF Nations League, NWSL, Scottish Premiership, Brasileiro, Argentine Primera División, soccer documentaries and more by subscribing Paramount Plus: https://www.paramountplus.com/home/ To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Kickin' It
Carli Lloyd on not taking a knee during Olympics, falling out with family, trust issues, reactions from Kickin' It crew post-interview

Kickin' It

Play Episode Listen Later Oct 20, 2023 45:32


Kate Abdo, Clint Dempsey, Charlie Davies, and Mo Edu continue their conversation with USWNT legend Carli Lloyd who lifts the lid on her mistrust of others, falling out with family members, and the sacrifices it took to reach the top. They also discuss how she was brainwashed and manipulated by her personal coach, why she didn't take a knee at the Olympics, and people not really knowing who she was. And finally, reactions from the Kickin' It crew post-interview. Kickin' It is available for free on the Audacy app as well as Apple Podcasts, Spotify, and wherever else you listen to podcasts.  Follow the Kickin' It team on Twitter: @CBSSportsGolazo, @kate_abdo, @CharlieDavies9, @MauriceEdu, @clint_dempsey Watch Kickin' It on the CBS Sports Golazo Network, the 24-hour soccer streaming network that is available for free on connected TV and mobile devices through the CBS Sports App and Pluto TV, and on CBSSports.com, as well as Paramount+. For more soccer coverage from CBS Sports, visit https://www.cbssports.com/soccer/ To hear more from the CBS Sports Podcast Network, visit https://www.cbssports.com/podcasts/ Watch UEFA Champions League, UEFA Europa League, UEFA Europa Conference League, Serie A, Coppa Italia, CONCACAF Nations League, NWSL, Scottish Premiership, Brasileiro, Argentine Primera División, soccer documentaries and more by subscribing Paramount Plus: https://www.paramountplus.com/home/ To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Guilty As Charged: An LA Chargers Podcast
Khalil Mack Says Family, Trust, Respect to Former Team I LAC vs LVR Recap Week 4 2023

Guilty As Charged: An LA Chargers Podcast

Play Episode Listen Later Oct 2, 2023 65:12


Chargers win! 2-2 and headed into the BYE, which arrives at a great time for the team. Let's talk about the win! Catch us every Wednesday @ 10 AM PST on the @chargers YouTube channel! Make sure to join up as channel members at: https://www.youtube.com/channel/UCBnSd0Mx4BHUXlpxVegCoOg/join Use the link http://PrizePicks.com/GUILTY and use the code GUILTY for a first deposit match up to $100 today! Patreon: https://www.patreon.com/guiltyascharged​ Follow us on Twitter! Podcast: @GACPodcast17 Steven: @StevenIHaglund Tyler: @tylerjschoon #BlueWireVideo #NFL #Chargers #NFLPodcasts #LittleCaesarsSponsor Learn more about your ad choices. Visit podcastchoices.com/adchoices

Guilty As Charged: An LA Chargers Podcast
Family Trust Respect | Full Chargers vs Raiders Preview

Guilty As Charged: An LA Chargers Podcast

Play Episode Listen Later Sep 29, 2023 65:48


It is Raiders week y'all! We are to break down the latest surrounding the Chargers' injury report, which unfortunately is a rather lengthy one. Then we dive into the Raiders coaching staff and roster additions. Finally, we have our most important X-Factors and key matchups. Catch us every Wednesday @ 10 AM PST on the @chargers YouTube channel! Make sure to join up as channel members at: https://www.youtube.com/channel/UCBnSd0Mx4BHUXlpxVegCoOg/join Use the link http://PrizePicks.com/GUILTY and use the code GUILTY for a first deposit match up to $100 today!  Patreon: https://www.patreon.com/guiltyascharged​ Follow us on Twitter! Podcast: @GACPodcast17 Steven: @StevenIHaglund Tyler: @tylerjschoon Learn more about your ad choices. Visit podcastchoices.com/adchoices