Podcasts about Inheritance

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Andy and Jason Cutitta from ToBa Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: How to incorporate a potential inheritance into your retirement planning ( 12:30 )Limitations of the "Die With Zero" concept ( 18:55 )The upcoming ability to do in-plan Roth conversions in the federal Thrift Savings Plan ( 29:06 )Whose retirement accounts to take from first when spouses have a big age disparity ( 36:56 )When are you required to file a tax return. And even if you aren't required to file one, why you still should anyway ( 45:04 )How to try to project your income for the year when there are certain items you can't know for sure until later in the year ( 53:32 )When in the year is the best time to take your annual Required Minimum Distribution ("RMD") ( 1:01:02 )How much money do you need in retirement to justify hiring a financial advisor ( 1:08:21 )Links in this episode:ToBa Financial website - https://www.jasoncutitta.com/toba-financialThe Hawaii Retirement Show podcast - https://www.jasoncutitta.com/hiretirementshowTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

In this episode, David Wollen opens Ephesians 1 to show how the Holy Spirit seals and assures us that our promised glory is secure.

This week on All About The Archers, Philippa and Quentin dig into a tense and chaotic few days in Ambridge, covering Sunday 8th, Monday 9th and Tuesday 10th February.With George suddenly rushing off at the end of Tuesday's episode, the big question is whether he's finally remembered something crucial about the night of the attack — and if so, what that means for Amber, whose behaviour is raising more than a few eyebrows.There's also plenty of outrage over the Brookfield inheritance plans, growing concern for Josh's future, and disbelief at David and Ruth's approach to both family communication and tax planning. Add in Valentine's Day nonsense, spiky exchanges across the village, a questionable horsebox hair salon idea, and a surprisingly tender moment from Brian Aldridge, and it's another packed week in The Archers.In this episode, we discuss:George's sudden dash and whether his memory is returningThe growing suspicion around Amber and her increasingly desperate behaviourPredictions about whether we'll finally learn who attacked George this weekNeil and Susan's ongoing attitude to George and AmberThe Brookfield inheritance decision and why it's left us furiousInheritance tax blind spots and the risks being taken with the family farmJosh's anger, disappointment and Brian Aldridge's unexpected pep talkThe future of Pip and Stella at BrookfieldValentine's Day chaos at the BullFallon's cutting put-down of AmberThe horsebox hair salon plan and whether it makes any senseStar and Twit of the WeekListener theories and predictionsAlso mentioned:A bonus audio-only Q&A episode with Holly Chapman (Alice Carter), featuring questions from the All About The Archers Facebook group, coming this Saturday.If you enjoy the podcast, there are lots of ways to stay involved and support the show:Watch, follow & support All About The Archers▶️ Watch on YouTube: All About The Archers☕ Support the podcast: Buy us a coffee

Section 8 housing rules can be confusing, especially when an inheritance is involved. In this episode, Mike Haslam and Taylor Stone discuss how subsidized housing works, what changed under the new regulations, and why inheritances can create serious problems for people receiving government benefits. They walk through asset limits, income considerations, and how proper estate planning including special needs trusts can help protect housing, Medicaid, and other benefits. This is an important conversation for families planning ahead and for anyone with loved ones who rely on government assistance.

Joshua 15:1-19:51

A Fair Exchange ep. 812 Antony Paschos is a Greek author with short stories in Interzone, Galaxy's Edge, ZNB Presents, Giganotosaurus, James Gunn's Ad Astra, and other magazines.  His short story collection: The Brother's Inheritance was shortlisted for the Greek National Literature Award and the Anagnostis Prize for Literature.  He has published four books in Greek, one novel in French and the novella: It's You, Isn't it? in English from Space Wizard Science Fantasy Books. His work has been translated into five more languages. He is a member of the Athens Club of Science Fiction, and lives in Athens.   ---- Listen Elsewhere ---- YouTube:  https://www.youtube.com/c/TallTaleTV Website: http://www.TallTaleTV.com   ---- Story Submission ---- Got a short story you'd like to submit? Submission guidelines can be found at http://www.TallTaleTV.com   ---- About Tall Tale TV ---- Hi there! My name is Chris Herron and I'm an audiobook narrator. In 2015, I suffered from poor Type 1 diabetes control which lead me to become legally blind for almost a year. The doctors didn't give me much hope, predicting an 80% chance that I would never see again. But I refused to give up and changed my lifestyle drastically. Through sheer willpower (and an amazing eye surgeon) I beat the odds and regained my vision. During that difficult time, I couldn't read or write, which was devastating as they had always been a source of comfort for me since childhood. However, my wife took me to the local library where she read out the titles of audiobooks to me. I selected some of my favorite books, such as the Disc World series, Name of the Wind, Harry Potter, and more, and the audiobooks brought these stories to life in a way I had never experienced before. They helped me through the darkest period of my life and I fell in love with audiobooks. Once I regained my vision, I decided to pursue a career as an audiobook narrator instead of a writer. That's why I created Tall Tale TV, to support aspiring authors in the writing communities that I had grown to love before my ordeal. My goal was to help them promote their work by providing a promotional audio short story that showcases their writing skills to readers. They say the strongest form of advertising is word of mouth, so I offer a platform for readers to share these videos and help spread the word about these talented writers. Please consider sharing these stories with your friends and family to support these amazing authors. Thank you!   ---- legal ---- All stories on Tall Tale TV have been submitted in accordance with the terms of service provided on http://www.talltaletv.com or obtained with permission by the author. All images used on Tall Tale TV are either original or Royalty and Attribution free. Most stock images used are provided by http://www.pixabay.com , https://www.canstockphoto.com/ or created using AI. Image attribution will be declared only when required by the copyright owner. Common Affiliates are: Amazon, Smashwords  

Award-winning journalist, activist, poll worker, and former attorney Anjali Enjeti discusses her new book, Ballot, which considers the real and metaphorical role that ballots play in our democracy. Co-hosts Whitney Terrell and Jennifer Maritza McCauley (in her first episode joining the co-host rotation) talk to Enjeti about her childhood encounters with ballots, the history of ballots in America, and the problems she encountered with Republican-installed Dominion voting machines in Fulton County, Georgia, where she was an election worker during the 2020 presidential race. She debunks the false claims of election fraud in Fulton County during that election and discusses the Trump Administration's recent seizure of 700 boxes of 2020 ballots from Fulton County, what those ballots represent, and whether or not the administration might try to alter them. She reads from Ballot.To hear the full episode, subscribe through iTunes, Google Play, Stitcher, Spotify, or your favorite podcast app (include the forward slashes when searching). You can also listen by streaming from the player below. Check out video versions of our interviews on the Fiction/Non/Fiction Instagram account, the Fiction/Non/Fiction YouTube Channel, and our show website: https://www.fnfpodcast.net/This podcast is produced by V.V. Ganeshananthan and Whitney Terrell.Anjali EnjetiBallotThe Parted EarthSouthbound: Essays on Identity, Inheritance, and Social ChangeOthersFiction/Non/Fiction Season 2, Episode 8: Lacy Johnson and Anjali Enjeti on the State of Reproductive RightsFBI raid in Georgia has little legal basis – but serves Trump's goal to weaken trust in election results | The GuardianFBI's Search of Fulton County, Georgia, Election Center Is Unprecedented, Experts Say | ProPublicaTrump is trying to change how the midterm elections are conducted | The Washington PostMove to Seize Ballots Thrusts F.B.I. Into Trump's Election Conspiracy Claim | The New York TimesTrump's Mug Shot Is Released After Booking at Fulton County Jail | The New York TimesNickel and Dimed: On (Not) Getting By in America by Barbara EhrenreichSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

David, the 'invisible grandchild,' spent his life in the shadow of his wealthier and more popular relatives. But when his grandfather Arthur, a wealthy real estate mogul, passed away, the family found themselves entangled in a web of greed and deception. Dive into David's harrowing journey through his family's greed-fueled battle over an eight-figure estate. Discover the secrets, betrayals, and courtroom drama that unfolded as David fought to honor his grandfather's true wishes against relatives who were willing to play dirty for their piece of the pie. This tale of family feuds, courtroom battles, and ultimate redemption is one you won't want to miss.Full disclosure, this is a Fictional story.

John has to break the news to his brother that he's not inheriting any of their mother's money. Call 1-800-DR-LAURA / 1-800-375-2872 or make an appointment at DrLaura.comFollow me on social media:Facebook.com/DrLauraInstagram.com/DrLauraProgramYouTube.com/DrLauraJoin My Family!!Receive my Weekly Newsletter + 20% off my Marriage 101 course & 25% off Merch! Sign up now, it's FREE!Each week you'll get new articles, featured emails from listeners, special event invitations, early access to my Dr. Laura Designs Store benefiting Children of Fallen Patriots, and MORE! Sign up at DrLaura.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In 2017, police believed a mother and daughter had died in a tragic murder-suicide inside a wealthy Virginia home. But as investigators looked closer, cracks formed in that story, and suspicion shifted toward someone who appeared to have far more at stake than she let on. 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

Go Deeper on Topics Discussed on the show: http://www.novosnetwork.com/kairosDeep End Website: https://deependtv.com/

Have you ever known someone who inherited something of great value from an obscure relative? It happens.The will is read by an attorney, and all of a sudden, the beneficiary goes from struggling to pay the rent to needing a financial planner. It can be an exciting time, even disorienting.The only downside to receiving a large inheritance is the knowledge that someday it will run out, or you die and can't take it with you. That's why the Bible's revelations about eternal riches are so much more important.Genesis 31:14 says, “Rachel and Leah said to him, ‘Do we still have any portion or inheritance in our father's house?'”Let's think of this as a parable. A man took the place of another and was executed.He was no ordinary man, though. Only a few days after His death, the will was read.He left it all to you!Jesus Christ died for our sins and took the penalty for them so that we don't have to. That is what the Gospel is, the Good News that we have riches in Christ, and they last forever.Let's pray.Lord, your precious gift for each of us is something we did nothing to earn. You simply decided to put us in your will. We thank you forever for your grace and mercy. In Jesus' name, amen. Change your shirt, and you can change the world! Save 15% Off your entire purchase of faith-based apparel + gifts at Kerusso.com with code KDD15.

Hello, my friend! Thank you so much for joining me for another Encouraging Word. This week, we're concluding our study of Joshua and the Israelites' journey to the Promised Land. When I originally preached these messages at my church in San Antonio, Texas, we began each day with a Glory Days Declaration. I want to share it with you today and invite you to recite it with me—wherever you're listening. Glory Days Declaration These days are Glory Days. My past is past. My future is bright. God's promises are true, and His Word is sure. With God as my helper, I will be all He wants me to be, do all He wants me to do, and receive all He wants me to receive. These are Glory Days.

Hello, my friend! Thank you so much for joining me for another Encouraging Word. This week, we're concluding our study of Joshua and the Israelites' journey to the Promised Land. When I originally preached these messages at my church in San Antonio, Texas, we began each day with a Glory Days Declaration. I want to share it with you today and invite you to recite it with me—wherever you're listening. Glory Days Declaration These days are Glory Days. My past is past. My future is bright. God's promises are true, and His Word is sure. With God as my helper, I will be all He wants me to be, do all He wants me to do, and receive all He wants me to receive. These are Glory Days.

Unveiling the Shadows: A Tale of Inheritance and IntrigueThis story explores the thrilling narrative of 'The Shadow,' a character who battles against evil forces. The story unfolds with themes of crime, justice, and the psychological struggles of individuals caught in desperate situations. The characters navigate through financial advice, familial tensions, and the dark secrets that lead to tragic outcomes. Ultimately, the Shadow intervenes to ensure that justice prevails, highlighting the moral that crime does not pay.In the heart of a seemingly ordinary town, a sinister plot unfolds within the walls of a troubled family. The Shadow, a mysterious figure with the power to cloud men's minds, steps into the fray to uncover the truth behind a series of tragic events. As the story unravels, we find ourselves drawn into a web of deceit, inheritance, and murder.The Enigmatic ShadowThe Shadow, known for his relentless fight against evil, is not just a man but a symbol of justice. With his unique ability to become invisible to the human eye, he navigates the dark corners of human nature, revealing the hidden truths that lie beneath the surface. In this episode, his mission is clear: to prevent further tragedy and bring the perpetrators to justice.A Family's Dark SecretAt the center of this tale is a family torn apart by greed and ambition. The deaths of two sisters, initially perceived as suicides, are revealed to be part of a calculated plan to seize their inheritance. The Shadow's investigation exposes the true nature of the family's lawyer, Mr. Carter, and his accomplice, Brooks, who orchestrated the murders to gain control of the estate.Justice PrevailsIn a dramatic climax, the Shadow confronts the villains, ensuring that justice is served. His intervention not only saves the life of the remaining sister, Emily, but also restores a sense of order to a family plagued by chaos. The episode serves as a powerful reminder that crime does not pay, and that the truth will always find a way to emerge from the shadows.Conclusion"Mind Over Murder" is a gripping tale that captivates the audience with its intricate plot and moral undertones. It highlights the importance of vigilance and the relentless pursuit of justice, themes that resonate deeply in today's world. As we reflect on this story, we are reminded of the enduring power of truth and the unwavering resolve of those who fight to uphold it.Subscribe now to delve deeper into the world of The Shadow and explore more thrilling adventures.TakeawaysThe Shadow represents the fight against evil in society.Inflation can impact personal finances similarly in peace and war.Desperation can lead individuals to contemplate drastic actions.Family dynamics can be fraught with tension and hidden motives.The role of a lawyer can be pivotal in family disputes.Mental instability can cloud judgment and lead to tragic decisions.The Shadow's ability to remain unseen symbolizes the unseen forces of justice.Justice is often served in unexpected ways.The narrative emphasizes the consequences of greed and betrayal.The importance of community support in times of crisis is highlighted.The Shadow, crime, justice, family drama, suspense, mystery, financial advice, emotional turmoil, psychological thriller, radio drama

Today's show is going to hit close to home for a lot of Australians.   Because despite living in one of the richest countries on the planet, the vast majority of Aussies are quietly battling something uncomfortable – the inability to actually build their wealth.   We're working harder than ever. We're earning more than ever. But most households still feel like they're running on a treadmill.   Why is that? Well, it's rarely about income. It's rarely about intelligence. It's rarely about effort.   Today I'm joined by Australia's leading property tax strategist, Ken Raiss, to help you understand why Australians struggle to accumulate wealth and what the wealthy do differently.   Takeaways    ·         Most Australians feel financially insecure despite living in a wealthy country. ·         Mindset plays a crucial role in determining financial success. ·         Wealth creation requires strategic planning and a clear roadmap. ·         Investors often limit their potential due to outdated beliefs. ·         The importance of having a strong 'why' behind financial goals. ·         Asset ownership and structuring can significantly impact wealth accumulation. ·         A holistic approach to wealth creation is essential for long-term success. ·         Inheritance and estate planning require careful consideration and strategy. ·         Successful investors think long-term, often planning decades ahead. ·         Collaboration with a wealth strategist can enhance financial outcomes.   Chapters    00:00 Why Australians struggle to build wealth despite high incomes. 04:50 Planning, education and the missing roadmap to wealth. 09:00 Wealth stages: growth, consolidation and preservation differ. 12:40 Using peak earning years to accelerate long-term outcomes. 16:10 Ownership structures, trusts and protecting accumulated wealth. 20:00 Why successful investors think long-term and work with strategists.   Links and Resources:   Answer this week's trivia question here - https://www.propertytrivia.com.au/ ·        Win a hard copy of What Every Property Investor Needs To Know About Finance, Tax And The Law ·        Everyone wins a copy of a fully updated property report – What's ahead for property for 2026 and beyond.   Join Ken Raiss and Michael Yardney, plus a team of experts, at Wealth Retreat 2026 on the Gold Coast in May. Find out more about it here and register your interest www.wealthretreat.com.au It's Australia's premier event for successful investors and business people.   Get a bundle of eBooks and Reports at: www.PodcastBonus.com.au   Michael Yardney   Get the team at Metropole Wealth Advisory to create a Strategic Wealth plan for your needs. Click here and have a chat with us     Ken Raiss, Director of Metropole Wealth Advisory   Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future.

wE MP3 February 2026 - 05

Leviticus study; Offerings rituals; Jesus was NOT a socialist; Defining Capitalism and Socialism; Means of production; Economic and political systems; What you produce is yours; The Jacob difference; Welfare from governments taken from your neighbor; System of Altars; Freewill offerings; Tithing; Sharing; Blood and sweat in the products you produce; Private property rights; Quotes on Kingdom Capitalism; Gen 1:28; Dominion?; Gen 34:10; Saving the compromised; Lev 25:10; Jubilee; Moses' provisions; Empowering the people; God wants you to own your labor; Be fruitful and multiply; Oba 1:17; Income tax; Fleshpots; Separation of Church and State; Is taxation theft?; 2 Thess 3:10; Biting your neighbor; Matt 25:14 Talents; Common sense?; Prov 10:22; Inheritance tax; Right to choose; Eph 4:28; Why altars and priests?; Early Christian communities; Private religion; Seeking the Kingdom of God and His righteousness; 1 Tim 6:6; Human resources; Repentance; Love of money?; philaguria = covetousness; Acts 4:32 All things common; Squirrels and honeybees; Corporate capitalism?; Family - first corporation; Police?; Perfect savages?; Property rights; Consent; Buying/Selling interest; Intellectual property rights; People's courts; "Copyright"; Seeing your covetous practices; Q from Isabelle: Who is my neighbor?; "Love thy neighbor as thyself"; Your influence; Keyword = "love"; Telling neighbor the truth; God is love - inspiration in your heart; "Milk and meat"; Altars of clay and stone; Weakening the poor; Minister's mission; Men exploiting men; Follow Christ - Strengthen your society.

Main Idea: Do Not Waste Your InheritanceText: Romans 9:1-5Outline:A. Love The LostB. Squandered Inheritance

The Last Trade: Gold and silver surge while bitcoin stalls — Mel Mattison unpacks the macro divergence, the Clarity Act's failure, and why the fundamental case for non-USD assets is only getting stronger.---

Canada is facing a quiet but urgent agricultural crisis. Nearly 3,000 family farms disappear every year — not because families want to leave farming, but because outdated inheritance rules are forcing impossible financial decisions. In this episode, Tracy sits down with Derryn Shrosbree, founder of 33seven and a national expert in farm succession and estate equalization, to unpack how current tax laws prevent many farmers from passing their land to nieces and nephews without triggering massive tax burdens. With the average Canadian farmer now 56 years old and fewer than 1 in 12 farms having a successor under 40, the future of family agriculture is at risk. This conversation explores what's happening behind the scenes, the real human cost to families, and what policy reform could mean for the next generation of Canadian farming. This isn't just a farm issue — it's about food security, rural communities, and protecting a cornerstone of Canada's economy. Highlights - Why nearly 3,000 Canadian family farms disappear every year - How outdated inheritance rules trigger crippling tax bills - The unfair gap affecting nieces and nephews working family farms - The aging farming population and succession crisis - The risk of farmland consolidation and foreign ownership - Economic impacts on rural communities and Canadian food security - Real stories from the front lines of farm succession planning - Practical steps families can take right now - What reform to the Income Tax Act could change - A vision for the future of intergenerational farming in Canada If this episode resonates with you, share it with a farming family, policymaker, or community leader. Awareness drives change and protecting family farms protects Canada's agricultural future. Thanks for tuning in, Tracy ============ SHOW RESOURCES Connect with Derryn Shrosbree and 33seven for expert guidance on farm succession and estate planning https://www.33seven.ca Subscribe to The Impact Farming Show for more conversations shaping the future of agriculture https://www.farmmarketer.com/impact_farming_show/sign-up ============

In this episode of The Liquidity Event, AJ is joined by Caitlin, Brooklyn Fi's Director of Financial Planning, to unpack why the math of modern life feels so broken. They start with the true cost of having a stay-at-home parent, breaking down why headlines claiming it only takes $90,000 a year fall apart once you factor in taxes, housing, childcare backups, and real-world spending. From there, the conversation turns to how private equity is quietly reshaping essential services — from volunteer fire departments and hospitals to fertility clinics and Toys "R" Us — and why consolidation often leads to higher costs and worse outcomes. The episode wraps with a lighter discussion on sleep chronotypes and early mornings, listener questions on Botox tipping etiquette, inheritance planning and startup risk, and why holding more cash (in a high-yield savings account) can actually make investors feel more confident in uncertain markets. Key Timestamps (00:00) Welcome to Episode 174 and what's on deck (01:15) Introducing Caitlin and her role at Brooklyn Fi (03:09) How much it really costs to have a stay-at-home parent (04:18) The K-shaped economy and why middle-class math doesn't work (06:41) Private equity and volunteer fire departments (08:15) Consolidation, monopolies, and rising fire truck costs (10:32) Toys "R" Us, hospitals, and private equity fallout (12:04) Fertility clinics, healthcare consolidation, and service breakdowns (14:34) Sleep chronotypes, early risers, and waking up at 5 a.m. (19:18) Botox tipping etiquette and the med spa economy (22:46) Inheritance planning, startup risk, and how much is okay to invest (26:04) Market fear, cash cushions, and why high-yield savings matter  

In this special episode, authors and historians Leslie Primo and Miranda Kaufmann join EMPIRE LINES live, to discuss migration, national identity, and the many heritages of Britain's best-known artworks, drawing from the collections of the National Gallery and National Portrait Gallery in London.This episode was recorded live at the Supporters' House Salon at the National Gallery in London in October 2025. Find all the information in the first Instagram post: instagram.com/p/DPogN0mgvtF/The Foreign Invention of British Art: From Renaissance to Enlightenment by Leslie Primo is published by Thames & Hudson.Heiresses: Marriage, Inheritance and Caribbean Slavery by Miranda Kaufmann is published by One World Publications.Both are available in all good bookshops and online.For more about National Trust properties, hear historian Corinne Fowler with visual artist and researcher Ingrid Pollard, linking rural British landscapes, buildings, and houses, to global histories of transatlantic slavery, through their book, Our Island Stories: Country Walks Through Colonial Britain (2024): pod.link/1533637675/episode/9f4f72cb1624f1c5ee830c397993732eWatch the full video conversation online, via Radical Ecology: vimeo.com/995929731And find all the links in the first Instagram post: instagram.com/p/C8cyHX2I28For more about Ottobah Cugoano, hear contemporary artist Billy Gerard Frank on their film, Palimpsest: Tales Spun From Sea And Memories (2019), recorded live as part of PEACE FREQUENCIES, a 24 hour live radio broadcast to mark International Human Rights Day in December 2023, and 75 years of the Universal Declaration of Human Rights: pod.link/1533637675/episode/ODVmOTQ5NzEtNjU1YS00N2ZkLWE5YjUtZDIwNmUyZTI5MzY2For more about Barbara Walker's Vanishing Point series, hear curators Jake Subryan Richards and Vicky Avery on Black Atlantic: Power, People, Resistance (2023) at the Fitzwilliam Museum in Cambridge.Hear Ekow Eshun, curator of the touring exhibition, The Time is Always Now (2024) at the National Portrait Gallery in London and The Box in Plymouth: pod.link/1533637675/episode/df1d7edea120fdbbb20823a2acdb35cfHear artist Kimathi Donkor on John Singer Sargent's Madame X (1883-1884) and Study of Mme Gautreau (1884) at Tate Britain in London: tate.org.uk/whats-on/tate-britain/sargent-and-fashion/exhibition-guide/sargent-fashion-audioAnd hear artist Yinka Shonibare CBE RA on Decolonised Structures: Queen Victoria (2022) at the Serpentine in London: pod.link/1533637675/episode/NTE4MDVlYzItM2Q3NC00YzQ1LTgyNGItYTBlYjQ0Yjk3YmNjPRODUCER: Jelena Sofronijevic.Follow EMPIRE LINES on Instagram: instagram.com/empirelinespodcastSupport EMPIRE LINES on Patreon: patreon.com/empirelines

Christopher Fulton's journey began with the death of Evelyn Lincoln, late secretary to President John F. Kennedy. Through Lincoln, crucial evidence ended up in Christopher's hands—evidence that was going to be used to facilitate a new future for America. But the U.S. government's position was clear: that evidence had to be confiscated and classified, and the truth hidden away from the public. Christopher was sent to federal prison for years under a sealed warrant and indictment. The Inheritance, Christopher's personal narrative, shares insider information from his encounters with the Russian Government, President Ronald Reagan, Donald Trump, the Clinton White House, the U.S. Justice Department, the Secret Service, and the Kennedy family themselves. It reveals the true intentions of Evelyn Lincoln and her secret promise to Robert Kennedy—and Christopher's secret promise to John F. Kennedy Jr. The Inheritance explodes with history-changing information and answers the questions Americans are still asking, while pulling them through a gauntlet of some of the worst prisons this country has to offer. This book thrillingly exposes the reality of American power, and sheds light on the dark corners of current corruption within the executive branch and the justice and prison systems.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-opperman-report--1198501/support.

Scarce Assets: Jeroen Blokland explains why bonds have destroyed wealth for 20 years, how $124 trillion in generational wealth will reshape portfolios, & why gold at $5,000 is just the beginning.---

In this episode, we discuss why the right to an attorney remains one of the most important protections in the American legal system, using Gideon v. Wainwright to examine how due process actually functions in practice. We explore the recent surge in gold and silver prices, weighing inflation fears against global instability and market psychology, and consider how Trump's negotiation style plays out in diplomacy and financial markets. We also examine a new film about Melania Trump, why it misses the larger political moment, and how culture increasingly drifts away from economic reality. We then turn to the so-called Great Wealth Transfer, where we explore how inheritances shape labor markets, housing prices, charitable giving, and long-term economic behavior, along with the unintended consequences that massive shifts in wealth can create for policy, taxation, and inequality. 00:00 Introduction and Overview 00:29 The Story Behind the Right to an Attorney (Gideon v. Wainwright) 03:44 Why Gideon's Case Still Matters Today 04:43 Precious Metals Surge: Gold and Silver Prices Explained 06:40 Inflation vs. Global Risk as Drivers of Gold Prices 08:04 Trump's Negotiation Style and Market Turbulence 09:53 Why Business Tactics Fail in Diplomacy 11:06 Foolishness of the Week: The Melania Trump Movie 13:22 Why the Movie Misses the Real Political Story 15:15 James Bores Ant with Sports Discussion 16:01 The Great Wealth Transfer 17:52 Why Inheritances Don't Behave Like Savings 19:22 Inheritances as Economic Stimulus 22:10 Early Retirement and Labor Market Effects 23:14 Will Wealth Skip a Generation? 24:18 How Big the Wealth Transfer Really Is 25:58 Why the Economy Keeps Avoiding Recession 26:43 Racial Wealth Gaps and Political Fallout 30:49 Why Redistribution Could Backfire 32:04 Estate Taxes, Trusts, and Avoiding the IRS 36:36 Which States Will Gain the Most from Inheritance 38:25 Interest Rates, Inflation, and ESG Investing 40:29 Housing Prices vs. Rental Markets 42:26 Unintended Consequences of Massive Wealth Shifts 43:29 Charitable Giving and Inheritance Choices 44:37 Final Thoughts on Markets, Wealth, and the Future Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jonathan Gleason joins us to talk about his debut essay collection Field Guide to Falling Ill. Drawing from personal experience, history, and medical science, Gleason's moving book explores “the human lives behind the corporate, legal, and cultural practices that shape disease.” During our conversation, we discuss what inspired this book and the techniques Gleason used to create it. He reads from the essays “Inheritance,” about the origins of Taye-Sachs disease, and “Blood in the Water,” which illuminates the life of Gaëtan Dugas, a gay flight attendant who became known as “patient zero” in the beginning of the AIDS epidemic.Gleason is the winner of the inaugural Yale Nonfiction Book Prize and was described by contest judge Meghan O'Rourke as a "layered, reflective, and unusually poised debut." He was a recipient of a 2023 Elizabeth George Grant and a finalist for our very own 2024 Granum Foundation Prize. His work has appeared in the Best American Essays, The Sun Magazine, New England Review, and Kenyon Review. He teaches creative writing at the University of Chicago.Host: Davin MalasarnThe Artist's Statement is brought to you by ⁠The Granum Foundation⁠.

When it comes to weight loss...what's your motivation? Wait until you hear Eli...this was bananas. Also, what if you get shafted on the Inheritance? What can you do?

In this episode, I sit down with Dr. Parham for one of the most vulnerable conversations I've ever recorded.We explore how Post-Traumatic Slave Syndrome doesn't just live in history—but in habits, coping mechanisms, and quiet forms of self-hatred we normalize every day. I openly unpack my own relationship with smoking—not as a moral failure, but as a learned survival behavior shaped by unexamined agreements with myself.Blending insights from Post-Traumatic Slave Syndrome and the audiobook The Four Agreements, this conversation moves beyond theory into embodiment—what it actually looks like to heal in real time. We talk about how self-hatred can disguise itself as comfort, routine, or “just the way I am,” and how vulnerability becomes the gateway to self-respect, clarity, and freedom.This episode isn't about shame.It's about awareness.It's about unlearning.It's about choosing to live in integrity with yourself—one honest moment at a time.If you're ready to listen deeply, reflect courageously, and begin rewriting the agreements you've unknowingly been living by, this conversation is for you.

Rebecca's sister doesn't really want a relationship but does wish that Rebecca would give up her share of the property they inherited from their parents. Call 1-800-DR-LAURA / 1-800-375-2872 or make an appointment at DrLaura.comFollow me on social media:Facebook.com/DrLauraInstagram.com/DrLauraProgramYouTube.com/DrLauraJoin My Family!!Receive my Weekly Newsletter + 20% off my Marriage 101 course & 25% off Merch! Sign up now, it's FREE!Each week you'll get new articles, featured emails from listeners, special event invitations, early access to my Dr. Laura Designs Store benefiting Children of Fallen Patriots, and MORE! Sign up at DrLaura.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Last Trade: Davos signals a shift in the monetary order as sovereign debt cracks, gold leads, and bitcoin emerges as a neutral alternative.---

I am due to receive a big chunk of money as an inheritance and I'd love to get your input on how best to use the money. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ "Jill on Money" theme music is by Joel Goodman, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.joelgoodman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. 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

Johann Kurtz joins Calmversations to speak about Inheritance, Lineage, and against Effective Altruism.https://x.com/JohannKurtz https://becomingnoble.substack.comBUY HIS BOOOOOOK: https://t.co/wClnH7cbeS Support this channel:https://www.paypal.me/benjaminboycehttps://cash.app/$benjaminaboycehttps://www.buymeacoffee.com/benjaminaboyce

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The “Billion-Dollar Asset” That Still Had to Be Sold A story Bruce shares in our retirement class teaching always stops people in their tracks. A family inherited an NFL team worth just under a billion dollars. The asset was valuable. The legacy was real. But the planning wasn't there. When estate taxes came due, the heirs didn't have the liquidity to pay the bill. And because the wealth was tied up in an illiquid asset, they had to sell the team. https://www.youtube.com/live/6lCgo4y3LYs Most families will never own an NFL franchise. But plenty of families do own a business, a portfolio of real estate, land that's been in the family for generations, or investments that look substantial on paper but aren't easy to convert into cash quickly. And that's where this topic becomes personal: if you don't plan ahead, your family may be forced into decisions you never intended—simply to satisfy a tax obligation. This is why we're talking about how to avoid estate tax legally—so your wealth can serve your heirs and your purpose, not become a burden or a fire sale. The “Billion-Dollar Asset” That Still Had to Be SoldWhat You'll Learn About How to Avoid Estate Tax LegallyThe Practical Building Blocks of Estate Tax PlanningEstate Tax vs Inheritance Tax Difference: Start With the Right DefinitionsFederal Estate Tax Exemption 2026 and Why the Rules Don't Stay PutEstate Tax Exemption 2025 vs 2026: Timing MattersEstate Tax Rate 40 Percent: The “One-Time Loss” That Creates Long-Term DamageWhy Do Estate Tax Planning Strategies Matter Even If You're Under the Exemption Today?Estate Planning for Married Couples vs Surviving Spouse: The Quiet ShiftHow to Avoid Estate Tax Legally With Annual GiftingDo I Have to Report Gifts Under 19,000?When Do You Have to File Form 709 Gift Tax Return?Lifetime Gift Tax Exemption 2026: Larger Gifts and Long-Term TrackingGiving With Warm Hands: Why Legacy Planning Is Bigger Than Tax PlanningEstate Liquidity Planning: What Happens if an Estate Is Mostly Real Estate and Taxes Are Due?How Can Life Insurance Provide Liquidity for Estate Taxes?Irrevocable Trust Estate Planning StrategiesHow to Avoid Estate Tax Legally: Life Insurance for Banking vs Life Insurance for Estate Tax529 Plan Superfunding: Gifting to Reduce Estate Size (and the Control Question)The Most Important Takeaway on How to Avoid Estate Tax LegallyListen to the Full Episode on How to Avoid Estate Tax LegallyBook A Strategy CallFAQWhat is the difference between estate tax and inheritance tax?How does the estate tax exemption work?Should I do estate tax planning if I'm under the exemption today?What is the annual gift tax exclusion?Do I have to report gifts under the gift tax exclusion?When do you have to file Form 709?What happens if an estate is mostly real estate and taxes are due?How can life insurance provide liquidity for estate taxes?Which states have estate or inheritance taxes? What You'll Learn About How to Avoid Estate Tax Legally If you've ever wondered, “Will my legacy go to my family…or to the IRS?” you're asking the right question. In this blog, we're going to walk you through the core ideas from our podcast episode on estate and inheritance taxes—what they are, how exemptions work, why the rules change, and what families can do now to protect generational wealth. You'll learn: The estate tax vs inheritance tax difference (and why it matters) How the federal estate tax exemption 2026 conversation impacts planning today Why a married couple's plan can change dramatically when one spouse dies How annual gifting works (and why people confuse it) When Form 709 may come into play Why estate liquidity planning can be the difference between preserving an asset and losing it How life insurance and trusts are commonly used to create options and control Quick note: we're not attorneys. We sit in these meetings with attorneys. We collaborate with estate planning professionals constantly. Our goal is to give you a clear framework so you can make wise decisions and ask better questions with your CPA and attorney. The Practical Building Blocks of Estate Tax Planning Estate Tax vs Inheritance Tax Difference: Start With the Right Definitions One of the biggest sources of confusion we see is people using “estate tax” and “inheritance tax” like they're interchangeable. They're not. Here's the simple distinction: Estate taxes are settled by the estate. The money comes out of the estate before everything is fully distributed. Inheritance taxes are settled by the beneficiaries. The tax bill is tied to what they receive. There's also the state-level reality: not every state has inheritance tax, and state estate taxes can be entirely different from federal rules. That's why one of the first questions we encourage families to answer is: “Which taxes apply in my state, and which apply federally?” When you get the definitions right, you avoid planning in the wrong direction. Federal Estate Tax Exemption 2026 and Why the Rules Don't Stay Put When we recorded this episode, we were in December 2025, and Congress had just changed a tax bill that was expected to sunset at the start of 2026. That shift is a perfect example of why families can't build a legacy plan on the assumption that today's rules will remain tomorrow's rules. Here's what matters more than any single number: tax law can change quickly, and thresholds can move. That's why planning is less about guessing the future and more about building a structure that is resilient no matter what Congress does next. Estate Tax Exemption 2025 vs 2026: Timing Matters A detail that surprises many families is that timing can change what exemption applies. If someone passes away in one year, that year's rules apply. If they pass away the next year, the next year's exemption applies. We don't control the timing of life. But we can control the readiness of our plan. Estate Tax Rate 40 Percent: The “One-Time Loss” That Creates Long-Term Damage A federal estate tax hit can be significant. In our conversation, we referenced how quickly the dollars add up when large estates exceed the exemption threshold. But the bigger point we want you to see is this: It's not just the dollars paid in tax once. It's the generational opportunity cost of losing that capital. When your family loses money to unnecessary taxes, your family also loses what that money could have produced across decades: businesses that could have been started real estate acquisitions that could have created cash flow education and training that could have expanded a child's capacity family philanthropy that could have multiplied impact economic stability that could have protected future generations Bruce tells clients: when the money is gone, you can't make money on that money anymore. That's not just a financial statement. It's a legacy statement. Why Do Estate Tax Planning Strategies Matter Even If You're Under the Exemption Today? This is where most families get lulled to sleep. They see a high exemption and think, “We don't need to worry about estate taxes.” Two realities can make that assumption dangerous: Exemptions can change Your plan changes when one spouse dies Estate Planning for Married Couples vs Surviving Spouse: The Quiet Shift Even if you don't consider yourself “ultra-wealthy,” your planning needs to account for the fact that most couples will not pass away at the same time. A couple may look comfortably under a combined exemption threshold—then one spouse dies and the surviving spouse's position changes. Planning that felt safe becomes exposed. We see this across many areas of tax planning, not just estate taxes. The financial world often treats “married” and “single” very differently. That's why it's so important to build your plan while you still have options, flexibility, and time. How to Avoid Estate Tax Legally With Annual Gifting One of the simplest tools families can use is consistent, intentional gifting. In our episode, we talked about an annual gifting amount of $19,000 per person, per recipient, per year. The specific number can change over time, so always confirm the current annual exclusion with your CPA. But the concept is what matters. Here's why annual gifting is so powerful: It reduces the size of your estate over time It can move assets into the next generation in a planned way It can be used to build capability, not entitlement—if you pair it with purpose and guidance Do I Have to Report Gifts Under 19,000? In many situations, gifts under the annual exclusion amount don't require filing a gift tax return. That's why families like it: it's simple and consistent. Where it gets complicated is when you go above the annual threshold. When Do You Have to File Form 709 Gift Tax Return? If you exceed the annual exclusion amount, you may need to file a gift tax return (often IRS Form 709). Filing doesn't necessarily mean you owe tax immediately. It can mean the gift is tracked against lifetime gifting limits. Your CPA is the right person to guide you on the reporting mechanics for your situation. The takeaway: gifting can be one of the cleanest ways to reduce your estate—especially when you do it proactively and consistently. Lifetime Gift Tax Exemption 2026: Larger Gifts and Long-Term Tracking Beyond annual gifting, there is typically a lifetime gifting framework that tracks larger transfers. This is where families often say, “I'm confused,” and they're not alone. The important part isn't memorizing every detail—it's understanding the two-tier structure: annual gifting can be simple and repeatable larger gifts may require reporting and coordination with lifetime limits Again, this is why we encourage families to coordinate with their CPA and estate planning attorney.

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HOUR 2: He found love at 85, his kids are mad about their inheritance. Does her past make it even worse? full 2238 Thu, 15 Jan 2026 21:00:00 +0000 EFthp0gFyXmmwl9EwG2ArjFUwqmThE0j news The Dana & Parks Podcast news HOUR 2: He found love at 85, his kids are mad about their inheritance. Does her past make it even worse? You wanted it... Now here it is! Listen to each hour of the Dana & Parks Show whenever and wherever you want! © 2025 Audacy, Inc. News False

In this episode of "Money Meets Medicine," Dr. Jimmy Turner and Justin Harvey CFP tackle the often awkward money conversations that arise during family gatherings, especially around the holidays. They share personal stories and professional advice on discussing topics like inheritance, financial support for aging parents, and estate planning. The hosts emphasize the importance of honest communication, setting boundaries, and involving financial advisors when needed. Listeners are encouraged to start these conversations early to prevent misunderstandings, protect relationships, and ensure smoother financial planning within families.Looking to learn about the personal finance topics every doctor needs to know about? Check out one of our classes inside of Medical Degree Financial University: https://moneymeetsmedicine.com/mdfu Every doctor needs own-occupation disability insurance.  To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disability Want a free copy of The Physician Philosopher's Guide to Personal Finance?  Get your free copy here--> https://moneymeetsmedicine.com/freebook Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Interview with Johann Kurtz. Buy his new book, please! https://www.amazon.com/Leaving-Legacy-Inheritance-Thousand-Year-Families/dp/1919349715  Also, subscribe to Johann's Substack: https://substack.com/@becomingnoble 

What if you didn't need more leads, just better follow-up?In this episode, Todd Toback breaks down the simple math behind building a million-dollar business by consistently working only five leads a day. No hype. No fluff. Just execution.This episode shows how small daily actions can compound into serious revenue without burning out or chasing new strategies.---------Show notes:(0:45) Beginning of today's episode(1:00) What it means to nurture leads to build a massive pipeline(2:48) Your competition sucks(3:55) Inheritance leads(4:10) Social media marketing(6:00) Building a pipeline(6:40) Call your leads at least once a month(8:00) The stalker method(10:30) Close deals that your competition isn't(13:03) Every lead has a follow up----------Resources:To speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?

Your stories about inheritance: Gwynn wrestles with her mother's will that would cut out her sister; Trevor inherited money from his father and questions about whether his death was planned; and Anna talks to two young people giving away their inherited wealth despite some family opposition. Podcast production by Zoe Azulay Sign up for a full year of Slate Plus for 50% off by using the code DSM50 at checkout: slate.com/dsmplus (offer available until Jan 1).  My Father is Worth $70 Million. I Disinherited Myself. Anna and Husband Arthur Play the Not-So-Newlywed Game Learn more about your ad choices. Visit megaphone.fm/adchoices