Podcasts about legal planning

### The Importance of Succession Planning and Legal Preparedness in the Insurance Industry In a recent "Insurance Business Babes" episode, host Joanna Wyckoff welcomed Kim Hegwood to delve into the critical issues of succession planning and legal preparedness in the insurance realm. Their conversation highlighted several essential considerations that professionals and individuals must keep in mind to ensure stability and protection in the face of unforeseen circumstances. ### Succession Planning & Health Risks Joanna Wyckoff underscored the necessity of succession planning, drawing from her personal experience of a severe illness that nearly jeopardized her business. The unpredictability of life amplifies the need for certified and regularly updated succession plans, ensuring business continuity and personal peace of mind. ### Comprehensive Legal and Estate Planning Kim Hegwood, an experienced elder law attorney, elucidated the complexities of legal and estate planning. She emphasized that while trusts are portable across state lines, documents like power of attorney and wills require state-specific updates upon relocation. Hegwood's office offers a suite of services including estate planning, elder law, probate, and care management to address these needs comprehensively. ### The Necessity of Regular Updates Both speakers stressed the importance of regularly updating legal documents to reflect life changes such as divorce, childbirth, or death. This practice avoids complications, ensuring that estate plans accurately represent current intentions and beneficiaries. ### Educational Outreach and Client Understanding Hegwood's legal practice places a strong emphasis on educating clients about their legal documents. They use dedicated funding coordinators to help clients effectively fund trusts, enhancing the reliability and completeness of their estate plans. ### Guardianship and Trust Planning Guardianship and trust planning emerged as critical themes, particularly for families with disabled adult children. Proper trust planning ensures Medicaid eligibility and safeguards against long-term care disqualification. In Texas, counties may have guardianship programs, and planning often involves utilizing corporate trustees to ensure continued care. ### Planning for "Solo Agers" Joanna Wyckoff's identification as a "solo ager" highlighted the unique needs of individuals without immediate family. Hegwood recommended trust planning for these individuals to prevent assets from being absorbed by the state and to ensure proper care management. ### Senior Living Insights The episode rounded off with insights into senior living, challenging misconceptions by presenting it as an engaging and social option for the aging population. ### Conclusion The "Insurance Business Babes" episode with Kim Hegwood provided invaluable guidance on succession and legal planning. The discussions emphasized the importance of preparedness and regular updates, underscoring how proactive measures can safeguard against unforeseen challenges, ensuring peace of mind and stability for professionals and their loved ones. For more in-depth resources, listeners are encouraged to visit Hegwood's website, which offers free downloads and recorded webinars to aid in effective legal planning. This episode is sponsored by CertifiedMedicareAgents.com

DEI and the future of diversity at work John-Paul Sauer joins the experts to discuss the future of workplace diversity. Diversity, equity and inclusion (DEI) has had a major impact on work and in education for many years. In 2024, however, Harvard lost a key DEI battle in the Supreme Court. Since then, several large employers have significantly cut back on their DEI programs. Now, employers are wondering about the future of diversity at work. Learn: Origins of DEI, intentions and legal future Implications for compliance and employee training Race, and other protected classes, cannot be used for hiring or promotion However, governments are allowed to award contracts to women and minority-owned businesses Practical tips for the business owner about setting up DEI and workplace education As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today's guest. And please share this podcast with anyone who you think might find it interesting. Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorney Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation Goodspeed, Merrill (720) 473-7644 nmerrill@goodspeedmerrill.com www.goodspeedmerrill.com   Jeff Krommendyk, Insurance Expert Working with business owners and successful families in transferring risk One Digital Insurance Agency (303) 730-2327 jeff.krommendyk@onedigital.com   Karl Frank Financial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxed CERTIFIED FINANCIAL PLANNER™ A&I Wealth Management (303) 690.5070 karl@assetsandincome.com   Webcasts, Podcasts, Streaming Video, Streaming Audio A&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted. All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I. A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.   - A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. - The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Join us for an insightful conversation with Matthew Fornaro, a seasoned business law attorney serving South Florida since 2003.   With a robust background in civil litigation from prestigious AmLaw 200 law firms, Matthew has established a comprehensive practice encompassing complex commercial litigation, construction law, intellectual property law, and more.   As a member of the Florida Bar and District of Columbia Bar, Matthew provides expert guidance on business document drafting and revision, including formation documents for new businesses.   He is dedicated to supporting entrepreneurs and small business owners, offering valuable insights on choosing and drafting essential legal documents.   Matthew's commitment to mentoring extends beyond his practice, as he participates in the Kaufman Foundation's FastTrac NewVenture Program and the Florida State University College of Business Jim Moran Institute for Global Entrepreneurship Small Business Executive Program.   As a small business owner himself, Matthew takes pride in representing local businesses and is available to assist with all transactional and litigation needs.   Tune in to learn from Matthew's expertise and experiences, and gain valuable insights into navigating the legal landscape with confidence.   Learn More Here: https://fornarolegal.com/

When separations are granted through the legal system, it typically means the end of a marriage. But sometimes those unfortunate circumstances happen between siblings who don't want to work together any longer. Making legal plans before a new farm partnership of any kind starts is the topic of discussion with Wright and Moore for this Ohio Farm Bureau Podcast.

Have you ever considered what would happen to your children if you passed away? It can be daunting and hard to think about; no one wants to plan for the possibility where they aren't around to see their kids grow up. We often talk to clients who follow that old superstition that if they don't think about it, then it won't happen to them, so why plan, right? In our opinion, that isn't the best course of action. While it's rare for a child to lose both parents and be taken in by a guardian, it does happen, and it's crucial to be prepared. Fortunately, guardianship is an element you can include in your estate plan and a planning element you should take action on. In this episode of Absolute Trust Talk, we're joined by Lara Heisler, a seasoned Bay Area attorney with over 25 years of experience specializing in conservatorships and guardianships. Together, we'll cover everything from the legal responsibilities of a guardian and the process of becoming one to how to have essential conversations with your family and avoid the risk of foster care. If there's one key takeaway from this episode, it's this: The more uncomfortable family conversations you have when life is comfortable, the better prepared you'll be when life gets challenging. Let's get started! Time-stamped Show Notes: 0:00 Introduction 0:55 Please join us in welcoming Lara Heisler to the show! 3:02 Guardianship – It's a term we've all heard, but not everyone knows what it truly means. Here's what you need to know. 4:55 How can someone obtain guardianship of a child? 8:43 In this segment, we examine an extreme guardianship case and then discuss some of the more common guardianship scenarios. 11:43 When nominating family members for guardianship, it's essential to explain your reasons for doing so, so they aren't left guessing. 17:03 It may also be important to name people you don't want as your child's guardian. 19:04 When it comes to guardianship, who steps into the role first matters, especially under extreme circumstances like the court case discussed. 21:16 “What happens if…” It's a conversation none of us want to have with our family and kids, but here's why you should. 26:18 While parents of children under guardianship still have many rights, enforcing those rights can be challenging. 28:40 Have you ever wondered about the visitation rights of grandparents and other family members of a child under guardianship? Lara will answer all your questions here. 30:36 Next, we'll discuss the procedures for ensuring the child's wishes are considered in a guardianship case. 33:48 In this segment, we explore what happens if a child has no relatives in the US and what you can do to prepare for this situation. 37:41 While conservatorship does not provide long-term oversight, the courts have a rigorous process to ensure the guardian is someone the child will be safe with. 40:08 If there's one piece of advice you should take away, it's this: The more uncomfortable family conversations you have when life is comfortable, the better off you are when life gets very uncomfortable.

Navigating the complex currents of special education and parenting a child with a disability can feel like an insurmountable challenge, but Vickie Rubin has charted this territory with grace and resilience. Her journey, which encompasses both her personal life as a mother to Jessica and her professional career as an advocate, is rich with insights that offer support to families on similar paths. In our heartfelt conversation, we peel back the layers of family dynamics, the weight of tough choices, and the lifelines of humor and hope that sustain those in the thick of it.Raising a child with a disability often reshapes a family's world, something Vickie Rubin knows all too well. She opens up about the strain these challenges can place on marriages, the unique experiences of siblings, and the vast landscape of emotions that accompany caregiving. Siblings, the unsung heroes in these narratives, bring forth a tapestry of resilience, as they navigate their own social worlds while supporting their family. As a caregiver myself, I interweave my experiences, reflecting on the profound lessons in compassion and the subtle shifts in perspective that shape us.Stitching together a future for a child with special needs encompasses more than day-to-day care—it lays in the foundation of long-term planning and the cultivation of independence. Vickie takes us through Jessica's journey to build her own community and find joy in her everyday life through music therapy, technology, and friendships. We also illuminate the crucial role of special needs attorneys and the establishment of a Special Needs Trust, key components in securing a loved one's financial well-being. Vickie's engagement with her audience extends beyond our conversation, as her bi-monthly blogs and memoir, "Raising Jess: A Story of Hope," continue to offer resources and solace to families navigating this complex world.Support the show

Explore the potential impact of cannabis rescheduling with Jay Kotzker, Managing Partner at Holon Law Group. From changes in legal landscapes to interstate commerce challenges, learn how this shift could reshape marketing strategies and legal compliance for cannabis businesses.

Embark on an enlightening journey with Episode 42 of "The Legal Genie Podcast" as your host, Lara Quie, engages in a compelling conversation with Jia Xian Seow. Dive deep into the world of philanthropy and legal advisory as Jia Xian shares her experiences as the Director of Legal Planning and Advisory at the Asia Community Foundation. Discover the fascinating backstory of a legal professional who didn't come from a family of lawyers, breaking the mold to become the first in her family to join the legal industry. Unveil the twists and turns of Jia Xian's journey, from a surprising detour from accounting to a pivotal decision that led her to law school. Join the conversation as Jia Xian reflects on her time at Dentons Rodyk, where she spent 15 years as a partner specializing in philanthropy, private wealth, and tax. Hear the unexpected anecdotes, from applying for an entrepreneurship program not typically open to law students to navigating the evolving landscape of legal services. Gain insights into the challenges and reflections that shaped Jia Xian's career path, including the shifting dynamics of the legal market, the importance of mentorship, and the internal struggles of balancing personal values with business development expectations. As Jia Xian unveils the pivotal moments that led her to explore tax law and eventually philanthropy, discover the motivations behind her transition from private wealth to focusing on giving back and reshaping wealth distribution. Explore the innovative initiatives she spearheaded within her firm, paving the way for the establishment of a philanthropy practice. Delve into the significance of clarity and reflection, as Jia Xian candidly shares her personal struggles with work-life balance, especially during a challenging year of juggling multiple roles. Learn how the unexpected events of COVID-19 and personal milestones influenced her decision to embrace a new path cantered around philanthropy. Join Lara and Jia Xian in this thought-provoking episode that goes beyond the legal realm, offering valuable insights into the intersection of law, philanthropy, and personal fulfilment. It's not just a podcast; it's an exploration of one woman's journey to align her professional endeavours with her passion for making a positive impact on the world. Don't miss "The Legal Genie Podcast" - where legal stories come to life!You can connect with Jia Xian Seow via her LinkedIn here: Jia Xian Seow | LinkedInYou can find out about the Asia Community Foundation here: Home - Asia Community Foundation (asiacf.org)And email: Hello@asiacf.orgYou can find Asia Philanthropy Circle here: Asia Philanthropy Circle –Lara Q Associates A boutique business and executive coaching consultancyDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the show Also: · If you liked this episode, please rate the show, and leave a review wherever you listen to your podcasts to help the Legal Genie reach a wider audience. · Look out for the next episode coming soon. You can connect with Lara Quie: · On LinkedIn at https://www.linkedin.com/in/laraquie · Website: https://www.laraqassociates.com · Or Email at Lara@LaraQAssociates.com

A Sneak Peak at a Lawyer's Perspective of Entrepreneurship. Tune in to hear briefly from Michael Glassford. He is an expert in Legal Planning and will be speaking at the SoloEntrepreneur Growth and Wellbeing Conference. Register for FREE to attend! https://solopreneur-growth-and-wellbeing-conference.heysummit.com/ --- Support this podcast: https://podcasters.spotify.com/pod/show/ben-eden/support

Full podcast with Bryan on Audio and YouTube

Tax and legal planning can be a daunting task, especially when you're bombarded with conflicting information and misconceptions. But fear not! This Podcast aims to clear the air and provide you with the answers to the most common questions and misconceptions about tax and legal planning. Whether you're a small business owner or an individual looking to optimize your financial situation, this show will equip you with the knowledge you need to navigate the complex world of tax and legal planning with confidence. From understanding the basics of tax planning to debunking common myths about legal structures, this article covers it all. So dive in and learn how to make the most of your financial situation today!

On this episode of 630 Naperville, host Joe Chura is joined by experts to talk about getting out into nature, finances as the year comes to a close, the hottest in event trends, how to manage holiday stress, and how to plan out your legal future Naperville Community Television broadcasts on Channel 17 in Naperville, IL (Comcast & WOW!) and all our programming is available via simulcast and video on-demand at www.nctv17.org/ For daily local news sent to your inbox, subscribe to NCTV17 News Update: www.nctv17.org/subscribe/ Follow us on: www.facebook.com/NCTV17/ twitter.com/NCTV17 www.instagram.com/nctv17/

Legacy Lawyers Mike and Nathan give you a riveting update on the Tony Hsieh, Prince & Britney Spears sagas they have discussed in previous episodes.

 Kevin talks about his 6 pillars for a successful retirement and how he can help you create the retirement you've dreamed about. The good news Kevin can help you with this process because everything is under one roof! 1) Income Planning 2)Assent Planning 3)Tax Planning 4)Healthcare Planning 5)Legacy Planning 6)Legal Planning

When you have children with special needs, estate planning becomes more critical and more complex- here's what you need to know.

Legal planning is intimidating, but nobody wants to leave others on shaky ground. The key is a Well Laid Foundation, and friend of the show Dan Blauw is here to help us understand some of the important parts of that foundation building. Please stop by this episode's BLOG for further information.Take a look at some of the other episodes from DANIEL L. BLAUW, PLC, Attorneys and Counselors at LawCreative Housing Options with Dan BlauwWhat are ABLE accounts and how can they help you? with Sarah KirkpatrickThere's a new way to support NLAWKI - Aside from Sharing and Subscribing to our podcast, we've just launched a new page for our episodes at Nlawki.supapass.xyz where you can continue to listen to our free podcast episodes, register for a free account to get updated whenever we upload a new episode, and, if you so, choose become supporter by signing up for a monthly contribution.

Mary Jo Broussard Speier, an elder law and estate planning attorney, spoke with Being Patient about the legal documents that need to be set in order after a dementia diagnosis. We rely on donations to bring you the latest research on dementia and brain health and to support our amazing team of independent journalists. Please consider donating to support of our mission of giving people impacted by dementia a better resource and connection to experts at the forefront of research. Our audience has grown so rapidly; we have exciting plans for the future to enhance our coverage even further but we need your help. Please consider making a contribution to help fund Being Patient's editorial costs. https://beingpatient.nationbuilder.com/ --------------------------------------------------------------------------------------------------------------- Stay connected on social media: To catch our Brain Talks live, join our Facebook page: https://www.facebook.com/beingpatient... To learn more about us, follow us on Instagram: @beingpatientvoices For the latest news on dementia research and lifestyle tips, visit our site: https://www.beingpatient.com/

Guests: Brooke Salvini, CPA/PFS and AJ Fudge, JD 2/3rds of American household’s own pets and most consider them a cherished member of their family. Every year, countless animals end up homeless because plans have not been made for their care. In this episode of the PFP Section podcast, you will hear from animal lovers and experts Brooke Salvini, CPA/PFS and AJ Fudge, JD, as they discuss the following issues: How to incorporate pet care into estate planning documents What to think about with pet insurance and emergency planning Who to consider as referral sources for specialized expertise Why the pandemic has heightened the need for pet planning Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. Book: Petriarch: The Complete Guide to Financial and Legal Planning for a Pet’s Continued Care Book: A Life of Love: Mandatory Reading for Animal Owners This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

Laura Akins is an attorney practicing in the areas of special needs planning, estate planning, elder law and probate with Nadler Biernath.Assisting her clients in planning for family emergencies, finding solutions for complicated mixed family circumstances and for the end of life is where Laura has dedicated her entire legal career. After a loved one has experienced a catastrophe or passed away, Laura helps clients navigate through the probate procedure and legalities.As a native Atlantan, Laura appreciates the opportunity to serve her hometown community. With patience and empathy, she guides her clients through the often overwhelming estate planning or probate processes. Laura finds it incredibly rewarding to connect with her clients and make difficult circumstances easier

It is important for everyone to be prepared for what tomorrow brings, but this is especially true for individuals with special needs and their families, since these individuals may not have the ability to prepare on their own. In this episode, available exclusively on our podcast channel, Attorney Landon Hodges and Long-Term Care Planner Kristin Daugherty talk about what families with individuals with special needs should be aware of from a legal standpoint when planning for the future, and what they can do to ensure their family member with special needs is taken care of in the future and maximizes their benefits and assets. Topics discussed include differences between a power of attorney and a guardianship, a summary of wishes document, legal ramifications of an individual with special needs receiving an inheritance, and more.If you have any questions after listening, or would like to schedule a FREE initial consultation to discuss your family's special needs planning (available by video or phone), please feel free to call our office at 1-800-351-8334.

Shane grew up in Las Vegas, met her high school sweetheart at a track meet in 1995, and graduated Valedictorian from Green Valley High School in 1997. In April 2000, 5 months pregnant with identical twins, she graduated Magna Cum Laude from Pepperdine University. Shane started law school on her twins’ 1st birthday, earning her law degree in 2004 and starting her legal career in 2005. While practicing at the “big firm,” Shane and her husband had 3 more daughters. In 2015, Shane became the General Counsel for a financial services company, gaining valuable experience that prepared her for opening her law firm in 2017. Shane is passionate about educating, counseling, and providing exceptional value and service to clients. Her practice is focused on Legal Planning (business and family/estate planning). Other services include general counsel, business strategy/coaching, personal injury, sports & entertainment, DUI, and traffic tickets. As a mother of 5, Shane is dedicated to empowering others to make well-informed decisions for themselves, their loved ones and children, and their businesses – keeping them out of court and conflict, providing true peace of mind (not a false sense of security common in the traditional legal experience), and achieving goals in the most effective and efficient way. Key takeaways 3 major fears in the way of proper planning 1 Talking about It will cause it to occur 2 It’ll take too long or overwhelming 3 I’m too young or not Wealthy enough Connect with Shane Family Emergency Planning Webcast Wills, Trusts, & Wellness: www.YoungLawLive.com Replay: www.YoungLawLive.com/live Women Decision Makers: www.YoungLawLive.com/WDM FB: @womendecisionmakers Professional Power Players – Power Hour: www.YoungLawLive.com/power Facebook: Shane Jasmine FB Business: @younglawNV Instagram: @shanejasmine IG Business: @younglawgroup Join the tribe to receive exclusive offers and resources straight to your email. Connect with Jacent: At WamalaWellness.com On Instagram On Youtube SUBSCRIBE | The Jacent’s Gems Podcast On Anchor.fm On Apple Podcasts --- This episode is sponsored by · Deep Sleep Sounds Podcast: The Deep Sleep Sounds podcast is a sleep sounds and white noise podcast. Using high quality, binaural sounds, the Deep Sleep Sounds podcast is designed to help listeners relax their mind and help them drift off to sleep. https://open.spotify.com/show/08OoufgDXbghIZdJsM5dtm?si=-e8OCxo7QSW00JxLJ4CuTg Support this podcast: https://anchor.fm/jacentsgems/support

a live recording of last week's virtual event, "Business Financial & Legal Planning Amidst COVID-19" with Rob DePalo. We speak about preparation plans, reassessing your business, what a good business protection plan entails, and more, including Q&A. holden-legal.com mholden@Holden-legal.com Rob's LinkedIn: https://www.linkedin.com/in/rdepalojr/

No doubt the coronavirus situation has made us all more aware that situations with our health and well-being are fluid and can be impacted in ways that we never anticipated. How many people/families were legally or financially prepared for the emergency situation which they faced. Beyond the virus situation, we all have to address these issues, but especially families with older parents or loved ones. There are many considerations and information that is essential to understanding this landscape, the terminology, documents that need to be completed. Oftentimes, families are at odds with each other as well as the decisions needed to be made. Therefore, it is imperative that people PLAN BY CHOICE, NOT BY CRISIS. Our goal in today's episode is to provide our listeners with the information they need in a plain easy to understand manner.

Gerry Kane, an attorney and certified specialist in estate planning, trust and probate law, discusses the importance of proper planning to provide for a lifetime of care for your loved one with special needs. We talk about special needs trusts, ABLE accounts and finding the right person to help you with this process plus much more. He has written a book titled Financial and Legal Planning for a Lifetime of Support for Your Special Child.

Lauren Maxie, Attorney and Partner with NC Planning shares tips and tricks for legal planning and what your loved ones need to know before and after caregiving. We also speak with Ann Marie Cassella, Founder and CEO of Lynn's Care Village Association, about family care homes and residential elder care.

Lauren Maxie, Attorney and Partner with NC Planning shares tips and tricks for legal planning and what your loved ones need to know before and after caregiving. We also speak with Ann Marie Cassella, Founder and CEO of Lynn's Care Village Association, about family care homes and residential elder care.

In Episode 1, host Allycia Wolff interviews the Kadwell family from New Brighton, MN. Worried about what it would mean when their son Micah became a legal adult, Nicole and Frank came to The Arc Minnesota during Micah’s senior year of high school. They developed a person-centered plan through our FutureLife Options program. In this episode, the Kadwell family talks about the planning process and the emotions and fears they overcame.Questions?You can find more information about Focus on the Future at arcminnesota.org/podcast. If Episode 1 inspired a question for an Arc Advocate, call The Arc Minnesota at 833.450.1494.About Focus on the FutureFocus on the Future is a podcast for caregivers and families supporting people with disabilities. In each episode, a conversation about the journey of discovering our best life and how to achieve it. While exploring legal, financial, and quality of life structures, Focus on the Future helps to get back to what matters most: living a fulfilling and meaningful life that is defined by each individual person.Support the show (http://www.arcminnesota.org/podcast)

In Episode 2, host Allycia Wolff talks with attorney Jason Schellack. As Executive Director of the Autism Advocacy & Law Center, Jason shares his expertise on special needs estate planning. In this episode, Allycia and Jason dive into the various trusts and wills that financially and legally prepare you for the future.About the Autism Advocacy & Law CenterSince 2009, the Autism Advocacy & Law Center has provided high-quality, cost-effective legal services to individuals with disabilities and their families. Serving the state of Minnesota, they help with guardianship, estate planning, trusts, family law, special education, criminal defense, medical assistance, and social security. Learn more at autismlawcenter.com.Questions?You can find more information about Focus on the Future at arcminnesota.org/podcast. If Episode 2 inspired a question for an Arc Advocate, call The Arc Minnesota at 833.450.1494.About Focus on the FutureFocus on the Future is a podcast for caregivers and families supporting people with disabilities. In each episode, a conversation about the journey of discovering our best life and how to achieve it. While exploring legal, financial, and quality of life structures, Focus on the Future helps to get back to what matters most: living a fulfilling and meaningful life that is defined by each individual person.Support the show (http://www.arcminnesota.org/podcast)

Hey, everyone! I’m joined in this episode by Rachel Brenke: lawyer, MBA, and entrepreneur. Rachel knows the legal challenges that startups face and she’s dedicated to helping small businesses implement strategic legal plans. Her course, Blog Legally, equips bloggers and entrepreneurs with legal information in a budget-friendly medium. It doesn’t just save them time and money; it saves new business owners from being overwhelmed by big law firms or CPAs. Stay tuned as Rachel shares valuable information about protecting your rights, filing your taxes, and writing your disclaimers and disclosures. As a course creator, the biggest thing is listening to your students. Episode Quotes "My whole entrepreneurship journey came out of a need to fulfill something for me and the people asking me." “Blog Legally is completely different from what you get from a lawyer down the street.” "Blogging is one of the top freemium-type content medium these days." "Having a lawyer is great but there is great benefit and power into the CEO to understand why certain recommendations are made." "Be very specific of what you are going to deliver." Listen to Learn 00:16 Getting to know Rachel Brenke, Rapid 5 Questions 03:02 Rachel's journey into entrepreneurship 06:50 Blog Legally - motivation and who it’s for 11:02 Overview of the course structure 15:58 What did Rachel learn as a course creator? 20:02 Blog Legally - modules and lessons 26:51 Legal challenges in creating Blog Legally 28:19 Tip: Beware of over-information 33:08 Awesome things coming up from Rachel, website link Get the Bonus Episode! Join us in the bonus segment! It’s a great conversation about Rachel’s course, Blog Legally, and how it helps the legal needs of bloggers and business owners. Grab it here: https://get.zencourses.co/extra

This week, we'll get into a great conversation about DIY retirement and legal planning. We'll uncover some pitfalls of applying the do-it-yourself mentality to this part of your life and how to avoid some of the common mistakes that others make.

Welcome to the first episode of "Smart, Simple Wealth." Carrie will introduce herself to start off the show and then we'll get into a great conversation about DIY retirement and legal planning. We'll uncover some pitfalls of applying the do-it-yourself mentality to this part of your life and how to avoid some of the common mistakes that others make. https://quraishilaw.com/podcast/

You’ve probably heard you automatically have copyright protection under US law.  But did you know you must register early in order to be able to fully enforce those protections? Sounds tricky, right?  It doesn't have to be! Listen to this week’s episode where I walk you through a copyright audit for your business: In this week’s episode I walk you through planning for 2019 with a copyright audit for your business: The main difference between copyrights and trademarks and where they may overlap What can (and can’t) be protected by copyright in your business Who owns the copyrights if an employee or contractor creates photos, graphics, videos, copy, or other content for you How your contracts can protect your copyrights when you're working with independent contractors The one thing you MUST do in order to take advantage of the rights afforded under copyright law The huge financial benefits to registering your copyrights with the U.S. Copyright Office early, before your work is copied Key takeaway: The key with copyrights is to start thinking about them early on. The sooner you begin locking down your copyrights by registering them, the more your business will be able to shut down copycats. Additional resources: 5-Minute IP Audit worksheet: www.awbfirm.com/podcast Contract template store: www.awbfirm.com/contract-templates

The AWB Firm gets more questions on trademarks than anything else. Trademarks are not only a smart investment to make sure everything you’ve worked so hard to create (your brand) is protected, but they can also be used as a tool to create additional revenue streams. Learn what you should trademark and how to plan for it in 2019. In this week’s episode I cover: The types of things in your business that can be protected by trademark (and those that can’t) Reasons you should consider trademarks for your business Great resources + tips for preliminary, DIY trademark searches An advanced strategy to broaden your reach in 2019 Key takeaway: Even if you’re not ready just yet, taking a few simple steps now can help you prepare to take advantage of trademark protections in your business in 2019. Additional resources: 5-Minute IP Audit worksheet: www.awbfirm.com/podcast USPTO Trademark Search: https://www.uspto.gov/trademarks-application-process/search-trademark-database Alternate trademark checker: www.namechekr.com Legal Road Map® Facebook group: https://www.facebook.com/groups/legalroadmap/ Sign up below to get a free 5 Minute Intellectual Property Audit. You’ll learn how you can make more money from the copyrights and trademarks in your business (you can also sign up there to be the first to know when new episodes are live and receive other legal updates and special offers from the AWB Firm). This podcast is information, not legal advice specific to your situation.

Working with a lawyer usually isn’t at the top of people’s priority list for their business. But now is a great time to start thinking ahead about the legal needs your business might have in the coming year. You can start getting your business ready for 2019 now by: Performing a quick audit and updating your contracts if needed (including those on your website!) Taking inventory of the content you’ve created over the past year to see what you might need to protect with a trademark Adding a budget line item for legal Getting a lawyer’s eyes on your business to see any legal blindspots Considering if you’re ready to have a lawyer on your team long-term through an ongoing retainer arrangement Key takeaway: Being proactive about legal in your business now can help set the firm foundations to prepare it to really take off in 2019. Additional resources: 5-Minute IP Audit worksheet: www.awbfirm.com/podcast Legal Road Map® checklist: www.awbfirm.com/checklist Legal Road Map® session: www.awbfirm.com/legal-road-map-session Sign up below to get a free 5 Minute Intellectual Property Audit. You’ll learn how you can make more money from the copyrights and trademarks in your business (you can also sign up there to be the first to know when new episodes are live and receive other legal updates and special offers from the AWB Firm). This podcast is information, not legal advice specific to your situation.

Bill Alexander the final pillar of asset protection, which ensures all of your planning works in harmony. 

Jerrica Pierson Seeger at Rehberg Law talks about legal planning, part of this month's focus on aging in place.

Many people solely rely on their attorneys when it comes to estate planning. While attorneys play a vital role in meeting your needs, coordinating a professional team of advisors allows for a smoother transition when putting your plan in place. Justin Walker joins us from to discuss strategies to coordinate a financial and legal team to ensure long-term success.

Over and over, investors make three mistakes that absolutely kill their ability to see returns in their investments. These three mistakes are common, and avoidable. This week, on Make It Last, Victor discusses what those...

The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

The Open Forum Show is always a favorite of our listeners!! Mark and Mat will make it fun and interesting fielding questions on Tax Strategies, Asset Protection, Estate Planning and Business Planning. We NEED and WANT your INPUT and Feedback. PLEASE CALL IN LIVE for the show at (646) 668-8326 or use the LIVE link at www.BlogTalkRadio.com. If you miss the show, it will be available on iTunes afterwards. For more info visit www.refreshyourwealth.com. We'll do our best to answer your questions, and if we don't have the answer for you, we will find it!!

In this episode of The Lange Money Hour, Jim welcomes guest P.J. DiNuzzo, a nationally recognized expert in investment management and president of DiNuzzo Index Advisors, Inc. P.J. was one of the first few hundred independent advisors in the U.S. permitted to access Dimensional Fund Advisor's (DFA) index funds for individual investors. DiNuzzo Index Advisors, Inc. consistently ranks among the country's Top 500 investment companies. Jim and P.J. will be talking about the foundations of your financial house. Just as a solid house is built on a good foundation, you cannot ignore the foundations of your financial house. The four corners of your financial house include: legal planning, tax planning, financial planning, and investment planning. A bad foundation can undermine your security, and jeopardize your long-term objectives. In this episode, you will learn how your CPA, estate attorney, and money manager should work together to protect your best interests. Jim and P.J. will also discuss the Senate Finance Committee’s recent vote to kill the “Stretch IRA” -- which signals a major change on the horizon that could devastate your ability to pass wealth to your children and grandchildren. The so-called “Death of the Stretch IRA” is also covered in-depth in Jim’s new book, The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA. This show will discuss: • How to build a good foundation for your financial house. • The value of a personal balance sheet. • How Jim and P.J. manage their collaboration, and the value for the client. • An overview of index funds and a review of the market for 2016. • The "Death of the Stretch IRA". Interested listeners can sign up to receive Jim's latest book, The Ultimate Retirement and Estate Plan for Your Million-Dollar IRA: Including How to Protect Your Nest Egg from the Pending “Death of the Stretch IRA” Legislation by going to: www.paytaxeslater.com/MillionDollarIRA To listen to this radio show and others, go to www.paytaxeslater.com/radioshow.php

Listen to Reverend Doctor Terry Floyd, Hospice Veteran’s Coordinator and Chaplain at Hospice Cleveland County has taken on a new role implementing the ‘We Honor Veteran’s Program’. This is a touching a moving show that showcases how Hospice caters to the needs of veterans and truly honors them. #theelderlawguy

As one might expect, the dawning of a new year presents many great opportunities for legal planning. In fact, many of us procrastinate quality legal planning during the year because of our hectic lives…not because we don’t value its importance. However, life comes at us fast and it’s truly difficult to step back and look at the trees and focus on the areas of our business that need some legal attention. Mark and Mat discuss 5 legal tips to help make sure 2016 is a Happy New Year for you, your family and your business. More info at www.refreshyourwealth.com.

As one might expect, the dawning of a new year presents many great opportunities for legal planning. In fact, many of us procrastinate quality legal planning during the year because of our hectic lives…not because we don’t value its importance. However, life comes at us fast and it’s truly difficult to step back and look at the trees and focus on the areas of our business that need some legal attention. Mark and Mat discuss 5 legal tips to help make sure 2016 is a Happy New Year for you, your family and your business. More info at www.refreshyourwealth.com.

Most families are unprepared for aging.  Sure, we all know our parents are getting older, but do we really understand how their aging process may impact us as a family or as an individual?  This week’s guest, Carolyn Rosenblatt who is the author of the book The Family Guide to Aging Parents: Answers to Your Legal, Financial, and Healthcare Questions… Read more about this episode...

Take a unique look at your financial planning as an entrepreneur and join me with Todd Tresidder the founder of FinancialMentor.com, and author of the Financial Mentor series including titles such as "How much money do I need to Retire" and "The 4% rule".  Todd is the Financially independent from age 35 through investing – not marketing – unlike many other financial gurus who made their money through marketing courses and books. Join Mat Sorensen and Mark Kohler for an amazing interview that could help you better live your American Dream. Tuesday, March 3rd at 11am PST / 2 EST. You can call in and listen LIVE on the road at 646-200-4285, or listen in here from your computer.

Building a Business Plan is CRITICAL in determining if a business concept is viable, raising capital and/or succeeding in its implementation.  However, knowing how to build an effective Business Plan can seem overwhelming.  During this show I will break down the basics and answer questions about building YOUR BUSINESS PLAN and reaching your American Dream!! Join me on Tuesday, November 18th, at 11am PST / 2 EST! You can call in and listen LIVE on the road at 646-200-4285, or listen in here from your computer.

Paul Gantner Esq., Elder Estate Attorney with Your Estate Matters LLC, talks about the necessary legal planning needed to prepare for end of life.Mr. Gantner obtained his undergraduate B.S.B.A. degree in Management and B.A. degree in Criminal Justice from Saint Louis University, where he graduated Summa Cum Laude.  He went to law school at University of Missouri, in Columbia, and obtained his Juris Doctorate in 2008.  Mr. Gantner also obtained his Master of Business Administration from University of Missouri in 2008.Paul Gantner joined Purcell and Amen in 2009.  Mr. Gantner is a member of the National Academy of Elder Law Attorneys, and a member of the American Academy of Estate Planning Attorneys.  He is licensed to practice law in Missouri and Illinois and is an accredited attorney for the preparation, presentation, and prosecution of claims for veterans’ benefits before the Department of Veterans Affairs (VA).  He also actively volunteers with the Alzheimer’s Association of St. Louis.Purcell and AmenYour Estate Matters, L.L.C.10805 Sunset Office Drive, Suite 100St. Louis, MO 63127Phone: 314-966-8077Fax: 314-966-5906Email: PGantner@yourestatematters.comwww.yourestatematters.comwww.medicaidmissouri.comwww.veteransbenefitsmo.comwww.mocpc.org

Paul Gantner Esq., Elder Estate Attorney with Your Estate Matters LLC, talks about the necessary legal planning needed to prepare for end of life.Mr. Gantner obtained his undergraduate B.S.B.A. degree in Management and B.A. degree in Criminal Justice from Saint Louis University, where he graduated Summa Cum Laude.  He went to law school at University of Missouri, in Columbia, and obtained his Juris Doctorate in 2008.  Mr. Gantner also obtained his Master of Business Administration from University of Missouri in 2008.Paul Gantner joined Purcell and Amen in 2009.  Mr. Gantner is a member of the National Academy of Elder Law Attorneys, and a member of the American Academy of Estate Planning Attorneys.  He is licensed to practice law in Missouri and Illinois and is an accredited attorney for the preparation, presentation, and prosecution of claims for veterans’ benefits before the Department of Veterans Affairs (VA).  He also actively volunteers with the Alzheimer’s Association of St. Louis.Purcell and AmenYour Estate Matters, L.L.C.10805 Sunset Office Drive, Suite 100St. Louis, MO 63127Phone: 314-966-8077Fax: 314-966-5906Email: PGantner@yourestatematters.comwww.yourestatematters.comwww.medicaidmissouri.comwww.veteransbenefitsmo.comwww.mocpc.org

Many of us have heard of Captive Insurance Companies. I also think many of us have never heard of such a thing! However, I can guarantee this: most of us don't know when they make sense and what they are good for.  Apparently they can save you thousands and thousands of dollars in taxes and insurance premiums.  To break down the TRUTH...Join me with Randy Luebke a Registered Financial Consultant, a Registered Mortgage Advisor, a life insurance agent, a real estate Broker, a mortgage broker, a stock broker and an educator in the financial services industry for more than 25 years.  During that time he has helped thousands of clients and students with their retirement planning, loans and strategic business planning. The show will broadcast Tuesday, October 8th at 11am PST / 2 EST. You can call in and listen LIVE on the road at 646-200-4285.

How and when do you choose the right attorney, and how is Lavelle Law specifically suited to your needs?