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Beth Pinsker CFP®, MarketWatch columnist, and author of My Mother's Money explains how caring for her mom exposed the gap between “knowing” and “doing” estate/care plans. Only ~30% have wills; even fewer have POAs/health proxies, creating real cash-flow and authorization crises when care starts. She describes the emotional and ethical knots (siblings, guilt) and how illiquid assets/annuity rules and bank hurdles complicate paying caregivers. Takeaways: set POAs/health proxies, add phone legacy contacts, name beneficiaries on all accounts/titles to avoid probate, and use fee-only help when needed. Beth frames inheritances as “Bubby money” spending aligned with a loved one's values and urges investing in health and lifestyle now.
Can You Update Transfer on Death Deed Without Telling Beneficiaries?
Where do Your Assets Go if You Die Without a Will?
How an LLC can Increase Your WA Estate Tax Liability
The Wrong Way to Make Changes to Your Trust
How to Have Multiple Successor Trustees
This Will Change How You Think About Disinheriting Your Family
I Don't Know Who Needs to Hear This, but You Don't Need a Trust to Avoid Probate
LLC - Good for Asset Protection, Bad for WA Estate Taxes
This May Change How You Think About Estate Planning
This feels illegal to know about revocable trusts
Elder law attorney Kerry Peck joins John Williams to answer all your questions about elder law, trusts, wills, and elder abuse.
Elder law attorney Kerry Peck joins John Williams to answer all your questions about elder law, trusts, wills, and elder abuse.
Elder law attorney Kerry Peck joins John Williams to answer all your questions about elder law, trusts, wills, and elder abuse.
The real reason for revocable living trusts is not to save on estate taxes
Why do probates take SOOO long
5 estate planning myths that will lead you to make bad life choices
Who Gets Separate Property if There is a Will
How to Replace a Trustee in a Revocable Trust
Estate Planning when Your Kids Hate Your Spouse
Estate Planning when Your Spouse Hates Your Kids
How to Transfer Real Estate into a Revocable Trust.
Martin Lewis tackles wills and power of attorney with Melinda Giles, Member of the Law Society's Wills and Equity Committee, and Austin Lafferty, member of the Council of the Law Society of Scotland. Plus, Mastermind is all about your credit file.You can email the podcast team at MartinLewisPodcast@bbc.co.uk.
How to Value Inherited Real Estate to Lower Your Taxes.
How to Sell and Buy Real Estate Using a Revocable Trust.
Why do People Love Nevada Trusts so Much?
What Your Irrevocable Trust Guru Isn't Telling You...
Why do Probates Take So Long?
Send us a textJoin us as we sit down with CLPF, Sara Ecklein, to discuss why the traditional idea of a "reading of the will" is misleading, and how thoughtful conversations and proper planning can help prevent misunderstandings and surprises after death.As a leading divorce firm in Portland, our attorneys provide guidance on custody, alimony, separation, estate planning, and more. Learn what to expect in Oregon and Washington divorce cases and how we can help.If you would like to speak with one of our attorneys, please call our office at (503) 227-0200, or visit our website at https://www.pacificcascadelegal.com.To learn more about Sara and how she can help you, you can visit her website at: https://www.trustandhonor.coDisclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.
5 Reasons to Use a Big Law Firm.
Revocable Living Trusts Don't Save on Income Taxes.
Are South Dakota Trust Better than Other States?
Don't Make this Revocable Trust Mistake.
This episode features Gregory Ricks discussing the essentials of estate planning, including wills and powers of attorney, and the importance of proactive health care through his own cancer journey. Listeners also receive practical advice on financial planning, building emergency funds, and managing retirement accounts like 401(k)s. The show blends expert guidance with personal stories to help listeners make informed decisions for their financial and personal well-being.For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/Download the Winning at Life app to never miss a replay!Investment Advisory products and services made available through AE Wealth Management, LLC or registered investment advisor, insurance products are offered through the insurance business Gregory Ricks and Associates, Incorporated AE wealth management does not offer insurance products, the insurance products offered by Gregory Ricks and Associates incorporated are not subject to investment advisor requirements. Investing involves risk, including the potential loss of principal, any references to protection, safety or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying ability of the issuing Carrier. This radio show was intended for informational purposes only. It is not intended to be used as the sole basis for a financial decision, nor should it be construed as advice designed to meet the particular needs of an individual situation. Gregory Ricks and Associates is not permitted to offer and no statement made during the show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US government or any governmental agency. The Information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Gregory Ricks and Associates. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences, including, but not limited to a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. Neither AE Wealth Management nor advisors providing investment advisory services through AE Wealth Management recommend or facilitate the buying or selling of cryptocurrencies. Third parties and guests of the show are not affiliated with nor do their opinions reflect those of Gregory Ricks and associates or AE wealth management. Ae Wealth Management provides services without regard to political affiliation. And the views of individual advisors are not necessarily the views of AE Wealth Management.
Estate Planning Do's and Don'ts.
Inherited Real Estate - You Don't Need To Refinance The Mortgage.
The Type of Deed I'd Use to Gift Real Estate.
5 Reasons To Use Big Law Instead Of Small Law.
Why the IRS makes Trustees Give their Social Security Number.
4 Advanced WA State Estate Tax Strategies
The CMS Estate Planning Process Step-by-Step
$8 Million Dollar Estate Plan Review
Mildred V. Palmer, Founding Partner at Navigant Law Group, joins Jon Hansen on Let's Get Legal to discuss estate planning. Woman-owned and operated, the team handles everything from business law to wills, trusts, and estate administration. Millie talks about the importance of children granting their parents Power of Attorney. Plus, she also talks about estate taxes […]
What is Support and Maintenance in a Revocable Living Trust?
Don't Give Your House to Your Kids - Do THIS Instead.
5 Things To Do Before You Die
The Big Beautiful Tax Bills effect on estate planning
Kaelyn brings the case against her husband, Adam. In their neighborhood in Virginia there is a roadside sign reminding drivers to SLOW DOWN! Adam says this sign looks like a turtle. Which makes sense, because turtles are slow! Kaelyn says Adam is wrong. This sign is clearly supposed to be a child. Who's right? Who's wrong?Please consider donating to Al Otro Lado. Al Otro Lado provides legal assistance and humanitarian aid to refugees, deportees, and other migrants trapped at the US-MX border. Donate at alotrolado.org/letsdosomething.We are on TikTok and YouTube! Follow us on both @judgejohnhodgmanpod! Follow us on Instagram @judgejohnhodgman!Thanks to reddit user u/kmack for naming this week's case! To suggest a title for a future episode, keep an eye on the Maximum Fun subreddit at reddit.com/r/maximumfun! Judge John Hodgman is member-supported! Join at $5 a month at maximumfun.org/join!