Podcasts about Power of attorney

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

Don't Make This Mistake

The Big Beautiful Tax Bills effect on estate planning

How to Give Your Kids Your House While You're Alive AND Save on Taxes.

4 Irrational Reasons to do Your Estate Plan.

If This is You then Don't Use a Transfer on Death Deed.

Do You Know What a Non-Grantor Trust is?

Credit Shelter Trusts are NOT Needed for Fed Estate Taxes

How To Tell How Wealthy Your Friends Are...

What if one conversation could protect your family from financial chaos? In this episode, Brandon Bowen shares a powerful story of a couple navigating memory care costs and the importance of legacy planning. From estate documents to power of attorney and long-term care funding, learn how to prepare for the unexpected and avoid leaving a burden behind. Whether you're caring for aging parents or planning your own retirement, this episode offers clarity and compassion. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

How I'd Build an Estate Plan from Nothing

Episode 162. I've recently had a couple agents ask how to fill out the Patriot Act when a Power of Attorney is being used, and who's information should they write in.The following link will take you to our Podcast links, YouTube, social media, and email:https://linktr.ee/peaksigningSupporting our sponsors supports the podcast:CRM: https://learn.loansigningsystem.com/masterclass-5998?am_id=derek68631-on-1 Notary Coaching: https://notarysuccesspath.com/coaching-program448866?am_id=derek820Loan Signing System http://loansigningsystem.com/?afmc=3ewComplete Notary Mentorship https://www.loansigningsystem.com/notary-signing-agent-mentorship.html/?afmc=3ewNotaryAct Ejournal https://register.notaryact.com/peaksignings/

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!

Today, we look at the first five of ten common estate planning pitfalls that many people either ignore or misunderstand, and we lay out the real-life consequences of those mistakes. Estate planning is important not in terms of wealth, but in terms of reducing stress and preserving relationships when someone passes away. Whether or not someone is wealthy, a proper estate plan can prevent delayed decisions, misallocated assets, and elevated emotions for surviving loved ones - during a very stressful time.The first pitfall we tackle is not having a will at all. If someone dies without a will, their state—not their estate—decides who inherits what, based on legal formulas that ignore personal relationships or intentions. These formulas differ by state and often don't align with what people assume will happen.Next, we highlight the danger of outdated documents. Many people who think they're covered by old wills or plans don't realize that state laws or life changes—like moves, marriages, or children—can render those documents ineffective. We share a story of a family who thought they were protected, only to find out their paperwork didn't align with their current state's laws.Then, we move into beneficiary designations, which can override a will because they're treated as contracts. If those designations are outdated, such as naming an ex-spouse, the wrong person could end up with assets, regardless of what the will says. This is why reviewing beneficiaries regularly is crucial.The fourth pitfall is unfunded trusts. Setting up a trust isn't enough—it has to be funded, meaning the assets need to be formally moved into the trust. Without doing this, the trust is an empty safe, and the probate process still applies. We discuss a case where a well-intentioned trust ended up being completely ineffective because it wasn't properly funded.Finally, we address the lack of incapacity planning. Many people forget to prepare for a scenario where they're alive but unable to make decisions. Without healthcare directives or powers of attorney, families may have to go to court just to pay bills or make medical decisions—adding legal stress to already emotional situations.We wrap up by reiterating the importance of having clear, updated, and legally valid documents in place—not just for your sake, but for those you care about. In Part 2, we'll continue with the next five pitfalls to avoid. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

Estate Planning and Your Home - Tax and Probate pitfalls

Watch on YouTube Topics: Challenges, Power Of Attorney, Adult Children, Bipolar, Marijuana, Teens, Taking Risks, Fear, Shame Hosts: Brian Perez, Marc Cameron, Dr. Alice Benton Caller Questions & More: Marc discusses how embracing the challenge of discomfort will help you grow. How do I handle my daughter having power of attorney and controlling everything? My son may adopt a child The post New Life Live: July 24, 2025 appeared first on New Life.

Creating A Will Doesn't Make You Die Faster

A listener got in touch with the show this week, frustrated by how complicated the process of setting up power of attorney in Ireland can be. But, what exactly is that?Rebecca Rodgers and Áine Hynes, Senior Counsel at St.John Solicitors joins to discuss.

A Will is not the most important part of your estate plan

Don't give your house to your kids - yet revision

3 Common Living Trust Mistakes

How to Buy a House Anonymously

Don't Give Your House to Your Kids

LLCs with No Biz Purpose are NOT LLCs

6 Asset Protection No-Nos

5 ways to avoid probate revision

15% Tax for Probate

A Bolt-On WA State Estate Tax Strategy.

An Estate Planning Lesson from Jimmy Buffett.

A Sneaky WA State Estate Tax Strategy.

A Simple Irrevocable Trust WA State Estate Tax Strategy.

Attention! New Inherited IRA Rules.

Do Deathbed Gifts Avoid Estate Taxes?

Transfer on Death Deed Failure Story.

To subscribe to our podcast and YouTube channel visit: https://www.youtube.com/@davisphinneyfdn/podcasts In this Q&A episode of The Parkinson's Podcast, recorded during the May 2025 Living with Parkinson's Meetup, they answer questions from the community about what to do when Parkinson's affects your ability to work and how to navigate Power of Attorney. They also discuss orthostatic blood pressure hypertension and adaptive deep brain stimulation (DBS). To learn more about our Living With Parkinson's Webinar series visit: https://davisphinneyfoundation.org/event/webinar-series-living-with-parkinsons-meetup/ To learn more about the Davis Phinney Foundation for Parkinson's visit: https://dpf.org Season 6 Episode 12 

What is probate and why do people hate it? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

We sit down with estate planning attorney Christopher Reeves of Reeves Law, P.C. to break down the essentials of protecting and transferring wealth. From the core documents every estate plan needs — like wills and powers of attorney — to the differences between probate and non-probate assets, Chris explains it all in plain English.  Original Air Date: June 7, 2025 Read the Article: https://www.henssler.com/you-cant-take-it-with-you-but-you-can-decide-who-gets-it 

Important Tax Reason Not To Give Your Kids Your House Before You Die.

When you die your assets will never go to the government.

The Washington State Estate Tax Is Changing!

 In this episode of “Henssler Money Talks, we kick things off with a market update covering the latest Personal Consumption Expenditures (PCE) data, University of Michigan Consumer Sentiment readings, and ongoing trade talks impacting global markets. Then we sit down with estate planning attorney Christopher Reeves of Reeves Law, P.C. to break down the essentials of protecting and transferring wealth. From the core documents every estate plan needs — like wills and powers of attorney — to the differences between probate and non-probate assets, Chris explains it all in plain English. We dive into when and why you might need a trust, how various life scenarios affect your estate planning strategy, and how often you should a review of your plan. Whether you're married, single, have children, or just starting to think about the future, this episode offers practical insights for securing your legacy. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — June 7, 2025  |  Season 39, Episode 23  Timestamps and Chapters 1:58: Trade Talks with China, PCE Deflator, and Consumer Sentiment 22:43: Interview with Christopher Reeves, Esq. Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Music and readings by devotees, given on May 11, 2025, at the Ramakrishna Vedanta Society, Boston, MA