Podcasts about Power of attorney

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

Don't Make This Mistake

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

The Big Beautiful Tax Bills effect on estate planning

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

3 Common Living Trust Mistakes

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

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.