Podcasts about Power of attorney

Legal form of delegation

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  • Dec 16, 2025LATEST
Power of attorney

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Best podcasts about Power of attorney

Latest podcast episodes about Power of attorney

Next Steps 4 Seniors
S9 E168 - The Best Strategies for Achieving Financial Peace of Mind in Retirement

Next Steps 4 Seniors

Play Episode Listen Later Dec 16, 2025 22:31


In this episode of "Next Steps 4 Seniors: Conversations on Aging," host Wendy Jones is joined by Bill Feldmaier and Mike Laske from Greenleaf Trust to discuss achieving financial peace of mind in retirement. They highlight the importance of comprehensive financial planning, organizing scattered assets, involving family in financial literacy, and working with fiduciary advisors. The conversation emphasizes proactive planning, clear documentation, and professional guidance to reduce anxiety, ensure smooth wealth transfer, and protect seniors’ legacies. Greenleaf Trust’s client-first approach and community involvement are showcased, encouraging seniors to seek expert help for a secure and confident retirement. For more information on Next Steps 4 Seniors, contact us at 248-651-5010 or at www.nextsteps4seniors.com Learn more : https://nextsteps4seniors.com/See omnystudio.com/listener for privacy information.

Wiser Roundtable Podcast
318. What Is a Power of Attorney and Why Does Everyone Need One?

Wiser Roundtable Podcast

Play Episode Listen Later Dec 14, 2025 35:53


If something unexpected happened tomorrow, who would make decisions for you? That's the big question at the heart of this episode of the A Wiser Retirement® Podcast, where Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta demystify what is a power of attorney and explain why nearly everyone needs them.Related Podcast Episodes: Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning?Ep 233: How Second Marriages and Blended Families Impact Estate PlanningRelated Financial Education Videos:Why 18 Year Olds Need a Power of Attorney and Medical DirectiveOther Links:AG LawLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

The Angel Next Door
Building Your Family's Owner's Manual: Managing Assets, Investments, and Memories

The Angel Next Door

Play Episode Listen Later Dec 11, 2025 34:06


What happens when entrepreneurial success results in a web of investments, assets, and stories that grew too complex for any one person to manage? This episode of The Angel Next Door Podcast dives into the often-overlooked challenges of building and preserving a family legacy while maintaining clarity and order for generations to come.Our guest, Josh Kanter, brings firsthand experience from growing up as the son of a legendary tax lawyer and later managing his family's highly intricate financial affairs. His journey through the legal, venture, and family office worlds inspired him to create Leaf Planner—a tool designed to help families and entrepreneurs untangle their personal and financial complexities.Listeners will gain a high-level playbook for managing investments, capturing important family stories, and laying the groundwork for true multi-generational success. Josh Kanter and Marcia Dawood offer practical steps and compelling anecdotes, making this a must-listen for anyone looking to streamline their legacy and protect what really matters. To get the latest from Josh Kanter, you can follow him below!https://www.linkedin.com/in/joshua-kanter/https://leafplanner.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Estate Planning Daily
The One Time a Power of Attorney Does Not Work

Estate Planning Daily

Play Episode Listen Later Dec 7, 2025 0:47


The One Time a Power of Attorney Does Not Work

Radio Maria Ireland
A Question of Law – Giving Someone Enduring Power of Attorney – Cora Sherlock

Radio Maria Ireland

Play Episode Listen Later Dec 1, 2025 31:55


This week, Cora Sherlock explains how to plan for the future with an Enduring Power of Attorney, including choosing your attorney, notice parties, and specifying your wishes. She also breaks down property ownership in Ireland, covering joint tenants vs. tenants in common, and what you need to know for mortgages. L'articolo A Question of Law – Giving Someone Enduring Power of Attorney – Cora Sherlock proviene da Radio Maria.

The Manila Times Podcasts
DEAR PAO: A Special Power of Attorney executed and notarized abroad must be authenticated to be recognized as valid and binding in the Philippines | Nov. 29, 2025

The Manila Times Podcasts

Play Episode Listen Later Nov 28, 2025 4:52


DEAR PAO: A Special Power of Attorney executed and notarized abroad must be authenticated to be recognized as valid and binding in the Philippines | Nov. 29, 2025Subscribe to The Manila Times Channel - https://tmt.ph/YTSubscribe Visit our website at https://www.manilatimes.net Follow us: Facebook - https://tmt.ph/facebook Instagram - https://tmt.ph/instagram Twitter - https://tmt.ph/twitter DailyMotion - https://tmt.ph/dailymotion Subscribe to our Digital Edition - https://tmt.ph/digital Check out our Podcasts: Spotify - https://tmt.ph/spotify Apple Podcasts - https://tmt.ph/applepodcasts Amazon Music - https://tmt.ph/amazonmusic Deezer: https://tmt.ph/deezer Stitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimes#KeepUpWithTheTimes Hosted on Acast. See acast.com/privacy for more information.

Estate Planning Daily
The Best Way to Update a Medical Power of Attorney.

Estate Planning Daily

Play Episode Listen Later Nov 21, 2025 1:10


The Best Way to Update a Medical Power of Attorney.

Estate Planning Daily
How to Revoke a Power of Attorney

Estate Planning Daily

Play Episode Listen Later Nov 20, 2025 1:18


How to Revoke a Power of Attorney

Afternoons with Pippa Hudson
Life Hacks: How Power of Attorney works

Afternoons with Pippa Hudson

Play Episode Listen Later Nov 20, 2025 17:29 Transcription Available


Pippa speaks to Kirsty Scully who is a Certified Financial Planner at Core Wealth about the concept of Power of Attorney and who should consider putting one in place, at what point. Lunch with Pippa Hudson is CapeTalk’s mid-afternoon show. This 2-hour respite from hard news encourages the audience to take the time to explore, taste, read, and reflect. The show - presented by former journalist, baker and water sports enthusiast Pippa Hudson - is unashamedly lifestyle driven. Popular features include a daily profile interview #OnTheCouch at 1:10 pm. Consumer issues are in the spotlight every Wednesday while the team also unpacks all things related to health, wealth & the environment. Thank you for listening to a podcast from Lunch with Pippa Hudson Listen live on Primedia+ weekdays between 13:00 and 15:00 (SA Time) to Lunch with Pippa Hudson broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/MdSlWEs or find all the catch-up podcasts here https://buff.ly/fDJWe69 Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Estate Planning Daily
How to Revoke a Medical Power of Attorney

Estate Planning Daily

Play Episode Listen Later Nov 13, 2025 0:42


How to Revoke a Medical Power of Attorney

Estate Planning Daily
How to Update Your Power of Attorney.

Estate Planning Daily

Play Episode Listen Later Nov 7, 2025 0:43


How to Update Your Power of Attorney.

Estate Planning Daily
Estate Planning with Assets Under $1M

Estate Planning Daily

Play Episode Listen Later Oct 25, 2025 8:50


Estate Planning Daily
The One Time Doing a Transfer on Death Deed is a Disaster

Estate Planning Daily

Play Episode Listen Later Oct 24, 2025 0:50


The One Time Doing a Transfer on Death Deed is a Disaster

Estate Planning Daily
An Estate Planning Tip for the End of the Year

Estate Planning Daily

Play Episode Listen Later Oct 23, 2025 0:53


An Estate Planning Tip for the End of the Year

Estate Planning Daily
2 Reasons You Shouldn't Use willsandtrusts.com

Estate Planning Daily

Play Episode Listen Later Oct 22, 2025 0:52


2 Reasons You Shouldn't Use willsandtrusts

Estate Planning Daily
Two Ways to Avoid Probate when Own Real Estate

Estate Planning Daily

Play Episode Listen Later Oct 21, 2025 1:42


Estate Planning Daily
Save Money in Probate with the Bill Strategy

Estate Planning Daily

Play Episode Listen Later Oct 20, 2025 2:18


Estate Planning Daily
Joint Tenancy vs Tenants in Common

Estate Planning Daily

Play Episode Listen Later Oct 20, 2025 1:35


Estate Planning Daily
Life Insurance Proceeds DO Count for Estate Taxes

Estate Planning Daily

Play Episode Listen Later Oct 20, 2025 1:14


Estate Planning Daily
If You Have this Type of Trust You are in Big Trouble!

Estate Planning Daily

Play Episode Listen Later Oct 18, 2025 1:22


If You Have this Type of Trust You are in Big Trouble

Estate Planning Daily
How Much Money do You Need to Need a Trust?

Estate Planning Daily

Play Episode Listen Later Oct 18, 2025 1:40


Estate Planning Daily
Can Your Power of Attorney Sell Your Real Estate? Find Out!

Estate Planning Daily

Play Episode Listen Later Oct 17, 2025 1:28


Can Your Power of Attorney Sell Your Real Estate

Estate Planning Daily
Do Beneficiaries get Taxed on Inheritance?

Estate Planning Daily

Play Episode Listen Later Oct 16, 2025 0:59


Estate Planning Daily
When You are Required to File a WA Estate Tax Return?

Estate Planning Daily

Play Episode Listen Later Oct 14, 2025 1:03


Estate Planning Daily
How Long Should it Take to Make an Estate Plan

Estate Planning Daily

Play Episode Listen Later Oct 12, 2025 1:17


How Long Should it Take to Make an Estate Plan

Estate Planning Daily
Can Your Power of Attorney Change Beneficiary Designations

Estate Planning Daily

Play Episode Listen Later Oct 11, 2025 1:09


Can Your Power of Attorney Change Beneficiary Designations

Estate Planning Daily
No Inheritance for Common Law Marriages

Estate Planning Daily

Play Episode Listen Later Oct 10, 2025 1:09


The NewRetirement Podcast
Caring for Parents, Planning for the Future with Beth Pinsker

The NewRetirement Podcast

Play Episode Listen Later Oct 9, 2025 51:39


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.

Estate Planning Daily
Estate Planning Covers More than Death

Estate Planning Daily

Play Episode Listen Later Oct 9, 2025 1:03


Estate Planning Daily
The Problem with Joint Tenants with Rights of Suvivorship

Estate Planning Daily

Play Episode Listen Later Oct 7, 2025 2:07


The Problem with Joint Tenants with Rights of Suvivorship

Estate Planning Daily
Moving Your House into Your LLC will NOT Trigger the Due on Sale Clause

Estate Planning Daily

Play Episode Listen Later Oct 6, 2025 1:52


Moving Your House into Your LLC will NOT Trigger the Due on Sale Clause

Estate Planning Daily
Common Law Marriage Estate Planning Nightmare!

Estate Planning Daily

Play Episode Listen Later Oct 6, 2025 4:21


Estate Planning Daily
Can You Update Transfer on Death Deed Without Telling Beneficiaries?

Estate Planning Daily

Play Episode Listen Later Oct 5, 2025 1:02


Can You Update Transfer on Death Deed Without Telling Beneficiaries?

Estate Planning Daily
Where do Your Assets Go if You Die Without a Will?

Estate Planning Daily

Play Episode Listen Later Oct 4, 2025 1:22


Where do Your Assets Go if You Die Without a Will?

Estate Planning Daily
How an LLC can Increase Your WA Estate Tax Liability

Estate Planning Daily

Play Episode Listen Later Oct 3, 2025 3:48


Estate Planning Daily
The Wrong Way to Make Changes to Your Trust

Estate Planning Daily

Play Episode Listen Later Oct 2, 2025 0:57


Estate Planning Daily
How to Have Multiple Successor Trustees

Estate Planning Daily

Play Episode Listen Later Oct 1, 2025 0:55


Estate Planning Daily
This Will Change How You Think About Disinheriting Your Family

Estate Planning Daily

Play Episode Listen Later Sep 30, 2025 0:42


This Will Change How You Think About Disinheriting Your Family

Estate Planning Daily
I Don't Know Who Needs to Hear This, but You Don't Need a Trust to Avoid Probate

Estate Planning Daily

Play Episode Listen Later Sep 29, 2025 1:04


I Don't Know Who Needs to Hear This, but You Don't Need a Trust to Avoid Probate

Estate Planning Daily
LLC - Good for Asset Protection, Bad for WA Estate Taxes

Estate Planning Daily

Play Episode Listen Later Sep 29, 2025 0:50


LLC - Good for Asset Protection, Bad for WA Estate Taxes

Estate Planning Daily
This May Change How You Think About Estate Planning

Estate Planning Daily

Play Episode Listen Later Sep 27, 2025 0:44


This May Change How You Think About Estate Planning

Estate Planning Daily
This Feels Illegal to Know About Revocable Trusts

Estate Planning Daily

Play Episode Listen Later Sep 26, 2025 0:36


This feels illegal to know about revocable trusts

John Williams
Elder law attorney Kerry Peck: How to establish a power of attorney

John Williams

Play Episode Listen Later Sep 25, 2025


Elder law attorney Kerry Peck joins John Williams to answer all your questions about elder law, trusts, wills, and elder abuse. 

WGN - The John Williams Full Show Podcast
Elder law attorney Kerry Peck: How to establish a power of attorney

WGN - The John Williams Full Show Podcast

Play Episode Listen Later Sep 25, 2025


Elder law attorney Kerry Peck joins John Williams to answer all your questions about elder law, trusts, wills, and elder abuse. 

WGN - The John Williams Uncut Podcast
Elder law attorney Kerry Peck: How to establish a power of attorney

WGN - The John Williams Uncut Podcast

Play Episode Listen Later Sep 25, 2025


Elder law attorney Kerry Peck joins John Williams to answer all your questions about elder law, trusts, wills, and elder abuse. 

Estate Planning Daily
The Real Reason for Revocable Living Trusts Is Not to Save on Estate Taxes

Estate Planning Daily

Play Episode Listen Later Sep 25, 2025 0:39


The real reason for revocable living trusts is not to save on estate taxes

Modern Family Matters
How to Keep Your Legacy from Reading Like an Agatha Christie Thriller!

Modern Family Matters

Play Episode Listen Later Sep 12, 2025 29:22


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.

Judge John Hodgman
Turtle Power of Attorney

Judge John Hodgman

Play Episode Listen Later Jul 30, 2025 58:21


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!