Podcasts about trusts

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Three-party fiduciary relationship

  • 1,496PODCASTS
  • 2,899EPISODES
  • 31mAVG DURATION
  • 2DAILY NEW EPISODES
  • Aug 15, 2022LATEST
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Best podcasts about trusts

Show all podcasts related to trusts

Latest podcast episodes about trusts

Something On My Mind|Personal Finance, Budgeting, Investing
#123 - Why People are Leaving California and the Virtual Proctology Exam

Something On My Mind|Personal Finance, Budgeting, Investing

Play Episode Listen Later Aug 15, 2022 54:17


This week discuss the trend of people leaving California due to the Pandemic, The Great Resignation, Climate and Cost of LivingWebsite:https://www.somethingonmymind.net/Social Media https://www.instagram.com/somm.podcast/https://www.youtube.com/channel/UChec5qcZBcGkIhUU3belNDwhttps://www.tiktok.com/@somm.podcast?lang=enhttps://www.facebook.com/somm.podcasthttps://twitter.com/Somm_podcast

The Zero Hour with RJ Eskow
Why Nobody Trusts the Media, Parts 2 & 3

The Zero Hour with RJ Eskow

Play Episode Listen Later Aug 13, 2022 41:08


DawgNation Daily
Episode 1755: Here's how UGA can show it trusts Stetson Bennett

DawgNation Daily

Play Episode Listen Later Aug 12, 2022 65:12


DawgNation Daily -- the daily podcast for Georgia Bulldogs fans Beginning of the show: A look at UGA's red zone woes from last season, and an explanation of how turning Stetson Bennett loose inside the 20 could benefit the Bulldogs this season. 15-minute mark: I share audio of five-star CB commit AJ Harris discussing the role Fran Brown played in his recruitment. 20-minute mark: DawgNation recruiting insider Jeff Sentell joined the show. 40-minute mark: I take a look at other SEC headlines including an odd feud erupting at Kentucky between its football and basketball programs. 45-minute mark: I share an amazing audio clip involving former UGA DT Jordan Davis. End of show: I award a Golden Shoe winner and share the Gator Hater Updater and the Gator Hater Countdown.

kentucky sec bulldogs cb trusts uga dawgnation aj harris gator hater updater gator hater countdown
The Ben Shapiro Show
Ep. 1553 - Who Trusts Joe Biden on Foreign Policy?

The Ben Shapiro Show

Play Episode Listen Later Aug 10, 2022 23:33 Very Popular


Enjoy this pre-recorded short series of The Ben Shapiro Show on the Biden administration's foreign policy failures. We'll be back with our regularly scheduled programming next week! From Afghanistan to Ukraine, from the Middle East to China, the Biden administration's foreign policy failures are stacking up. Become a DailyWire+ member today to access movies, shows, and more: https://utm.io/ueMfc     — Today's Sponsors: Protect your online privacy with ExpressVPN. Get 3 Months FREE! EXPRESSVPN.com/BEN Get 10% off Your will. Use Promo Code 'SHAPIRO' at EpicWill.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Something On My Mind|Personal Finance, Budgeting, Investing
#122 - The Inflation Update: Are We Going into a Recession?

Something On My Mind|Personal Finance, Budgeting, Investing

Play Episode Listen Later Aug 8, 2022 50:25


This week we give an update on rising inflation and when will there be relief.Website:https://www.somethingonmymind.net/Social Media https://www.instagram.com/somm.podcast/https://www.youtube.com/channel/UChec5qcZBcGkIhUU3belNDwhttps://www.tiktok.com/@somm.podcast?lang=enhttps://www.facebook.com/somm.podcasthttps://twitter.com/Somm_podcast

IPC Birmingham Podcast
”Faith That Trusts Where Vision Fails” August 7, 2022

IPC Birmingham Podcast

Play Episode Listen Later Aug 7, 2022 22:21


Scripture Reading: Hebrews 11:1-3, 8-16 Rev. Susan A. Clayton

Jerusalem Church Sermons
IN HIM MY HEART TRUSTS, & I AM SAVED - Matthewv20:29-34 - 08.07.22

Jerusalem Church Sermons

Play Episode Listen Later Aug 7, 2022 40:54


IN HIM MY HEART TRUSTS, & I AM SAVED - Matthewv20:29-34 - 08.07.22 by Jerusalem Church Sermons

The Bridge RSM
Part 2: Love Trusts

The Bridge RSM

Play Episode Listen Later Aug 7, 2022 43:03


We continue on in our series on love looking at what it means to trust in God. What does it look like for you to believe that God wants only your ultimate good and that He's fighting for you in both the valley and the mountain top?

Heights Church
God Trusts You | John Challinor

Heights Church

Play Episode Listen Later Aug 7, 2022 42:11


Money Makers
Weekly Investment Trust Podcast with Jonathan Davis (06 Aug 2022)

Money Makers

Play Episode Listen Later Aug 6, 2022 81:39


Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Ewan Lovett-Turner, head of investment trust research at Numis Securities, in the latest edition of the Money Makers Weekly Investment Trust podcast. Jonathan is also joined by Ben Rogoff, manager of the Polar Capital Technology Trust. Trusts mentioned this week (with tickers) include: RIT Capital Partners (RCP), Pantheon International (PIN), Smithson Investment Trust (SSON), Henderson Smaller Companies Trust (HSL), Fidelity European Trust (FEV), JPMorgan Claverhouse (JCH), NB Global Monthly Income (NBMI), Rights and Issues Investment Trust (RIII), Castelnau Group (CGL), Fidelity Japan Trust (FJV), Invesco Asia Trust (IAT), Vietnam Enterprise Investments (VEIL), Mobius Investment Trust (MMIT), Fundsmith Emerging Equities Trust (FEET), Impax Environmental Markets (IEM), BlackRock Energy and Resources Income Trust (BERI). Section Timestamps: 00:52 - Taking a break 01:12 - The week in the markets 02:29 - Money Makers Circle 03:44 - Ewan Lovett-Turner 10:49 - Corporate accouncements 25:25 - Renewable Infrastructure / Commercial Property 25:40 - Other results 37:41 - Emerging markets sector 39:56 - Debt sector 46:13 - Ben Rogoff 1:14:10 - Additional results roundup 1:20:50 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. As well as the regular features this week, the Circle features a profile of the Ruffer Investment Company (RICA) and Jonathan's notes on current market opportunities. For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our over 120 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Mohan C Lazarus Audio Podcast
The LORD is my strength and my shield; my heart trusts in him, and he helps me!

Mohan C Lazarus Audio Podcast

Play Episode Listen Later Aug 6, 2022 4:23


The LORD is my strength and my shield; my heart trusts in him, and he helps me. (NIV) Psalm 28:7

American Institute of CPAs - Personal Financial Planning (PFP)
The tax and legal aspects of trust situs {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

Play Episode Listen Later Aug 5, 2022 27:21


Where your clients choose to set up a trust can have significant tax and legal ramifications. There are nuances to consider whether you are involved in setting up new trusts for your clients or contemplating moving a trust to another state. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews attorney experts Jonathan Blattmachr and Richard Nenno to get their take on what CPAs and advisors need to be thinking about related to locating trusts. They answer the following questions? What are the laws of the various states? How does location of the trustee impact taxation? What factors are most important for creating a new trust or fixing an existing trust? How does location impact asset protection? 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.  Access Proactive Planning Toolkit for 2022 planning decision charts and the latest leg/reg issues. Use the Guide to Financial & Estate Planning as a reference library for these issues and more. 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.

Suze Orman's Women and Money
Ask Suze & KT Anything: CDs, Saving for Retirement and Trusts

Suze Orman's Women and Money

Play Episode Listen Later Aug 4, 2022 36:02 Very Popular


Back from their fishing vacation, this episode of Ask Suze & KT Anything, finds Suze answering questions about CDs, whole life insurance, figuring out if you can afford a home and more. Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union at: https://bit.ly/3vEUTZW Join Suze's Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

Something On My Mind|Personal Finance, Budgeting, Investing
PFT #90 - Personal Finance Tip of the Week: Ordering Supplies for Landscaping and General Contractor Jobs

Something On My Mind|Personal Finance, Budgeting, Investing

Play Episode Listen Later Aug 4, 2022 2:05


According to Zippia.com in 2021, the average amount homeowners spent on home improvement was $10,341, which was up by 25% from 2020. This makes sense as people spent their cabin fever time improving their homes; and now that Covid is more controlled, people are spending more due to M1 money supply with unemployment, stimulus checks. Now that labor rates are rising due to lack of resources, the general contractors and landscaping companies are raising their rates and passing them onto you. This is another end result of inflation. So what can be done to curb the cost? The easiest one is reducing the cost for supplies to complete the jobs. Generally speaking, the typical markup on materials is between 7.5 and 10 percent. However, some contractors will mark up materials 20 percent or more. What you can do is ask the contractor for a materials list and place the orders yourself. Now with larger jobs, come more complicated supply lists, ad hoc purchases and add ons. In addition, you may make several purchases through a project's life cycle so you need to stay on task. In many cases you should be able to order the large majority of goods while removing copious tasks from the contractor who may not want that burden anyway. The bottom line is that this is an easy way to save money and learn a bit along the way. For example, a $30,000 job you could save you anywhere from $2,250 to $6,000. Website:https://www.somethingonmymind.net/Social Media https://www.instagram.com/somm.podcast/https://www.youtube.com/channel/UChec5qcZBcGkIhUU3belNDwhttps://www.tiktok.com/@somm.podcast?lang=enhttps://www.facebook.com/somm.podcasthttps://twitter.com/Somm_podcast

Legacy and Faith
8/3/22 - Trusts for the Spouse pt.4

Legacy and Faith

Play Episode Listen Later Aug 3, 2022 27:32


The Legacy and Faith Show with Paul Grant

Boomers Today
Life Planning for Everybody

Boomers Today

Play Episode Listen Later Aug 2, 2022 27:24


Jackie Cara is the founder and owner of Cara Law. Based on Long Island in New York, Cara Law provides clients with highly personalized estate planning and elder law services. With over 30 years of experience, Cara Law brings clients the options and tools they need to protect themselves, their families and their assets.Sponsor: www.SeniorCareAuthority.com

Something On My Mind|Personal Finance, Budgeting, Investing
#121 - The $1.2 Billion Mega Million Winner. What Would Yoiu do With the Money?

Something On My Mind|Personal Finance, Budgeting, Investing

Play Episode Listen Later Aug 1, 2022 46:16


What would you do with $1.2 billion? The Mega Millions just had its largest winner ever. Website:https://www.somethingonmymind.net/Social Media https://www.instagram.com/somm.podcast/https://www.youtube.com/channel/UChec5qcZBcGkIhUU3belNDwhttps://www.tiktok.com/@somm.podcast?lang=enhttps://www.facebook.com/somm.podcasthttps://twitter.com/Somm_podcast

My Take On It with Your Angelic Karma®
" KITTEN " HE TRUSTS YOU COMPLETELY. KITTEN HAS HIGH STANDARDS.

My Take On It with Your Angelic Karma®

Play Episode Listen Later Jul 31, 2022 0:54


Vineyard Northridge Sermon Podcast
Mind Transformation: A Renewed Mind Trusts The Lord

Vineyard Northridge Sermon Podcast

Play Episode Listen Later Jul 31, 2022 47:45


Money Makers
Weekly Investment Trust Podcast with Jonathan Davis (30 Jul 2022)

Money Makers

Play Episode Listen Later Jul 30, 2022 52:09


Jonathan Davis, editor of the Investment Trusts Handbook, is joined this week by Colette Ord, the renewable energy and infrastructure analyst at Numis Securities, in the latest edition of the Money Makers Weekly Investment Trust podcast. In addition to our regular review of the week's main announcements and market movements, Colette shares her expert insights into the latest developments in the popular and strong performance renewable energy sector. Trusts mentioned this week (with tickers) include: Home REIT (HOME), Personal Assets Trust (PNL), JPMorgan Russian Securities (JRS), Brunner Investment Trust (BUT), Allianz Technology Trust (ATT), Greencoat UK Wind (UKW), The Renewables Infrastructure Group (TRIG), Ecofin US Renewables Infrastructure Trust (RNEW), Gore Street Energy Storage Fund (GSF), Octopus Renewables Infrastructure (ORIT), F&C Investment Trust (FCIT), Alliance Trust (ATST), Scottish American Investment Trust (SAIT), MIGO Opportunities (MIGO), Aberforth Smaller Companies Trust (ASL), Law Debenture (LWDB). Section Timestamps: 00:23 - Plans for the podcast 01:14 - Money Makers Circle 02:24 - The markets this week 06:16 - Corporate news 14:39 - Renewable energy and infrastructre with Colette Ord 38:03 - Results roundup 50:50 - Other results on the website 51:06 - Close If you enjoy the weekly podcast, you may also find value in joining The Money Makers circle. This is a membership scheme that offers listeners to the podcast an opportunity, in return for a modest monthly or annual subscription, to receive additional premium content, including interviews, performance data, market/portfolio reviews and regular extracts from the editor's notebook. As well as the regular features on the Circle this week, there will shortly be a new in-depth profile of the Ruffer Investment Company (RICA). For more information about the Money Makers circle, please visit money-makers.co/membership-join. Membership helps to cover the cost of producing the weekly investment trust podcast, which will continue to be free. We are very grateful for your continued support and the enthusiastic response to our 120 podcasts since launch. You can find more information, including relevant disclosures, at www.money-makers.co. Our podcasts are also available on the Association of Investment Companies website, www.theaic.co.uk. Produced by Ben Gamblin.

Fair Market Value: Christie's Art Market Insights
Lindsay Griffith, Prints & Multiples

Fair Market Value: Christie's Art Market Insights

Play Episode Listen Later Jul 29, 2022 24:18


Christie's Trusts & Estates team members Joey Quigley and Joanna Ostrem interview Lindsay Griffith on all things Prints & Multiples.

The Book Case
Hernan Diaz Trusts His Characters

The Book Case

Play Episode Listen Later Jul 28, 2022 40:27 Very Popular


Hernan Diaz is an author, essayist, and finalist for the Pulitzer Prize in fiction and the PEN/Faulkner Award. His newest novel, "Trust," has just this week been chosen as a finalist for the Booker Prize - one of the most prestigious of literary prizes. The head of the Booker judging panel said many of this year's finalists involve “the elusive nature of truth”. That certainly would pertain to “Trust”. The book is intricately plotted, marvelously written, and insightful about the world of finance and the singular relationship Americans have with money. Diaz also talks about his writing process, writing a character with an "obnoxious" point of view, and the thrills and perils of releasing a book out into a world. Our conversation took place just before the Booker nominees were announced, but reading 'Trust" and listening to Diaz will leave you with no doubt that this novel deserves the high honor according it by the Booker judging committee. Our independent book store this week is Market Street Books in Mashpee, Massachusetts, a favorite vacation destination. Books mentioned in the podcast this week: Trust by Hernan Diaz In The Distance by Hernan Diaz A Backward Glance by Edith Wharton Portrait of a Lady by Henry James I am a Bunny by Richard Scarry Horse by Geraldine Brooks Lincoln Highway by Amor Towles Cloud Cuckoo Land by Anthony Doerr Where the Crawdads Sing by Delia Owens The Old Man in the Sea by Ernest Hemingway Emma by Jane Austen

The Friend Zone
You Mailing Milk - Featuring Tiffany "The Budgetnista" Aliche

The Friend Zone

Play Episode Listen Later Jul 27, 2022 126:14 Very Popular


This week on #TheFriendZone, Tiffany “The Budgetnista” Aliche stops by the Hot Button. We talk the looming recession, inflation vs price gouging, the dos and don'ts during an economic downturn, Wills and Trusts, and how to manage your grief while handling the finances of a loved one who has passed. Important links mentioned during episode: http://getgoodwithmoney.com http://mymentortiffany.com http://thebudgetnista.com Black Business of the Week - Mysa Fragrance Haus https://mysafragrancehaus.com/products/body-shimmer Thank you to our Sponsors: Target - When we invest in ourselves, we're investing in what's next for all of us. Stock up on Black-owned brands at Target. Follow us online: 
Twitter - www.twitter.com/friendzonepod
Facebook - www.facebook.com/thefriendzonepodcast
Patreon - www.patreon.com/thefriendzonepodcast
Discord - discord.gg/Jee2cwfAdz Have a GREAT day!

Legacy and Faith
7/27/22 - Trusts for the Spouse pt.3

Legacy and Faith

Play Episode Listen Later Jul 27, 2022 27:25


The Legacy and Faith Show with Paul Grant

Christadelphians Talk
(Audio only) Thought for July 27th ' Blessed is the man who trusts in the LORD ' Jeremiah 17

Christadelphians Talk

Play Episode Listen Later Jul 27, 2022 5:58


A Christadelphian Video Production: CHRISTADELPHIANVIDEO.ORG, a worldwide collaboration by Christadelphians to help promote the understanding of God's Word to those who are seeking the Truth about the Human condition and God's plan and Purpose with the Earth and Mankind upon it. Christadelphianvideo.org is an online tool for establishing just how far removed today's mainstream Christianity is from the 'True Christian Teachings' of the 1st Century Apostles. You can follow us online at.. Some of our other services.. #1 Our Main site... https://cdvideo.org #2 Our podcast on android... https://cdvideo.org/podcast #3 Our podcast on Apple...https://cdvideo.org/podcast-apple #4 Our facebook...https://facebook.com/OpenBibles #5 Our Whats App... http://cdvideo.org/WhatsApp #6 Our Instagram... http://cdvideo.org/Instagram #7 Our twitter... http://cdvideo.org/twitter #8 Our YouTube Channel... http://cdvideo.org/youtube Watch / read / Listen to other thoughts for the day on our site here https://christadelphianvideo.org/tftd/ #Christadelphianvideo #christadelphianstalk #Christadelphians #openbible #cdvideo #bibleverse #thoughts #thoughtoftheday #meditate #think #christadelphian #God #truth #faith #hope #love #cdvideo #Gospeltruth #truebibleteaching #thegospelmessage #thegospeltruth #firstprinciples #bibletruth #bibleunderstanding #exploringthebible #thoughtfortheday --- Send in a voice message: https://anchor.fm/christadelphians-talk/message

Olsen on Law Radio Show
7.23.22 - 96.9 The Game Topics on: splitting a duplex into two properties, removing former significant others from deed, liens, making a friend or family move out, and special needs trusts.

Olsen on Law Radio Show

Play Episode Listen Later Jul 26, 2022 41:52


Diva Music Podcast | JENNYLYN
A Queen Always TRUSTS

Diva Music Podcast | JENNYLYN

Play Episode Listen Later Jul 25, 2022 59:01


A queen always TRUSTS. ♡ I offer coaching, jewelry, ebooks & skincare: https://linktr.ee/jylchung ♡ Find me on Youtube, Podcasts, TikTok & Instagram: @jennylynchung XO JENNYLYN

Something On My Mind|Personal Finance, Budgeting, Investing
#120 - Please Don't Invite Me to Your Weeding. I'm Broke

Something On My Mind|Personal Finance, Budgeting, Investing

Play Episode Listen Later Jul 25, 2022 41:55


This week we talk about how there are a record number of weddings in 2022 and the people attending them are going brokeWebsite:https://www.somethingonmymind.net/Social Media https://www.instagram.com/somm.podcast/https://www.youtube.com/channel/UChec5qcZBcGkIhUU3belNDwhttps://www.tiktok.com/@somm.podcast?lang=enhttps://www.facebook.com/somm.podcasthttps://twitter.com/Somm_podcast

Olsen on Law Radio Show
7.23.22 - Topics on WDBO: getting legal relief as a us citizen in a foreign country, trusts and making children beneficiaries of 401k, legal guardianships, difference between a lady bird deed and trust, trusts, and giving property to children.

Olsen on Law Radio Show

Play Episode Listen Later Jul 25, 2022 36:58


Pastor Mark Stroud
Lock It Down

Pastor Mark Stroud

Play Episode Listen Later Jul 24, 2022 48:43


We don’t have to be defeated, doomed and depressed another day of our lives. The gospel of Jesus Christ still has the power to change lives, but those who have been going to church for years may be asking, “Why isn’t this working?” It’s because Christians have been mirroring the feelings of the world around us rather than relying on the Bible for strength and stability. We want to do everything else with everyone else, and as a result, we don’t study the Bible or put it into practice like we should. Instead of allowing Satan to continue to steal the Word from us, we need to lock it down and let grow. This week, Pastor Mark Stroud from Kingdom Rock Family Worship Center explains how we underestimate the Word of God and offers nine steps to make it stick in our lives.

Kingdom Rock Radio
Lock It Down

Kingdom Rock Radio

Play Episode Listen Later Jul 24, 2022 48:43


We don’t have to be defeated, doomed and depressed another day of our lives. The gospel of Jesus Christ still has the power to change lives, but those who have been going to church for years may be asking, “Why isn’t this working?” It’s because Christians have been mirroring the feelings of the world around us rather than relying on the Bible for strength and stability. We want to do everything else with everyone else, and as a result, we don’t study the Bible or put it into practice like we should. Instead of allowing Satan to continue to steal the Word from us, we need to lock it down and let grow. This week, Pastor Mark Stroud from Kingdom Rock Family Worship Center explains how we underestimate the Word of God and offers nine steps to make it stick in our lives.

Crown of Life Lutheran Sermon podcast
The Fool Trusts in Earthly Abundance, 1. He is foolish in life, 2. He is foolish in death

Crown of Life Lutheran Sermon podcast

Play Episode Listen Later Jul 24, 2022 15:29


Seventh Sunday after Pentecost, recorded Sun., July 24, 2022. Based on Luke 11:13-21. WELS Seminary student Mark Burger. Website: crownoflifehubertus.com Facebook: https://www.facebook.com/crownoflifehubertus/ Written transcriptions: https://johnoldstrey.wordpress.com/

WellSpring's Podcast
1 Corinthians 13:7 Love Always Protects, Always, Trusts, Always Hopes

WellSpring's Podcast

Play Episode Listen Later Jul 22, 2022 36:05


Corinthians worship services looked so amazing from the outside! Miracles, signs and wonders! Great silver tongued orators and Teachers! Nuggets of God's truth was dazzling. There were People that gave so much money that they had the regular givers blushing- but underneath it all- God was looking in and saying- it all amounts to a big pile of nothing! Because the motive behind it all was self-centeredness and an attempt to elevate themselves rather than Jesus.

Latte With a Lawyer
Samah T. Abukhodeir, Managing Partner at The Florida Probate & Family Law Firm: Latte with a Lawyer Episode 52

Latte With a Lawyer

Play Episode Listen Later Jul 20, 2022 28:54


Samah (“Sam”) T. Abukhodeir was born and raised in Lake Wales, Florida. She has taught Probate, Guardianship, and Estate Planning in the Medical-Legal Guardianship Clinic at Florida International University College of Law. Additionally, she currently teaches Epistemology at the Honors College at Florida International University. Ms. Abukhodeir practices in the areas of Estates, Trusts, Guardianships, Estate Planning, Special Needs Planning, Elder Law, and Family Law. Ms. Abukhodeir is fluent in English and Arabic. Linkedin: https://www.linkedin.com/in/samah-t-abukhodeir-43167256/ The Florida Probate & Family Law Firm: https://floridaprobateandfamilylaw.com/ Learn more about EmotionTrac and our AI-driven Emotional Intelligence Platform: https://emotiontrac.com/calendly/ https://legal.emotiontrac.com/

Personal Pension Radio
PPR 263 SPECIAL NEEDS & CHILDRENS TRUSTS

Personal Pension Radio

Play Episode Listen Later Jul 20, 2022 5:47


No estate plan - don't worry. The government has a plan for minor children and adult family members with special needs who are not able to manage their own affairs. In addition to the potential for an unfortunate trip into the court system, minor children and special needs beneficiaries may become vulnerable to creditors and those seeking to get their hands on inherited assets. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey.  Kraig's mission is help you build & protect your wealth and lifestyle today and generationally. Along the way, Kraig is ready to assist with all matters related to your financial wellbeing as well as your business and family legal needs.  Optimizing Retirement income and protecting your legacy does not happen with a product. You must have an integrated approach. DISCLAIMER: Kraig Strom is not an attorney or a certified public accountant. Kraig is a Certified Financial Planner Professional®, a Chartered Financial Consultant®, and an Investment advisor representative.  As cool as all that may sound, this video is only helpful hints, tips and education. This video is not specific tax, legal or investment advice. Before you decide to take action on anything you see in this video, please consult with your tax, legal or investment advisor first.

Olsen on Law Radio Show
7.16.22- 96.9 The Game Topics on: paying deceased spouse's medical bills and credit cards, should you add spouse name to deed of home, trusts, medicaid, and personal services contracts.

Olsen on Law Radio Show

Play Episode Listen Later Jul 19, 2022 43:13


Something On My Mind|Personal Finance, Budgeting, Investing
#119 - $100,000 in Salary and $113,000 in Student Loan Debt

Something On My Mind|Personal Finance, Budgeting, Investing

Play Episode Listen Later Jul 18, 2022 44:35


We field a question on the Internet from a 26-year old pharamcist who is making $100K per year and has $113,000 in student loan debt. He has $5,600 in monthly net income and puts $4K to his debt payments. He wants to buy a house. Is he broke? What should he do in his financial planning? Website:https://www.somethingonmymind.net/Social Media https://www.instagram.com/somm.podcast/https://www.youtube.com/channel/UChec5qcZBcGkIhUU3belNDwhttps://www.tiktok.com/@somm.podcast?lang=enhttps://www.facebook.com/somm.podcasthttps://twitter.com/Somm_podcast

Covenant Life Church
Lock It Down

Covenant Life Church

Play Episode Listen Later Jul 17, 2022 48:40


We don’t have to be defeated, doomed and depressed another day of our lives. The gospel of Jesus Christ still has the power to change lives, but those who have been going to church for years may be asking, “Why isn’t this working?” It’s because Christians have been mirroring the feelings of the world around us rather than relying on the Bible for strength and stability. We want to do everything else with everyone else, and as a result, we don’t study the Bible or put it into practice like we should. Instead of allowing Satan to continue to steal the Word from us, we need to lock it down and let grow. This week, Pastor Mark Stroud from Kingdom Rock Family Worship Center explains how we underestimate the Word of God and offers nine steps to make it stick in our lives.

The Retirement and IRA Show
DSUE, Social Security, Trusts, and Pensions: Q&A #2229

The Retirement and IRA Show

Play Episode Listen Later Jul 16, 2022 64:37


Jim and Chris sit down to discuss the recent IRS Revenue Procedure 2022-32 and what you need to know if you plan to file for the estate tax exemption of a deceased spouse. They explain how this new ruling may enable more surviving spouses to shield their future estate from potential future estate taxes. Afterwards, […] The post DSUE, Social Security, Trusts, and Pensions: Q&A #2229 appeared first on The Retirement and IRA Show.

Something On My Mind|Personal Finance, Budgeting, Investing
PFT #89 - Personal Finance Tip of the Week: The Pet Invisible Fence - Wired or Wireless?

Something On My Mind|Personal Finance, Budgeting, Investing

Play Episode Listen Later Jul 15, 2022 2:25


If you have a dog and a fenced-in yard, this helps your furry companion with better overall health as it provides him the ability to be outdoors, exercise and have a consistent marked territory.On the other hand, if you do not have a fenced yard, this is where the invisible fencing comes into play. Other than the shock factor that your pet will adapt to, this is a fantastic option.This has been a common choice for pet owners for many years; however, the cost for a system is expensive as it averages $1,200 from my research.The main difference is choosing between the wired and wireless option. The wireless is more expensive and they can be harder to set especially with pro installation and wires can break and be difficult to fix due to tree roots and underground obstacles. The biggest hurdle for the wireless is that it may have difficulty tailoring to the shape of the yard's boundary.So what choice do you make? To me, wireless is the best option.It is less expensiveYou can adjust the boundary settings with a turn of a dialYou can take the system to any location, plug it in and you are ready to goAs for me, I found a refurbished system for $250 from a reputable company. I set up the flags and my dog was trained by the second day. In addition, I have an acre of land and have not incurred an incident with boundary limits and my dog couldn't be happier. Website:https://www.somethingonmymind.net/Social Media https://www.instagram.com/somm.podcast/https://www.youtube.com/channel/UChec5qcZBcGkIhUU3belNDwhttps://www.tiktok.com/@somm.podcast?lang=enhttps://www.facebook.com/somm.podcasthttps://twitter.com/Somm_podcast

Suze Orman's Women and Money
Ask Suze & KT Anything: Rapid Fire RMDs, Series I Bonds and Trusts

Suze Orman's Women and Money

Play Episode Listen Later Jul 14, 2022 30:03 Very Popular


On today's edition of Ask Suze & KT Anything, Suze answers questions about RMDs, Trusts, Series I Bonds and more. Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Unionat: https://bit.ly/3vEUTZW Join Suze's Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI See omnystudio.com/listener for privacy information.

Sisternomics
EP 79 - Imma help my peeps protect their wealth. Period! Five SIMPLE things you can do too.

Sisternomics

Play Episode Listen Later Jul 14, 2022 18:35


You will not catch me and mine having fish frys or starting GoFundMe campaigns to raise money for a funeral or pay for final expenses. No ma'am. We must help our families protect and transfer their wealth the right way. Here's the deal: Two of the most important people in my life are getting older. In addition to spending more time with them, I've also been really focused on making sure everything they've worked for is respected, protected and easily passed on. Every family has different needs but In this episode I share 5 of the simple steps we took to protect my family's wealth. Who in your family needs support getting their affairs in order? Which one of these steps can you take? As a follow up, check out episode 52 of Sisternomics featuring Ernest Fenton. How to Protect the Goldmine in Your Family To connect with Monique on Instagram, click here. To join the Sisternomics Private Facebook community, click here.  Thank you for listening!

Twins Talk it Up Podcast
Twins Talk it Up Episode 105: Protected and Represented

Twins Talk it Up Podcast

Play Episode Listen Later Jul 12, 2022 42:51


Having access to legal, accounting and other expertise is important for helping your business scale and grow as efficiently as possible. Add to your team, expert representation who will help protect and support your growth goals. Mariela C. D'Alessio is a Partner, Owner and Chair of Estates & Trusts at Smith, Glidea & Schmidt LLC, a leading Baltimore Regional Law Firm. Mariela is also a member of the Baltimore County Bar Association Executive Council.Mariela dispels common misconceptions of being a lawyer, how she grows her practice and why public speaking skills are a major component to her success. Leverage your network, strategic partnerships and the power of client referrals. Mariela is also passionate about education and sharing insight on complex topics for leaders on aspects of the law, specifically estates and trusts. Protect your family and your business by understanding what a Trust, Will and Power of Attorney are and how this can be an incredibly important piece of your Estate Planning efforts. To learn more about Mariela, her practice and why having legal representation can be a valued partner and team member, visit www.sgs-law.com/--- more ---If you are looking to learn the art of audience engagement while listening for methods to conquer speaking anxiety, deliver persuasive presentations, and close more deals, then this is the podcast for you.Twins Talk it Up is a podcast where identical twin brothers Danny Suk Brown and David Suk Brown discuss leadership communication strategies to support professionals who believe in the power of their own authentic voice. Together, we will explore tips and tools to increase both your influence and value. Along the way, let's crush some goals, deliver winning sales pitches, and enjoy some laughs.Danny Suk Brown and David Suk Brown train on speaking and presentation skills. They also share from their keynote entitled, “Identically Opposite: the Pursuit of Identity”.Support and Follow us:YouTube: youtube.com/channel/UCL18KYXdzVdzEwMH8uwLf6gInstagram: @twinstalkitupInstagram: @dsbleadershipgroupTwitter: @dsbleadershipLinkedIn: linkedin.com/company/twins-talk-it-up/LinkedIn: linkedin.com/company/dsbleadershipgroup/Facebook: facebook.com/TwinsTalkitUpFacebook: facebook.com/dsbleadership/Website: dsbleadershipgroup.com/TwinsTalkitUp

Something On My Mind|Personal Finance, Budgeting, Investing
#118 - Bobby Bonilla's Contract B-Day and High Earners That are Living Paycheck-to-Paycheck

Something On My Mind|Personal Finance, Budgeting, Investing

Play Episode Listen Later Jul 11, 2022 43:17


This week we wish Bobby Bonilla happy birthday for his annual contract from the New York Mets where he receives $1.92 million for 25 years that comes to $29.8 million. His original buyout was $5.9 million; however, compound is also his best friend. No doubt that he has a great agent. We also talk about the stat that 30% of people are living paycheck-to-paycheck that have a $250,000 household income. Website:https://www.somethingonmymind.net/Social Media https://www.instagram.com/somm.podcast/https://www.youtube.com/channel/UChec5qcZBcGkIhUU3belNDwhttps://www.tiktok.com/@somm.podcast?lang=enhttps://www.facebook.com/somm.podcasthttps://twitter.com/Somm_podcast

Slacker & Steve
Full show - Thursday - GMD - Real estate mom, Erin got puked on at the concert last night, Fixed him up and he let me down, Steve trusts no one

Slacker & Steve

Play Episode Listen Later Jul 8, 2022 64:57


Full show - Thursday - GMD - Real estate mom, Erin got puked on at the concert last night, Fixed him up and he let me down, Steve trusts no one

Farming Without the Bank Podcast
Ep. 153 - Wills, Trusts, and Controlling from the Grave

Farming Without the Bank Podcast

Play Episode Listen Later Jul 8, 2022 46:22


If we are going to save family farms, we must plan correctly, and doing that with a trust will avoid any extra costs and allow you to make sure it stays in the right hands. Heidi Olson is a succession planner and trust officer who shares with us some good starting information on what needs to be done.

Slacker & Steve
Steve trusts no one

Slacker & Steve

Play Episode Listen Later Jul 7, 2022 7:23


Steve thinks that your friends will always talk trash behind your back, no matter how close you are. Is he right?

Kosher Money
Why Millions of People Lose Their Money When They Die & How To Avoid It (with Allan Gibber, Esq.)

Kosher Money

Play Episode Listen Later Jul 3, 2022 90:24 Very Popular


This is an important episode.Estate planning is the management of a person's estate DURING a person's life in the event the person becomes incapacitated or dies. It's not a whole lot of fun to think about, but one can save their family a whole lot of grief if they properly take care of merical directives, healthcare proxies, a will, a trust, HIPAA release forms and more. Fret not: there are people whose sole job is to help you with all of this.* TIME STAMPS *00:00 Intro02:32 Who is Allan Gibber?03:49 Is Estate Planning Just for the Rich?07:57 Planning Wisely 10:10 The List of Items11:20 Medical Directives, Healthcare Proxy & HIPAA Release Form20:40 Aging Gracefully with Parents 22:50 Power of Attorney29:30 Trusts & Wills35:36 Updating & Storing Important Information 41:00 Sponsor42:46 County & State Laws48:20 Knowing How to Spot the Right Estate Planner51:28 Fees of an Estate Planner52:30 Allen Gibber's Contact Info 53:30 Structuring Family Businesses & Equity Splits1:00:30 Sponsor Message1:02:15 Informing Family of Your Decisions1:06:10 Turning a Secular Will into a Religious Will1:27:00 An Important Parting Message1:28:06 OutroSPONSORS OF THIS EPISODE• Colel Chabad: Get a FREE pushka (charity box) from this great non-profit helping feed Israel's neediest. Simply visit https://www.ColelChabad.org/Pushka & https://www.ColelChabad.org/KosherMoney to make a much-needed donation. • Approved Funding: Looking to purchase a home? Looking to refinance? You need to speak to Shmuel Shayowitz at https://www.ApprovedFunding.com/Mortg... to make sure you do it right. Tell him we say hi!To contact Allan, email AJG@NQGRG.com or call 410-332-8580.Follow us on social media for more content:TikTok - https://www.tiktok.com/@livinglchaimInstagram - https://www.instagram.com/livinglchaim/Facebook - https://www.facebook.com/livinglchaimLinkedIn - https://www.linkedin.com/company/living-lchaim As a reminder, all investment strategies and investments involve risk of loss. Nothing contained in this episode or any of our episodes and videos should be construed as investment advice. Got it? Good!Submit your questions to hi@LivingLchaim.comYou can WhatsApp us questions, comments & voice notes: 1-914-222-5513WhatsApp us feedback and you'll get first access to episodes!Our new and free call-in-to listen feature is here:

Suze Orman's Women and Money
Ask Suze & KT Anything: Mortgages, Annuities, Rollovers and Trusts

Suze Orman's Women and Money

Play Episode Listen Later Jun 30, 2022 40:19 Very Popular


On today's edition of Ask Suze & KT Anything, Suze answers questions about paying off mortgages, closing credit cards, annuities, retirement account rollovers and more. Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Unionat: https://bit.ly/3vEUTZW Join Suze's Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast! To ask Suze a question, download by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI See omnystudio.com/listener for privacy information.