Podcasts about trusts

Estate planning is one of the most overlooked parts of real estate investing, but without it, your portfolio and family can be left exposed. This week on the Tax Smart REI Podcast, we sit down with attorney, broker, and investor Diana G. Khan to talk about how real estate investors should approach estate planning. You'll learn: - Why every investor needs at least a will and power of attorney (even at 18) - The difference between wills and trusts, explained with Diana's “backpack” analogy - How to decide between revocable and irrevocable trusts - Practical ways to structure LLCs and holding companies for asset protection - When (if ever) offshore trusts make sense - How life insurance ties into your estate plan Whether you own one rental or a hundred, this episode will show you how to protect your assets, minimize risk, and create a plan that works for your family and your future. Connect with Diana: https://www.dklawmd.com/ Connect with Eckard Enterprises: https://eckardenterprises.com/taxsmartrei/ To become a client, request a consultation from Hall CPA, PLLC at go.therealestatecpa.com/3KSEev6 Subscribe to REI Daily & Enter to Win a FREE Strategy Call: go.therealestatecpa.com/41JuQBX The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. Any mention of third-party vendors, products, or services does not constitute an endorsement or recommendation. You should conduct your own due diligence before engaging with any vendor.

What would you do if a windfall or inheritance changed your life overnight? This episode explores the realities of sudden wealth, the emotional and tax challenges of inheriting money, and smart strategies for passing on your legacy. Learn how to avoid costly mistakes, minimize taxes, and decide whether a trust is right for your family—all while honoring those who helped you build your future. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

How to Sell and Buy Real Estate Using a Revocable Trust.

0:11: What do you know? The 49ers are officially 2-06:58: Breaking down Mac Jones' debut:11:30: Old friend Mike McDaniel might be out of a job by Halloween15:34: Robert Saleh is clearly the 49ers' “defensive head coach”23:01: For the first time in a long time, the Chiefs are in trouble34:31: Returning to the KD-CMC comparison:38:39: Two weeks in, the 49ers are “strong”42:15: The 0-2 club that no team wants to be a part of:44:33: The Cal football segment: Keep an eye on the Golden Bears, who might just go undefeated54:18: Today in history: Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why do People Love Nevada Trusts so Much?

What Your Irrevocable Trust Guru Isn't Telling You...

Disclaimer: Este podcast tiene fines exclusivamente informativos y educativos. Ninguna de las opiniones expresadas en este episodio constituye una recomendación de compra o venta de activos financieros, ni debe interpretarse como asesoramiento de inversión. Cada oyente es responsable de sus propias decisiones.Se pueden comprar fondos de inversión con “descuento”? En este episodio exploramos el curioso caso de los investment trusts británicos: qué son, por qué cotizan por debajo de su valor y qué nos cuentan las historias de baterías, renovables o música sobre inversión y oportunidades. 

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.

Today's devotion is written by Monica Weinkopf.

5 Reasons to Use a Big Law Firm.

Revocable Living Trusts Don't Save on Income Taxes.

Asset protection is invaluable, especially for business owners. Shannon is joined by Blake Harris, an expert attorney specializing in offshore trusts. Dive deep into the intricacies of asset protection trusts, understand the benefits of offshore trusts in places like the Cook Islands, and why this strategy is not just for the ultra-wealthy.   Discover how proper asset protection can safeguard your wealth from lawsuits, divorce, and unexpected liabilities, and why planning ahead is crucial. Blake shares insightful examples, debunks common misconceptions, and provides actionable steps for business owners and individuals looking to explore this strategic financial move. Tune in for a masterclass on protecting what you earn and ensuring your financial future.   What you'll hear in this episode: [0:45] Guest Introduction: Blake Harris [2:30] Understanding Asset Protection and Trusts [13:10] The Importance of Offshore Trusts [17:40] Common Misconceptions and Legal Perspectives [29:40] Steps to Setting Up a Trust   Book your consultation with Blake and his team: https://blakeharrislaw.com/   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

Are you a landowner who wants your ranch to pass cleanly to the next generation—or a land agent tired of deals dying over cloudy title? In this episode of The National Land Podcast, host Mac Christian sits down with Tiffany Dowell Lashmet (Ag Law Professor & Extension Specialist, Texas A&M) and Wayne Dunson (Managing Broker, National Land Realty—West Texas) to demystify probate—the legal process that moves assets from the deceased to the living—and the tools that keep it from blowing up your land plans. What You'll Learn: What probate is and why you still need it even if there's a will Dying without a will (intestacy): how state statutes—not your wishes—divide assets and create messy joint ownership Why failing to probate strands title in the deceased's name, blocks sales, and costs heirs more later (e.g., Texas has a typical 4-year window) Wills vs. Trusts: trusts can bypass probate entirely; when each makes sense for landowners Texas will execution basics: handwritten (holographic) vs. typewritten wills, witness rules, and why beneficiaries shouldn't witness Probate-avoidance tools: LLCs and transfer-on-death deeds (in Texas, revocable) to move property with only a death certificate Real-world horror stories: unknown heirs, missing co-owners, partition suits, deep discounts to clear title Family dynamics you must address now: on-farm vs. off-farm heirs, unequal contributions, and setting expectations Why DIY online forms backfire on farms/ranches—hire an ag-savvy estate-planning attorney in your state Agent playbook: verify probate status early, flag title clouds, and get clients to counsel before listing This episode is a must-listen for: Landowners and family decision-makers on farms and ranches Heirs, executors, and trustees facing title/estate questions Land agents/brokers who want to prevent deal-killing probate issues CPAs and attorneys serving rural clients Don't punt on probate. A valid, state-compliant plan now is cheaper than courtroom chaos later—get the right documents in place, probate on time, and keep your land legacy intact.   Read about Tiffany Lashmet https://agecon.tamu.edu/people/dowell-lashmet-tiffany/   Contact Wayne Dunson https://nationalland.com/real-estate-agent/wayne-dunson   National Land Realty Buy, Sell, Lease, or Auction Land https://www.nationalland.com 

Are South Dakota Trust Better than Other States?

Don't Make this Revocable Trust Mistake.

Ed, Rob, and Jeremy took some time from the final hour of Tuesday's BBMS to discuss the Ravens' issues on defense and what the future could hold for Zach Orr's unit. John Harbaugh said on Monday that he still trusts the Ravens D and he still feels they'll be one of the best in the league. Harbs trusts them, but do you?

Estate Planning Do's and Don'ts.

Inherited Real Estate - You Don't Need To Refinance The Mortgage.

Judge Mary Lou Alvarez joins Shannon Salmon-Haas and host Todd Marquardt to talk about foster children on this edition of Talk Law Radio. #fosterchildren #fostercare #law #legal #familylaw The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation. Leave a legacy that makes a positive impact on people's lives Chat online at MarquardtLawFirm.com to schedule an appointment to help you create a legally enforceable last will, living trust, or tax protected inheritance plan. Tell a friend what this show is about discovering hidden legal issue blind spots like in business and estates and elder law. Today's hidden legal issue blind spot is "Citizenship." Subscribe to the Talk Law Radio YouTube channel to watch the show in four separate segments. Like & Subscribe! https://www.youtube.com/@talklawradio3421 Listen here! www.TalkLawRadio.com Follow Shannon Salmon-Haas! Instagram: @shannonrobertasanantonio Tik Tok: @shannonrobertasa Facebook: @Shannon Roberta San AntonioSee omnystudio.com/listener for privacy information.

The Type of Deed I'd Use to Gift Real Estate.

Brent and John Strohmeyer chat about sham trust schemes. They explain what the structures and hoped for results are and then break down why they do not work. They also speculate about why people buy these schemes.

5 Reasons To Use Big Law Instead Of Small Law.

In this episode, Alyssa McNamara Reed, CFP® , and attorney Ben Cody of Cody Law Group, discussing essential estate planning concepts. They define estate planning broadly, covering decisions about money, investments, insurance, mortgages, taxes, estate planning, living within one's means, and retirement. The conversation primarily focuses on the distinctions between wills and trusts, the probate process, and their implications for individuals and families. Key topics explored include guardianship for minor children, strategies for estate tax mitigation, and using trusts for asset protection in the context of long-term care, emphasizing the importance of informed decision-making in financial and legal matters. Alyssa McNamara Reed, CFP® is a financial planner with passion for the intersection of taxes and investing.  Alyssa works with motivated savers, beneficiaries of estates, business owners, divorcees, and pre-retirees. McNamara Financial is an Independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/

In this episode, guests Jonathan Blattmachr and Martin Shenkman share their thoughts on key OBBBA provisions and the Act's impact on estate and tax planning with host Kristin Yokomoto. Planning considerations include use of non-grantor trusts for charitable planning, basis-focused income tax planning, and more. They will also discuss the benefits of reviewing existing SLATs and other irrevocable trusts, as well as the importance of preparing customized estate plans that address family dynamics to minimize the chances of litigation. Host: Kristin YokomotoGuests: Jonathan G. Blattmachr and Martin M. ShenkmanJonathan G. Blattmachr is the Editor-in-Chief and Co-Founder of Interactive Legal, and Co-Author of Wealth Transfer Planning™. He is a principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He has written and lectured extensively on estate and trust taxation and charitable giving. Jonathan graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar, and received his A.B. degree from Bucknell University, majoring in mathematics. He has served as a lecturer-in-law of the Columbia University School of Law and is an Adjunct Professor of Law at New York University Law School in its Masters in Tax Program (LLM). He is a former chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of several committees of the American Bar Association. Jonathan is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past chair of its Estate and Gift Tax Committee. He is author or co-author of eight books and more than 500 articles on estate planning and tax topics. Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey and New York City. He is the founder of Shenkman Law, a boutique firm focused on the legal needs of high-net-worth individuals, professionals, close business owners, and real estate owners and developers. Martin's practice includes estate and tax planning, planning for closely held businesses, and estate administration. He is the author of 42 books and more than 1,000 articles. Martin is an Editorial Board Member of Trusts & Estates Magazine, CCH (Wolter's Kluwer), and the Matrimonial Strategist. He has previously served on the editorial board of many other tax, estate and real estate publications. Martin earned his Bachelor of Science degree from Wharton School with concentrations in accounting and economics, MBA from the University of Michigan with concentrations in tax and finance, and law degree from Fordham University School of Law. He is admitted to the bar in New York, New Jersey, and Washington, D.C. and is a licensed CPA in New Jersey, Michigan, and New York. Click here to listen to Interactive Legal's 4-Part webinar series on OBBBA - https://interactivelegal.com/big-beautiful-bill/Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek

Why the IRS makes Trustees Give their Social Security Number.

What happens when you hand the mic to Stackers? You get a mailbag episode loaded with real-life money challenges, surprising lessons, and a few “wait, what?” moments. Joe Saul-Sehy, OG, special guest Anna Allem (a CFP® with her own winding journey into the profession), and Neighbor Doug dig into your most pressing financial questions—no fluff, no jargon, and definitely no shortage of basement-style tangents. This week's listener lineup serves up a buffet of topics: how to turn an HSA into a stealth retirement account, whether a Roth conversion is the right move (and when), the tricky little details that make or break a trust, and what's happening in the ever-shifting world of auto insurance. Along the way, we get into the mental game of money—why positive thinking might be more than motivational fluff—and how planning isn't just about the plan on paper. From Anna's seasoned perspective to OG's no-nonsense approach and Joe's knack for cutting through the noise, you'll walk away with strategies you can actually use. Plus, we can't resist a detour into AI at the Wendy's drive-thru (yes, it's a thing), proving once again that money talk is always better when you leave room for curiosity. What You'll Learn This Episode: How to decide if a Roth conversion makes sense for your tax picture Ways to supercharge an HSA for long-term wealth (and not just medical expenses) Trust basics you might be overlooking—and why that could cost you. The latest trends in auto insurance and how they might affect your rates Why mindset matters just as much as math in building financial confidence Questions to Ponder (or Argue Over in the Basement) If you were starting an HSA today, how would you use it—medical safety net or stealth retirement account? Have you considered a Roth conversion? What's the one factor holding you back? When it comes to trusts, do you prefer to keep heirs in the loop or keep plans private until needed? How do you decide when to update your insurance coverage versus just shopping for a better rate? FULL SHOW NOTES: https://stackingbenjamins.com/questions-from-the-stacker-community-1730 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

The intricacies of inheritance tax issues are probably the last thing you want to think about after losing someone. We're making it easier to make financial arrangements for receiving an inheritance after a loved one passes away on this episode of We're the Brits in America.  Host Richard Taylor - dual UK/US citizen and Chartered Financial Planner - offers practical advice for expats on navigating these challenges to promote financial security and compliance, including how to avoid the potential pitfalls of Roth IRA conversions.  In this episode of From the Trenches on We're the Brits in America, Richard Taylor and James Boyle – Lead Financial Planner at Plan First Wealth - explore:   Navigating Inheritance for Expats Challenges when receiving an inheritance from non-US persons. The crucial importance of filing Form 3520 to avoid severe IRS penalties. Complications with Trusts and Offshore Bonds Issues with UK-centric advice for US persons. Potential tax problems with foreign trusts and passive foreign investment companies (PFICs). Roth IRA Conversions Explanation of Roth IRA conversions and their benefits. Potential pitfalls like affecting healthcare premiums and tax brackets. New considerations following recent legislative changes. Importance of a Cross-Border Tax Advisor Benefits of having a qualified tax advisor to navigate international tax intricacies and offer valuable US tax help. More about We're the Brits in America:  With the right financial advice, landmines that threaten expat wealth can be avoided. Often encountered by US-connected expats, these financial landmines are more numerous, more hazardous, and less understood than almost anywhere else in the world. As a result, non-cross border professionals, wealth advisors, and even international advisors are often unaware of them. But don't worry, We're the Brits in America has you covered.  We're the Brits in America is dedicated to helping ambitious U.S.-connected expats and immigrants navigate those challenges — and thrive. Whether you've moved to the U.S. for opportunity, or are an American seeking adventure and growth abroad, our job is to equip you with the tools and insights you need to succeed. 

Welcome to the second episode of our new podcast Wealth Builder. In this episode Nick talks to accountant David Markovski about family trusts, who should have one and what should be taken into consideration before creating one. We'd love to hear your feedback. Send us a message via the Guidance website.   Subscribe to our weekly GainingCHOICE email General advice disclaimer

This evening, we dive into market movements with Sasfin Wealth, Woolworths and Aspen Pharmacare executives unpack their respective results, hear from Nada warning listeners about unsolicited debt relief offers, we speak to Webber Wentzel about a new proposed bill that would increase taxes on unit trusts, and in this week's Executive Lounge, we get to know Ghana Msibi, CEO of FNB Business. SAfm Market Update - Podcasts and live stream

Joon Chong – Partner, Webber Wentzel SAfm Market Update - Podcasts and live stream

In this episode, Brian uses 3 real-world examples of how to build in public, create social proof, and showcase subject matter expertise. These strategies don't just get you eyeballs - they also help you stand out against the wave of AI creative that is flooding the market. Thanks for tuning in, and we'll catch you next week in the studio!As always, appreciate you all listening, and don't forget to leave us a review and submit your questions for Alex and Brian at the email address below. See you next week.--------------------WANT FREE GAME? Or just have a question for Brian & Alex?Submit your questions here: www.marketingexamined.com/podcastOR email us at podcast@marketingexamined.com--------------------WATCH THE PODCAST ON YOUTUBE:For full video versions, and short highlights of every episode, head tohttps://www.youtube.com/@marketingexamined?sub_confirmation=1NEWSLETTER:For growth playbooks, deep dives, and marketing case studies, get subscribed atwww.marketingexamined.com--------------------Follow Alex & Brian on Twitter and IGwww.twitter.com/@alexgarcia_atxwww.twitter.com/@brian_blum1

Managing estate sales comes with a unique set of challenges, from complicated family dynamics to maintaining an empty property.In this conversation, co-founders of the Christie's International Real Estate Group Trusts & Estates Division Leslie Hirsch and Howard Morrel share their tips for estate managers tasked with seeing a property through an estate sale. Tune in to hear what you need to know about insurance and maintenance as a home sits through this process, documents and information to keep at your fingertips, repairs that can impact the value of a property, and what most commonly gets overlooked. Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis.  Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next!The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.

Hour 1 1:12 - Week 1 Won't Define the Commanders 11:46 - Do You Trust the Commanders' Offense or Defense More in Week 1? 24:40 - Calls: Do You Trust the Commanders' Offense or Defense More in Week 1?

Title: கர்த்தரையே நம்பியிருக்கும் வாழ்க்கை! | A LIFE THAT TRUSTS IN THE LORD!Event: Sunday First Service Sermon LiveSpeaker: Bishop. Dr. Reuben M. SathiyarajDate: August 31, 2025Watch the Sermon as a video on YouTube: https://youtube.com/live/wLeUnvkWsIY FOLLOW US!https://linktr.ee/agapebangaloreFacebook: https://www.facebook.com/agapebangalore Instagram: https://www.instagram.com/agapebangaloreYouTube: https://www.youtube.com/@AgapeBangaloreYouTube TV: https://www.youtube.com/@AgapeBangaloreTVTwitter: https://twitter.com/abcabfindia Website: https://agapebangalore.orgVISIT US!Location: Agape Bible Church BangaloreGoogle Map: https://goo.gl/maps/fvEzXTwigMbRRTxz5CONTACT US!Email: abcabfindia@gmail.comWhatsApp & Telegram: +91-9900167714 & +91-9901613901#AgapeBangalore #AgapeBibleChurch #WordofGod #ReubenSathiyaraj #BishopReuben#Truths #Sermon #TamilSermon #SundayService #ChurchService #BangaloreChurch

Melody Smith joins Shannon Salmon-Haas and host Todd Marquardt to talk about homelessness in D.C. on this edition of Talk Law Radio! •The central topic is President Trump’s executive order addressing homelessness in Washington, D.C., signed on July 24, 2025, and the broader legal, ethical, and social ramifications of such policies.•We discuss dignity, relationship-building, and the Christian perspective of treating those experiencing homelessness as brothers and sisters deserving of empathy.•Shannon shares observations from San Antonio, describing the visible increase in encampments and the challenges faced by business owners and community members.•Local organizations like THRU Project are highlighted for their work in supporting foster youth at risk of homelessness, with statistics showing a high percentage of homeless adults having a history in the foster system. Learn more at https://www.thruproject.org/ #homeless #unhoused #law #legal #Trump #policy #DC #executiveorder The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation. Leave a legacy that makes a positive impact on people's lives Chat online at MarquardtLawFirm.com to schedule an appointment to help you create a legally enforceable last will, living trust, or tax protected inheritance plan. Tell a friend what this show is about discovering hidden legal issue blind spots like in business and estates and elder law. Today's hidden legal issue blind spot is "Citizenship." Subscribe to the Talk Law Radio YouTube channel to watch the show in four separate segments. Like & Subscribe! https://www.youtube.com/@talklawradio3421 Listen here! www.TalkLawRadio.com Follow Shannon Salmon-Haas! Instagram: @shannonrobertasanantonio Tik Tok: @shannonrobertasa Facebook: @Shannon Roberta San AntonioSee omnystudio.com/listener for privacy information.

Changes to the costs, paperwork and bureaucracy that are hampering agri-food exports from Great Britain to the European Union won't be in place until 2027. Nick Thomas–Symonds, the Minister for EU Relations, has been setting out his priorities for the future of the UK-EU relationship in a speech in front of industry representatives and journalists. We speak to trade expert David Henig and hear how food exporters are 'disappointed' that barriers to trade won't be removed sooner.The pig and poultry industries is damaging our rivers and countryside, according to a report commissioned by the Wildlife Trusts. The UK produces almost one million tonnes of pig meat and two million tonnes of poultry meat per year and the Trusts have been examining the broader environmental risks from farming pigs and poultry. We hear look into the details of the report and hear from the pig industry.Pollinators play an essential part in crop production and we've been looking at them all week. One fruit farm in Herefordshire imports bees from the Netherlands to pollinate fruit in polytunnels. We also speak to the insect charity Buglife. An update on a tiny community which was considered too remote to be connected to the national grid. People living in the Upper Coquet Valley in Northumberland used to be reliant on generators. For 50 years they've campaigned to be connected to the mains - and now they are!Presenter = Charlotte Smith Producer = Rebecca Rooney

Chris Holman welcomes back BENJAMIN A. BAKKEN, CFP®, CEPA®, Senior VP, Lansing Market Director, Tri-Star Trust Bank, Lansing, MI. Welcome back Ben, remind the Michigan business community about Tri-Star Trust Bank? Tri-Star emphasizes highly personalized wealth management and trust administration—how does that bespoke approach benefit business owners preparing for succession or sale? Tri-Star serves as corporate or successor trustee—what are the advantages of naming a trust bank versus an individual when planning a business succession? Successful succession involves alignment across financial planning, tax strategy, and fiduciary administration. How does Tri-Star coordinate these elements for smooth transitions? Beyond just continuity, many owners want their businesses to thrive after they step down. What strategies does Tri-Star recommend to business owners to preserve legacy while empowering the next generation? We'll have to have you back for more,... » Visit MBN website: www.michiganbusinessnetwork.com/ » Subscribe to MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

4 Advanced WA State Estate Tax Strategies

What if your wealth could be preserved for generations, without family conflict, excessive taxes, or probate headaches? In this episode of The Richer Geek, we're joined by Antony Joffe, Chairman of Sterling Trustees, to break down the world of trusts. From South Dakota's unique laws to protecting your family legacy, Antony shares insights every entrepreneur, professional, and future planner should know. In this episode, we chat about… Antony's career journey from CPA and investment banker to building Sterling Trustees with his father. Why family trustees often create conflict (and legal risk) and how corporate trustees solve that problem. How South Dakota became the trust capital of America and what makes its laws stand out. Real-world protections trusts can offer against creditors, lawsuits, divorce, and even poor financial decisions. The role of technology and the future of trusts, from AI-drafted documents to blockchain accounting. Why entrepreneurs, especially in high-tax states like California, should consider trusts early in wealth planning. Key Takeaways: Trusts aren't just for billionaires. Even middle-class families can use them to preserve wealth and reduce probate costs. South Dakota leads the nation in progressive trust laws, offering tax advantages, asset protection, and strong privacy features. Corporate trustees provide expertise and neutrality, preventing family disputes and ensuring compliance with fiduciary duties. Trusts can be customized for flexibility, from staggered payouts to charitable giving, while safeguarding against divorces or creditors. Tech is reshaping trust management, with AI simplifying documents and blockchain promising long-term transparency. Start planning earlier than you think. Even in your 30s or 40s, a trust can protect future business exits, stock options, or inherited assets. Resources from Antony LinkedIn | sterlingtrustees.com | Tax Savings Calculator | Contact Antony: 610-314-8590 Resources from Mike and Nichole Gateway Private Equity Group |  Nic's guide  

Listen to host Kristin Yokomoto discuss various aspects of the CLA Trusts and Estates Section Executive Committee (TEXCOM) with guests Matthew McMurtrey and Ryka Farotte.  Learn about how TEXCOM monitors all California bills, some of which become law that impact our trusts and estates practice. We discuss Matt's 11-year term on TEXCOM and Ryka's 6-year term, their leadership roles, and some of the contributions they have made to the CLA Trusts and Estates Section and the community. Learn more about the focus of TEXCOM's Legislation, Estate Planning, Incapacity, Trust Administration, and Litigation Committees and how you can become involved.Our Speakers:Matthew McMurtrey is the managing partner at Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP in Los Angeles. Matt is a Fellow of the American College of Trust and Estate Counsel, the California Lawyer's Association Trusts and Estates Section 2021-22 Chair of the Executive Committee (TEXCOM), and a former Chair of TEXCOM's Litigation Subcommittee. Ryka Farotte is a research attorney in the Probate Department of the Los Angeles Superior Court. He is currently a member of the Executive Committee of the California Lawyer Association's Trusts and Estates Section (TEXCOM) where he serves as Chair of the Incapacity Subcommittee.  Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek

This week, Jack Sharry talks with Jamie Hopkins, Chief Wealth Officer at WSFS Bank and CEO of Bryn Mawr Capital Management. Before WSFS Bank, Jamie held various positions at Carson Group, including Managing Partner of Wealth Solutions, Managing Director of Carson Coaching, and Director of Retirement Research. Jamie is also the Founder of FinServ Foundation, a nonprofit dedicated to coaching and developing the next generation of financial professionals.  Jamie shares his journey from personal tragedy to industry leadership, highlighting how his mother's experience inspired a lifelong mission to expand access to financial guidance. They explore the convergence of wealth management models, the future of trust and estate services, and why firms must invest in people over products. Jamie also discusses his work with the FinServ Foundation, advocating for a more inclusive and sustainable financial industry. In this episode: (00:00) - Intro (02:20) – Jamie's personal “why” for joining the financial industry (06:13) – A career built on passion, scale, and purpose (09:05) – How firm types are converging in today's landscape (13:38) – The challenge of defining and delivering differentiated service (17:33) – What's next: Trusts, estate planning, and digital disruption (19:44) – Why estate planning is the industry's overdue frontier (22:00) – Jamie's mission to give back and shape the next generation (25:18) – Three takeaways for the future of financial advice (27:08) - Jamie's interests outside of work Quotes "Great companies come down to great people. Try to find great people to surround yourself with. You're only as good as they are." ~ Jamie Hopkins "I see firms that want to be everything to everybody, and realistically, you usually cannot be that. That holds you back from some of the growth and scale that you might be looking for." ~ Jamie Hopkins "Wealth management services look more similar everywhere. It's your people for the next decade that are going to distinguish you from anywhere else. So, invest in your people, take care of them, hire great people, find great people, and keep them." ~ Jamie Hopkins Links  Jamie Hopkins on LinkedIn WSFS Bank FinServ Foundation The American College of Financial Services Carson Group  Omani Carson SEI iCapital Trust & Will Wealth.com Wealth Management EDGE Conference Financial Services Institute Schwab Impact conference McKinsey Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

✨ Welcome back to Zillennials Podcast! In this episode, Kaylee and Lian delve into their dreams and plans for what they would do if they won the lottery.They discuss whether they would choose a lump sum or scheduled payments and potential purchases ranging from buying homes to traveling the world on a houseboat, and even considering private chefs and housekeepers. Finally, they muse over how winning the lottery could enable greater focus on personal development and spending quality time with family and friends.Join them for this engaging and hypothetical discussion about financial windfalls and future dreams. Please note that this discussion is for entertainment purposes only and should not be considered financial or legal advice if you do happen to be so lucky as to win the lottery.00:00 Introduction and Disclaimer00:44 Defining the Lottery Win01:40 Lump Sum vs. Scheduled Payments04:18 Staying Anonymous and Legal Advice05:27 Trusts and Family Considerations11:35 First Purchases and Home Plans18:40 Travel and Vacation Plans22:04 Hobbies and Lifestyle Changes32:17 Final Thoughts and Conclusion

Pastor Greg unpacks the parables of the sower and the persistent widow to reveal a faith that surrenders, obeys, prays persistently, and trusts God's unseen work beneath the surface. New to Echo Grace? We'd love to get to know you! Fill out a quick connect form at https://echograce.com/connect. Want to support our ministries & mission? Your generosity makes a difference. Give at https://echograce.com/give.

Send us fan responses! Prosperity is your divine birthright—but are you positioned to claim it? In this eye-opening session, Dr. Don Kilam dismantles common misconceptions about the Social Security Trust system and delivers crucial knowledge on financial sovereignty that few are willing to share publicly.Discover the stunning truth about your relationship with public trust systems. Your Social Security number isn't the asset—your labor is. This fundamental distinction explains why millions remain trapped in beneficiary status while private families build generational wealth as trustees. Dr. Kilam breaks down how government entities act as trustees of the Social Security Trust (originating from the 1666 Cesti Que Vie Act), which places individuals in a position where they can only receive benefits rather than control assets.The session delves deep into securitization processes, revealing how labor and assets are converted into financial instruments that primarily benefit system administrators rather than individuals. Learn why the Social Security Trust operates as a debt-discharging mechanism within a bankrupt system and how this impacts your financial positioning. Dr. Kilam doesn't just identify problems—he presents solutions through private alternatives.Moving beyond theory, Dr. Kilam introduces practical pathways to financial sovereignty through private family trusts, churches, and tribal structures that function outside direct government control while maintaining legal protection. He also explores the powerful distinction between claiming status as an American national versus a United States citizen, referencing specific legal codes that define these relationships differently.In today's economy where "$20 million is the new millionaire," traditional approaches to financial security fall dramatically short. This session provides the foundation for a complete paradigm shift in how you view wealth creation, asset protection, and generational prosperity. Ready to move from beneficiary to trustee? From waiting for handouts to creating your own financial systems? Your journey to true financial sovereignty starts here.https://donkilam.com FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://open.spotify.com/track/5QOUWyNahqcWvQ4WQAvwjj?autoplay=trueSupport the showhttps://donkilam.com