Podcasts about trusts

In this episode of Remodelers On The Rise, Kyle Hunt sits down with attorney Jennifer Winegardner to discuss a critical topic many remodelers overlook—estate planning and business succession. From wills to trusts, powers of attorney to living wills, Jennifer explains the five essential documents every business owner should have in place. Hear real-life stories, practical insights, and why preparing for the unexpected (yes, even a rogue flock of turkeys) is one of the best gifts you can give your family and your team. Whether you're just starting your business or you've been running it for decades, this episode will help you avoid unnecessary legal headaches—and leave a legacy that's organized, not chaotic. ----- Today's episode is sponsored by Builder Funnel! Click here to learn more about how Builder Funnel helps remodelers and home builders grow through strategic digital marketing. ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights! ----- Takeaways Estate planning is essential for everyone, not just the wealthy. Trusts can help avoid the probate process. A will alone may not be sufficient for effective estate planning. Funding your trust is crucial for it to be effective. Regularly updating your estate plan is necessary as life changes occur. Business succession planning is vital for business owners. An inventory of assets is a helpful first step in planning. Having a good relationship with a lawyer is important for effective planning. Keep your family out of conflict and court by planning ahead. Estate planning can save your family from costly probate fees. ----- Chapters 00:00 Introduction to Estate Planning and Business Succession 05:48 Understanding the Importance of Estate Planning 08:45 Key Components of an Estate Plan 09:39 The Role of Trusts in Estate Planning

It's Wednesday, May 28th, A.D. 2025. This is The Worldview in 5 Minutes heard on 125 radio stations and at www.TheWorldview.com.  I'm Adam McManus. (Adam@TheWorldview.com) By Jonathan Clark Somalian Muslim man trusts Christ and is kicked out of home A young Muslim man in Somalia was kicked out of his home recently after converting to Christianity.  The 20-year-old struggled with substance abuse and had not been home to see his Muslim parents for months. That's when an underground pastor shared the Gospel with him. The young man came to Christ and gained freedom from drug use. After going home, however, his parents drove him away because of his new faith. The young convert told Morning Star News, “Now that I have loved [Jesus], I do not have a family standing with me. I do no not know what to do. I need prayers.” Please pray for this brother in Christ in Somalia, Africa. The country is ranked second on the Open Doors' World Watch List of most difficult places to be a Christian.  In Matthew 19:29, Jesus said, “And everyone who has left houses or brothers or sisters or father or mother or wife or children or lands, for My name's sake, shall receive a hundredfold, and inherit eternal life.” French Muslim youth vandalizing Catholic churches and assaulting Catholics The European Conservative reports there have been a string of attacks on churches in France recently which have received little attention from the mainstream media. In one case, Islamic youths insulted a Catholic priest and threatened to set the church building on fire earlier this month. Days earlier, another group disrupted a parish meeting in the same area. Muslim attacks on Catholics have included vandalism, physical assault, and kidnapping. Supremes split decision result: OK religious charter school unfunded In the United States, the Supreme Court delivered a split decision last Thursday in a case involving religious education. Previously, Oklahoma's charter school board had approved funding for St. Isidore of Seville Catholic Virtual School. It would have been the country's first publicly-funded religious charter school.  However, Oklahoma's Supreme Court blocked the school. And the U.S. Supreme Court ruled 4-4 in the case, leaving the lower court ruling in place.  For some reason, conservative Justice Amy Coney Barrett recused herself from the case.  Defense Secretary Hegseth: "“King Jesus, we come humbly before You." U.S. Secretary of Defense Pete Hegseth led a prayer meeting at the Pentagon last Wednesday. Listen to his opening prayer. HEGSETH: “If you would bow your head in prayer. “King Jesus, we come humbly before You, seeking Your face, seeking Your grace, in humble obedience to your law and to Your Word. We come as sinners, saved only by that grace, seeking Your providence in our lives and in our nation. “Lord God, we ask for the wisdom to see what is right, and in each and every day, in each and every circumstance, the courage to do what is right in obedience to Your will. “It is in the name of our Lord and Savior Jesus Christ, that we pray. And all God's people said, Amen. Thank you.” The voluntary 30-minute prayer meeting was called “Secretary of Defense Christian Prayer & Worship Service.” Hegseth said it may become a monthly event.  Colossians 4:2 says, “Continue earnestly in prayer, being vigilant in it with thanksgiving.” Planned Parenthood to close 8 abortion mills in Iowa and Minnesota Last Friday, Planned Parenthood North Central States announced it will close eight locations across Iowa and Minnesota over the next year. Planned Parenthood blamed the closures on states passing anti-abortion laws as well as a freeze on federal funding for abortion. The closures will also involve laying off 66 staff members. CDC no longer recommends COVID-19 shot for pregnant women & kids The U.S. Centers for Disease Control and Prevention will no longer recommend COVID-19 shots for pregnant women and healthy children. Health and Human Services Secretary Robert F. Kennedy Jr. made the announcement yesterday. KENNEDY: “Hi everybody. I'm Robert F. Kennedy, Jr, your HHS Secretary.  And I'm here with NIH Director Dr. Jay Bhattacharya and FDA Commissioner Dr. Marty MaKary. “I couldn't be more pleased to announce that, as of today, the COVID vaccine for healthy children and healthy pregnant women has been removed from the CDC-recommended immunization schedule. Last year, the Biden administration urged healthy children to get yet another COVID shot, despite the lack of any clinical data to support the repeat booster strategy in children! BHATTACHARYA: “That ends today. It's common sense and it's good science.” MAKARY: “There's no evidence healthy kids need it today. And most countries have stopped recommending it for children.” KENNEDY: “We're now one step closer to realizing President Trump's promise to make America healthy again.” Lawmakers want to launch “Natural Family Month” Republican lawmakers in Ohio are considering a bill to celebrate families. The measure would designate the weeks from Mother's Day to Father's Day as “Natural Family Month.” The timeframe goes from the second Sunday in May to the third Sunday in June. This contrasts with Homosexual/Transgender Pride Month when many celebrate sexually perverted lifestyles in June. 1,500-year-old Christian graves in Israel discovered And finally, archaeologists recently uncovered 1,500-year-old Christian graves in Israel's Negev Desert. The graves reflect Christian burial practices. Inside, archaeologists found rare ebony figurines depicting individuals with African features. Researchers wrote, “It is possible that the deceased were of ‘Ethiopian' origin, and that they, or their ancestors, converted to Christianity and moved to the Negev.” The figurines were made out of ebony wood sourced from India or Sri Lanka and likely carved in Africa before being brought to the Negev.  Researchers believe it is the first time they have discovered such artifacts in the region of Israel and Jordan.  Close And that's The Worldview on this Wednesday, May 28th, in the year of our Lord 2025. Subscribe for free by Spotify, Amazon Music or by iTunes or email to our unique Christian newscast at www.TheWorldview.com. Or get the Generations app through Google Play or The App Store. I'm Adam McManus (Adam@TheWorldview.com). Seize the day for Jesus Christ.

Think estate planning is only for the wealthy or the retired? Think again. If you're divorced (or about to be), this episode is essential listening.In this empowering episode of The Crazy Ex-Wives Club, host Erica sits down with estate planning attorney Elizabeth Neyens to unravel the legal, emotional, and practical sides of protecting your assets—and your kids—after divorce.From updating your will to avoiding accidental inheritance disasters (like your ex managing your child's money—yikes), this episode clears the fog on what estate planning really is, when you need it, and why waiting can cost you big.Elizabeth breaks down the difference between wills and trusts, what documents every parent needs in place by age 18, and how to build a plan that puts you in control. Whether you're fresh out of a marriage or simply overdue for an update, this conversation will help you move from overwhelmed to organized.Because protecting your peace means planning for the things we don't want to think about—before they become emergencies.

The different types of trust distribution schedules. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

We kick off our Tuesday by welcoming and thanking Sabrina Ambra from the News Junkie, who pulled a double-shift so she could fill in for a vacationing Jack. We talk about our long Memorial Day weekend (thanks, Sabby!) before catching up on the latest headlines during JCS News. We then talk about the holiday weekend box office before reviewing listener Alex Dowman's choice for 'Whatd'ya Do That's New.' Next, it's the 'slap heard around the world' after the wife of the president of France shoved him in the face. Jim, Deborah and Sabrina then discuss a BBC article about children severing ties with family, and took phone calls from listeners. Trivia's next before we talk about Dolly Parton expanding her food brand to include frozen food. Scott Brown with Edgewater Family Wealth is next for 'It's Only Money' to talk about the probability you can control and Trusts, Wills and Control from beyond the grave, as well as an upcoming event at The Rising Tide Tap and Table in Port Canaveral in late June. We wrap it up with 'You Heard It Here First' and our list of thank you's before calling it a day.

Land Trusts are a scam. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

In this special episode, we catch up on a backlog of insightful listener questions—covering everything from estate planning and Social Security taxation to Roth conversions and Medicare rules. If you've been wrestling with real-world retirement planning decisions, you're not alone. Today's episode delivers practical answers to the kinds of issues many people face but few have clearly explained. We tackle: IRMAA and Social Security Taxation – Does IRMAA include Social Security income if it's not taxable? Capital Gains on a Vacation Home – Should you delay estate planning until after the sale of a property? What about the "2 out of 5 years" exemption? Paying Inheritance Taxes – If all your accounts list beneficiaries, how will state inheritance taxes (like Pennsylvania's) get paid on time? Step-Up in Basis with TOD Deeds – In Oklahoma, does property with a Transfer on Death deed still receive a step-up in basis? Impact of Home Sale on IRMAA and Roth Conversions – How does selling a vacation home affect your income-based Medicare premiums and Roth conversion strategies? Medicare Enrollment Rules at Age 65 – Are you legally required to enroll in Medicare at 65 if not on a qualifying employer plan? Trusts and Anonymity – How can you use estate planning tools while keeping your affairs private and self-directed? Probate Friendliness by State – Which states make probate easy, and which ones almost demand a trust-based plan? Inherited IRAs and Roth Conversions – Can a beneficiary convert inherited IRA funds into a Roth IRA for future tax-free growth? If you've ever had a nuanced question about retirement or estate planning, chances are someone else has too—and we're tackling them head-on in this packed Q&A episode. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Is It Okay To Move Real Estate With A Mortgage Into An LLC? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

Your bad estate plan is going to cost you! In today's episode, Lauren Klein, a Florida-based tax and estate planning attorney, discussed the critical components of effective estate planning. She debunks myths about revocable trusts, touches on the importance of regularly updating estate plans, and shares on the unethical financial incentives some attorneys may have to let plans fall short. We also talk the strategic use of irrevocable trusts, asset titling, and state-specific protections like Florida's homestead laws for enhanced asset security. We discuss... Lauren Klein is a Florida-based tax, trust, and estate attorney who works nationally, helping clients with estate planning, probate avoidance, and tax strategies. Probate happens when someone dies owning assets solely in their name without a beneficiary or trust.  Probate adds stress during grief and often sparks disputes—especially if there's no clear plan or distant relatives get involved. Family fights usually come from unresolved issues, emotional baggage, or greed. Clear planning helps prevent conflict, though it can't always stop it. Many assume a will or trust avoids probate, but trusts must be properly funded—assets need to be retitled into the trust or have it listed as beneficiary.  The estate planning industry is too transactional—clients get documents but little follow-up. After a death, families often struggle to locate and transfer assets legally while grieving. It requires attorneys, paperwork, and patience. A common myth is that revocable trusts protect assets from taxes or lawsuits. They don't during your lifetime—but they help avoid probate and add control. Revocable trusts shine when passing assets to kids. They can protect inheritances from divorce or lawsuits and become irrevocable (and stronger) after death. Trusts are especially helpful for blended families and young kids. You can distribute assets in stages and add estate tax protection with proper planning. Irrevocable trusts offer stronger protections but are more complex and better suited for high net worth or special planning needs. Asset protection varies by state—Florida, for example, offers homestead and tenancy protections. Even how you title a car can matter. Retirement accounts and life insurance have some protection, but it depends on the state. Listing all assets is key to building a strong estate plan. Crypto is showing up more in estate planning. It requires special steps to protect and transfer securely. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/bad-estate-planning-lauren-klein-714 

The best revocable trust provisions for kids. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

In this episode, Dylan Silver interviews Casey Conklin, a real estate attorney from Michigan, who shares insights into the world of real estate law, courtroom experiences, and the importance of trusts in estate planning. Casey discusses how most attorneys rarely go to court, the complexities of real estate contracts, and the significant benefits of establishing trusts to avoid probate. He emphasizes the need for proactive planning, especially for business owners and families, to ensure smooth transitions of assets and minimize legal complications.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The wrong way to leave your house to your kids. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

5 Reasons to Create a Revocable Living Trust We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

Do-It-Yourself Estate Planning Gone Wrong. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

3 Unexpected Reasons That Probate Sucks. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

The Best Way To Prevent Kids From Blowing Their Inheritance. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

Gabriel Custodiet speaks with Gregory Treat, lawyer and consultant on families trying to forge a dynasty.   GUEST → https://avaloncircle.com/   WATCHMAN PRIVACY → https://escapethetechnocracy.com/  (Including Watchman's Torch Newsletter) → https://twitter.com/watchmanprivacy  → https://watchmanprivacy.com  (Including privacy consulting) CRYPTO DONATIONS → 8829DiYwJ344peEM7SzUspMtgUWKAjGJRHmu4Q6R8kEWMpafiXPPNBkeRBhNPK6sw27urqqMYTWWXZrsX6BLRrj7HiooPAy (Monero) → https://btcpay0.voltageapp.io/apps/3JDQDSj2rp56KDffH5sSZL19J1Lh/pos  (BTC) TIMELINE 00:00 – Introduction 1:15 – Work Gregory Treat does 4:50 – Gregory Treat's Batman origin story 9:55 – Going back in time to advise family 13:30 – Individual interests vs family structures 19:25 – Trusting the platoon 20:35 – How to structure incentives 27:10 – Is dynasty for average people? 30:35 – Example of generic dynasty legal plan 36:45 – Should everyone think about trusts? 40:40 – Common trust flaws 42:50 – How state-dependent are trusts? 44:10 – Trusts as a privacy tool 47:50 – Church's do not have free speech 53:00 – Final thoughts Music by Karl Casey @ White Bat Audio

U.S. Tariffs are hurting China Exports from China have dropped dramatically which has weighed on China's economy. This has caused protests due to lost jobs and wages in their economy. Exports from China to the United States dropped 20% in April, but China did pick up exports from other countries like Indonesia, Thailand and Africa. While this may help a little, the export dollars for China to these other countries pales in comparison to the mighty consumption of the US consumer. China's economy depends on exports considering the fact that in 2024 1/3 of GDP growth came from exports. The Chinese government is panicking a little bit with the central bank in China saying it would cut interest rates and inject more liquidity into the financial system. Some factories in China are pausing their production and laying off workers until things pick up again. Goldman Sachs estimates that roughly 16,000,000 jobs in China come from exports to the United States. With the news that tariffs are being lowered for 90 days it will be interesting to see how companies and these countries react. The US will still have a 30% tariff on many Chinese products, but that is much more manageable than the 145% that was in effect. It is important to remember this is a pause and that rhetoric could pick back up as negotiations continue. I do believe a reescalation in the trade war would really hurt the Chinese economy more than ours and I'm optimistic we will see a trade deal reached, but it will likely take time. I believe it is worth waiting for as a better trade agreement will benefit us for decades down the road.   Inflation continues to cool The headline Consumer Price Index (CPI) for the month of April came in at a 12-month rate of 2.3%, which was below the estimate of 2.4% and marked the lowest reading since February 2021. Core CPI, which excludes food and energy, came in at 2.8% which matched expectations and was in line with March's reading. Energy was a major help to the headline number as it fell 3.7% compared to last year with gasoline in particular down 11.8% over that timeframe. While this is all great many economists are worried about what the next few months will look like on the inflation front due to tariffs. Joseph Gagnon from the Peterson Institute for International Economics said he believes a 10% average tariff rate would add as much as 1 percentage point to the CPI after about six to nine months. While I would agree with the idea that inflation will likely increase in the months ahead, I still don't believe it will be to a problematic level for two reasons. First, we should remember there are several players that can absorb the costs from these tariffs. You have to consider the companies importing products can reduce their margin, there would be shipping/transportation companies that can reduce their costs, the company's manufacturing products can lower their prices, and then yes, the consumer is the last piece of the puzzle that could now have higher prices. With all that said I don't believe a 10% tariff would result in a 10% increase in prices due to all the places in the supply chain that can absorb some of the cost. The second reason I wouldn't be overly concerned is I wouldn't see the tariff as embedded inflation and it could likely be viewed as a one-time lift to prices that would then be lapped next year. Nonetheless this story will be interesting to monitor in the coming months to see what the actual impact is, but I do remain optimistic about our economy and the inflation outlook.   Could artificial intelligence create more jobs? Many people think that artificial intelligence, also known as AI, is going to reduce jobs for people. The CEO of IBM, who admits that AI has replaced hundreds of workers, said it has created more jobs than it has eliminated. He went on to say it frees up investment that the employer can put to other areas that include such jobs as software engineering, sales, & marketing. Normal things like creating spreadsheets and other routine tasks can be done with artificial intelligence, but it still takes a human to do the critical thinking on how to use that data to enhance business for the company. If you're working for a company and you don't have much contact with other workers that relate to your job, your job could be at risk of being replaced by AI. Make sure your job involves using data to work with other people, which should give you job security in the growing world of AI.   Oil at $50 a barrel? There is talk that we could see oil drop from around $60 a barrel down to $50 a barrel, which would be a big benefit for consumers at the pump. The reason for this is that OPEC and its allies are increasing production of oil faster than anyone expected. By June they could be producing nearly 1,000,000 more barrels of oil per day compared to current levels. The United States is currently the number one producer of oil in the world with production of nearly 15,000,000 barrels per day. If you're wondering does that meet our consumption? It does not as that stands at 19.6 million barrels per day. OPEC is not taking this sitting down and they want to regain market share. To do it appears they're willing to see lower oil prices. The reason why oil prices are expected to drop is that the demand is about the same as it was just one year ago, so the increase in production means we'll probably have an oil glut for a while. At $50 a barrel most oil companies can still make money off of producing oil, but US oil companies might stop doing stock buybacks and could no longer build new wells. What this would do is hurt supply in the future and oil would turn around and increase once again. If you invest in oil companies, you have to realize that supply/demand of oil will rule the price of the stock. But fortunately, most of the big oil companies pay a good dividend, which makes it a little bit easier to hold on when the stocks have a temporary decline. For consumers, this means the average cost per gallon of gasoline across the country, which is now around $3.20 per gallon, could drop to levels around $2.50 per gallon. Consumers in California may not see declines in the prices at the pump as California continues to drive refiners out of the state and reject refined gasoline from other states that do not meet a ridiculously high standard. If you want to blame someone for higher gas prices in California you can blame the governor and Sacramento for ridiculous policies on gasoline.   Financial Planning: Trusts and Retirement Accounts Do Not Mix Naming a living trust as the beneficiary of a retirement account—such as an IRA or 401(k)—is generally not a good idea due to potential tax inefficiencies and administrative complexity. Under the SECURE Act, the "stretch IRA" option has been largely eliminated for most non-spouse beneficiaries, and replaced with a 10-year rule requiring the entire account to be withdrawn within a decade of the original owner's death. If a trust is named as the beneficiary and it isn't specifically drafted to be the beneficiary of a retirement account, it may not qualify for this 10-year treatment and could face even faster distribution requirements, such as a 5-year distribution period, accelerating taxes significantly. Instead, it's typically better to name individual beneficiaries directly on retirement accounts to preserve flexibility and minimize tax impact. For those needing control over distributions—for example, to protect minor children or spendthrift heirs—a carefully drafted trust designed to meet IRS requirements should be used with the help of a qualified estate planning attorney. For most other cases, listing actual people or charities as beneficiaries is a much simpler and more efficient strategy.   Companies Discussed: Dick's Sporting Goods, Inc. (DKS), Charter Communications, Inc. (CHTR), Krispy Kreme, Inc. (DNUT) & Lyft, Inc. (LYFT)

The Lawyer Stories Podcast Episode 224 features Samah “Sam” Abukhodeir, Founder and Managing Partner at The Florida Probate and Family Law Firm.  Sam shares her story of patience and perseverance and how she grew her law firm to 12 attorneys and 30 plus employees across nine offices.  The firm is dedicated to serving clients throughout Florida in the areas of probate, guardianship, estate planning, elder law, and family law.  We first shared Sam's story with the Lawyer Stories Community in October of 2020.  Sam is also a Founding Member of Lawyer Stories Connect!

When A Trust Is Appropriate For Real Estate Transfers. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

You've worked your whole life to build something that lasts. But what happens after you're gone? Too many people avoid that question until it's too late. Because here's the thing: your legacy is too important to put off till later. If you're not intentional, you'll leave your family with chaos and confusion. Legacy doesn't happen by accident. Trust structures are not magic documents. They're only as good as the strategy behind them. In today's episode, we're diving deep into how to build a legacy that doesn't just pass on wealth, it passes on wisdom, protection, and purpose. And no one knows that better than Loral Langmeier. She's not just a six-time New York Times bestselling author or the CEO of Integrated Wealth Systems. She's “The Millionaire Maker”, and she's helped over 10,000 people build generational wealth through real estate, business, and smart financial systems. Now, Loral is opening up her playbook on trusts, legacy planning, and how to protect your hard-earned assets from taxes, probate, and family drama. How do you make sure your heirs won't inherit a mess? How do you leave them with an organized system of planning and wealth? We break down the biggest myths around estate planning, why most trusts fail, and how to create one that lives on for generations.    Things You'll Learn In This Episode  -The “legacy planning lie” most families fall for A trust isn't a magic wand. What do you really need to include to protect your heirs from chaos, taxes, and lawsuits? -How to make your kids millionaires—without spoiling them Many kids mismanage their inheritance because they don't have the skills to maintain it. How do we start teaching kids about business, responsibility, and wealth from the time they're toddlers? -What's coming in the economy (and how to prepare) Why record-high debt and rising delinquencies are just the beginning, and how to position yourself to profit from the downturn. -The five experts every wealthy family needs A will isn't enough. Laurel reveals the power team behind every airtight estate plan, and the #1 mistake most people make when hiring them.   Guest Bio Loral Langemeier is a money expert, international speaker, entrepreneurial thought leader, and best-selling author of five books who is on a relentless mission to change the conversation about money and empower people around the world to become millionaires. To learn more, follow @askloral on Instagram and visit https://askloral.com/podcast to get Loral's free gifts.      About Your Host  From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently founder of The Money School™, and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.     Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you!   

Unfiltered Q&A on Franchising and Business Growth with Franchise Genesis   The Entreprenudist Podcast https://entreprenudist.com Go behind the scenes at Franchise Genesis as business leaders take the stage for an unfiltered Q&A on what it really takes to grow a successful franchise. From overcoming early challenges to laying the right foundation for long-term growth, this panel dives into real experiences, honest advice, and practical steps for anyone considering the franchise path. Whether you're a first-time entrepreneur or ready to scale, this is the conversation you need to hear. Highlights include: • Business growth challenges • Lessons from real franchise journeys • Strategic tips from seasoned professionals

What does estate planning even mean? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

Do you really need an LLC for rentals? What about a trust? What kind of insurance should you get? With so many questions (and confusion) surrounding asset protection for real estate investors, we've brought on an expert to set the record straight so you can protect your assets—without going overboard or breaking the bank! Welcome back to the Real Estate Rookie podcast! Today, we're chatting with real estate attorney and fellow investor Bonnie Galam about the nuances of asset protection. The truth is that there are two sides to this coin, but most investors only focus on the defensive or “reactive” side. Bonnie will show you the keys to 360-degree protection—like setting up strong legal structures before problems arise and the essential documentation you should have from day one. You'll also learn about the potential pitfalls of equity partnerships, how personal events can put your properties at risk, and why car insurance and prenups matter more for your portfolio than you might think. Asset protection doesn't have to be complicated, but it does need to be strategic, and this episode will help you prioritize what's important now, what can wait, and how to create a legal framework that evolves as your real estate portfolio grows! In This Episode We Cover Two sides of asset protection to focus on when starting a real estate business Three actionable steps new investors can take to protect their assets today Why you need to create an estate plan (even if you don't have rentals yet!) How much you should expect to pay for different types of legal protection Debt versus equity partnerships (and why one is better for asset protection) Revocable and irrevocable trusts explained (and which one you need) And So Much More! Check out more resources from this show on ⁠⁠⁠⁠⁠⁠⁠⁠BiggerPockets.com⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠https://www.biggerpockets.com/blog/rookie-561 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email ⁠⁠⁠⁠⁠⁠⁠⁠advertise@biggerpockets.com⁠⁠⁠⁠⁠⁠⁠⁠.  Learn more about your ad choices. Visit megaphone.fm/adchoices

A trust is not the only way to avoid probate. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

Estate Planning Case Study - Married with Young Kids We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

Michelle Wolf is a parent disability advocate and non-profit social services innovator. She is the Founding Executive Director of the Jewish Los Angeles Special Needs Trust, the first pooled nonprofit trust based in LA County for persons with a range of disabilities. Her professional career has been devoted to ensuring that people with chronic health conditions and disabilities are able to access government benefits and enjoy a higher quality of life.

In this insightful discussion, Cameron, the Marketing and Business Development Manager at New Direction Family Law, and Elizabeth Stevenson, a partner at the firm, dive deep into the intricate intersection of estate planning and family law with Hampton Crumpler, an attorney at NC Planning. They explore the complexities of generational wealth, trusts, wills, and how these elements play crucial roles in divorce, custody battles, and property division. Key topics include the impact of prenuptial and postnuptial agreements, protecting assets for children from previous marriages, the importance of regularly updating estate plans, and understanding the differences between revocable and irrevocable trusts. Tune in to gain valuable insights into how smart estate planning can save time, money, and stress for your family.00:00 Introduction and Guest Introduction00:57 Intersection of Estate Planning and Family Law01:34 Prenups, Postnups, and Estate Planning07:15 Trusts for Minor Children10:15 Revocable vs. Irrevocable Trusts12:26 Blended Families and Q-Tip Trusts15:12 Importance of Having a Will18:32 Inherited Property and Marital Assets21:06 Tax Consequences of Inherited Money21:30 Trusts and Taxation22:22 Real Estate and Inheritance23:47 Estate Planning and Separation Agreements25:44 Gifts and Marital Property27:09 Handling Property in Divorce28:58 Importance of Estate Planning31:53 Updating Estate Plans33:02 Legal Representation in Divorce34:49 Getting in Touch with an Estate Planning Attorney37:17 Final Thoughts on Estate Planning

What are Non-Probate Assets? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

Ehud is a managing partner at Perch Wealth, an investment and advisory firm that specializes in alternative investments, 1031 exchanges and Delaware statutory trusts. While he no longer practices law, Ehud is still a licensed California attorney. He is also a licensed California real estate broker. For more than a decade, Ehud owned and operated a highly successful law firm in San Diego, focusing on real estate and consumer rights. Ehudholds a Bachelor of Arts degree in political science as well as a law degree from University of Auckland in new Zealand. He additionally holds a series 3, 7, 66, and 63 registrations. Connect with Ehud: https://perchwealth.com/team-members/, Call: 858.201.7659 Highlights: 1:28 - Ehud's Start from Law to Real Estate 4:56 - Delaware Statutory Trust Explained (hold assets) 8:28 - Reason for DSTs popularity 15:10 - DSTs Life Cycle 19:43 - Important Questions for Newbies   Quote: "The one thing you want to look at with DSTs is their track record..."    Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.

Washington State Estate Tax Changes! Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

Join Hooper Law Office for their complimentary seminar "Wills vs. Trusts," taking place at the Neville Public Museum in Green Bay on Wednesday, May 14.Sessions are at 2 p.m. and 6 p.m., and participants may attend either session

Trusts, tax hacks, and how the rich play the game. Amanda Quill, Accounting Director at Lighthouse Financial, breaks down the sophisticated financial structures the wealthy use to minimise tax, protect assets, and stay within the lines—and how you can apply the same principles to get your own setup working smarter.Next Steps: Not sure if your financial structure is working for you? ⁠Chat with the team at Lighthouse Financial⁠ we'll make sure your structure fits your goals and keeps more money in your pocket.For more money tips follow us on:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.

A lot of people think trusts are only for the very wealthy, and absolutely useless for the every day person - but today's guest explains that's not the case. LISTEN ABOVESee omnystudio.com/listener for privacy information.

AI Doomsday by 2035? We unpack the terrifying plan (and a wild tax hack to get rich before it hitsWelcome to the Alfalfa Podcast

Why $2.2m in assets is the WA estate tax magic number. Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com

When it comes to protecting a loved one with disabilities, few decisions are as overwhelming as choosing the right trustee. But in a world of nonprofit pooled trusts, legal jargon, and alarming headlines about financial misconduct, how do you separate peace of mind from potential pitfalls? In this episode of Parenting Impossible, I break down everything you need to know about Pooled Special Needs Trusts, from how they work to when they make sense. I share hard-earned wisdom as both a lawyer and a special needs parent, guiding you through what questions to ask, how to vet your options, and why sometimes the best Trustee choice isn't family, but a professional with heart and structure. You'll walk away not just more informed, but more empowered. In this episode, you will hear: What a Pooled Trust actually is, and who should consider one. The difference between First-party and Third-party Special Needs Trusts. What went wrong in the recent $100M nonprofit scandal (and how to avoid it). Why transparency, independence, and communication are non-negotiable.   Engage with us: 25% off any courses, masterclasses and minisodes in Special Needs Academy here Join our community: Circle of Care Visit:  https://annettehines.com Read Butterflies and Second Chances LinkedIn: @annette-hines-snc  Instagram: @parentingimpossible Facebook: @SpecialNeedsCompanies Twitter: @SpecialNeedsCo   Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.  

Is a do-it-yourself estate plan good enough? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

Are Inherited Roth IRA Account Required to be Distributed? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

JOHANNA DAVID, Adjunct Faculty Member at Hofstra Law School is with us to talk about three estate planning mistakes and how to avoid them. Johanna is a Trusts and Estates lawyer, and a partner at Forchelli, Deegan, and Terrana. She's also the adjunct professor of law at Hofstra University. We're going to talk a little bit about mistakes that we see in estate planning and the simple things you can do to keep them away from your situation. Enjoy. https://youtu.be/gD_d9J609Vg Three Estate Planning Mistakes Chapters 00:00 The Importance of Estate Planning09:47 Common Mistakes in Estate Planning19:54 Understanding Trusts and Their Benefits24:00 Navigating Elder Care and Estate Planning Outline of "Three Estate Planning Mistakes" Frazer Rice (00:01)Welcome aboard, Joanna. Johanna C. David (00:03) -Three Difficult Planning Stories and What Can We Learn? Hi, thank you. Thank you so much for having me. I appreciate it. Frazer Rice (00:06)Well, happy to have you on because we are now, most people sort of put their estate planning off toward the end of the year, but I have a feeling given where the legislation is going, et cetera, that the crush is going to happen earlier than we think. In the meantime, you and I were talking beforehand about some mistakes that people make from an estate planning perspective and that they're very avoidable. I thought we'd take this opportunity to go into that a little bit. In your practice, maybe let's start with a couple of, or sort of the big ones that you see, ⁓ give us some ideas of some mistakes that people make that really should be avoidable. https://open.spotify.com/episode/57MMskGgp1P3fOVklGt090?si=ISap3Z_YSdqK_zg4-Dlevw Johanna C. David (00:48) - Structure and Other Planning Tactics Sure, absolutely. So the number one mistake that I think that people make is not having the proper estate planning documents. I see this happen time and time again. I don't know if it's because of the stigma. People are afraid to approach estate planning, right? Sometimes it makes your mortality very real. But the biggest estate planning mistake is not having the right documents. Everyone, everyone, I cannot stress, everyone needs to have at least a will, a power of attorney, and a healthcare proxy. And there are people that say, well, you know, I don't really have much, I don't need to do that, or ⁓ everything's gonna go directly to my husband and my children anyway. You know, that's how it works. But that's not exactly the case, right? You and I both know. So, especially if you have young children, young couples definitely want to have those things in place. You want to think about who is going to be the guardian for your child or your children if both of you pass away. And a lot of people don't think about that. And those only cause problems in the long run. I'll give you a quick example if we have time. But ⁓ Frazer Rice (02:02)⁓ please do. Johanna C. David (02:03) - Long Term Planning Issues and Avoiding Problems I remember, this was several years ago. I must have just started practicing and I had been a young attorney. So it was about 15 years ago and a woman came into the office and she and the decedent had been living together for about 30 years. They held themselves out to be married. Now, Frazer, you and I both know that New York does not recognize common law marriage. Frazer Rice (02:30)This is true. Johanna C. David (02:32) - Correcting a Big Will Mistake She was not aware of that. And so they were married for 30 years. Everything was in his name or excuse me, they were not married. They were together for 30 years, held themselves out to be married, not legally married. He owned the co-op apartment. Everything was in his name. Now he had a daughter from a previous marriage, legal marriage that was a strange. And you guessed it, our client did not get along with the daughter. So the father dies and guess who inherits the co-op that ...

3 reasons you can contest a will. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

Jim and Chris are joined by Jake to discuss listener questions related to IRA contributions from self-employment income, special needs trusts, year-of-death Roth conversions, Cost Basis, and IRMAA. (9:00) George asks how QBI and self-employed health insurance deductions affect how much he can contribute to a traditional IRA.(20:00) Jim, Chris, and Jake respond to a […] The post IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518 appeared first on The Retirement and IRA Show.

Send us fan responses! Unlock the secrets of private wealth and legal mastery with me, Don Kilam, as we explore the intricate dance of privacy, power, and knowledge. You'll discover the nuances of Admiralty versus Maritime law, and the importance of understanding your legal standing and court hierarchies. Learn how to wield the wisdom of private knowledge passed down through generations to maintain your personal sovereignty and protect your time and energy.Navigate the challenges of international banking and taxation as we peel back layers of complexity for American citizens dealing with overseas financial operations. Understand the critical importance of creating private structures, like family trusts and promissory notes, to manage and protect your assets without drawing public attention. By drawing on historical and cultural understandings, we uncover strategies to support family wealth, ensuring that your lineage thrives without compromising personal rights or resorting to public assistance.The final chapter is a call to align your mindset with spiritual beliefs and manifest prosperity through a higher power. Embrace the role of education in crafting and sustaining family wealth, as we explore private law's connection to religious texts and the legacy of influential families. Reflect on the power of trustees in nurturing family trusts and learn how personal growth and wisdom can lead to a prosperous and self-determined life. Let this episode be your guide to understanding personal wealth and navigating the modern financial landscape with grace and confidence.FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/Million-Dollars-Worth-Game-Kilam/dp/B09HQZNRB9 https://donkilam.com https://www.amazon.com/CapiSupport the showhttps://donkilam.com

Trust in media, medicine, education and government is at basement bottom lows as another activist judge tries to stop President Trump's agenda. ICE director Tom Homan with a message for any person - judge, governor or otherwise - who harbors an illegal alien: You will be arrested. Stephen Miller exposes a reporter's liberal bias on live television. Alan Dershowitz drops the gloves and calls violent campus protesters and liberal activist judges thugs.

The last couple of weeks, we've been deep in the world of buying businesses. But what happens when it's time to cash out? Maybe you're ready to sell your business, that investment property you've managed for years, or another major asset you've poured your energy into. If you're like most people, the thrill of a big sale is quickly followed by a less-exciting thought: “Wait, how much am I going to owe in taxes?” It's the classic one-two punch—first the celebration, then the sinking feeling as you picture Uncle Sam's hand reaching for a chunk of your hard-earned gains. But here's the good news: you actually have options. Real, legal, IRS-approved options. And the right strategy can mean the difference between watching your profits shrink and putting your money to work for you—sometimes for years to come. Of course, things get a little trickier if you have a mortgage or other debt on the property, but don't worry—we'll break that down too. Let's start with one of the oldest tricks in the book: the 1031 Exchange. If you own investment real estate, you've probably heard about this one. The idea is simple: sell your property, buy another “like-kind” property, and—if you follow the rules—kick that tax bill down the road. But here's the twist: if you've got a mortgage, you'll need to replace that debt with equal or greater debt on your next property, or pony up the difference in cash. Otherwise, the IRS will want a piece of the action right away. So yes, leverage matters! Now, maybe you're tired of being a landlord but still want those tax perks. Enter the Delaware Statutory Trust, or DST. This is essentially 1031 exchanging into a syndication that is designed for this type of thing. You sell your property and, instead of buying another one yourself, you buy a slice of a big, professionally managed property—like an apartment complex or shopping center. DSTs often come with their own loans, so you can match your old mortgage and keep the tax deferral going. The upside? No more midnight calls about leaky faucets. The downside? You're trusting someone else to run the show and they need to be good at it (just like any syndication operator). And, there are some rules and restrictions that can affect your returns negatively. But what if you're selling a business? That's where Employee Stock Ownership Plans, or ESOPs, come in. Imagine selling your company to the people who helped you build it—your employees—and deferring a big chunk of your capital gains tax in the process. It's a win-win, but if your business has debt, things can get complicated fast. This is definitely a strategy where you'll want a seasoned advisor in your corner. Now, let's talk about installment sales and structured sales. In this scenario, instead of getting paid all at once for your asset, you spread out the payments—and the taxes—over several years. Structured sales even bring in a third party to guarantee those payments, adding an extra layer of security. But—and this is a big but—if you have a mortgage, the IRS treats the amount the buyer pays off as if you got that money in cash on day one. So, you'll pay taxes on that portion right away. For example, if you sell for $1 million but owe $600,000, you can only defer taxes on the $400,000 you actually receive over time. The more debt you have, the less you can defer. And finally, we have the Deferred Sales Trust—the topic of this week's Wealth Formula Episode. Think of this as the “supercharged” version of a structured sale. Instead of waiting on the buyer for payments, you transfer your asset to a trust, which sells it and invests the proceeds. You get to choose how and when you receive your money, and the trust can invest in all kinds of assets while your taxes stay deferred. It's flexible, it's powerful, and it gives you the chance to grow your money while you wait. Which of these strategies is right for your situation depends on your goals, your assets,

When markets get bumpy, emotions take the wheel—and that's exactly why Don spends this solo episode reminding listeners that logic, evidence, and simplicity still win in the long run. He digs into why private investments aren't the magic they claim to be (even when Vanguard jumps in), why diversification still beats sexy strategies, and how the best “alternative” to bad investing is simply building a solid plan and sticking to it. Listener calls explore structured products, the Sharpe ratio, reverse mortgages, and how to spot a real fiduciary in the wild. 0:04 Money mistakes, solo hosting, and listener calls 1:17 Market volatility and emotional reactions 2:07 Logic and evidence beat financial “magic” 3:11 Vanguard's alt fund and private asset hype 4:28 Private equity: opaque pricing, no liquidity 6:16 High-cost alternatives underdeliver 7:41 Vanguard alt fund: high fees, weak returns 9:13 Caller: staying long-term with S&P 500 10:20 Don: diversify beyond S&P with VT 11:30 Sharpe ratio explained; structured product skepticism 13:08 Structured notes: high fees, poor transparency 15:00 Fama quote: Few new ideas ever work 16:03 Caller: What does Berkshire Hathaway actually do? 17:23 Buffett builds value—why you can't replicate it 20:08 You already own Berkshire in index funds 21:37 Caller: does currency manipulation matter? 23:32 Short answer: not really 25:45 Ignore most financial news—it's just noise 27:22 Don flying solo this week 27:57 Caller: how to find a real fiduciary 31:16 Why Don doesn't do meetings, and where to get help 36:12 Caller: reverse mortgages and property financing 39:55 Trusts and protecting assets—call a lawyer Learn more about your ad choices. Visit megaphone.fm/adchoices