Podcasts about trusts

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Latest podcast episodes about trusts

KFI Featured Segments
@HomeWithJustin: Your Estate Planning Questions—Answered

KFI Featured Segments

Play Episode Listen Later Apr 21, 2025 30:49 Transcription Available


Estate planning attorney Brittany Britton from Best Coast Law joins Justin Worsham for the full hour to break down the essentials of trusts, wills, and probate—plus she takes listener questions live on-air. From protecting your kids to preparing your home for the next generation, this hour is packed with smart, actionable advice for anyone thinking ahead

Léargas: A Podcast by Gerry Adams
Wear an Easter Lilly | Micheál Martin and Moore St. | Two different Voices on Unity

Léargas: A Podcast by Gerry Adams

Play Episode Listen Later Apr 20, 2025 13:55


 Wear an Easter LillyI did not think Easter is almost upon us. It has crept up on me. For Irish republicans Easter holds a special significance. It is synonymous with the 1916 Easter Rising and the heroism over a century ago of those who rose up against the British Empire and declared for a Republic. It is also a time when we remember all of those women and men – over countless generations – who gave their lives in pursuit of Irish sovereignty and independence.In the course of my activism I have travelled widely. I have visited many countries. Time and again I have been struck by the determination of nations to honour the patriots and freedom fighters who gave meaning to their desire for freedom and self-determination.Across the world there are countless memorials to those who fought in wars against colonialism. National ceremonies of remembrance are held. Buildings or lands and even prisons associated with struggles for freedom are protected and used as aids to teach young people the value of citizenship and the importance of freedom and democracy.Across this island and beyond there are many such monuments to Irish patriots. Next Sunday tens of thousands of people in towns, villages and cities, at country crossroads and at lonely hillside graveyards across the country, will gather for commemorations. They will gather also in Britain, Australia, Canada, the USA and many other places.Most will wear an Easter Lily. This is a symbol of our enduring commitment to the ideals of 1916 and of the Proclamation of the Republic and is a mark of respect for all those, from every generation, who paid with their lives in the cause of Irish freedom.  Micheál Martin and Moore St.Micheál Martin visited 14-17 Moore St. last week. Number 16 is where the leaders of the Rising held their last meeting before their execution. Numbers 14-17 are the planned location for a National Monument to those who fought in the 1916 Easter Rising and who evacuated to that street as the GPO was in flames. Martin's visit comes 12 years after he called for the "protection and enhancement" of Moore Street. It comes 19 years after the Fianna Fáil government of Bertie Ahern designated 14-17 Moore St. as a National Monument. During that time the buildings lay derelict and have fallen into a dangerous state of disrepairNow almost two decades later Martin takes an interest, on the cusp of Easter, in a site that his government has starved of funding. Moreover, Martin has backed the plan by the London based developer Hammerson to obliterate the Moore St. Battlefield site, including historic buildings that are part of that period.The rumour was that he was to make a public statement about this. Representatives of the Moore Street Preservation Trust were there to respond, including the grandson of James Connolly, James Connolly Heron. James presented An Taoiseach with the Trusts plan for a 1916 historic and Cultural Quarter. This encompasses the preservation, restoration and management of the Moore Street Battlefield Area, as designated by the High Court in 2016 “the lands, buildings, streets and lanes within an area including Moore Street, Henry Place, O'Rahilly Parade and Moore Lane, in which the 1916 Rising Volunteers travelled after evacuating the GPO”.  Two different Voices on UnitySpeaking of Micheál Martin, the Fianna Fáil leader was interviewed for the Belfast Telegraph last week. I was disappointed but not surprised by his assertion that he wasn't even thinking of a ‘border poll'. When pushed about the constitutional future of Ireland in 50 years-time he couldn't even bring himself to utter the words ‘united Ireland.' In the 15 years he has been leader of Fianna Fáil Martin has engaged in a deliberate strategy of obfuscation when it comes to unity. His current excuse for not pursu

JKP Holdings Note Investing: Responsible Investing
Ep. 135 - Types of Investment Trusts & Their Use Cases w/ Mary Hart

JKP Holdings Note Investing: Responsible Investing

Play Episode Listen Later Apr 19, 2025 65:50


Sponsored by Call The Underwriter, go to calltheunderwriter.com/jpk and get a free seller finance deal toolkit! To obtain this week's Real Estate Notes Show guest Mary Hart's information, use this link https://bit.ly/4lnetnxIn this powerhouse episode, attorney and seasoned note investor Mary Hart breaks down the most misunderstood legal tools in the investing world: trusts. From land trusts and revocable living trusts to irrevocable entities and self-directed IRA strategies, Mary dives deep into how real estate and note investors can protect assets, reduce taxes, and streamline probate. With 34 years of legal experience and a growing private lending business, she shares real-world use cases and mistakes to avoid. Whether you're buying partials, performing notes, or investing through a trust—this episode is a must-watch.Perfect for: note investors, trust newbies, and pros prepping for DME.[00:00:00] Show Intro and Guest Update[00:01:12] Spotlight on Seller Finance Notes[00:02:56] Buying Seller Notes at Discounts[00:04:50] Risks in Seller Finance Deals[00:06:04] Why You Should Attend DME[00:07:40] Networking Value at Note Events[00:09:00] Meet Mary Hart, Trust Attorney[00:10:00] How Mary Got into Note Investing[00:12:03] Big Lessons from 34 Years Practicing[00:13:26] Trust Types Every Investor Should Know[00:15:04] Revocable vs Irrevocable Trusts[00:17:03] How Trusts Avoid Probate[00:20:12] Step-Up Basis Explained[00:23:04] Land Trusts vs Living Trusts[00:25:34] How Real Estate Investors Use Trusts[00:28:00] Tax Benefits of Trust Structures[00:32:00] Advanced Trusts in Note Investing[00:36:03] Trusts for Fractional Note Ownership[00:39:01] Trust vs LLC for Asset Protection[00:44:10] Real World Land Trust Use Cases[00:47:45] Final Q&A and Trust Tips[00:55:01] How to Choose the Right Attorney[01:00:56] Mary's Lending Business & Market Outlook[01:04:52] Closing Thoughts and DME Preview

Agent of Wealth
Your Trust, Your Rules: The Power of Perpetual Trusts With Antony Joffee

Agent of Wealth

Play Episode Listen Later Apr 18, 2025 17:53


Think your assets are safe from lawsuits, creditors, or divorce? Unless they're in the right kind of trust, your wealth might be more vulnerable than you think.In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Antony Joffee, an expert in trust administration and the Chairman of Sterling Trustees LLC. Under his leadership, Sterling Trustees has grown to manage over $10 billion in assets, providing independent, conflict-free trust administration services.Antony is also a co-founder of WealthHub, a software platform that streamlines trust administration, and played a key role in establishing the South Dakota Trust Association. With over 15 years of experience, a background in investment banking and auditing, and a MBA in finance, Antony brings a wealth of knowledge to today's discussion.In this episode, you will learn:Why South Dakota has become the gold standard for trust law in the U.S.How perpetual trusts can preserve and protect family wealth for hundreds of years — or even indefinitelyThe key differences between directed and delegated trusts, and why that matters for control and flexibilityHow to navigate trust taxation, privacy, and asset protection through strategic jurisdiction selectionAnd more!Resources:Episode Transcript & Blog | www.sterlingtrustees.com | (623) 406-2626 | ajoffe@sterlingtrustees.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

My Hometown
Elder Law

My Hometown

Play Episode Listen Later Apr 17, 2025 27:54


Bill Horan and Stacy Raine shine a spotlight on elder care and the legal professionals who help families navigate the challenges of aging with dignity. From estate planning to long-term care options, we'll hear from one local expert to better explain what it is that they do and how they might be able to help you!  They speak with Lisa R. Valente, a partner at Makofsky Valente Law Group, P.C., with offices locally in Garden City.

PodBytes: KPMG Canada Podcast
Episode 4: International Estates | Estates and Trusts

PodBytes: KPMG Canada Podcast

Play Episode Listen Later Apr 16, 2025 15:54 Transcription Available


In the fourth episode of the KPMG Law Canada Estates and Trusts Podcast series, hosts Alaina Spec and Andrew Higdon are joined by KPMG UK's Alice Killingbeck (Partner) for an insightful and informative discussion on international estates.   French transcript available here.

The Homeowners Show
Estate Planning and Entity Formation with David Meredith

The Homeowners Show

Play Episode Listen Later Apr 15, 2025 76:29


Title: Estate Planning and Entity Formation with David Meredith Introduction: The show is broadcasted live from B52, welcoming all viewers and encouraging them to engage by liking and sharing the page. The episode features an interview with David Meredith, a lawyer specializing in estate planning and entity formation in the Houston area【4:0†source】. Key Topics Discussed: Estate Planning: David Meredith provides insights into estate planning, including wills and trusts. Discussion on the importance of having a will and the consequences of not having one, known as intestate【4:11†source】【4:17†source】. Entity Formation: The episode covers the basics of entity formation and its significance for business owners. David shares advice on setting up trusts to protect business assets【4:5†source】【4:6†source】. Trusts and Legacy Planning: Detailed explanation of how trusts can be used to manage and protect assets for future generations. Strategies for setting up irrevocable trusts and the role of life insurance policies in legacy planning【4:3†source】【4:13†source】. Q&A Session: The audience is encouraged to participate in a Q&A session, where David answers questions about estate planning and trusts. Topics include the importance of updating estate plans and the role of power of attorney【4:1†source】【4:6†source】. Special Features: A contest is held for the best comment and most liked business link in the chat, with prizes sponsored by Crazy Clean【4:0†source】. Discussion on the benefits of using professional legal services over online legal document services like LegalZoom【4:12†source】. Conclusion: The episode wraps up with a thank you to David Meredith for his insights and to the audience for their participation. Contact information for David Meredith is provided for those interested in his services【4:14†source】. Call to Action: Viewers are encouraged to follow the show online and engage with future episodes by clicking the heart and thumb icons【4:14†source】. These show notes provide a comprehensive overview of the episode, highlighting the main topics and interactions for listeners who want to catch up on the discussion or revisit specific segments. Lone Star Appliance Repair - 936-647-2364 – Give them a call for all your appliance repair needs. Their staff is the best in the business and can help get you squared away with all of your appliance repairs.   True Texas Solar – 936-286-8325 – Give True Texas Solar a call if you would like to learn how your home or business would benefit from solar. There are tons of incentives available, and they are experts in owning your energy!   Buy a Homeowners Show T-Shirt!   Subscribe to our YouTube Channel   The Homeowners Show Website The Homeowners Show Facebook Page Instagram @homeownersshow Twitter @HomeownersThe   Info@homeownersshow.com    Sustained Growth Solutions – Design a lead generation system specifically for your business so that you never have to search for leads again! We are a full digital marketing agency.

The Best of Weekend Breakfast
Rental Property vs Property Unit Trusts.

The Best of Weekend Breakfast

Play Episode Listen Later Apr 13, 2025 11:34


Gugs Mhlungu speak to Resident Certified Financial Advisor, Paul Roelofse on which is a better investment between Rental Property vs Property Unit Trusts.See omnystudio.com/listener for privacy information.

Newton Knowledge
Michael Gordon – Modernization and Modification of Trusts

Newton Knowledge

Play Episode Listen Later Apr 11, 2025 36:05


Join Newton One Advisors (Mark Singer and Steve Target) and Michael Gordon, Trusts and Estate Planning Attorney and Director at Gordon, Fournaris & Mammarella, for an insightful discussion on trust modernization. Discover the compelling reasons for considering trust updates and explore the common changes observed in this evolving landscape.

Horticulture Week Podcast
How public-private partnerships are the key to making BNG a success - with Hampshire Wildlife Trusts and Kingwell

Horticulture Week Podcast

Play Episode Listen Later Apr 11, 2025 40:50


Joining Rachael Forsyth on this week's HortWeek Podcast is John Durnell from the Hampshire Wildlife Trust and Alistair Emery, founder of Land and property investment and consultancy, Kingwell.John and Alistair are collaborators on significant natural capital scheme at Keyhaven near Milford-on-Sea converting degraded arable farming land into a "high value wildlife site".Kingwell bought the farm in 2020 and is working with Hampshire Wildlife Trusts to create meadows and grassland, enriching the biodiversity as large-scale BNG habitat.The land will be transformed in five or six phases which will be offered to developers as BNG credits - "we thought was probably what the market would absorb" Alistair says.Working alongside local authorities and the Environment Agency in a form of public-private partnership HWT will provide technical support on habitat creation and ongoing management of the land over the next 20 or 30 years. As John says, "frankly if we're going to turn around the sort of fate of wildlife in the UK I think every single sector is really going to have to do its bit."Alistair talks about the benefits from a land owner's point of view and how it can benefit rural business and community as well as the environment: "Farmers are under a lot of pressure to look at how they can diversify and commercialize their farms, particularly with BPS falling away. It's looking at what are the opportunities that can keep farms going. Environmental schemes such as this are going to play a part in enabling farmers to continue."They outline the carbon sequestration benefits of soil restoration and way the "nascent" BNG credits market will interact with local construction schemes and planning departments.Alistair says: "Our planning system is broken. And it's not broken because of things like BNG. It's it's other factors that are driving that."Also in the planning system, developers are finding ways to get around BNG, finding exemptions so that they don't have to deliver it onsite or even offsite."I think things will change. It's a very new thing. It was only February last year that it became statutory and small developments in April. It takes a long time to get these schemes approved and over the line and supply."John says: "What I always find frustrating is when the Government infer that lack of supply or BNG or protection for the environment is the thing that's stopping house building. And frankly, that's risible when... if you speak to most developers, they'll admit that it's high interest rates, lack of planning officers, lack of capacity... [and] things like lack of labour. They discuss the teething troubles with BNG, issues with planning and posit options on how system might be adapted to allow the various agencies to work together more effectively, which means, John insists, public and private partnerships.They also make the case for larger schemes. Alistair says: "If you have on-site mitigation where you've got fragmented patches of areas within developments that are completely unconnected and going back to the resource problem of the local authorities, then being able to monitor and enforce to ensure that the biodiversity is actually being delivered in those areas, it just doesn't work. It will only work properly if we can do it strategically on large areas of land like what we've got in Keyhaven.John adds: "Small areas suffer from this thing called edge effect where the edges, problems come in from the edge and the edges tend to be degraded to a certain extent....mitigating at scale strategically is a really, really good model. " Hosted on Acast. See acast.com/privacy for more information.

Derms and Conditions
Whom Do You Trust? Learn More About Trusts & Wills

Derms and Conditions

Play Episode Listen Later Apr 10, 2025 23:36


In this episode of Derms and Conditions, Dr James Q. Del Rosso shifts gears from clinical dermatology to something equally important but rarely discussed—legal and financial planning. He's joined by his longtime friend and dermatopathologist, Dr Clay Cockerell, who also happens to be a licensed attorney with a passion for educating physicians about estate planning. Dr Cockerell breaks down the fundamentals of trusts, wills, and malpractice insurance in plain language, highlighting why every physician should care about these topics. Listeners will learn the key differences between revocable and irrevocable trusts, how to protect assets from creditors, and why picking the right trustee is critical. They also dive into the historical roots of trusts (spoiler: think the Crusades), fiduciary responsibilities, and how physicians can control the distribution of assets during and after their lifetimes. The conversation also covers non-compete clauses, contract negotiations, and the importance of tail coverage in malpractice policies. Dr Cockerell shares real-world advice from his own experience and emphasizes why physicians—especially new grads—should never sign contracts without legal review. Packed with practical insights, humor, and a few personal anecdotes, this episode offers a must-hear legal primer for dermatology professionals at any career stage.

Money Tips Podcast
Furnished Holiday Let Changes From April 2005 And More Tax Tips From Accountant

Money Tips Podcast

Play Episode Listen Later Apr 10, 2025 43:27


Watch full video at Charles Kelly Money Tips Podcast: https://youtu.be/VRexfc258N4 Interview with Chartered Tax Adviser and Accountant on changes to Furnished Holiday Lettings tax regime, IHT, Trusts and Wills, SDLT, pensions, ISA, Non-Dom tax status and end of year tips. High taxation is one of the reasons 10,000 millionaires left the UK last year. Check out my video on this. As the tax year draws to a close, now is the perfect time to review your finances and take advantage of last-minute tax-saving opportunities. In the latest episode of the Charles Kelly Money Tips Podcast, we break down essential end-of-tax-year tips to help you reduce your tax bill legally and keep more of your hard-earned money. Maximize Your ISA Allowance You can save up to £20,000 tax-free in an Individual Savings Account (ISA). If you haven’t used your full allowance, now is the time to top it up. Utilize Pension Contributions Contributing to your pension not only grows your retirement fund but also reduces taxable income, with tax relief of up to 45% for higher earners. We don’t know how long this tax concession will last. Claim Allowable Expenses Self-employed? Ensure you claim all deductible expenses, such as home office costs, travel, and professional fees, to lower your taxable profit. Use Capital Gains Allowance Sell assets strategically to take advantage of the current capital gains tax-free allowance before it resets in the new tax year. Gift Money IHT Tax-Free Use your annual £3,000 inheritance tax gift allowance to pass on wealth without tax implications. Use it or lose it. Use your accountant, tax specialist, financial adviser and other professionals to save you money. Good advice can save you a fortune. Invest in yourself. Don’t miss out on these end-of-tax-year strategies—watch the full video now! 7 Powerful Steps to Transform Your Finances in 2025 As we move closer to 2025, now is the perfect time to take charge of your finances and make it your most successful year yet. In the latest episode of the Charles Kelly Money Tips Podcast, we explore actionable strategies to help you achieve financial freedom and build wealth. Watch full video - https://youtu.be/-k7HPn0u_Ok?si=j6ZpuTlRyCJzuIxY Section 24 Property Landlord Tax Hike Interview with Chartered Accountant and property tax specialist who reveals options and solutions to move your properties from your own name into a limited company or LLP whilst mitigating the potential HMRC pitfalls. Email charles@charleskelly.net for a free consultation on how to deal with Section 24. Watch video now: https://youtu.be/aMuGs_ek17s #section24 #TaxSavingTips #EndOfTaxYear #FinanceTips #UKTaxes #WealthBuilding #MoneyManagement #PensionPlanning #TaxFreeSavings #CharlesKellyMoneyTips #furnishedholidaylet #IHT #SDLT #ISA

The Bright Method Podcast: Realistic Time Management for Working Women
96. Part 2: The Heavy-Before / Lighter-After Adulting Stuff (Wills & Trusts, Healthcare Proxies, House Furniture Inventory, etc.)

The Bright Method Podcast: Realistic Time Management for Working Women

Play Episode Listen Later Apr 7, 2025 29:27


AJ Bell Money & Markets
Investment Trust Show: investing in financials, mining and smaller companies, and how and why trusts borrow money

AJ Bell Money & Markets

Play Episode Listen Later Apr 7, 2025 57:20


Ever wondered exactly who invests in investment trusts? The AJ Bell Money & Markets podcast has the answer on this week's episode. [01:13] Dan Coatsworth talks to Nick Brind from Polar Capital Global Financials Trust about the rally in banking shares, what Donald Trump's return to the White House means for US banks, and where he is finding opportunities in the current market. [07:26] Tom Sieber and Martin Gamble conduct a deep dive of BlackRock World Mining Trust. [17:59] Emma Bird from Winterflood explains the world of gearing, what the term means and how it can be a help or hindrance to investment trust performance. [29:50] Finally, Laith Khalaf talks to Indri Van Hien, co-manager of Henderson Smaller Companies Trust, about the impact of Budget changes on UK businesses and why small caps continue to lag bigger companies. [44:00]

Let's Get Legal
Navigant Law: Making steps to update your trusts and wills

Let's Get Legal

Play Episode Listen Later Apr 5, 2025


Mildred V. Palmer, Founding Partner at Navigant Law Group, joins Jon Hansen on Let's Get Legal to discuss estate planning. Mildred talks to listeners about receiving inheritance letters after people have passed, what it means to fund a trust, and switching lawyers after creating a will or trust. For more information, call (847) 253-8800 for a […]

Honest Money
Family Fortunes: How to Set Your Kids Up for Lifelong Wealth

Honest Money

Play Episode Listen Later Apr 5, 2025 19:59


In this episode, Warren Ingram and Pieter de Villiers discuss the importance of financial planning for children, particularly in the context of investing for their future. They explore various investment strategies, account structures, and the significance of financial education. The conversation also delves into tax considerations for global investments and the potential use of trusts for managing significant assets, and more. TakeawaysInvesting for children should start early to maximize compounding.Consider tax implications based on residency status.Joint accounts can provide control over funds for minors.Education about money is crucial for future financial success.Trusts can be beneficial for managing large assets.Keep investment strategies simple and straightforward.Involve children in financial discussions to enhance literacy.Understand the complexities of international tax laws.Fairness in investment amounts can be subjective.Start with equal amounts and let investments grow over time.Learn more about 10X Investments today: https://bit.ly/4hiEscGSend us a textHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Take Back Retirement
109: Remarriage & Money: Janice Guinn Joins the Conversation on Love, Legalities, and Life Planning

Take Back Retirement

Play Episode Listen Later Apr 4, 2025 46:41


Congratulations on your remarriage! How do you ensure that your finances are in order as you step into this next phase of your life?   Our hosts Stephanie McCullough and Kevin Gaines explore the vital legal and financial considerations of remarriage, from beneficiary designations to tax implications, with guidance from fellow Financial Planner at Sofia Financial, Janice Guinn!   There are legal considerations aplenty when deciding between cohabitation and remarriage. Money talks can often be the elephant in the room, but they're essential for maintaining harmony in marriage. A partner's reluctance to engage in these conversations could be a red flag. Financial transparency is key to building a healthy and lasting partnership.   Our hosts also get into the nitty-gritty on taxes and retirement plans, trusts and long-term care, as well as pre and post-nuptial agreements!   Key Topics: The Most Important Step: Discussing Your Goals and Expectations (04:10) Financial Obligations to Children and Parents When Remarrying (08:39) Joint or Separate Bank Accounts? (16:16) Long-Term Care as You Age (20:00) Estate Planning and Pre/Post-Nuptial Agreements (23:02) How Remarriage Impacts Your Taxes (31:12) “If You Are Under 60, Think Twice About Getting Remarried.” (41:06) Retirement Plans and Beneficiaries (45:00) To Marry or Cohabit? (55:55) What About Trusts? (1:00:22)   Resources: Take Back Retirement Episode 66: Transform Your Relationship with Money: Lessons from Bari Tessler Take Back Retirement Episode 43: The Psychology of Money and Marriage with Special Guest Ed Coambs Take Back Retirement Episode 31: What the Heck is a Trust, and Why Might I Need One?     If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

Kern County Real Estate Review
Avoiding Probate: The Power of Trusts in Real Estate with Kyle Jones

Kern County Real Estate Review

Play Episode Listen Later Apr 3, 2025 59:49


In this episode of Kern County Real Estate Review, we sit down with estate planning attorney Kyle Jones to break down the importance of trusts for homeowners. We discuss how trusts can help protect your property, avoid probate, and ensure a smooth transfer of assets to your loved ones. Kyle also clears up common misconceptions, explains how trusts compare to wills, and shares key factors homeowners should consider when planning for the future. Whether you're a homeowner looking to secure your estate or just curious about how trusts work, this episode is packed with valuable insights you won't want to miss!

Expedition Retirement
Will Medicare Cover Your Long-Term Care? The Answer May Surprise You

Expedition Retirement

Play Episode Listen Later Apr 1, 2025 5:52


Are you prepared for the rising costs of long-term care in retirement? The average cost is now $10,000 a month and could double in the next 25 years. Many retirees mistakenly believe Medicare will cover these expenses, while in reality, it does not. Are there legal solutions that can safeguard your estate and ensure you can afford quality care? Greg discusses.See omnystudio.com/listener for privacy information.

Real Estate Coaching Radio
Smart Agent Talking Points: Be the Expert Everyone Trusts

Real Estate Coaching Radio

Play Episode Listen Later Mar 31, 2025 52:38


Welcome back to America's #1 Daily Podcast,  featuring America's #1 Real Estate Coaches and Top EXP Realty Sponsors in the World, Tim and Julie Harris. Ready to become an EXP Realty Agent and join Tim and Julie Harris?  Visit: https://whylibertas.com/harris or text Tim directly at 512-758-0206. IMPORTANT: Join #1 Real Estate Coaches Tim and Julie Harris's Premier Coaching now for FREE. Included is a DAILY Coaching Session with a HARRIS Certified Coach. Proven and tested lead generation, systems, and scripts designed for this market. Instant FREE Access Now: YES, Enroll Me NOW In Premier Coaching https://premiercoaching.com Existing Home Sales Forecast The National Association of Realtors (NAR) projects approximately 4.26 million existing-home sales in 2025, reflecting a 6% growth in sales. Price appreciation is expected to moderate to 3–4% annually. Source: NAR HUGE Announcement: You will love this! Looking for the full outline from today's presentation? Our DAILY Newsletter featured lead generation systems, real estate scripts, daily success plans and (YES) the notes or today's show. Best part? The newsletter is free! https://harrisrealestatedaily.com/  

The Bright Method Podcast: Realistic Time Management for Working Women
95. The Heavy-Before / Lighter-After Adulting Stuff (Wills & Trusts, Healthcare Proxies, House Furniture Inventory, etc.)

The Bright Method Podcast: Realistic Time Management for Working Women

Play Episode Listen Later Mar 31, 2025 34:57


The Burt (Not Ernie) Show
You Will Keep in Perfect Peace the One Who Trusts in You - Isaiah 26:3 - episode #206

The Burt (Not Ernie) Show

Play Episode Listen Later Mar 31, 2025 22:22


Hey there, hello to you today and welcome to this episode of The Burt (Not Ernie) Show, where we look at what God has promised His people in the Bible, and we live like those promises are true… and thank God, they are!  Biblical Motherhood Pinterest Board You're listening to The Burt (Not Ernie) Show, featured on the Edifi app and on iHeart radio. Today's episode is all about God's promise to give us peace, and more specifically, perfect peace, as it says in Isaiah 26, verse 3. And this is episode number 206.   Isaiah is a large book in the Old Testament. 66 chapters, I believe, and it covers a lot of ground. It is a record of the history of Israel and Judah, it is very prophetic - about specific nations and people groups and what would happen, at times even to the day, as we see in parts of Isaiah 18, that chapter comes to mind, and other portions of the book are exactingly specific, as well. And of course, about Jesus' birth and life and death and resurrection, it holds so many prophecies that have indeed proved true, exactly true, to perfection. And then, of course, it holds a lot of prophecy about His second coming, His return that will be the most incredible event this world has ever seen.    Sometimes a book the size and the depth of Isaiah can be almost intimidating to read, overwhelming in it's scope, some parts are historical record, and they read like much of the Old Testament does in Judges or 1 Samuel or the book of Ruth or Esther. But it is intermingled with these astounding portions that are not at all like reading through the book of Ruth or Judges. And we may shy away from it, because it is, frankly, a lot and we might feel like we're  not learned enough or qualified to really understand it.    But is that a good reason to not read it? I don't think so. God gives us such incredible promises in the book of Isaiah, and I do not think He made those promises so that we would never know them, let alone believe Him for them. Nope. That would not make sense. And a book that has so many powerful promises for us, a book that has been so spot on accurate regarding Jesus' life on earth, well, that's a very hopeful, hope-filled book. And we just don't want to miss what it has to say to us.    Which is why we're going to look at one verse, one topic or theme, from the pages of Isaiah in this episode. You know, to get to the 206th episode of a podcast takes a bit of time, and as this show is focused on God's promises, I have spent a fair amount of time the last few years reading and thinking about and writing about (as in the podcast show notes and my personal study time) and talking about so many of God's promises for His dearly loved children (which is what we are, according to 1 John chapter 3, verse 1). And I have yet to be moved off my stance that all His promises are true. Ya know, you get the comments from people on different platforms when clips from the show are shared, and people can say things that are really heart wrenching to read…not what they say about me, because who cares, right? But also, usually what they say is about the Lord, and that is what's heart wrenching. Maybe they've experienced serious hurt or disappointment, maybe they just have no idea who God is or how much He loves them, maybe something else entirely.    But those comments don't move my needle regarding my belief in who my God is for me personally and as a whole, to all who will come to Him. It moves my needle with heartbreak but not my belief. In thinking about this, the comments and what's possibly behind those comments, well I wonder if some of those commenters are lacking peace, maybe?  It's a hard life, in a dark world, for a million different reasons in every stage and season. Inner peace, inner security, that's missing in so many lives.    The verse from Isaiah that talks about perfect peace, that's the verse that comes to mind. And that's the verse I'm sharing with you as one of God's most beautiful, life-giving promises in this episode.    You will keep in perfect peace all who trust in You, all whose thoughts are fixed on You. That's what Isaiah 26:3 says in the New Living Translation.  It's a hefty promise, and as always, our God does nothing but deliver on this.    Does that mean we never have to pause, do a reset, pray, seek His peace, remind one another of verses like this, ponder the fact that Jesus said in this world we will have trouble but we are to take heart, He has overcome the world and that His peace He gives to us, His peace He leaves with us, but not the world's peace. His peace. It's a different kind of peace. It's sitting in the doctor's office getting really awful news, but you have an inner calm and peace that is so rock solid, you're able to not endure that hard moment but rather, not be shaken by it. It's a prodigal's parent able to fully trust in the Lord and have peace, not be up all night fretting, overcome with dread, jumping at every shadow because the stress level is so high…but having peace right in the middle of the terrible awful disaster of a mess. That's not the world's version of peace. It's beyond the bounds of this world, and I am so thankful that God has promised this peace, perfect peace, to us.    Let me read Isaiah 26:3 from the Amplified now. You will keep in perfect and constant peace the one whose mind is steadfast (that is, committed and focused on You - in both inclination and character), because he trusts and takes refuge in You (with hope and confident expectation).   That adds some depth to the promise. Perfect and constant peace…that's what I'm looking for, and I'll find it when I look for it in Christ Jesus. A steadfast mind, well that sounds pretty good to me. Committed to and focused on the Lord, in all things all of the time. That is an amazing way to live. To have my character so impacted by my trust in God that every inclination I have is aligned toward Him. And why is this promise going to prove true for me and for you? Because we trust the Lord, and we take refuge in Him when life gets hard and we're under attack or under pressure or facing peril or heartbreak or grief of simply the great unknown. We take refuge in our God in those moments not in a disassociated way, we don't deny the difficult things in life, but in hope and in confident expectation. That's perfect peace. That's your promise.    Now let me share something I read from a missionary to China had to say about how Chinese  believers, followers of Jesus, how they read this verse: Thou wilt keep him in perfect peace whose mind stops at God.    Let that sink in for a moment.    Can I repeat that? I feel like it's too awesome to only say one time.   Thou wilt keep him in perfect peace whose mind stops at God.   In the midst of your troubles, when those scary scenarios start to swamp your thoughts, and thus swamp your life, because where our thoughts go, there our lives go… in those moments, can you and I choose to let our mind STOP at God?   Is this possibly what it means to be still and know that He is God? I think so.  But this happened and then this might happen next and then it may snowball into this, that and the other… But what if my mind stops at God? But this happened, and He is God. Not God of some things, not God now and then, hit and miss, here and there. He is God. Period. My mind, that's where it stops. At God. Nothing is greater than our God. Nobody pulls a fast one on our God. Nothing gets past Him. Nothing lets Him down, because nothing holds Him up. He holds all things together, Colossians tells us about the Lord. All things. Nothing left out. Shalom peace, nothing missing, nothing broken.    He will keep you in perfect peace when your mind stops at God.   That's it for this episode, and I'm so glad you were able to listen today. The highest compliment you could give the show is to share it with a friend. And just on the off chance that somebody might want to hear this, I am working on a Biblical Motherhood project and I have started a Pinterest board where I share some of my content, but also I Pin lots of encouraging content that falls under into the category of Biblical motherhood. If you are a mother or know a mom who would like some encouragement from a Bible based perspective, right here in the show notes is a link to that on Pinterest.   Lord bless you today, and hold your peace and let your mind stop at God today.   See you next time. Bye bye.

Trust Me
2024 Legislation: New Laws That Trust and Estate Practitioners Should Know

Trust Me

Play Episode Listen Later Mar 31, 2025 38:41


New laws were enacted in 2024 that affect California trust and estate practitioners. Join our two speakers, attorneys Jadene M. W. Tamura and Mara M. Mahana, on this episode as they describe the highlights of the new laws and how they affect trusts and estates practice, estate and trust litigation, incapacity proceedings, and more.About Our Podcast Speakers:Jadene M. W. Tamura is a Shareholder and Co-Chair of the Trusts & Estates Department at Parker Milliken, practicing in the areas of trust and estate planning, administration, and litigation. Jadene is a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization, and is a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). Jadene may be reached at jtamura@pmcos.com.Mara M. Mahana is a Senior Wealth Strategist and Executive Director at Wells Fargo Bank. Mara works with high- and ultra-high net worth clients to review, develop, and consult on estate and wealth transfer plans, taking into consideration clients' unique values, needs and circumstances. Prior to joining Wells Fargo Bank, Mara was a practicing attorney with 20 years of experience in trust and estate law.  Mara is a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM).Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek

The Michael Yardney Podcast | Property Investment, Success & Money
Ask the Experts: Ken Raiss, Brett Warren and I Answer Your Burning Questions

The Michael Yardney Podcast | Property Investment, Success & Money

Play Episode Listen Later Mar 31, 2025 54:47


In this show Ken Raiss, Brett Warren and I and a heap of questions left by viewers of a recent Masterclass that should be of interest to anyone interested in property investment. We explore the pros and cons of investing in outer suburbs, what's ahead for the Melbourne property market, the significance of understanding property value versus price, the different loan structures available for investors, the importance of economic fundamentals, and strategies for intergenerational wealth transfer. The conversation also touches on the viability of living off equity and the comparison between commercial and residential properties. Takeaways Investing in outer suburbs can be risky especially at this stage of the cycle where property vans have been pushed up by inexperienced investors. Economic fundamentals drive property value growth. Setting up the right ownership property structure is essential for flexible intergenerational wealth transfer. Starting with a clear end goal is one key to successful investing. Interest-only loans can help in property accumulation phases, while we're paying debt makes sense as you near a retirement age. Living off equity is challenging but still possible with the right strategy. Commercial properties often provide better yields than residential property, but for most investors residential property provides better returns because of the extra leverage. Flexibility in investment ownership structures can enhance financial outcomes. The property market is cyclical; patience is necessary for long-term gains. Chapters 00:00 Introduction to the Q&A Session 00:27 Investing in Outer Suburbs vs. Hot Spots 01:19 Understanding Loan Structures and Trusts 02:02 Introduction to Property Investment Strategies 07:38 Analyzing Melbourne's Property Market 13:35 Understanding Property Investment Structures 19:13 Navigating Investment Decisions and Strategies 24:37 Exploring Regional vs. Capital City Investments 30:22 Superannuation and Property Investment Trusts 33:07 Understanding Debt: Interest-Only vs Principal and Interest 36:03 Transitioning to Cash Flow Properties 38:41 Building a Property Portfolio: Regional vs Capital City Investments 41:35 Living Off Equity: Is It Still Possible? 44:10 The Importance of Trusts in Wealth Management 46:57 Wealth Retreat: Planning for Future Success 48:51 Commercial vs Residential Property Investments 52:53 Introduction to the Podcast and Demographics Decoded 54:13 Special Offers and Resources for Listeners 55:03 Introduction to the Podcast and Its Purpose 55:35 Understanding Property Investment Strategies Links and Resources:    Join us at Wealth Retreat 2025 – read more here and reserve your spot  Michael Yardney    Get the team at Metropole to help build your personal Strategic Property Plan Click here and have a chat with us    Brett Warren - National Director of Property at Metropole    Ken Raiss – Director Metropole Wealth Advisory    Get a bundle of free reports and eBooks – www.PodcastBonus.com.au     Also, please subscribe to my new podcast Demographics Decoded with Simon Kuestenmacher – just look for  Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future.   Shownotes plus more here: Ask the Experts: Ken Raiss, Brett Warren and I Answer Your Burning Questions 

Sermons - Christ United Reformed Church
AM: The King Trusts in the Lord

Sermons - Christ United Reformed Church

Play Episode Listen Later Mar 30, 2025 39:18


Law School
Trust and Estate Law: Summary, Review and Exam Tips

Law School

Play Episode Listen Later Mar 30, 2025 26:51


This is an overview and summary of trusts and estates law, focusing on the creation and types of trusts, trustee duties, probate and estate administration, tax planning, and wills/intestacy.Trusts are a way to manage assets during life and after death. A trust requires a settlor, trustee, beneficiaries, intent, and trust property. Trusts can be revocable or irrevocable, testamentary or inter vivos. Trustees have fiduciary duties to beneficiaries, including loyalty, prudence, impartiality, and providing information.Probate is the court-supervised process of authenticating a will, appointing a personal representative, gathering assets, paying debts, and distributing property. Estate taxes can be minimized through strategies like lifetime gifts, trusts, and charitable giving.Wills are legal documents that direct asset distribution after death. They are essential for avoiding intestacy (distribution by state law). Wills must be properly executed and witnessed.Understanding trusts, probate, and wills is crucial for effective estate planning.

Estate Planning Daily
Why a married couple might want two trusts.

Estate Planning Daily

Play Episode Listen Later Mar 29, 2025 0:47


Why a married couple might want two trusts. 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 #lawyer #attorney #taxes #money

Law School
Trusts and Estates Law Lecture 3 (of 3) (Part 2): Probate and Estate Administration: Probate Process / Tax and Planning Considerations

Law School

Play Episode Listen Later Mar 29, 2025 23:42


Probate is a court-supervised process used to authenticate a decedent's will, appoint a personal representative, gather assets, pay debts, and distribute remaining assets to heirs or beneficiaries. The process varies in duration, cost, and complexity.Key steps include initiating the case, court review and appointment of a representative, gathering assets, providing notice, handling debts, administering and distributing the estate, and tax planning. Some jurisdictions offer simplified or informal probate for smaller or uncontested estates.Tax and planning considerations include estate taxes, lifetime gifting, irrevocable life insurance trusts, grantor-retained annuity trusts, charitable giving, and integration of tax strategies with probate.Understanding both probate procedures and estate planning strategies is crucial for effectively managing the complexities of post-death property transfers. Proper planning can minimize administrative burdens, reduce tax liabilities, and ensure the decedent's intentions are fulfilled.

Fuel Your Legacy
The Entrepreneurial Spirit: Lessons from Childhood with Sally Gimon. Episode 365

Fuel Your Legacy

Play Episode Listen Later Mar 28, 2025 65:51


Free class on The Great Discover is at www.SallyGimon.comCalander:  https://www.thetrustisyou.com/scheduling https://www.facebook.com/TheTrustisyou/ https://www.linkedin.com/in/sallygimon/ https://www.instagram.com/sallygimon/ https://twitter.com/GimonSally https://www.tiktok.com/@spendthrifttrust https://www.youtube.com/@sallygimon?sub_confirmation=1 www.TheTrustIsYou.comSummaryIn this engaging conversation, host Sam Knickerbocker interviews Sally Gimmon, who shares her vibrant life story, from her early entrepreneurial spirit as a child to her diverse career experiences, including her time in the Peace Corps.Sally discusses her transition into real estate and tax lien investing, providing insights into the ethical considerations of her work. The conversation highlights the importance of financial education and the impact of cultural exposure on personal growth.In this conversation, Sam Knickerbocker and Sally Gimon delve into the complexities of real estate investing, family dynamics, and the challenges of taxation. They explore personal anecdotes, the impact of financial decisions on family relationships, and the intricacies of navigating tax liens and trusts.Sally shares her journey into real estate, highlighting significant profits and the lessons learned from overcoming financial hurdles. The discussion also touches on the skepticism surrounding tax strategies and the importance of understanding legal frameworks in wealth building. In this conversation, Sally Gimon and Sam Knickerbocker delve into the intricacies of grantor and non-grantor trusts, discussing their importance in estate planning and privacy.They explore the ongoing maintenance and costs associated with trusts, as well as resources available for individuals looking to educate themselves on trust planning. Real-life success stories highlight the financial benefits of utilizing trusts, emphasizing the significance of legacy beyond mere wealth. The discussion concludes with final thoughts on taking action towards financial education and planning for the future.TakeawaysSally's vibrant personality and energy are infectious.The importance of financial education is often overlooked.Early entrepreneurial experiences shape future career paths.Traveling can significantly broaden one's perspective.The Peace Corps experience can be life-changing and educational.Understanding tax liens is crucial for real estate investing.Ethics in investing can be complex and subjective.Networking and relationships are key in real estate.Sally's journey reflects resilience and adaptability.Investing in tax liens can be profitable but requires careful consideration. Sally's mother had strong opinions about her real estate work.Navigating family dynamics can complicate financial decisions.Tax liens can be profitable but raise ethical questions.Real estate investing requires understanding local laws and processes.Sally's journey into real estate began with a mentor.Financial challenges can lead to unexpected opportunities.Trusts can provide significant tax benefits if structured correctly.Many people are unaware of their financial responsibilities after a family member's death.Skepticism about tax strategies is common among professionals.Understanding the history of tax laws can empower investors. Grantor Trust means the person setting up the trust has control.Non-grantor trusts provide privacy and prevent beneficiaries from being grantors.Ongoing maintenance of trusts includes tax filings and potential fees for changes.Trusts can save significant amounts in taxes, as shown in real-life examples.Education on trusts is crucial for effective estate planning.Legacy planning involves more than just financial assets; it includes values and behaviors.Trusts can help control how wealth is passed down through generations.Real estate investors can benefit greatly from utilizing trusts for tax savings.Sally offers resources like presentations and articles for those interested in trusts.Taking action towards financial education can lead to significant life changes.

Crump Insights
Balancing Control and Tax Efficiency with Survivorship Standby Trusts

Crump Insights

Play Episode Listen Later Mar 28, 2025 22:05


In this episode, we explore the Survivorship Standby Trust (SST), an innovative estate planning strategy that balances tax savings and control. Tom McKay, Director, Advanced Sales at Crump, who has personally implemented this strategy, walks us through how it works, who it benefits, and why it's an essential consideration for flexible estate planning. Gain key insights into optimizing wealth transfer with built-in flexibility. 

Law School
Trusts and Estates Law Lecture 3 (of 3): Probate and Estate Administration: Probate Process / Tax and Planning Considerations

Law School

Play Episode Listen Later Mar 28, 2025 20:05


Probate is a court-supervised process that authenticates a decedent's will, appoints a personal representative, and oversees the gathering of assets, payment of debts, and distribution of remaining assets to heirs or beneficiaries. The probate process can vary in duration, cost, and complexity depending on the size of the estate, the clarity or validity of the will, and potential disputes.The probate case is initiated by filing a petition with the probate court, which includes the will (if any) and the death certificate. The court then confirms the documents and appoints an executor or administrator. If the will is contested, the process may become litigious and require an evidentiary hearing.The personal representative is responsible for notifying beneficiaries, heirs, and creditors, and gathering and inventorying the decedent's assets. The representative must also pay off valid debts in a specific order of priority.The distribution of property is guided by the will or, in the absence of a will, by intestacy statutes. Some jurisdictions offer simplified or informal probate procedures for smaller or uncontested estates.Estate taxes and planning strategies can significantly impact the probate process. Lifetime gifts, life insurance trusts, and charitable giving can all be used to minimize estate taxes. Understanding these strategies is crucial, as how property is titled or transferred can affect both probate and tax implications.The personal representative must also file any required estate tax returns and ensure that taxes are paid. Estate planning can simplify the probate process and minimize taxes, ensuring that the decedent's wishes are carried out and that beneficiaries receive their inheritance with clarity.

Law School
Trusts and Estates Law Lecture 2 (of 3) (Part 2): Trusts: Creation of Trusts / Trustee Duties

Law School

Play Episode Listen Later Mar 27, 2025 20:21


This legal lecture provides a structured overview of trusts and estates law, specifically focusing on the creation of trusts and the duties of trustees. It begins by outlining the five essential elements required to establish a valid trust, including a capable settlor, a trustee, identifiable beneficiaries, the intent to create a trust, and trust property. The lecture then distinguishes between key types of trusts, such as revocable versus irrevocable and testamentary versus inter vivos, highlighting their differing purposes and implications. Finally, it delves into the crucial fiduciary duties that trustees owe to beneficiaries—loyalty, prudence, impartiality, and the duty to inform and account—and discusses the remedies available when these duties are breached, underscoring the significant role trusts play in comprehensive estate planning.A valid trust requires a capable settlor, a trustee, identifiable beneficiaries, intent to create a trust, and trust property.Trusts can be classified as revocable or irrevocable.Trusts can be classified as testamentary or inter vivos.Trustees have fiduciary duties, including the duty of loyalty.Trustees have fiduciary duties, including the duty of prudence.Trustees have fiduciary duties, including the duty of impartiality.Trustees have a duty to inform and account.Beneficiaries have legal remedies for breach of fiduciary duty.Trusts are a key component of estate planning.Trusts can be used to manage assets.Trusts can be used to minimize probate.Trusts can be used to reduce estate taxes.Trusts can facilitate charitable giving.

Schizophrenia: Three Moms in the Trenches
Boundaries..or Abandonment? And Other Questions from 3 Moms Fans (Ep. 114)

Schizophrenia: Three Moms in the Trenches

Play Episode Listen Later Mar 26, 2025 45:40


Send a Text to the Moms - please include your contact info if you want a response. thanks!Letters…we get letters…well, actually emails, comments, and messages. In this episode we do our best to respond with perspective, information and resources.Please know that we are not doctors, cannot prescribe medication - nor do we know all the legalities and resources in each state or country (hello, international listeners!) - but, often, our guests do.Her are some of the episodes we mention for your references:108. Should our Loved One with SMI Live With Us?99. What Will Happen When We're Gone? Trusts, Pooled Trusts and More83. What Do I Do Now?: THE Handbook for SZ Caregivers: guest, Nicole Drapeau Gillen71. Help and Tips for Families in Mental Illness Crisis: Treatment Advocacy Center56. Housing That Heals: Essential for Many with SMI50 and 70. Help! I Don't Understand SSI/SSDI - guest: Dani Page, JD33. Fellowship Place, One Supportive Community Fostering Mental Health18. Rethinking Clozapine: Should it be the First Resort to Treat Schizophrenia? - with Dr. Robert Laitman12 and 13. Let's Talk about the Law - Mental Illness and Legal Matters (Judge Lisa Wexler6. Conservatorship for Schizophrenia: Who Needs it? Why? and How?Thanks for liking and sharing the podcast! Mindy and her book: https://mindygreiling.com/Randye and her book: https://randyekaye.com/Miriam and her book: https://www.miriam-feldman.com/Want to know more?Join our facebook page Our websites:Randye KayeMindy Greiling Miriam (Mimi) Feldman

Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
How to Bulletproof Your Rentals: LLCs, Trusts & Lawsuit Protection Explained

Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing

Play Episode Listen Later Mar 24, 2025 34:44


This episode is sponsored by…NCH:Set up an LLC to protect your investments! – https://nchinc.com/rtr Want to protect your real estate portfolio from lawsuits and liability? You're in the right place! In this episode of the Rent To Retirement Podcast, hosts Adam Schroeder sits down with Cody Lawson, Executive Corporate Analyst at NCH, to break down how to properly set up LLCs and land trusts to shield your assets and build a rock-solid foundation for your investment empire.Whether you're new to real estate or scaling your portfolio, this episode will show you how to avoid costly mistakes, reduce risk, and gain peace of mind.⏱️ Timestamps01:00 – Cody's journey as a real estate investor & asset protection expert03:00 – Common legal threats to property owners06:00 – Real-life examples of lawsuits involving tenants & contractors08:00 – How LLCs & trusts work together to protect you10:00 – Why most investors are set up incorrectly12:00 – Setting up your properties correctly: LLC + land trust strategy15:00 – Should you use one LLC or multiple?18:00 – Why privacy matters: Keeping your name off public records20:00 – How to set up protection for out-of-state properties23:00 – Common misconceptions about taxes and LLCs26:00 – How to avoid losing protection due to setup mistakes28:00 – Land trusts: What they are, how they work, and where they don't30:00 – Avoiding the due-on-sale clause when transferring property32:00 – How much effort it takes to do this right

Camp Chaos
What Happens If…? A Mom's Guide to Wills, Trusts & Child Preparedness

Camp Chaos

Play Episode Listen Later Mar 24, 2025 40:35


In this powerful and eye-opening episode, we sit down with estate planning attorney Kate Hinton to talk about the conversations no parent wants to have—but absolutely needs to. From guardianship nominations to wills and trusts, Kate walks us through the essentials of estate planning with clarity, compassion, and real-life advice. We cover the tough questions, the what-ifs, and how to prepare for the unexpected so our children are always protected. It's a must-listen for any parent looking for peace of mind and practical (and free!) legal insight. Sponsor: https://aquatruwater.com CODE: CAMP - to get %20 off any AquaTru Purifier Follow us on Instagram: Camp Chaos  Taylor Kyndra Learn more about your ad choices. Visit megaphone.fm/adchoices

Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
How to Bulletproof Your Rentals: LLCs, Trusts & Lawsuit Protection Explained

Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing

Play Episode Listen Later Mar 24, 2025 34:44


This episode is sponsored by…NCH:Set up an LLC to protect your investments! – https://nchinc.com/rtr Want to protect your real estate portfolio from lawsuits and liability? You're in the right place! In this episode of the Rent To Retirement Podcast, hosts Adam Schroeder sits down with Cody Lawson, Executive Corporate Analyst at NCH, to break down how to properly set up LLCs and land trusts to shield your assets and build a rock-solid foundation for your investment empire.Whether you're new to real estate or scaling your portfolio, this episode will show you how to avoid costly mistakes, reduce risk, and gain peace of mind.⏱️ Timestamps01:00 – Cody's journey as a real estate investor & asset protection expert03:00 – Common legal threats to property owners06:00 – Real-life examples of lawsuits involving tenants & contractors08:00 – How LLCs & trusts work together to protect you10:00 – Why most investors are set up incorrectly12:00 – Setting up your properties correctly: LLC + land trust strategy15:00 – Should you use one LLC or multiple?18:00 – Why privacy matters: Keeping your name off public records20:00 – How to set up protection for out-of-state properties23:00 – Common misconceptions about taxes and LLCs26:00 – How to avoid losing protection due to setup mistakes28:00 – Land trusts: What they are, how they work, and where they don't30:00 – Avoiding the due-on-sale clause when transferring property32:00 – How much effort it takes to do this right

Walking Through The Word - Daily Podcast Commentary

March 23, 2025 Neh. 3:15-4:5; Ps. 32:8-11; Prov. 11:24-26; I Cor. 7:25-32

Exalting Christ Sermons
Contest of Champions: A Heart That Trusts in God's Deliverance | 1 Samuel 17

Exalting Christ Sermons

Play Episode Listen Later Mar 23, 2025


Sermons from Daniel Arcilla on March 23, 2025

Estate Planning Daily
Revocable Trusts will Not Keep You Safe from Medicaid.

Estate Planning Daily

Play Episode Listen Later Mar 23, 2025 0:47


Revocable Trusts will Not Keep You Safe from Medicaid. 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 #lawyer #attorney #taxes #money

Pete McMurray Show
House Intelligence Committee member IL Cong Darin LaHood asked if he trusts Putin & Russia "I don't! They haven't given us any reason to trust them!"

Pete McMurray Show

Play Episode Listen Later Mar 22, 2025 13:00


Pete's Cousin House Intelligence Committee member Illinois Congressman Darin LaHood joined us to talk:-Sanctuary Mayor committee meeting in DC-Does he trust Russia & Putin  "I don't!  They haven't given us any reason to trust them!"-Does he still side with Ukraine -The Israeli Hamas ceasefire collapse-DOGE-Will Musk touch Social Security and other entitlements-Does Tesla's on the White House lawn make him pause-Backlash from tariffs and a recession looming To subscribe to The Pete McMurray Show Podcast just click here

Crazy Wisdom
Episode #445: How Decentralized Tech Could Challenge Nation-States

Crazy Wisdom

Play Episode Listen Later Mar 21, 2025 51:17


In this episode of Crazy Wisdom, host Stewart Alsop talks with Rosario Parlanti, a longtime crypto investor and real estate attorney, about the shifting landscape of decentralization, AI, and finance. They explore the power struggles between centralized and decentralized systems, the role of AI agents in finance and infrastructure, and the legal gray areas emerging around autonomous technology. Rosario shares insights on trusted execution environments, token incentives, and how projects like Phala Network are building decentralized cloud computing. They also discuss the changing narrative around Bitcoin, the potential for AI-driven financial autonomy, and the future of censorship-resistant platforms. Follow Rosario on X @DeepinWhale and check out Phala Network to learn more.Check out this GPT we trained on the conversation!Timestamps00:00 Introduction to the Crazy Wisdom Podcast00:25 Understanding Decentralized Cloud Infrastructure04:40 Centralization vs. Decentralization: A Philosophical Debate06:56 Political Implications of Centralization17:19 Technical Aspects of Phala Network24:33 Crypto and AI: The Future Intersection25:11 The Convergence of Crypto and AI25:59 Challenges with Centralized Cloud Services27:36 Decentralized Cloud Solutions for AI30:32 Legal and Ethical Implications of AI Agents32:59 The Future of Decentralized Technologies41:56 Crypto's Role in Global Financial Freedom49:27 Closing Thoughts and Future ProspectsKey InsightsDecentralization is not absolute, but a spectrum. Rosario Parlanti explains that decentralization doesn't mean eliminating central hubs entirely, but rather reducing choke points where power is overly concentrated. Whether in finance, cloud computing, or governance, every system faces forces pushing toward centralization for efficiency and control, while counterforces work to redistribute power and increase resilience.Trusted execution environments (TEE) are crucial for decentralized cloud computing. Rosario highlights how Phala Network uses TEEs, a hardware-based security measure that isolates sensitive data from external access. This ensures that decentralized cloud services can operate securely, preventing unauthorized access while allowing independent providers to host data and run applications outside the control of major corporations like Amazon and Google.AI agents will need decentralized infrastructure to function autonomously. The conversation touches on the growing power of AI-driven autonomous agents, which can execute financial trades, conduct research, and even generate content. However, running such agents on centralized cloud providers like AWS could create regulatory and operational risks. Decentralized cloud networks like Phala offer a way for these agents to operate freely, without interference from governments or corporations.Regulatory arbitrage will shape the future of AI and crypto. Rosario describes how businesses and individuals are already leveraging jurisdiction shopping—structuring AI entities or financial operations in countries with more favorable regulations. He speculates that AI agents could be housed within offshore LLCs or irrevocable trusts, creating legal distance between their creators and their actions, raising new ethical and legal challenges.Bitcoin's narrative has shifted from currency to investment asset. Originally envisioned as a peer-to-peer electronic cash system, Bitcoin has increasingly been treated as digital gold, largely due to the influence of institutional investors and regulatory frameworks like Bitcoin ETFs. Rosario argues that this shift in perception has led to Bitcoin being co-opted by the very financial institutions it was meant to disrupt.The rise of AI-driven financial autonomy could bypass traditional banking and regulation. The combination of AI, smart contracts, and decentralized finance (DeFi) could enable AI agents to conduct financial transactions without human oversight. This could range from algorithmic trading to managing business operations, potentially reducing reliance on traditional banking systems and challenging the ability of governments to enforce financial regulations.The accelerating clash between technology and governance will redefine global power structures. As AI and decentralized systems gain momentum, traditional nation-state mechanisms for controlling information, currency, and infrastructure will face unprecedented challenges. Rosario and Stewart discuss how this shift mirrors previous disruptions—such as social media's impact on information control—and speculate on whether governments will adapt, resist, or attempt to co-opt these emerging technologies.

Ex-it Strategy
Protecting Your Business in Marriage with Matthew McGonagle

Ex-it Strategy

Play Episode Listen Later Mar 18, 2025 17:28


Join Sarah Hink and Ava Jeanette from New Direction Family Law as they chat with guest attorney Matt McGonagle about crucial aspects of business creation, estate planning, and protecting your business in the event of divorce or death. They discuss the importance of having proper legal agreements like operating agreements and shareholders' agreements, and dive into the complexities of trusts, estate planning, and marital protections. Learn how to safeguard your business and assets against unforeseen life events in this insightful podcast episode.00:00 Introduction and Guest Welcome00:54 Matt McGonigal's Legal Expertise01:15 Business Creation and Protection03:43 Divorce and Business Ownership06:27 Trusts and Estate Planning15:22 Final Thoughts and Contact InformationLearn more about Matt McGonagle, a board certified specialist with the North Carolina State Bar – Estate Planning and Probate LawLearn more about New Direction Family Law: https://newdirectionfamilylaw.com/contact-us-today/

Straight Up Chicago Investor
Episode 360: Don't Be Foolish, Protect Your Assets and This Is How with David Lanciotti and Del Denney

Straight Up Chicago Investor

Play Episode Listen Later Mar 13, 2025 45:57


David Lanciotti and Del Denney of The Land Trust Company explain why all real estate investors should understand and consider utilizing Land Trusts! David and Del jump right in by explaining the basics and complexities associated with land trusts. They dive into the challenges that may arise when transferring properties into land trusts. The duo provides real life examples of how a land trust can help protect housing providers from lawsuits and help maintain privacy. This show is loaded with valuable tips on asset protection and privacy to help you bulletproof your portfolio! If you enjoy today's episode, please leave us a review and share with someone who may also find value in this content! Connect with Mark and Tom: StraightUpChicagoInvestor.com Email the Show: StraightUpChicagoInvestor@gmail.com Guest: David Lanciotti and Del Denney, The Land Trust Company Link: High Performance Playbook (Del's Book!) Link: Deep Work (Book Recommendation) Link: Bunkhouse Logic (Book Recommendation) Guest Questions 01:51 Housing Provider Tip - Vet tenant's income before agreeing to a payment plan. 05:31 Intro to our guests, Del and David! 07:30 The Ins and Outs of Land Trusts. 16:41 The downsides of a Land Trust. 22:03 Deep Dive on Trusts and Probate! 29:55 When does it not make sense to set up a Trust? 33:38 The process and costs for setting up a trust. 38:55 What is your competitive advantage? 39:27 One piece of advice for new investors. 39:55 What do you do for fun? 40:30 Good book, podcast, or self development activity that you would recommend?  42:33 Local Network Recommendation?  43:01 How can the listeners learn more about you and provide value to you? ----------------- Production House: Flint Stone Media Copyright of Straight Up Chicago Investor 2025.

Joe DeCamara & Jon Ritchie
HR2: Jon Ritchie trusts Vic Fangio .

Joe DeCamara & Jon Ritchie

Play Episode Listen Later Mar 13, 2025 44:45


The Morning team and callers continue discussing the Eagles and free agency. Jon Ritchie has faith that the Birds will draft well and Vic Fangio will develop the young players.

Jake and Gino Multifamily Investing Entrepreneurs
How To Protect Your Multifamily Assets | How To with Gino Barbaro

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Mar 5, 2025 18:30


Welcome to another how-to lesson from Gino Barbaro, co-founder of Jake & Gino! Today, we're diving deep into asset protection and estate planning—two essential strategies every real estate investor must understand.If you're just starting or already own multiple properties, structuring your assets correctly can safeguard your wealth for the long term. From LLCs vs. trusts to avoiding probate, this video will help you build both your castle and the moat that protects it!What You'll Learn:The importance of separating assets into different entitiesHow to prevent legal exposure with the right structuresWhy estate planning is critical—even when you're youngHow poor planning can cost millions (real-world case studies)The #1 mistake most investors make (and how to avoid it!) Need guidance on structuring your investments? Contact Barth Calderon for estate planning assistance. For a copy of my book, Happy Money, Happy Family, Happy Legacy, email me at gino@jakeandgino.comDon't wait! Estate planning isn't just for the wealthy—it's for anyone who values control over their legacy. Start today! We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

The Life Stylist
590. How to Divorce Yourself from Government Jurisdiction and Create Your Own w/ 9 Ether

The Life Stylist

Play Episode Listen Later Mar 4, 2025 159:15


Most people have no idea they've unknowingly signed themselves into government jurisdiction—but once you see it, you can't unsee it. In this episode, 9 Ether, a powerhouse of knowledge on legal sovereignty, exposes how the system keeps us bound and, more importantly, how to break free. 9 Ether reveals how U.S. citizenship is structured as a corporate contract, how the Constitution is used to control rather than protect, and why birth certificates, taxes, and social security numbers are not what you think they are. If you've ever questioned the system, this conversation will show you the path to true autonomy.For more information, visit lukestorey.com/soecourt or lukestorey.com/soedebt and use code LUKE to get $250 off. You can also go to lukestorey.com/soecommerce and use code LUKE for $50 off.DISCLAIMER: This podcast is for educational purposes only and not intended for diagnosing or treating illnesses. The hosts disclaim responsibility for any adverse effects from using the information presented. Consult your healthcare provider before using referenced products. This podcast may include paid endorsements.THIS SHOW IS BROUGHT TO YOU BY:BON CHARGE | Use the code LIFESTYLIST for 15% off at boncharge.com/lifestylist.QUANTUM UPGRADE | Get a 15-day free trial with code LUKE15 at lukestorey.com/quantumupgrade.PIQUE | For a limited time, get 15% off Nandaka + a free rechargeable frother and cup at piquelife.com/luke.BLUSHIELD | Use code LUKE to save 10% off your order at lukestorey.com/blushield.MORE ABOUT THIS EPISODE:(00:00:00) Introduction(00:00:08) How Light, Energy, & Law Shape Our Reality(00:15:28) Redefining Law & Natural Order(00:38:44) Decoding Government, Citizenship, & True Freedom(01:00:01) The Truth About Birth Certificates & Trusts(01:18:08) Navigating Legal Identity (01:34:20) Mastering Litigation, Debt Discharge, & Commercial Law(01:56:51) Rethinking Voting & Social Conditioning(02:16:44) The Power of Discernment Resources:• Website: livingsoe.comThe Life Stylist is produced by Crate Media.

Anderson Cooper 360
Trump Says He trusts Putin Not To Violate A Ukraine Peace Deal

Anderson Cooper 360

Play Episode Listen Later Feb 28, 2025 47:47


With America now siding with Russia at the UN, Britain's Prime Minister comes to Washington trying to shore up our alliance against President Putin's aggression. Former Trump National Security Advisor John Bolton, who also served as UN Ambassador in the George W. Bush Administration, joins Anderson tonight. Plus, authorities release their first autopsy findings in the shocking deaths of legendary actor Gene Hackman and his wife. Learn more about your ad choices. Visit podcastchoices.com/adchoices