Podcasts about trusts

Did you know that a trust could be taxed at up to 40%? If your trust isn't set up correctly, you could unintentionally send nearly half your estate to the IRS. That is why in this episode, Micah breaks down how inherited TSPs and IRAs are taxed when a trust is listed as the beneficiary and why so many estate plans fail to consider income taxes, not just estate taxes. https://zurl.co/14gpQ

My conversation with  Ray Madoff starts at about 35    minutes in to today's show  Stand Up is a daily podcast. I book,host,edit, post and promote new episodes with brilliant guests every day. This show is Ad free and fully supported by listeners like you! Please subscribe now for as little as 5$ and gain access to a community of over 750 awesome, curious, kind, funny, brilliant, generous souls Join us Thursday's at 8EST for our Weekly Happy Hour Hangout!  Subscribe and Watch Interviews LIVE  On YOUTUBE.com/StandUpWithPete ON SubstackStandUpWithPete The Second Estate How the Tax Code Made an American Aristocracy Ray D. Madoff A revelatory book that lifts the curtain on America's most consequential public deception: how the rich get richer using tools the government gave them. Amid conflicting narratives about the drivers of wealth and inequality in the United States, one constant hovers in the background: the US tax code. No political force has been more consequential—or more utterly opaque—than the 7,000-page document that details who pays what in American society and government. Most of us have a sense that it's an unfair system. But does anyone know exactly how it's unfair? Legal scholar Ray D. Madoff knows. In The Second Estate, she offers an unprecedented look behind the scenes of America's byzantine system of taxation, laying bare not only its capacity to consolidate wealth but also the mechanisms by which it has created two fundamentally separate American societies: the working Americans who pay and the ultra-rich who benefit. This is not a story of offshore accounts or secret tax havens. In The Second Estate, Madoff shows that the US system itself has, over time, been stripped and reconstituted such that it now offers a series of secret paths, hidden in plain sight, for wealthy people in the know to avoid taxation altogether. Through the strategic avoidance of traditional income, leveraging of investments and debt, and exploitation of rules designed to promote charitable giving, America's wealthy do more than just pay less than their share; they remove themselves from the tax system entirely. Wealth becomes its own sovereign state, and the living is surprisingly—and maddeningly—cheap. Ray Madoff is a professor at Boston College Law School, where she teaches and writes in philanthropy policy, taxes, property, and estate planning. She is Co-founder and Director of the Boston College Law School Forum on Philanthropy and the Public Good, a non-partisan think tank that convenes scholars and practitioners to explore questions regarding whether the rules governing the charitable sector best serve the public good. Madoff is the author of Immortality and the Law: The Rising Power of the American Dead (Yale University Press), which looks at how American law treats the interests of the dead and what this tells us about our values for the living. The Financial Times called it "a sparkling polemic." She is also the lead author on one of the top treatises on estate planning entitled Practical Guide to Estate Planning (CCH). Madoff's expertise includes philanthropy policy, the rights of the dead (including the ability of the dead to control their bodies, reputation, and property), estate taxes, comparative inheritance law, and wealth inequality and taxes. A regular commentator on a number of these topics, Madoff has appeared on dozens of national radio shows including On Point, Talk of the Nation, All Things Considered, Here and Now, and Marketplace, among others. Madoff is a frequent contributor to the opinion pages of the New York Times and has published op-eds in the Washington Post, Wall Street Journal, LA Times, Boston Globe and Chronicle of Philanthropy. Among her professional activities, Madoff is a member of the American Law Institute, an academic fellow of the American College of Trusts and Estate Counsel, and past president of the American Association of Law Schools' Trusts and Estates Section. She was named a 2014 Top Women of the Law by Mass Lawyer's Weekly and Critic of the Year by Inside Philanthropy. She was also named to the NonProfit Times Power & Influence Top 50 in 2017 and 2018 for her work promoting reform of the tax rules governing philanthropy.  An experienced mediator, Madoff is a leading authority on the use of mediation to resolve will and trust disputes. Prior to teaching, she was a practicing attorney for nine years in New York and Boston. Join us Thursday's at 8EST for our Weekly Happy Hour Hangout!  Subscribe and Watch Interviews LIVE    On YOUTUBE.com/StandUpWithPete ON SubstackStandUpWithPete   Pete on Blue Sky Pete on Threads Pete on Tik Tok Pete on YouTube  Pete on Twitter Pete On Instagram Pete Personal FB page Stand Up with Pete FB page   Gift a Subscription https://www.patreon.com/PeteDominick/gift Send Pete $ Directly on Venmo All things Jon Carroll  Buy Ava's Art    Subscribe to Piano Tuner Paul Paul Wesley on Substack Listen to Barry and Abigail Hummel Podcast Listen to Matty C Podcast and Substack Follow and Support Pete Coe Hire DJ Monzyk to build your website or help you with Marketing

In this episode, Simon takes advantage of Anita's absence to indulge his favourite topic: trusts and divorce.Simon is joined by three leading experts in the field:Emma Hargreaves  is a barrister at Serle Court chambers, specialising in contentious trust litigation.Abby Buckland is a partner in the family team at Kingsley Napley and was part of the team who were successful in an argument that a trust was a sham in Michael v Michael.Louise Woolrich is a partner at Carey Olsen in Jersey, specialising in trust litigation.We start by going back to basics and exploring what is a trust, and by getting to know the cast of characters who appear in any case involving trusts: the settlor, the trustee, the beneficiary and the protector. We answer the question “what is an offshore trust, and should we always be suspicious of them?”.We then travel through the various stages of a case involving trusts from disclosure to enforcement. We consider trusts as resources and nuptial settlements and discuss whether trustees should be joined to proceedings and, if they are, whether they should submit to the jurisdiction. We discuss how trustees can be involved in without prejudice negotiations and FDRs in order to try and bring about settlement. Finally, we look at how to get orders enforced, in England and offshore.We look at each aspect from the perspective of the beneficiary spouse, the non-beneficiary spouse and the trustee. Practical tips from our speakers at every stage, whoever you are advising.Abby refers to a number of key English law cases on nuptial settlements and sham:Ben Hashem [2008] EWHC 2380Brooks v Brooks [1996]Snook v. London & West Riding Investments Ltd [1967] 2 QB 786Thomas v Thomas [1995] 2 FLR 668Michael v Michael (No 1) [2024] EWFC 463Louise refers to key offshore decisions:Disclosure of trust informationArticle 29 of the Trusts (Jersey) Law 1984Re Rabaiotti 2000 JLR 173Re H Trust 2006 JLR 280Submission to the jurisdictionRe H Trust 2006 JLR 280In the Matter of the Poon Family Trust [2011] JRC 167, [2014] JRC 254A and [2015] JCA 109EnforcementArticle 9 of the Trusts (Jersey) Law – the “firewall provision”In the Matter of the X Trust 2002 JLR 377In the Matter of the IMK Family Trust 2008 JLR 250 and 2008 JLR 430In the Matter of the PQ Employer Financed Retirement Benefit Plan [2019] GRC 013Emma refers to the following cases and legislative provisions:Prest v Petrodel Resources LtdPugachevs53 Law of Property Act 1925s423 Insolvency Act 1986

Trusts are hardly mentioned outside of when wealth tax is in the news, or when someone mentions their accountant told them to get one. One side of the political aisle seems to have a good list of reasons as to why someone would need a trust, while the other side seems to be convinced that essentially the only reason anyone would have one would be to hide assets. So what is the real purpose of a trust? LISTEN ABOVESee omnystudio.com/listener for privacy information.

Estate Planning with Assets Under $1M

The inflation report was delayed due to the government shutdown and the White House said there will likely be no report next month. But even before the shutdown, experts were sounding the alarm after President Trump fired the head of the Bureau of Labor Statistics, expressing anger about employment numbers. William Brangham reports on lessons from nations where trust in government data was lost. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

Send us fan responses! If you think your Social Security number proves ownership, wait until the court calls it “probate.” We walk through how that number ties to a public Sesta Que Vie trust where you enjoy benefits but the state holds legal title—and why that split keeps families stuck in taxes, fees, and delays. The shift is profound yet practical: move from public default to private design with a family trust that you create, fund, and govern, so control lives where your legacy lives.We unpack equitable vs legal title using plain language, then connect the dots to wages, licenses, car registrations, and why assets in your legal name flow through probate. From there, we map how trusts function as legal persons, how co‑mingling and the doctrine of merger quietly wreck good plans, and how to structure trusteeship so successors actually lead. We spotlight what the greats get right—family foundations, 508(c)(1)(A) beneficiaries, and disciplined governance—so your last name becomes a durable enterprise rather than a file number.You'll hear a clear pathway: establish a private family trust, fund it with real titles and assignments, train trustees, and route insurance and income with intent. We also cover common codes and terms in context—Sesta Que Vie, SPVs, amalgamation—so you can see how the public system administrates while a private plan controls. If you're ready to stop being just a beneficiary and start acting like a trustee, this is your blueprint.Subscribe for more deep, practical breakdowns, share this with someone building a legacy, and leave a review to tell us the next question you want answered.https://donkilam.com FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://open.spotify.com/track/5QOUWyNahqcWvQ4WQAvwjj?autoplay=trueSupport the showhttps://donkilam.com

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

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In this clip Rachelle Kroon and Leah Hall from Lift Accounting for a deep dive into the pros and cons of holding property in discretionary (family) trusts & unit trusts.This audio is from a clip on the this is property YouTube channel: https://youtu.be/OqBw3bYOCfQthis is property is proudly brought to you by:Solvere Wealth: https://www.solverewealth.com.auSphere Home Loans: https://www.spherehomeloans.com.auGrab a copy of John's book, Sort Your Property Out & Build Your Future: https://amzn.to/45l7n9MWe hate email spam so we don't create it! Sign up to our newsletter to get only the valuable money, careers and property info you need: https://email.moneypodcast.com.au/Learn more about this is property here: https://www.moneypodcast.com.au/property Hosted on Acast. See acast.com/privacy for more information.

Justin Aldi talks about how loans to trusts and estates work while in probate. Connect with him on LinkedIn: linkedin.com/in/justin-aldi-5212559

An Estate Planning Tip for the End of the Year

In this episode, The Annuity Man discussed: Planning spousal income with precision Avoiding risky annuity strategies Building protection through legal planning Resisting sales pressure and complexity Key Takeaways: Secure your spouse's future by designing an intentional plan, not by guessing or rushing into annuities. Reverse engineer the exact income amount they will need, and let legal mechanisms trigger it at the right time. Precision brings peace of mind. Never buy annuities based on fear of death or timing. Emotional decisions lead to inflexibility and regret. Smart financial planning means keeping control until the moment it truly matters. Work with estate planning lawyers to structure income that activates when needed. Trusts can ensure seamless transitions and guaranteed income after death. Legal planning replaces guesswork with confidence. Ignore flashy pitches and confusing riders that promise more than they deliver. Financial security is built on clarity, not complexity. Simplify, stay flexible, and only commit when you understand every detail. "Death is not a good strategy, because you can only use it once." — Stan The Annuity Man Connect with The Annuity Man: Website: http://theannuityman.com/ Email: Stan@TheAnnuityMan.com Book: Owner's Manuals: https://www.stantheannuityman.com/how-do-annuities-work YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!

2 Reasons You Shouldn't Use willsandtrusts

Pat McAfee joins in on the dogpile as the Dolphins fanbase continues to boil. Joe and Hollywood ponder whether the Dolphins higher-ups hear the noise or not. Dolphins owner Stephen Ross has made it clear that he's fond of Grier and McDaniel and he trusts his guys.

Send us fan responses! The door cracks open on a quiet clubhouse and suddenly a bigger world appears: private communities building their own credit power, furnishing their own data, and charting a path to a community-owned bank. We walk you through the rooms where the paperwork becomes practice, where mentors with deep experience show how bonds, notes, and trust units get recognized by the systems that matter—Bloomberg, DTCC, Euroclear, Clearstream—and why that recognition turns private agreements into real leverage.We break down the role of a data furnisher in plain language and connect it to a practical plan: reporting instrument details and payment performance so custodians and investors can verify authenticity, price risk, and rate your instruments. That's the difference between hoping a lender believes you and presenting a documented track record for your trust, ministry, or enterprise. Along the way, we talk about what it takes to issue securities, the basics of trust and contract law, and how families, churches, and ministries securitize agreements to build durable access to capital.You'll also hear where the momentum is headed: investor commitments, milestones toward licensure, and live meetings in Atlanta designed to show the framework up close. No hype, just the playbook—how to create data that institutions respect, how to move from private order to public credibility, and how communities can step into real ownership of their financial narrative.If this sparks something, join us. Subscribe, share this with someone building a legacy, and leave a review with your biggest question about becoming a data furnisher or issuing your first instrument. We read them all and we'll bring the best questions into a future show.https://donkilam.com https://open.spotify.com/track/5QOUWyNahqcWvQ4WQAvwjj?autoplay=trueSupport the showhttps://donkilam.com

Brent chats with Natalie Perry about how non-grantor trusts can be used for income tax planning. They discuss the non-grantor trust tax rules, and how these trusts can be used to same both state and federal income tax by moving liquid assets to no tax states, using charitable deductions, and stacking qualified small business stock.

Two Ways to Avoid Probate when Own Real Estate

In this episode of Beer and Money, Ryan Burklo and Rob Bukacek delve into the intricacies of estate planning, focusing on a sample client with a $4 million estate. They discuss the importance of revocable living trusts, the avoidance of probate, and the management of assets to ensure they are passed on to heirs in a protected manner. The conversation also touches on the implications of spousal trusts, estate taxes, and strategies for safeguarding assets for future generations, emphasizing the need for careful planning to protect family wealth. Check out our website:  beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Estate planning is crucial for high-net-worth individuals. Revocable living trusts help manage assets and avoid probate. It's important to consider potential issues with heirs, such as addiction or financial irresponsibility. Amendments to trusts may be necessary as laws and family situations change. Life insurance can impact estate tax considerations significantly. Understanding state-specific estate tax exemptions is essential for planning. Credit shelter trusts can protect assets from creditors and divorcing spouses. Trusts can be structured to provide for children while protecting their inheritance. Parents should consider how to manage their children's access to wealth after their passing. Effective estate planning requires ongoing education and adjustments.  Chapters 00:00 Introduction to Estate Planning 03:02 Understanding the Sample Client's Estate 06:14 The Role of Revocable Living Trusts 09:00 Avoiding Probate and Managing Assets 11:57 Navigating Spousal Trusts and Estate Taxes 17:51 Protecting Assets for Future Generations

Save Money in Probate with the Bill Strategy

Joint Tenancy vs Tenants in Common

Life Insurance Proceeds DO Count for Estate Taxes

2 Corinthians 9:8 EHV“God is able to make all grace OVERFLOW to you, so that in ALL THINGS at all times, having ALL that you need, you will OVERFLOW in every good work.”Key #1What Moves Jesus, Multiplies through JesusJohn 6:5 NLT“When Jesus looked up and saw a great crowd coming toward him, he said to Philip, ‘Where shall we buy bread for these people to eat?'”Key #2Faith doesn't Count, it TrustsJohn 6:7–9 NLT“Philip answered him, ‘It would take more than half a year's wages to buy enough bread for each one to have a bite!' Another of his disciples, Andrew, Simon Peter's brother, spoke up, ‘Here is a boy with five small barley loaves and two small fish, but how far will they go among so many?'”Key #3From Leftovers to LegacyJohn 6:12-13 NIV“When they had all had enough to eat, he said to his disciples, ‘Gather the pieces that are left over. Let nothing be wasted.' So they gathered them and filled twelve baskets with the pieces of the five barley loaves left over by those who had eaten.”

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

How Much Money do You Need to Need a Trust

"McElroy & Cubelic In The Morning" airs 7am-10am weekdays on WJOX-94.5!!See omnystudio.com/listener for privacy information.

Most of my clients are confused, frustrated and frankly misled on this involved topic. Attorneys have the tendency to want to show the breadth of their knowledge and that is a big disservice to individuals trying to navigate all the options and features available in this broad topic of Trusts. This is a really important topic that many families put off unnecessarily and take big financial risk in doing so - listen in and let's take this worry off the table with concrete steps you can easily take.   Highlights 1% of financial advisors struggle with trust knowledge. Types of trusts. Three key aspects of trusts. Revocable vs irrevocable trusts. Purpose of revocable living trusts. Avoiding probate with a trust. Control from the grave. When a trust becomes irrevocable. Importance of asset protection. Tax implications of irrevocable trusts. The role of domestic asset protection trusts. Income tax implications for trusts.   Links and Resources from this Episode Connect with Gary Pinkerton https://www.paradigmlife.net/  gpinkerton@paradigmlife.net https://garypinkerton.com/  https://clientportal.paradigmlife.net/WealthView360    Review, Subscribe and Share If you like what you hear please leave a review by clicking here   Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Audible Subscribe with Listen Notes Subscribe with RSS  

Key Takeaways: Know your options after selling a business: Understanding different types of business entities helps you plan for taxes and align with your financial goals. Choose the right structure for your needs: Setting up trusts or family offices can reduce taxes, protect your assets, and support long-term legacy planning. Plan early before the sale: Preparing in advance gives you more control and flexibility for your next ventures or retirement. Work with financial and legal experts: A trusted team can help you make smart decisions to protect and grow your wealth. Consider a family office: This setup helps business owners manage their money and investments effectively after exiting their company.   Chapters: 0:00 Entity Planning for Big Liquidity Events 2:47 Strategic Planning for Business Sale and Wealth Allocation 5:08 Tax Implications of Trusts and Family Limited Partnerships 6:47 Using Life Insurance Trusts for Legacy and Wealth Transfer 8:08 Understanding Family Offices for Wealth Management and Estate Planning 10:06 Planning Business Exits 11:21 Consult Advisors Before Investment; Past Performance Isn't Future Proof   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Can Your Power of Attorney Sell Your Real Estate

Top lawyers have told Money Box that people across the UK are being misled into paying thousands of pounds for products which they are told will protect the value of their home from inheritance tax or being taken to pay for care home fees. In reality, they say, these schemes do not work and may trigger legal complications and huge financial costs in the future. Usually the products involve setting up some sort of 'trust' but they are often sold by people who are not lawyers and are not regulated. The Association of Lifetime Lawyers, asked over a hundred its own members and found 95% of those lawyers surveyed said they had seen such products being missold and more than 4 in 5 said they had clients who had been misled. Buy-to-let mortgage rates have dipped to their lowest level in almost three years and there is more choice of mortgage products for buy to let landlords than ever before. The data, which comes from Money Facts, might be good news for any landlords coming to the end of a 2 year fix when rates were higher, but not for those who fixed 5 years ago when rates were much lower. What does it mean for the market?The state pension looks set to increase by more than inflation in April - that would mean an extra £500 a year for many. And why are house prices rising faster in Northern Ireland than in the rest of the UK?Presenter: Paul Lewis Reporters: Dan Whitworth and Eimear Devlin Researcher: Jo Krasner Editor: Jess Quayle Senior News Editor: Sara Wadeson(First broadcast 12pm Saturday 20th September 2025)

Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers: https://nomadcapitalist.com/email Join us for the next Nomad Capitalist Live event: https://nomadcapitalist.com/live/ Javier is here to break down Private Interest Foundations, one of the most powerful yet often overlooked asset protection tools. Most people know about trusts, but a Private Interest Foundation offers something more: a hybrid structure with the legal personality of a corporation and the asset protection and estate planning benefits of a trust. This episode is for you if you're looking for something more robust and globally recognised to protect your wealth! Nomad Capitalist helps clients "go where you're treated best." We are the world's most sought-after firm for offshore tax planning, dual citizenship, international diversification, and asset protection. We use legal and ethical strategies and work exclusively with seven- and eight-figure entrepreneurs and investors. We create and execute holistic, multi-jurisdictional Plans that help clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against threats in their home country. No other firm offers clients access to more potential options to relocate to, bank in, or become a citizen of. Because we do not focus only on one or a handful of countries, we can offer unbiased advice where others can't. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ Disclaimer: Neither Nomad Capitalist LTD nor its affiliates are licensed legal, financial, or tax advisors. All content published on YouTube and other platforms is intended solely for general informational and educational purposes and should not be construed as legal, tax, or financial advice. Nomad Capitalist does not offer or sell legal, financial, or tax advisory services.

Do Beneficiaries get Taxed on Inheritance?

About the Guest(s):Paula M. Jones has been practicing law for almost 25 years. After a decade at large international law firms, she opened her own practice in 2016.LinkedIn - Paula M Jones, EsqHer domestic estate work includes wills, trusts, powers of attorney, living wills and beneficiary designations. She employs marital, residuary, disclaimer, dynasty, asset protection, grantor-retained annuity and intentionally defective grantor trusts, as well as family corporations to protect and preserve assets for many generations. She represents trustees and beneficiaries of trusts in trust-related matters. Her Orphans' Court practice includes trust reformations, trust mergers and divisions, terminations, accountings and audits. She represents parties in negotiations to avoid fiduciary litigation.Her work with international clients includes efficient planning in regard to U.S. estate and gift taxation, qualified domestic trusts, residency determinations, tax treaty applications, pre-immigration planning for non-resident aliens coming to the United States, expatriation tax planning for residents and citizens leaving the United States, administration of estates of foreign individuals with U.S. property and other related matters. She has represented many individuals in regard to foreign account and asset compliance issues.Paula is currently an adjunct professor at Western New England University School of Law where she teaches International Estate Planning. She has guest lectured at Columbia University, Temple University School of Law's Masters of Laws Program and Rutgers University School of Law. She lectures frequently for organizations such as the American Immigration Lawyers Association, Society for Human Resource Management and the American Bar Association, as well as local estate planning councils.Paula has authored several articles in respected industry journals such as Trusts and Estates, AICPA's Tax Advisor and the ABA's Practical Tax Lawyer. In addition, she developed a workshop on estate planning basics, titled “Will Power: Wealthy or Not, Your Estate Matters.” The companion book was published by The Graduate Group.Paula is admitted to practice in the State of New York, the Commonwealth of Pennsylvania, the State of New Jersey, the U.S. Tax Court and the U.S. District Court, Eastern District of Pennsylvania.Episode Summary:In this episode of the Money Roots podcast, host Amy Irvine engages in an enlightening discussion with Paula Jones, the esteemed owner of Jones Estate Group. With a robust background in international and domestic estate law, Paula delves into the intricacies of cross-border estate planning. She offers valuable insights into the roles her firm plays in estate planning, particularly emphasizing the importance of having a qualified team comprising estate attorneys, financial planners, and immigration lawyers when considering dual citizenship or cross-border living.Throughout the podcast, Paula addresses key issues associated with holding assets across different countries and the complex scenarios faced by individuals with multinational ties. Her discussion includes an exploration of residency determinations, tax treaty applications, and the vital significance of qualified domestic trusts in safeguarding assets. Paula's practical advice caters to a growing audience interested in international living, offering concrete steps to ensure seamless estate planning while navigating diverse legal systems.Key Takeaways:Having a qualified team of advisors, including an estate attorney, financial planner, and immigration lawyer, is crucial for...

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In this powerful conversation, I sit down with researcher and truth seeker Kenny Plaster, whose mission is to help people reclaim their rights, question broken systems, and live freely. We dive into how distraction and division keep people focused on surface-level political battles while deeper forces shape systems behind the scenes. Kenny breaks down how legal and financial contracts work (often without our full understanding or consent) and how knowledge of our inherent rights can create real empowerment. He also explains the difference between rights and privileges, the evolution of citizenship status, and how modern systems rely on compliance more than coercion.If you've ever sensed that there's more beneath the surface of modern governance, this conversation is your invitation to look deeper, ask better questions, and stand more firmly in your own power. Visit statenationalsrock.com and use code LUKE for 15% off all products (except PMAs and recurring subscriptions).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: EONS | Visit lukestorey.com/eons and use code LUKE20 to save 20%LITTLE SAINTS | Visit lukestorey.com/littlesaints and use code LUKE to get 20% off your first order.JUST THRIVE | Head to lukestorey.com/justthrive and use code LUKE20 to save 20%.LEELA QUANTUM TECH | Go to lukestorey.com/leelaq and use the code LUKE10 for 10% off their product line.MORE ABOUT THIS EPISODE:(00:00:00) How One Audit Sparked a Lifelong Fight for Freedom(00:20:31) Rights vs. Privileges—Foundations of Freedom(00:34:17) Vetting Teachers, Avoiding Traps, & Finding a Lawful Path(00:51:11) “Sovereign Citizen” vs. Lawful Strategy—Choosing a Real Path(01:12:49) Kenny's Step-By-Step: Foundations, Status, & Trusts(01:34:05) From Paperwork to Parallel Systems—Timeline, Trade-Offs, & True North(01:58:10) Pitfalls & Red Flags—How to Stay Free (and Out of Trouble)(02:10:50) Due Process Defender—Fighting Back with AIResources:• Website: statenationalsrock.com • Instagram: instagram.com/statenationalsrock • Facebook: facebook.com/StateNationalsRock • X: x.com/StateNationalsR • YouTube: youtube.com/@stevebardistatenational6235 • Shop all our merch designs at...

Nick Kostos explains why he thinks Caleb Williams still has ways to go as a quarterback. Plus, Nick breaks down why he still trusts the Commanders to make the playoffs.

Learn how U.S. tax rules affect foreign non-grantor trusts and discover key strategies for cross-border estate planning and compliance. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients. Learn more in this podcast.

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

In this episode of Dollars & Sense, host Joel Garris breaks down the critical steps to "die better"—or at least be better prepared—by mastering the essentials of estate planning. Drawing from Chapter 19, "Death: The Other Certainty," of the Next Gen Dollars and Sense book, Joel shares practical advice to help listeners avoid common estate planning pitfalls and protect their loved ones. The episode highlights the different ways property transfers after death, including operation of law, operation of contract, and wills, explaining how each impacts your financial legacy. Listeners will discover tips on titling property, the importance of beneficiary designations, and strategies for making the process smoother, such as using Transfer on Death (TOD) or Payable on Death (POD) addenda and understanding the use of ladybird deeds. With real-life scenarios and actionable guidance, this episode is a must-listen for anyone who wants to take control of their financial future and ensure their wishes are honored. Tune in to learn how proactive estate planning can ease the burden for your family and spark meaningful conversations around the holidays! 

Another call with Peter Wilson discussing Trusts, intuition, not getting stressed with Debtors, Corrupt Unions lots more Join my PodFather Podcast Coaching Community https://www.skool.com/podfather/about Start Your Own SKOOL Community https://www.skool.com/signup?ref=c72a37fe832f49c584d7984db9e54b71 #commonlaw #natural law #sovereignity About my Guest:Ex Royal Navy gunner and armourer, turned professional fighter. Owned and ran own martial arts gym for about 30 years. Always been aware of something not being right in the world, went deep into it after losing over £1million of property in 1 week including own home. So been up and been down even living in a car for a while with his wife Janine and 4 dogs. ---Awakening Podcast Social Media / Coaching My Other Podcasts ⁠⁠⁠https://roycoughlan.com/⁠⁠ ------------------What we Discussed: 00:00 Introduction01:05 His Skool group 01:35 How his Kids Book help both Adults & Children05:10 Trusts05:52 Legal & Lawful06:38 The Plan for Future Books07:50 The UK Government bringing in Property Tax13:20 How Do I get out of the System16:29 Choose Your Battles19:34 Solar Panels work for Peter22:15 Lifting up our Consciousness28:10 We all have Telepathic abilities30:35 Listen to your Intuition33:00 Remote Viewing35:18 Having a Representative instead of Yourself38:10 Dealing with an IVA Company46:40 How you can make an offer for a small % of the Debt47:50 The 1st Time Peter made a low offer to the Bank52:15 Person got a Judge to acknowledge she is the Living Soul54:14 Tik Tok & Spotify Censorship56:45 Tommy Robinson hidden past57:30 Predictive Programing59:35 The Temperatures drop 15 deg when they spray1:02:20 Online Safety Act1:07:15 Parking Fine Fraud1:10:15 Use Technology for the benefit of Mankind1:11:05 Corrupt Unions1:15:35 Exposing the Government allowing Rape Gangs1:18:20 How to get the City Fix the Potholes1:19:40 Can we Change the Bank Account to the Living Soul1:23:50 THe Polish look after the Graves1:24:45 Hacking Bitcoin1:26:30 Liberland1:28:45 Why A lisence is of benefit to people1:34:30 Why I recommend you join Peters SKOOl GroupLinksPodcast mentioned https://youtu.be/dvMGF15z4e0?si=8-Tw4HcJS703AXC3 How to Contact Peter:  https://www.skool.com/check-mate-the-matrix-2832/about?ref=f30a0a71fea743aa8f9b8fb632d6129c https://www.claimyourstrawman.com/ https://linktr.ee/PeterWilsonReturnToDemocracy ------------------------------More about the Awakening Podcast:All Episodes can be found at www.awakeningpodcast.org My Facebook Group Mentioned in this Episode https://www.facebook.com/profile.php?id=61572386459383 Awakening Podcast Social Media / Coaching My Other Podcasts  ⁠⁠⁠https://roycoughlan.com/⁠⁠ Our Facebook Group can be found at https://www.facebook.com/royawakening #checkmatethematrix #ucc #peterwilson #unions #trusts 

How Long Should it Take to Make an Estate Plan

Can Your Power of Attorney Change Beneficiary Designations

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Show Notes:Blog Post from Ryan Detrick titled “Lets Talk About A Government Shutdown” on 9.16.25 - https://www.carsongroup.com/insights/blog/lets-talk-about-a-government-shutdown/ Blog Post from JC Parets titled “Here's The Bear Case” on 10.2.25 - https://trendlabs.com/heres-the-bear-case/ Foreigners Snap Up US StocksSource: Bloomberg 9/26https://www.bloomberg.com/news/articles/2025-09-26/foreigners-are-buying-us-stocks-at-record-pace-despite-trade-war?A Little History on Government ShutdownsSource: Bloomberg 9/30https://www.bloomberg.com/news/articles/2025-09-30/dollar-weakness-is-a-common-feature-of-government-shutdowns?Will vs Trust: Which is Right for Your Estate Plan?https://www.plancorp.com/blog/will-vs-trust#321 Topics:Government Shutdowns and Market PerformanceConsumer discretionary outperformance versus staples reflects healthy economic leadership and a robust consumer-driven market Joel Tillinghast's quote on the best investors' ability to change their minds underscores the importance of flexibility in investing Foreign investors' ownership of US stocks reached all-time highs despite tariff talkEstate Planning: Wills vs. Trusts

In this bonus episode, we speak to Shyamal Majumdar, editor at Financial Express about the unfolding turmoil within one of India's most trusted business groups, the Tata Group, and what this internal rift means for corporate governance and investor confidence. At the centre of this crisis is a split within the Tata Trusts, which controls a majority stake in Tata Sons, the holding company of the group.Hosted by Ichha SharmaWritten and produced by Shashank Bhargava and Ichha SharmaEdited and mixed by Suresh Pawar

In this episode, ⁠Adam Torres⁠ interviews ⁠Brett Swarts⁠, Founder and CEO of Capital Gains Tax Solutions, on the Deferred Sales Trust (DST)—a flexible strategy to defer capital gains beyond the constraints of the 1031 exchange. Brett explains DST use cases across real estate, businesses, stocks, and Bitcoin, addresses common myths, and shares how clients use DSTs to diversify, avoid forced debt replacement, and build truly passive income on their own timeline. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Adam Torres interviews Brett Swarts, Founder and CEO of Capital Gains Tax Solutions, on the Deferred Sales Trust (DST)—a flexible strategy to defer capital gains beyond the constraints of the 1031 exchange. Brett explains DST use cases across real estate, businesses, stocks, and Bitcoin, addresses common myths, and shares how clients use DSTs to diversify, avoid forced debt replacement, and build truly passive income on their own timeline. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Discover why wealth is shifting generations. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)