Podcasts about Wills

  • 4,448PODCASTS
  • 13,203EPISODES
  • 36mAVG DURATION
  • 2DAILY NEW EPISODES
  • Aug 18, 2025LATEST

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Best podcasts about Wills

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Latest podcast episodes about Wills

Church Life Today
Notre Dame Football and Faith, with Fr. Nate Wills, C.S.C.

Church Life Today

Play Episode Listen Later Aug 18, 2025 33:32


Fr. Nate Wills has been the chaplain for the Notre Dame football team since 2018. He's been along for exhilarating triumphs and devastating losses. He's seen and felt the energy of packed stadiums and the nervous focus of the pregame rituals. He's watched young men try and fail, then recover and succeed. But through it all, maybe the most important thing of all is simply this: he's been there. He's been present. And because of that, he's witnessed the presence of God in unexpected and otherwise unseen places, and he's helped other people to take note, too.After collecting stories of these rich and humbling experiences, Fr. Nate has crafted these stories into short, illuminating reflections for the rest of us. His new book, Pray Like A Champion Today, opens up for us stories of the Notre Dame football program as seen in relation to the Gospel, with a call to prayer. Fr. Nate joins me today to talk about culture, character, and the presence of Christ as seen from the sidelines and beyond.Follow-up Resources:Pray Like a Champion Today, by Fr. Nate Wills, C.S.C.Follow ”Pray Like a Champion Today” on InstagramCheck out the hugely popular “Saturdays with the Saints” lecture series, where a public lecture on a saint is offered (in-person, plus available online) every Notre Dame home football Saturday.Church Life Today is a partnership between the McGrath Institute for Church Life at the University of Notre Dame and OSV Podcasts from Our Sunday Visitor. Discover more ways to live, learn, and love your Catholic faith at osvpodcasts.com. Sharing stories, starting conversations.

Cleveland's Morning News with Wills and Snyder

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Cleveland's Morning News with Wills and Snyder

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder
Wills & Snyder Monday, 08/18/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 18, 2025 197:24


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 5 to 10 am on Newsradio WTAM 1100

Talk Law Radio Podcast
BONUS: New Texas Business Laws

Talk Law Radio Podcast

Play Episode Listen Later Aug 17, 2025 25:39


Host Todd Marquardt talks about new Texas business laws on this bonus edition of Talk Law Radio. Marquardt Law Firm sponsors the show and is offering a business deficiencies checklist by emailing welcome@marquardtlawfirm.com include business checklist in the subject line. Attorney Todd Marquardt brings you insightful topics every Saturday morning, but he's not stopping there! Join Todd every Sunday afternoon at 4:30pm for a special bonus segment! He addresses trending and specific topics in more detail with a professional perspective. The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation. #Texaslaw #business #businesslaw Like & Subscribe! https://www.youtube.com/@talklawradio3421 Listen here! www.TalkLawRadio.com Work with Todd! https://marquardtlawfirm.com/ Join attorney Todd Marquardt every week for exciting law talk on Talk Law Radio!See omnystudio.com/listener for privacy information.

Talk Law Radio Podcast
Home Care with Jeremy Farber

Talk Law Radio Podcast

Play Episode Listen Later Aug 16, 2025 51:11


In this insightful episode of Talk Law Radio, listeners are guided through the complex intersection of caregiving, legal considerations, and personal legacy. The show opens with Shannon’s Instagram Encouraging Word, bringing hope and inspiration that frames a heartfelt discussion on the values essential to caregiving—compassion, patience, and faith. Host and guest Jeremy Farber, owner of Home Instead in Boerne and New Braunfels, share practical wisdom and industry insight on what sets quality caregiver services apart, highlighting the importance of empathy, professionalism, and innovation. Sponsored by Marquardt Law Firm, the episode emphasizes how a legal focus in elder and estate law is crucial for families navigating the responsibilities and challenges of caregiving. The episode is marked by a spirit of reflection, including a moment of prayer, encouraging listeners to consider both the practical and spiritual dimensions of supporting vulnerable loved ones. #TalkLawRadio #TexasLaw #LegalBlindSpots #EstatePlanning #WillsAndTrusts #TexasAttorney #LegalTips #FloodRelief #WrongfulDeath #TexasLawyer

Estate Planning Daily
Do You Know What a Non-Grantor Trust is?

Estate Planning Daily

Play Episode Listen Later Aug 16, 2025 1:04


Cleveland's Morning News with Wills and Snyder

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Cleveland's Morning News with Wills and Snyder
Wills & Snyder Friday, 08/15/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 15, 2025 201:44


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 5 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Estate Planning Daily
Credit Shelter Trusts are NOT Needed for Fed Estate Taxes

Estate Planning Daily

Play Episode Listen Later Aug 15, 2025 1:57


Credit Shelter Trusts are NOT Needed for Fed Estate Taxes

Cleveland's Morning News with Wills and Snyder
7am hour Thursday, 08/14/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 14, 2025 42:20


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder
6am hour Thursday, 08/14/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 14, 2025 60:31


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder
Wills & Snyder Thursday, 08/14/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 14, 2025 199:41


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 5 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder
9am hour Thursday, 08/14/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 14, 2025 47:11


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Cleveland's Morning News with Wills and Snyder
8am hour Thursday, 08/14/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 14, 2025 50:13


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Estate Planning Daily
How To Tell How Wealthy Your Friends Are...

Estate Planning Daily

Play Episode Listen Later Aug 14, 2025 0:41


How To Tell How Wealthy Your Friends Are...

Cleveland's Morning News with Wills and Snyder
Wills & Snyder Wednesday, 08/13/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 13, 2025 200:49


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 5 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder
9am hour Wednesday, 08/13/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 13, 2025 47:07


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Cleveland's Morning News with Wills and Snyder
8am hour Wednesday, 08/13/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 13, 2025 50:14


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder
6am hour Wednesday, 08/13/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 13, 2025 52:17


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder
7am hour Wednesday, 08/13/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 13, 2025 48:51


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Shifting Dimensions
82. Giants, Ancient Aliens, and the Bible Ft. Floyd Wills - EPISODE REWIND

Shifting Dimensions

Play Episode Listen Later Aug 12, 2025 67:16


Floyd Wills is the author of "The Red-Haired Giants of Lovelock Cave & Other Ancient Mysteries." His investigations into sacred sites and out of place artifacts have led him across the globe. Floyd Wills's investigation into Lovelock Cave's mystery reveals compelling evidence that the red-haired giants' Paiute tales were true. Mr. Wills supports his belief with newspaper articles, Native American accounts of giants, eyewitness testimony, photographs of skeletal remains, and artifacts found in and around Lovelock Cave.While researching the Paiute story, Mr. Wills discovered reports of giant skeleton discoveries in the Americas going back over a hundred years and shows how major scientific institutions like the Smithsonian have suppressed these finds.We discuss threads between:Giants (the Nephilim, Red-Haired Giants of Lovelock Cave etc)Aliens, UFOsAngelsThe Shadow GovernmentWhere to find Floyd:https://www.amazon.com/Red-Haired-Giants-Lovelock-Ancient-Mysteries/dp/1667856227?ref_=ast_author_dp https://www.theancientgiants.com/Send us a textLove the show? Your support helps keep these conversations going. You can treat me to a coffee here:https://buymeacoffee.com/shiftingdimensions Subscribe to our YouTube channel: https://www.youtube.com/channel/UCr0p1zDPaPLmnmI3AIWhDFQFollow us: TikTok - @shiftingdimensions444 Instagram - @shiftingdimensions_podDisclaimer: The views, thoughts, and opinions expressed are the guest's own and do not represent the views, thoughts, and opinions of Shifting Dimensions. The material and information presented here is for general information and entertainment purposes only.

Cleveland's Morning News with Wills and Snyder
6am hour Tuesday, 08/12/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 12, 2025 53:08


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder
7am hour Tuesday, 08/12/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 12, 2025 51:11


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder
Wills & Snyder Tuesday, 08/12/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 12, 2025 199:27


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 5 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder
9am hour Tuesday, 08/12/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 12, 2025 43:32


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Cleveland's Morning News with Wills and Snyder
8am hour Tuesday, 08/12/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 12, 2025 49:22


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Estate Planning Daily
How I'd Build an Estate Plan from Nothing

Estate Planning Daily

Play Episode Listen Later Aug 12, 2025 5:08


Jake and Gino Multifamily Investing Entrepreneurs
Estate Planning Made Simple: How to Protect Your Family's Future | Jake & Gino Poadcast

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Aug 11, 2025 35:16


Estate planning isn't just for the wealthy—it's for anyone who wants to protect their family, avoid costly legal battles, and pass on assets with peace of mind. In this Jake & Gino episode, we sit down with Zach Tsakiris, founder of FastWill, a revolutionary platform making estate planning fast, affordable, and accessible from home.We cover why 70% of Americans don't have an estate plan, the hidden risks of letting the state decide for you, and how technology is disrupting the traditional (and expensive) attorney model. Zach breaks down the difference between a will and a trust, why a revocable living trust can save your loved ones from probate headaches, and how life events like marriage, having kids, or buying a home should trigger an update to your plan.Whether you're starting from scratch or updating outdated documents, this conversation gives you the tools to take control of your legacy—without the intimidation or high costs of the old way.Protect your assets. Protect your family. Start your estate plan today. Chapters:00:00:00 - Introduction00:06:17 - Common estate planning mistakes to avoid00:14:04 - How FastWill disrupts the attorney model00:18:36 - When to start your will & trust (life events that matter)00:20:56 - Updating existing documents with FastWill00:28:43 - How long it really takes to complete your estate plan00:30:54 - Ideal age to start estate planning00:32:50 - Gino Wraps it Up  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)

Early Retirement
FAQs: Wills, Trusts, Power of Attorneys, and Other Estate Planning Tools (Part 2)

Early Retirement

Play Episode Listen Later Aug 11, 2025 13:34 Transcription Available


Estate planning isn't fun to think about, but skipping it can cost loved ones time, stress, and money. In this week's episode, Ari breaks down the essentials so you can take action with confidence.Learn the key differences between wills and trusts, which states make trusts especially valuable, and why even residents of “will-friendly” states might still need one. Explore the “dead box” strategy, an annual practice that keeps important info like passwords and funeral wishes accessible if something happens.Get clarity on overlooked tools like POD (Payable on Death) and TOD (Transfer on Death) designations, plus the risks of outdated paperwork through real-life client examples.The episode also covers power of attorney, healthcare directives, and how HEMS provisions can protect assets for beneficiaries with special needs or unique situations.Estate planning is about more than documents—it's about creating peace of mind. Start now to give your family clarity when it matters most.Listen to Part 1: Here's When A Will Is Sufficient And Trust Isn't NecessaryCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

EquiRatings Eventing Podcast
Inside Scone: Wills Oakden on What Makes Scone Special

EquiRatings Eventing Podcast

Play Episode Listen Later Aug 11, 2025 26:20


We're nearing the first-ever Scone Palace International Horse Trials — and Scotland's own Wills Oakden is here to take us behind the scenes. Nicole Brown chats with Wills about what this brand-new event means for Scottish eventing, the work going into preparing the venue, and his own plans for competing on home turf. From fresh challenges to home advantage, it's a mix of insight, humour, and excitement for one of the most talked-about additions to the 2025 calendar. Episode Highlights: The end of an era for Blair and why Scone is stepping into the spotlight Terrain, setting, and spectator appeal — what makes Scone unique Wills' perspective on the cross-country course and preparations His horse line-up for the weekend How he handles pressure at home events Why Scone's first year is just the start of something big Guest: Wills Oakden Host: Nicole Brown Scone Palace International Horse Trials is running from the 21st to the 24th of August. Check out tickets here. EquiRatings Eventing Podcast: Don't forget to follow us on Instagram and Facebook.

The Nick Abbot Habit
Not a real human PM

The Nick Abbot Habit

Play Episode Listen Later Aug 11, 2025 28:00


In these clips from 2022, I spoke to a nice lady about Arley Hall, Kate, (out of Wills and Wotsit) was sporting a sporty pair of shorts and I had a cosy chat with a fan of Vlad.

ThimbleberryU
Estate Planning Pitfalls and How To Avoid Them (Part 2)

ThimbleberryU

Play Episode Listen Later Aug 11, 2025 12:07


In this episode, we pick up where we left off—diving into the second half of the top ten estate planning mistakes people make and how to avoid them. Trusts are where we pick up the conversation, and we emphasize that they are tools, not one-size-fits-all solutions. Using the wrong trust, or one that isn't necessary, can actually create more problems than it solves. We stress the importance of intentionality—choosing the right tool for the right issue, and understanding the specific goals and laws relevant to each person's situation, especially given varying state estate tax thresholds like Oregon's low $1 million.From there, we explore how conflicting or vague instructions can derail even well-meaning plans. When wills, trusts, and beneficiary designations don't align, chaos can follow. “Fairly” and “equally” may seem interchangeable, but they're not, and those subtle differences can lead to confusion, resentment, or even legal battles. We also caution against naming just one child with the “plan” that they'll distribute assets informally—that's a recipe for tax issues and strained family dynamics.Ignoring taxes is another frequent oversight. Many people don't realize how estate planning decisions can trigger income, capital gains, or estate taxes. Planning won't erase taxes, but it can eliminate nasty surprises. We revisit digital assets too—crypto, photo storage, password managers—emphasizing that if no one can access them, they may as well not exist. These assets require thoughtful handling, not just from a distribution standpoint, but also accessibility.Finally, we tackle the often-overlooked issue of naming the wrong fiduciary. This isn't an honorary role—it's a job. Too often people pick fiduciaries based on birth order, guilt, or assumptions rather than capability and willingness. We share stories illustrating how the wrong choice can create unnecessary complications, and how the right person isn't always the obvious one.  Jag shares how he's not at all upset that his brother is in charge of their parents' estate.To wrap, we recap all ten estate planning pitfalls discussed across both episodes and remind listeners to align legal documents, assets, and intent—while working with professionals who know how to navigate the complexity. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

Betreutes Fühlen
Ständiges vergleichen: Warum wir es tun und wie man es lässt

Betreutes Fühlen

Play Episode Listen Later Aug 11, 2025 75:26


Wir Menschen vergleichen uns permanent mit anderen. Macht die Kollegin den Job besser? Bin ich als Vater gut genug? Wer hat den schönsten Körper, das dickste Auto, die schlausten Kinder. Warum können wir einfach nicht aufhören, uns mit anderen zu vergleichen? Was macht das mit uns, immer auf andere zu gucken anstatt auf uns selbst. Atze und Leon klären die Psychologie dahinter. Wer besser versteht, warum und wie wir uns vergleichen, kann sich selbst Druck nehmen. Fühlt euch gut betreut Leon & Atze Instagram: https://www.instagram.com/leonwindscheid/ https://www.instagram.com/atzeschroeder_offiziell/ Mehr zu unseren Werbepartnern findet ihr hier: https://linktr.ee/betreutesfuehlen Tickets: Atze: https://www.atzeschroeder.de/#termine Leon: https://leonwindscheid.de/tour/ VVK Münster 2025: https://betreutes-fuehlen.ticket.io/ Quellen: Festinger, L. (1954). A theory of social comparison processes. Human relations. Wood, J. V., Taylor, S. E., & Lichtman, R. R. (1985). Social comparison in adjustment to breast cancer. Journal of personality and social psychology. Wills, T. A. (1981). Downward comparison principles in social psychology. Psychological bulletin. Chansiri, K., & Wongphothiphan, T. (2023). The indirect effects of Instagram images on women's self-esteem: The moderating roles of BMI and perceived weight. New Media & Society. McComb, C. A., Vanman, E. J., & Tobin, S. J. (2023). A meta-analysis of the effects of social media exposure to upward comparison targets on self-evaluations and emotions. Media Psychology. Gerber, J. P., Wheeler, L., & Suls, J. (2018). A social comparison theory meta-analysis 60+ years on. Psychological Bulletin. Mussweiler, T. (2001). Focus of comparison as a determinant of assimilation versus contrast in social comparison. Personality and Social Psychology Bulletin, 27(1), 38-47. Morse, S., & Gergen, K. J. (1970). Social comparison, self-consistency, and the concept of self. Journal of personality and social psychology. Suls, J., Martin, R., & Wheeler, L. (2002). Social comparison: Why, with whom, and with what effect?. Current directions in psychological science Wheeler, L., & Suls, J. (2007). Assimilation in social comparison: Can we agree on what it is?. Revue internationale de psychologie sociale Redaktion: Dr. Jan Rudloff Produktion: Murmel Productions

Cleveland's Morning News with Wills and Snyder

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Cleveland's Morning News with Wills and Snyder
Wills & Snyder Monday, 08/11/25

Cleveland's Morning News with Wills and Snyder

Play Episode Listen Later Aug 11, 2025 182:11


Listen to Cleveland's Morning News with Wills and Snyder weekdays from 5 to 10 am on Newsradio WTAM 1100

Gospel Fellowship Presbyterian Church
He has Mercy on Whomever He Wills

Gospel Fellowship Presbyterian Church

Play Episode Listen Later Aug 10, 2025 36:30


Welcome to our Podcast.Listen to Rev. Dr. Matthew Everhard as he preaches on Romans 9:14-18He has Mercy on Whomever He Wills

An Impossible Way Of Life
(TEASER) Episode 449 - The Kerouackian Approach (Feat. Wills Van Doorn)

An Impossible Way Of Life

Play Episode Listen Later Aug 10, 2025 9:58


SUBSCRIBE TO IMPOSSIBLE WAY OF LIFE ON PATREON TO ACCESS FULL EPISODEhttps://www.patreon.com/animpossiblewayoflifeKansas City Rock n Roller and friend of the pod Wills Van Doorn has strapped on a backpack and made the Kerouackian pilgrimage to the Pacific Northwest to visit Johnny and hang out with Jeffrey "Gassed Up" Silverstein. This is his story. 

Cleveland's Morning News with Wills and Snyder

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100 & 106.9

Cleveland's Morning News with Wills and Snyder

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Cleveland's Morning News with Wills and Snyder

Listen to Cleveland's Morning News with Wills and Snyder weekdays from 6 to 10 am on Newsradio WTAM 1100

Early Retirement
Here's When A Will Is Sufficient And Trust Isn't Necessary (Part 1)

Early Retirement

Play Episode Listen Later Aug 4, 2025 13:15 Transcription Available


Estate planning doesn't have to be complicated. This episode breaks down the essentials: wills, trusts, and what actually matters, so you can protect your assets and give your loved ones peace of mind.Wills determine where assets go after death. Trusts do that and more. They can manage assets during your lifetime and help avoid probate, offering more flexibility and control.In states like Texas, Arizona, and Florida, probate tends to be fast and affordable, so a will might be enough. But in places like California, New York, and Oregon, a trust can help you avoid long, expensive, and public court proceedings. Some situations call for extra planning regardless of location, such as blended families, special needs beneficiaries, or owning property in multiple states.This episode also explores the idea of a “dead box,” a digital folder that holds important documents, passwords, and instructions to make life easier for your family during a difficult time.Estate planning isn't just about legal documents. It's about creating clarity and making sure your family knows what to do when it matters most.Listen to Part 2: FAQs: Wills, Trusts, Power of Attorneys, and Other Estate Planning Tools -Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.