Podcasts about Wills

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

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

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

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

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

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

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

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

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

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

Estate Planning and Your Home - Tax and Probate pitfalls

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

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

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

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

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

Estate planning is one of the most important—and most overlooked—components of a sound financial plan. In this episode, Patti Brennan and Chief Planning Officer Eric Fuhrman dive into the biggest misconceptions they see every day, from outdated documents and rigid trusts to costly beneficiary oversights and changes in tax law. Whether you have $20 or $200 million, this conversation offers practical insight and real-life stories that underscore why a well-crafted estate plan isn't just about transferring wealth—it's about protecting the people and causes you care about most.    

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

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

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

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

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

In this episode, private wealth advisor Richard Ansah breaks down the essentials of estate planning in the UK. We cover everything from writing a will to understanding trusts, inheritance tax (IHT) planning, and navigating complex family dynamics. Richard shares expert insights on how UK laws affect wealth transfer, the importance of preparing for international assets, and why having an up-to-date estate plan is crucial for everyone; not just the wealthy. Whether you're considering setting up your first will or reviewing existing estate plans, this episode offers practical advice on protecting your family's future and reducing potential tax burdens. Key Topics Covered:• How trusts help protect assets and control wealth distribution• Understanding inheritance tax (IHT) and strategies to mitigate its impact• The importance of early estate planning for property owners• Managing family dynamics in blended families and second marriages• Handling international assets: UK's testamentary freedom vs. forced heirship laws• How to legally minimise inheritance tax through charitable giving and trusts• Selecting the right executors and trustees for your estate• Risk mitigation: preparing for incapacity and ensuring proper documentation• Why family conversations about estate planning matter• Educating the next generation on wealth management and family legacy• Why reviewing your estate plan regularly is essential Why This Episode is Important:Learn actionable estate planning strategies from an experienced UK private wealth advisor. Whether you're managing personal assets or navigating complex family wealth, this episode helps you create a clear, legally sound estate plan that protects your loved ones and preserves your legacy. Join The Wealth Conversation Community: community.thewealthconversation.com Download our free guide: http://subscribepage.io/uXbkXo Connect with Richard AnsahLinkedIn: https://www.linkedin.com/in/richardansah/Website: https://oncewillsandtrusts.com/

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

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

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

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

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

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

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

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

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

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

Creating A Will Doesn't Make You Die Faster

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

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

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

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

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

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

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

A Will is not the most important part of your estate plan

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

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

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

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

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

Don't give your house to your kids - yet revision

3 Common Living Trust Mistakes

Is AI starting to feel like one more overwhelming thing on your already packed to-do list? You're not alone—and you're not behind. In this empowering episode, Dr. Lauryn sits down with AI strategist Marnie Wills to cut through the noise and help you understand exactly how AI can support your business without stealing your soul (or sanity). Whether you're curious, skeptical, or somewhere in between, this conversation is for you.Marnie shares her journey from PE teacher to multi-business founder to AI trainer, and how adopting an “AI-first mindset” transformed her work, her time, and her impact. They dive into practical use cases for healthcare providers, how to overcome the initial mental block with AI tools, and why adding your personal expertise to AI is the secret weapon most people miss. This episode is a masterclass in starting small, staying human, and scaling smart.Key Takeaways:AI is your second brain—not your replacement. Marnie explains how to collaborate with AI to enhance decision-making, automate repetitive tasks, and amplify your expertise, not erase it.Strategy beats tech skills every time. You don't need to be “techie” to use AI effectively—you need intention, clarity, and the right mindset. Learn how to shift from overwhelm to opportunity.Customization is the key to authenticity. Plug-and-play prompts won't cut it anymore. Marnie shows why creating tailored AI assistants can elevate your content, marketing, and operations.The future belongs to leaders who adapt. From courses to client communications, Marnie reveals how industries are changing—and how healthcare providers can evolve without losing their humanity.About the Guest:Marnie Wills is an AI trainer, speaker, and strategy consultant helping business owners adopt an “AI-first” mindset to scale sustainably. After two decades as a teacher and entrepreneur, she transitioned into tech by combining her passion for systems, automation, and impact. Marnie now leads workshops and trainings around the world, empowering people to customize AI tools for their unique businesses—without needing a tech background.Find all of Marnie's resources and ways to work with her here.Follow Marnie: LinkedIn | Instagram Resources:Join The Uncharted CEO: An 8-week immersive experience for clinic owners designed to increase revenue, maximize profits, and build cash flow systems that create freedom NOW, not at 65. Not sure if The Uncharted CEO is right for you? Take the quiz and find out!Don't miss the upcoming Cash Cow Webinar: A Free Masterclass on How to Systemize, Profit, and Lead Without Being the Bottleneck. Happening twice, on July 29th and 30th, register for FREE today!Join The Uncharted Collective: A Membership for Healthcare Professionals to Build a Profitable Personal Brand in Just 2 Hours a WeekFollow