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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Estate Planning Beyond the Binder breaks down essential information about protecting your loved ones and assets through effective estate planning. The show makes estate planning simple and doable for married couples, homeowners, business owners, and anyone thinking about their future. Featuring Brian Chew, founder of OC Wills and Trust Attorneys.
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Leaving a Legacy: Navigating Estate Planning with Rose Harper Law is a podcast dedicated to making estate planning simple and accessible. Hosted by legal experts, each episode breaks down essential topics to help you protect your loved ones, minimize stress, and ensure your legacy is secure.
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We'll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn't happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
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Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
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Klenk Law Estate Planning Podcast seeks to provide clarity regarding the many gray areas surrounding estate planning issues. We hope to spark a desire for you to take action and plan ahead.
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The Estate Blueprint: Planning Your Future with Tom Begley is a podcast where clarity meets compassion in estate planning. Join host Kevin Rosenquist and expert Tom Begley as they break down the essentials of wills, trusts, long-term care, and legacy protection.
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The Business Law, Estate Planning and Estates Podcast explores the legal strategies that protect families, businesses, and legacies. Each episode features Thomas LaPorte of LaPorte Law Group as he shares expert insight into estate planning, probate, and business law — helping listeners make informed decisions for their financial and personal futures.
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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifica ...
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Welcome to The Verdict: Estate Planning Through Film podcast by Farella Braun + Martel's Private Client Group. In each episode, Farella Family Wealth Partner Hons Yung and his guest will provide an entertaining look at family wealth and estate planning topics through well-known Hollywood movies. Along with thought-provoking discussions of real-world legal issues, the episodes will include lively conversations about the movie itself, including fun facts, favorite scenes, and more. And lastly, ...
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Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance. MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, ...
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Future Focused: Sophisticated Estate Planning
Wiggin and Dana LLP's Erin Nicholls and Michael Clear
Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie's natural care-giver ten ...
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Adam Grant shares why thoughtful estate planning is one of the most valuable investments a person can make. Drawing from years of legal experience, he discusses how young families can create meaningful plans that protect assets, ensure smooth transitions, and preserve generational wealth. Adam emphasizes the importance of working with an experienced, responsive professional who will be there for the long term—guiding clients, their children, and even their grandchildren through every stage o ...
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Estate Planning with Bernard Law is a practical, accessible podcast that helps families protect their assets and avoid unnecessary court battles. Featuring New York and Florida attorney Daniel Bernard, each episode covers the real-world questions and concerns that come up around wills, trusts, guardianship, and probate.
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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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Welcome to "Taking Care of Tutu," the podcast that explores the legal mechanics of how we care for our loved ones and ourselves using the tools of estate planning, probate, and elder law. Join us as we dive into the world of legal intricacies with a touch of aloha spirit. In this podcast, we follow the journey of a dedicated estate planning, probate, and elder law firm as they share insights, stories, and expert advice. They're on a mission to be a one-stop resource in Hawaii for all things ...
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Financial Moments with Tom Copland presents: Estate Planning
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Learn how to protect yourself and your loved ones as we help you navigate the estate planning process.
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Biblically-Based Estate Planning to help you avoid the long-term effects of financial mismanagement. Learn how to plan your financial future through estate planning, investments and insurance. Learn what exactly is advanced estate planning and how it can help you protect the people in your life.
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http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and Best Selling Author Shane Smith shares expert advice on how to Protect Your Family, Your Assets, and Your Peace of Mind
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Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.
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Michael J. Young, Estate Planning and Elder Law Attorney
Michael J. Young, Estate Planning Attorney
Welcome to the podcast site of Michael J. Young, estate planning attorney. Mr. Young practices in the areas of Estate Planning, Asset Protection, Elder Law and Probates. Cover art photo provided by Jarrett Fifield on Unsplash: https://unsplash.com/@wesailfurther
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Amanda Rocha is an estate planning and probate attorney in California. The podcast discusses common questions in these areas as well as key tips. You can expect topics on wills, trusts, conservatorships, probate, asset management, guardianships, financial tips, and more.
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This is a podcast by Josh Key, owner and managing attorney of Key Law. Key Law is an Alabama law firm that takes the headaches out of estate planning and probate so that families can focus on what's important. This podcast will examine and explain estate planning and probate strategies and concepts, from a real lawyer, to help you determine how to get the best estate plan for you and your family.
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New Jersey Estate Planning Daily is the internet's most passionate show about New Jersey estate planning and probate. Hosted by David Campanile, owner of Campanile Law LLC, New Jersey Estate Planning Daily exists to talk about everything under the sun related to estate planning and probate, including: Last Will & Testament; Powers of Attorney; Living Will; Advanced Healthcare Directive; Medical Powers of Attorney; Revocable Trusts; Irrevocable Trusts; Special Needs Trusts; Medicaid Planning; ...
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If something happened to you tomorrow… would your family know what to do? Estate planning can feel overwhelming. It’s easy to keep putting it off, thinking you’ll get to it tomorrow. You know it matters, but you’re not sure who to trust or where to start. Only 1 in 3 families have an estate plan in place. That statistic is sobering when you realize death is the only guarantee in life. Not taking action can cost your family time, money, and peace. The Legacy of Love podcast simplifies estate ...
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As a practicing lawyer, and former probate judge, I work with individuals and families regarding Wills, trusts, Power of Attorney documents, estate planning and probate matters. These are important decisions. This podcast will provide insights and information about topics you should consider. It's my hope that these episodes will help you to better understand probate and estate administration laws in Kentucky. I hope you'll find the discussions easy to understand and at times, humorous. Disc ...
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Welcome to *Legacy Protected*, the podcast by The Soto Law Group, dedicated to empowering Southern California families and business owners through essential insights on estate planning, probate, trust and probate litigation, and trust administration. In each episode, we'll demystify the complex legal landscape that surrounds asset protection, inheritance preservation, and care for vulnerable family members. We'll answer questions such as: - What is the difference between a Will and a Trust, ...
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Welcome to “Trust Us: Estate Planning Wisdom,” the podcast where we unravel the complexities of estates and trusts to empower you with the knowledge needed for effective legacy planning. This podcast is your guide through the intricate landscapes of wills, trusts, and probate. Thank you for joining us — we hope you find the discussions informative, but remember, when it comes to legal matters, always consult with a qualified attorney regarding your specific case. Podcast Legal Disclaimer Wel ...
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Learn all about investing in real estate in Seattle, Washington with a combination of real estate financial planning and modeling with numbers specific to Seattle plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Seattle).
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Learn all about investing in real estate in Billings, Montana with a combination of real estate financial planning and modeling with numbers specific to Billings plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Billings).
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Learn all about investing in real estate in Metairie, Louisiana with a combination of real estate financial planning and modeling with numbers specific to Metairie plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Metairie).
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Learn all about investing in real estate in Anchorage, Alaska with a combination of real estate financial planning and modeling with numbers specific to Anchorage plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Anchorage).
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Learn all about investing in real estate in Minneapolis, Minnesota with a combination of real estate financial planning and modeling with numbers specific to Minneapolis plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Minneapolis).
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Learn all about investing in real estate in Bellevue, Washington with a combination of real estate financial planning and modeling with numbers specific to Bellevue plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Bellevue).
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Learn all about investing in real estate in Abilene, Texas with a combination of real estate financial planning and modeling with numbers specific to Abilene plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Abilene).
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Learn all about investing in real estate in Knoxville, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Knoxville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Knoxville).
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Learn all about investing in real estate in Mobile, Alabama with a combination of real estate financial planning and modeling with numbers specific to Mobile plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Mobile).
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Learn all about investing in real estate in Cheyenne, Wyoming with a combination of real estate financial planning and modeling with numbers specific to Cheyenne plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Cheyenne).
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Learn all about investing in real estate in Chesapeake, Virginia with a combination of real estate financial planning and modeling with numbers specific to Chesapeake plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Chesapeake).
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Learn all about investing in real estate in Irving, Texas with a combination of real estate financial planning and modeling with numbers specific to Irving plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Irving).
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Learn all about investing in real estate in Centennial, Colorado with a combination of real estate financial planning and modeling with numbers specific to Centennial plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Centennial).
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Learn all about investing in real estate in Spokane, Washington with a combination of real estate financial planning and modeling with numbers specific to Spokane plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Spokane).
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Learn all about investing in real estate in Lafayette, Louisiana with a combination of real estate financial planning and modeling with numbers specific to Lafayette plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Lafayette).
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Learn all about investing in real estate in Clarksville, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Clarksville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Clarksville).
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Learn all about investing in real estate in Tempe, Arizona with a combination of real estate financial planning and modeling with numbers specific to Tempe plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Tempe).
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Learn all about investing in real estate in Worcester, Massachusetts with a combination of real estate financial planning and modeling with numbers specific to Worcester plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Worcester).
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The Wrong Way to Update Your Will 🔥 Looking for estate planning help? We're pros at it and would love to chat with you: https://cmslawfirm.com/estateplanning 🔥 Looking for probate help? We're pros at that too. We'd love to chat with you: https://cmslawfirm.com/probate ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ABOUT CHRISTOPHER SMALL I founded CMS Law Firm with one…
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#482 | What is the Best Trust for Me? (Replay)
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3:28#482 | What is the Best Trust for Me? (Replay) The truth about estate planning? Most people get it wrong when it matters most. One common scenario facing many families today: A widow. Adult children. A home that's fully paid off. 𝘞𝘩𝘪𝘤𝘩 𝘵𝘳𝘶𝘴𝘵 𝘱𝘳𝘰𝘵𝘦𝘤𝘵𝘴 𝘵𝘩𝘪𝘴 𝘧𝘢𝘮𝘪𝘭𝘺 𝘣𝘦𝘴𝘵? This episode replay is one of our most downloaded because it clears up a HUGE mis…
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Estate Planning for First-Timers: What to Expect & How to Prepare
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32:40📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/ 🎓 Join Us for Our Next Workshop: https://cincinnatiestateplan.com/workshops/ Estate planning can feel overwhelming, especially when it’s unclear what’s expected of you and what your attorney will handle. In this episode, Nick demystifies the estate planning process an…
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Give My House to My Children? Why Not?
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18:37Episode Summary: In this essential episode, Tom Begley tackles the widespread question of transferring a home to children, debunking myths around probate, taxes, and long-term care protection. The discussion contrasts risky outright deeds with smarter options like life estates and specialized trusts to preserve step-up basis, avoid Medicaid penalti…
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What Happens If You Die Without an Estate Plan in California
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18:16Episode Summary In this episode of Estate Planning: Beyond the Binder, Brian Chew, Managing Partner at OC Wills and Trusts, explains what it truly means to die “intestate” in California. Brian breaks down how state law distributes assets, why probate can be so costly and time-consuming, and the common misconceptions about what happens when you don’…
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Wills vs. Trusts: Which Is Right for Your Family?
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18:51Episode Summary In this episode, Thomas LaPorte of LaPorte Law Group breaks down one of the most common questions in estate planning — what’s the difference between a will and a trust, and which one is right for you? With more than 30 years of experience in estate planning, business law, and probate, Thomas explains how each tool works, when to use…
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044: REPLAY: Chelsea Fernandez and the Importance of Connection for Maui Veterans
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27:50Aloha and welcome back to Taking Care of Tutu. Today is Veteran's Day, and in recognition of that, we're replaying one of our favorite episodes — a conversation with Chelsea Fernandez, a U.S. Army veteran who's dedicated herself to supporting other veterans right here in Hawai'I, especially younger veterans from more recent conflicts who were not a…
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They're 73 With $1.5M Facing RMDs They Don't Need – Our 3-Step Strategy | The Limitless Retirement Podcast
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13:37👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started Danny Gudorf discusses the challenges and strategies surrounding Required Minimum Distributions (RMDs) for retirees. He highlights the financial burden of RMDs and presents three strategic options for managing them effectively: spending the distributions to enhance lifest…
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Healthcare Directives and Powers of Attorney: Why Every Californian Needs Them
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10:20Episode Summary In this episode, Attorney Adam Grant breaks down two of the most important legal documents every adult should have — the health care directive and durable power of attorney. He explains how these tools protect individuals when they’re unable to make decisions for themselves and how they can prevent families from facing costly conser…
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Pros and Cons: Understanding the Family Trust
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7:38Learn the pros and cons of setting up a family trust with attorney Peter Klenk of Klenk Law. In this episode, he breaks down how a family trust can protect your loved ones, simplify your estate, and give you lasting peace of mind.על ידי Klenk Law
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Trust, Truth, and Teamwork: Fighting for Families in the Age of Misinformation
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29:47Marketing for a mission-driven Estate Planning and Elder Law Firm isn't just messing around on Facebook. It means relying on front-line authenticity, building trust, fighting against misinformation, and working hard to help people understand the value of specialized knowledge and services. Jeff Bellomo and Roslyn Drotar-Cassidy, Director of Marketi…
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Planning for Real Estate and Vacation Homes in Your Estate
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14:43Episode Summary In this episode of Leaving a Legacy: Navigating Estate Planning with Rose Harper Law, attorney Rose Harper explains the unique challenges of passing down real estate and vacation homes through estate planning. She shares how ownership structures, probate, and family dynamics complicate inheritance, and highlights effective tools suc…
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Ep. 56 – Navigating Self-Dealing Rules in Private Foundations with Victoria Fiengo
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26:23On this episode, host Erin Nicholls welcomes Victoria Fiengo, Private Client Services Associate, to discuss the complexities of self-dealing in private foundations. The discussion focuses on the importance of understanding the broad definition of disqualified persons to avoid impermissible self-dealing actions that the IRS would consider an abuse o…
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007: The Hangover: GST Tax Issues, Asset Protection, Income Tax Residency vs. Domicile, and Other Safeguards
1:03:52
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1:03:52Welcome to The Verdict: Estate Planning Through Film. Today, I'm joined by Justin Miller, a Partner and National Director of Wealth Planning at Evercore Wealth Management and Evercore Trust Company, to discuss the movie The Hangover. As if we were roaming a Las Vegas buffet and trying a little bit of everything, Justin and I cover a multitude of to…
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Are Two Financial Advisors Too Many?
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10:07Some people believe having two financial advisors means double the wisdom. But could it really mean double the problems? Today, Frank tackles a listener’s question about whether splitting money between multiple advisors could be beneficial or just create more confusion. Do more voices mean more value? Tune in as we discuss that idea today! Here’s w…
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Probate vs. Trusts in New Jersey and New York: Which Is Best for Your Family?
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13:37Episode Summary: In this informative episode, Keith Pedrani breaks down the differences between probate and trusts, explaining how each process impacts estate administration, costs, and family outcomes. Keith highlights what probate involves, why families often try to avoid it, and how a properly funded trust can save time, money, and stress. He al…
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