Estate Planning offentlig
[search 0]
Mer
Download the App!
show episodes
 
Artwork

1
Estate Planning Strategies

Christopher Small

icon
Unsubscribe
icon
Unsubscribe
Ukentlig+
 
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.
  continue reading
 
Artwork

1
Estate Planning Beyond the Binder

estateplanningbeyondthebinder

icon
Unsubscribe
icon
Unsubscribe
Daglig+
 
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. Hosted by Zofia Morales with expert insights from Brian Chew, founder of OC Wills and Trust Attorneys.
  continue reading
 
Artwork

1
Navigating Estate Planning With Rose Harper Law

navigatingestateplanningwithroseharper

icon
Unsubscribe
icon
Unsubscribe
Månedlig
 
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.
  continue reading
 
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.
  continue reading
 
Artwork
 
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, ...
  continue reading
 
Artwork

1
Complete Estate Planning

Nick Rosenbauer

icon
Unsubscribe
icon
Unsubscribe
Månedlig+
 
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.
  continue reading
 
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 ...
  continue reading
 
Artwork

1
Future Focused: Sophisticated Estate Planning

Wiggin and Dana LLP's Erin Nicholls and Michael Clear

icon
Unsubscribe
icon
Unsubscribe
Månedlig
 
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 ...
  continue reading
 
Artwork

1
Repair The Roof - Estate & Retirement Planning Podcast

Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group

icon
Unsubscribe
icon
Unsubscribe
Månedlig+
 
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 ...
  continue reading
 
Artwork
 
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, ...
  continue reading
 
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 ...
  continue reading
 
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 ...
  continue reading
 
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.
  continue reading
 
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.
  continue reading
 
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.
  continue reading
 
Artwork
 
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; ...
  continue reading
 
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, ...
  continue reading
 
Artwork

1
SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning

Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

icon
Unsubscribe
icon
Unsubscribe
Månedlig
 
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
  continue reading
 
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 ...
  continue reading
 
Artwork

1
Trust Us: Estate Planning Wisdom

Danielle Friedman, Herb Fineburg, & Max McCauley, Offit Kurman

icon
Unsubscribe
icon
Unsubscribe
Månedlig
 
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 ...
  continue reading
 
Loading …
show series
 
A family business is often more than just an asset—it’s a legacy. But passing it on after the death of the owner can create big challenges, especially when some heirs want to keep it running and others want out. In this episode, we dig into the legal and practical issues of transferring ownership of a family business through an estate plan. We’ll l…
  continue reading
 
#390 | Multiple Property Owners: Serious Risks Part 2 of 2 - Family & Finances You've strategically built your real estate portfolio with great care. However, if your estate planning doesn't reflect the same meticulous attention, your family could face: ⚠️ Costly court delays ⚠️ Power struggles between children/heirs ⚠️ Financial chaos during perio…
  continue reading
 
Trusts are often touted as smart estate planning tools, but could they actually reduce taxes for your heirs? In this listener mailbag episode, Frank responds to a question from Roger, who asks whether setting up a trust could help his children save on taxes when inheriting investment accounts. Here’s what we discuss in this episode: 🤔Why many trust…
  continue reading
 
When someone passes away, their estate typically goes through one of two processes: probate or trust administration. These options appeal to different people for different reasons—and misinformation is common—so we receive many questions, especially on probate. Join Jeff as he explains the process of probate administration in Pennsylvania. It’s imp…
  continue reading
 
Tutu wants to protect her bones so if she falls, she can get right back up! Maui Physical Therapist Christie Newsom joins us to revolutionize our understanding of bone health through strength training. Inspired by renowned researcher Dr. Belinda Beck, Christie shares her study of the Onero system and why it is successful in managing osteoporosis. W…
  continue reading
 
👉Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started In this conversation, Danny Gudorf discusses the viability of retiring with a million dollars, using a real client case study to illustrate effective strategies for optimizing retirement income. He emphasizes the importance of strategic management of investments, withdraw…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Billings. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbers…
  continue reading
 
In this insightful episode, Sheri MacMillan dives into timely estate planning strategies designed for today’s evolving financial landscape. From optimizing trusts to smart tax-saving tips, you’ll gain valuable insights to help protect and preserve your family’s wealth.Whether you're just beginning your estate planning journey or looking to fine-tun…
  continue reading
 
Episode Summary: In this episode of "Leaving a Legacy: Navigating Estate Planning with Rose Harper Law," host Sophia Morales and estate planning attorney Rose Harper discuss common misconceptions about probate and strategies to navigate or avoid the probate process. They explore the complexities of probate in New York, essential documentation requi…
  continue reading
 
In the final episode of the Speaker Showcase, Partners Steve Malech and Matt Smith discuss the complexities of estate planning, particularly in the context of divorce and family disputes. They highlight the importance of clear definitions in legal documents, the potential for costly litigation, and the challenges posed by multi-jurisdictional asset…
  continue reading
 
Episode Summary: In this episode, host Sophia Morales and estate planning expert Brian Chew discuss the crucial steps that follow after receiving your estate planning binder. Brian emphasizes that estate planning is a process, not just a product, and outlines key actions needed to ensure your plan remains effective, including trust funding and main…
  continue reading
 
In this episode of Navigating Estate Planning with Caress Law, host Tammi Caress breaks down the sweeping updates to Washington State’s estate and capital gains tax laws—set to take effect July 1, 2025. From a new $3 million estate tax exemption to rates climbing as high as 35%, plus a 9.9% tax on long-term capital gains over $1 million, these chan…
  continue reading
 
#388 | Blended Family Crisis: Depleted Trusts & Broken Promises 𝗗𝗮𝗱 𝗠𝗮𝗱𝗲 𝗮 𝗣𝗿𝗼𝗺𝗶𝘀𝗲. 𝗦𝘁𝗲𝗽𝗺𝗼𝗺 𝗜𝗻𝘀𝗶𝘀𝘁𝗲𝗱 𝗼𝗻 𝗦𝗲𝗹𝗹𝗶𝗻𝗴. 𝗪𝗵𝗮𝘁 𝗡𝗼𝘄? Navigating blended families and verbal promises can make estate planning particularly challenging—especially when those heartfelt commitments aren't mirrored in the legal documentation. In this episode, we delve into the conseq…
  continue reading
 
389 | Multiple Property Owners: Serious Risks Part 1 of 2 - Legal If you've worked hard to build a real estate portfolio, don't leave its future up to chance. 🏠💼 Owning multiple properties comes with significant legal risks that many families tend to overlook—especially without the safeguard of a trust. From the complexities of probate to the publi…
  continue reading
 
#387 | Plan Your Life Like It's Your Next Vacation “Dreams are the fuel of the human spirit.” — The Dream Manager We 𝗺𝗲𝘁𝗶𝗰𝘂𝗹𝗼𝘂𝘀𝗹𝘆 𝗽𝗹𝗮𝗻 𝗼𝘂𝗿 𝘃𝗮𝗰𝗮𝘁𝗶𝗼𝗻𝘀—down to the flights, hotels, meals, even our outfits. So why, when it comes to 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗼𝘂𝗿 𝗳𝘂𝘁𝘂𝗿𝗲—our health, family, and legacy— do we often 𝗹𝗲𝗮𝘃𝗲 𝗶𝘁 𝘁𝗼 𝗰𝗵𝗮𝗻𝗰𝗲? This episode is your reminder to stop …
  continue reading
 
#386 | How to Acquire Unclaimed Property 𝗪𝗵𝗼 𝗛𝗮𝘀 𝗥𝗶𝗴𝗵𝘁𝘀 𝘁𝗼 𝗨𝗻𝗰𝗹𝗮𝗶𝗺𝗲𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆? Have you ever wondered what happens to a relative's property if they pass away and no one claims it? Can you, as a family member or even a non-family member, stake a claim? Navigating the legal complexities of unclaimed property involves more than just showing interest. …
  continue reading
 
Learn the secrets of analyzing multi-family properties in Boise. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbers ar…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Louisville. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbe…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Chicago. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbers …
  continue reading
 
Learn the secrets of analyzing multi-family properties in Spokane. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbers …
  continue reading
 
Tutu has questions, and we are here for them! What if someone is the beneficiary of a trust, but the Trustee has not given them a copy of the trust or any idea what is happening? How can she protect her property in case her child gets divorced or sued? What if she already put that child on title? (sigh, tutu!!) Her child wants to build an ohana on …
  continue reading
 
Learn the secrets of analyzing multi-family properties in Cheyenne. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbers…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Irvine. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbers a…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Minneapolis. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numb…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Riverside. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the number…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Clarksville. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numb…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Abilene. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbers …
  continue reading
 
Learn the secrets of analyzing multi-family properties in Bellevue. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbers…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Independence. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the num…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Anchorage. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the number…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Tampa. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbers ar…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Memphis. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbers …
  continue reading
 
Learn the secrets of analyzing multi-family properties in Centennial. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbe…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Tempe. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbers ar…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Nashville. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the number…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Worcester. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the number…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Seattle. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbers …
  continue reading
 
Learn the secrets of analyzing multi-family properties in Milwaukee. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the number…
  continue reading
 
Learn the secrets of analyzing multi-family properties in Mobile. This class is Module 39 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbers a…
  continue reading
 
#385 | Disinheritance: Is "Something" Really Better Than Nothing? If you're considering disinheriting someone from your estate, should you give them a small amount just to “check the box”? (𝘉𝘢𝘴𝘦𝘥 𝘰𝘯 𝘢 𝘷𝘪𝘦𝘸𝘦𝘳 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯.) You might be in for a surprise—this seemingly small gesture can actually invite legal complications. 💡 Discover a real-life example…
  continue reading
 
When it comes to estate planning, assigning roles to your loved ones can feel overwhelming, especially when you're considering putting one person in charge of multiple responsibilities. In this mailbag episode, Nick addresses a common listener question: Can my daughter be both the executor of my will and my healthcare power of attorney? Or is that …
  continue reading
 
If you've recently been pre-approved for a mortgage, you might be surprised by how much house you technically can buy. But qualifying for a certain loan amount doesn’t always mean it aligns with your financial goals. In today’s episode, Frank answers a listener’s question about whether it might make sense to buy at the top of your budget or to cons…
  continue reading
 
For a few days in May, Jeff Bellomo’s life painted a picture of everything that matters to him—his people, law firm, beliefs, and passions. As he reflects on those days, Jeff shares his overwhelming gratitude for his community and the people most dear to him. Tune in to hear about the whirlwind of activity and why Jeff describes this as his “favori…
  continue reading
 
In this insightful episode, Sheri MacMillan dives into timely estate planning strategies designed for today’s evolving financial landscape. From optimizing trusts to smart tax-saving tips, you’ll gain valuable insights to help protect and preserve your family’s wealth.Whether you're just beginning your estate planning journey or looking to fine-tun…
  continue reading
 
In this insightful episode, Sheri MacMillan dives into timely estate planning strategies designed for today’s evolving financial landscape. From optimizing trusts to smart tax-saving tips, you’ll gain valuable insights to help protect and preserve your family’s wealth.Whether you're just beginning your estate planning journey or looking to fine-tun…
  continue reading
 
In this insightful episode, Sheri MacMillan dives into timely estate planning strategies designed for today’s evolving financial landscape. From optimizing trusts to smart tax-saving tips, you’ll gain valuable insights to help protect and preserve your family’s wealth.Whether you're just beginning your estate planning journey or looking to fine-tun…
  continue reading
 
#384 | Is Your Estate Plan Still Doing It's Job? 🔍When was the last time you checked? Significant life events—such as marriage, the arrival of a new baby, the loss of a loved one, or purchasing new property—can render your existing plan outdated. Even the simple passage of time can necessitate adjustments. In this insightful video, I delve into rea…
  continue reading
 
Loading …

Hurtigreferanseguide

Copyright 2025 | Personvern | Vilkår for bruk | | opphavsrett
Lytt til dette showet mens du utforsker
Spill