Estate Planning offentlig
[search 0]
Mer
Download the App!
show episodes
 
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
 
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
 
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
 
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
 
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
Repair The Roof - Estate & Retirement Planning Podcast

Ted Gudorf, Danny Gudorf, Gudorf Law Group

Unsubscribe
Unsubscribe
Månedlig
 
Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC. 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 specifically towards residents of Ohio, this podcast is y ...
  continue reading
 
Artwork

1
Future Focused: Sophisticated Estate Planning

Wiggin and Dana LLP's Erin Nicholls and Michael Clear

Unsubscribe
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
 
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
 
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
 
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
 
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
 
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
 
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

Unsubscribe
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
 
Loading …
show series
 
#233 | Who Pays the Capital Gains Now? An inherited home is sold 2 years after someone passes. Who will have to pay Capital Gains? The estate or the beneficiaries? Timing is everything and this episode will explain more. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plu…
  continue reading
 
Are you telling yourself financial lies? In today’s episode, we’ll uncover the top 5 lies people often tell themselves about money and retirement. From relying too heavily on Social Security to believing it’s safer to keep your money in cash, some of these could be severely holding you back, so be sure to stay tuned! Here’s some of what we discuss …
  continue reading
 
Perhaps you have heard the term “Probate” and wonder, “What is involved in the process?” Or maybe a loved one has passed away and you are responsible for probating his or her estate? In this episode, we describe what is required to settle an estate through probate in Hawaii. We break down why many people aim to avoid probate, a process that can be …
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
On this episode, Partners Erin Nicholls and Michael Clear continue their conversation with Wiggin and Dana Partner Jack Sousa, on entrepreneurship, equity, and entity structuring. They dive deep into the entrepreneur's guide to equity, employee stock options, and the strategic importance of early legal advice, with particularly valuable insights on…
  continue reading
 
"A different strategy is going to be one that can be flexible and solve these issues better than the 4% rule.” Can you really rely on the 4% rule for a comfortable retirement? In this episode, our host Danny Gudorf tackles this controversial topic head-on, revealing why this popular rule might lead you astray. Danny dissects the four major pitfalls…
  continue reading
 
When it's time to settle an estate and start selling off assets, you might have friends and family looking for good deals. But is it wise to make deals? How should you go about selling these assets? What’s the best way to document and transfer everything? Today on Complete Estate Planning, we'll break down these questions and offer some important c…
  continue reading
 
Today’s episode discusses the financial durable power of attorney, which is crucial in the management of your financial affairs if you're incapacitated. It is critical to guarantee that financial institutions honor this document, since their internal procedures may impede its acceptance at the time it is needed most. What You Will Learn What is a F…
  continue reading
 
Jay Metzbower, Jr., is an attorney at Bellomo & Associates. After 10+ years in civil service, Jay decided to change careers and poured his dedication to community service into his education and the practice of elder law and estate planning. He can often be found leading one of Bellomo’s many workshops or discussing with his colleagues the latest la…
  continue reading
 
Probate Process Explained: How to Open a Probate and Simplify Estate Planning. Are you wondering how to start the probate process? Look no further! Attorney Josh Key breaks down the steps for opening a probate so you can focus on what truly matters. Don’t let the court confuse you - let us help you navigate through the estate planning and probate p…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
Tax Deductibility of PMI Payments Are you an owner-occupant puzzled by the ever-changing rules around PMI (Private Mortgage Insurance) deductibility? Or perhaps an ambitious real estate investor, hungry to maximize your deductions and supercharge your profits? Then this class is your golden ticket to the world of tax wisdom! Join us for an exhilara…
  continue reading
 
#232 | Can the HOA Foreclose on a House in Trust? This is a serious question with some huge potential consequences. HOA's don't often mess around and can definitely place liens for unpaid dues. So what if the house is in a trust? Can they still put a lien on it? Could they take it?! -- We’re here to help you learn more! Please comment and let us kn…
  continue reading
 
#231 | I'm Dead Broke - Why Do I Need an Estate Plan? Did you know? Estate plans just don't just protect your stuff and they're not just for after you die. Proper protection planning includes protecting you now and is necessary even if you don't own a single asset. This episode breaks down the what, why and how to get it done. We’re here to help yo…
  continue reading
 
#230 | Rentals, LLCs & Trusts - How Do They Work? Have you heard this before? "If you have rental property, you should have an LLC. If you have an LLC, it should be part of your estate plan." So how does it all work. Who owns and/or controls what? This episode breaks down the order and function of each part of the equation so you, your property and…
  continue reading
 
Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! There's a often overlooked risk of investing in reale state: obsolescence. Whether we're focused on properties that are or will become functionally obsolete or drift directly into economic or physical obsolescence... these are real-world risks…
  continue reading
 
Have you been caring for your elderly parents or grandparents? Are you paying their bills, taking them to the doctor, managing their prescriptions? In this pilot episode of Taking Care of Tutu, we introduce you to the indispensable power of attorney – a crucial legal document. We'll explain why you need a general durable power of attorney and the a…
  continue reading
 
Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! There's a often overlooked risk of investing in reale state: obsolescence. Whether we're focused on properties that are or will become functionally obsolete or drift directly into economic or physical obsolescence... these are real-world risks…
  continue reading
 
Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! There's a often overlooked risk of investing in reale state: obsolescence. Whether we're focused on properties that are or will become functionally obsolete or drift directly into economic or physical obsolescence... these are real-world risks…
  continue reading
 
Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! There's a often overlooked risk of investing in reale state: obsolescence. Whether we're focused on properties that are or will become functionally obsolete or drift directly into economic or physical obsolescence... these are real-world risks…
  continue reading
 
Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! There's a often overlooked risk of investing in reale state: obsolescence. Whether we're focused on properties that are or will become functionally obsolete or drift directly into economic or physical obsolescence... these are real-world risks…
  continue reading
 
Functional Obsolescence Unveiled: The Silent Value Killer in Real Estate Investments—and How to Defeat It! There's a often overlooked risk of investing in reale state: obsolescence. Whether we're focused on properties that are or will become functionally obsolete or drift directly into economic or physical obsolescence... these are real-world risks…
  continue reading
 
Loading …

Hurtigreferanseguide

Copyright 2024 | Sitemap | Personvern | Vilkår for bruk | | opphavsrett