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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealty
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all mixes: www.djexecutor.ru
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The podcast is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside. No one likes talking about death and inheritances before they absolutely have to, but as I have learned from personal experience, having these conversations earlier, rather than later, will save a lot of ti ...
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In 1996, Sue Knight was found dead in her Athens, TX, home. Her will named a loose acquaintance as the executor of her estate, but after an alleged phone call from the CIA and a dire warning from the local sheriff, the executor stopped asking questions. More than 25 years later, Sue’s memory haunts the town of Athens and the people who knew her. Who was Sue, really? Why did this English expat settle in small-town Texas? And could she still be alive? Under Cover of Knight is an Apple Original ...
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Under the last will and testament of my sister Janet Carsonberg, as the sole beneficiary and executor of my sister’s possessions and estate, the following is an itemized list of all her non-probate assets.
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This podcast makes it easy for YOU to understand estate planning! Host and Attorney/Mom Leslie Sultan gets on the mic to talk about topics that show YOU how to protect your family and assets. And prepare yourself to listen to estate nightmare stories. This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
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Mackrell.Solicitors are an award winning firm of solicitors in London, who for over 150 years have been providing an extensive range of legal advice and services to individuals, partnerships and companies. Please subscribe to the Mackrell.Solicitors podcast to receive updates on our latest episodes!
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Join our friendly team of solicitors as they answer common legal questions in our podcast series. Planning for your Future - covering Wills, Powers of Attorney, Deputyship, Inheritance Tax, Trusts and the Probate process. Dispute Resolution - covering Neighbour Dispute, Removing an Executor under a Will and Will/Inheritance Disputes. Company & Commercial - covering Possession Proceedings, Shareholder Agreements and Disaster Recovery Plans. Find out more about us, our services and what our cl ...
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Halal Money Matters is your source for insights on how to manage your money in accordance with your principles. Join our hosts and an assortment of special guests as they discuss Halal investing, retirement, financial planning, and much, much more. Brought to you by Saturna Capital and the Amana Mutual Funds Trust.
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A conversation around the freedom and peace that comes from talking about death. Airs the 4th Wednesday Of The Month from 6:30pm-7pm on KVMR-FM Nevada City
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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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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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PlanningSolo Presents: Life, Loss and Legacy - a podcast series to help you navigate those first few years after the loss of your partner. In this series, independent financial adviser and series host, Jordan Vaka, will unpack all of the questions, jargon and tasks that you're now having to juggle as you walk along this path.
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Absolute Trust Talk is your navigational compass that brings together the business of trusts, estate planning, and aging – your home base to find the knowledge you’re seeking on what lies ahead. With over 27 years of experience, Kirsten has seen her fair share of clients confused and overwhelmed with the complexity of estate planning and the challenges and obstacles that life can throw your way. On a mission to take her vast expertise and experience to a new level, Absolute Trust Talk host K ...
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In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States ...
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Today, Enterprise Technology is both Strategy and Global. On CIO Talk Network (CTN), Business IT Thought Leaders from around the globe share their experience and discuss how they are partnering with business to innovate and help grow the top line revenue, better care of customers, and improve the corporate bottom line. If you want to keep up with changes in technology and how it can be leveraged to maximize business potential, listen to CTN: CIO Talk Network
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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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Retirement and Estate Planning
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Podcasts from Dynamic Advisor Site
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Real, useful information for everyday people that can be translated into daily life and thought. Each week we cover a different aspect of financial planning, retirement options, and current economic conditions in common sense language that everyone can understand. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
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This podcast gives advice and explanation in civil legal cases within British Columbia, Canada. Presented by Mussio Goodman and hosted by Wes Mussio, we specifically tackle issues of ICBC claims, estate litigation and more. Visit our website or our social channels: https://www.mussiogoodman.com/ Facebook - https://www.facebook.com/MussioGoodman/ Twitter - https://twitter.com/MussioGoodman Instagram - https://www.instagram.com/mussiogoodman/?hl=en
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A podcast born from the excitement of always being a part of someone’s next chapter. Join us as we sit down with business owners and real estate investors to talk about everything from what inspired them into entrepreneurship to all the things that influenced them along the way. All things commercial real estate told from the perspective of the one courageous enough to pull the trigger and take the plunge.
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The Louisville Probate Law Podcast is provided by attorney Scott Scheynost. He has over 25 years of experience drafting Wills, Power of Attorney (POA) documents and related healthcare directives (e.g. Living Wills). He's represented many executors and provided legal assistance during the Probate process. These candid conversations are designed to make probate and related topics understandable and actionable. For more information, visit www.LouisvilleProbateLaw.com. Scott's primary office is ...
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Welcome to Advice You Can Trust, where we explore an array of topics surrounding wealth management and the lessons that can be learned from super rich individuals, families, and businesses as a whole. Listen as James Nichols, Wealth Manager at Cumberland River Group, taps into years of experience in working with clients to provide highly customized advice, investment solutions, and financial planning services. Dedicated to his clients, James prides himself on the relationships he has nurture ...
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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 the I AM MOM Parenting Journey! This is a parenting podcast to help you become present, calm and connected while creating a family environment where everyone can thrive. The I AM MOM Parenting Podcast provides Inspiration and Actionable Steps to help you Manifest the Meaningful and Magical life you desire for you and your family. Hosted by Dimple Arora, Founder of Mindful Evolution and Shaista Fatehali, Founder of Thrive Kids. Dimple and Shaista are two moms passionate about shari ...
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Overdue Advice is the podcast about cash flow strategies to grow your business. Each episode covers an aspect of credit management and accounts receivable. "Legal Collections (and How to Avoid Going to Court)," "Debt Doesn't Die: Estate Collections," and "How Professional Collectors Recover More," are just a few areas covered with rare industry insights. There's no show like it! Host Bryn Griffiths talks with guests including published authors, veteran collectors, accounts receivable trainer ...
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145: Trustee and Executor Responsibilities: Best Practices and Pitfalls Part 2
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Taking on the role of a trustee or executor can be daunting—and for good reason! With so many responsibilities and legal requirements, checking all the necessary boxes can feel overwhelming. In this episode of Absolute Trust Talk, we continue our discussion on trustee and executor duties, focusing on the critical importance of notices. For instance…
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What is a Will, What is an LPA & What are executors duties
20:49
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With Jeffrey Cohen, Senior Associate and Head of Wealth and Succession Planning Team.
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Dealing with a Harassing Beneficiary: Guidance for Executors and Trustees
9:55
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Learn how executors and trustees can manage the challenges posed by beneficiaries, including addressing harassment and setting realistic expectations.By Klenk Law
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1
Settling An Estate As An Executor - Replay
13:26
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In this episode, Brian Skrobonja sheds light on the complex and often overwhelming process of managing an estate after the loss of a loved one. This is a step-by-step guide from the initial steps you need to take after a loved one passes, to the intricate details of settling an estate. Brian offers valuable advice and practical tips to navigate thi…
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Taxes Executors or Trustees Need to be Aware of When Settling an Estate
26:39
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When it comes to estate planning, one of the biggest concerns is taxes. What will be owed? How will these taxes be paid? How much can actually be passed along to your heirs? Join us as we dive into the various taxes trustees and executors need to be aware of when settling an estate. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincin…
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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In this episode, Brian Skrobonja answers the top questions he receives from people looking for help with their financial plan. He sheds light on why a plan is more than just picking stocks, what most people get wrong about passive income, and the benefits of knowing how much tax liability you’ll have in the future. Brian answers the top questions h…
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1
Divide Your Assets Equally Among Your Children
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Thinking of leaving more money to your less-wealthy child? Tread carefully - I've seen countless families torn apart by unequal inheritances. Get the insider scoop on how to keep the peace (and your legacy intact) when divvying up your estate. To learn more, this video is a must-watch.________________________________________________________________…
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Expenses to save for, when holding cash is a good idea, should financial planners be therapeutic?
44:18
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Dan and Daniel discuss the expenses people fail to plan ahead and save for at various phases of their lives. They then chat about reasons to hold onto cash and how to do so, including for emergencies, short term goals, and retirement. Finally, Daniel asks the question: Should financial planners be more therapeutic in their delivery of services?…
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Leaving an Inheritance to Your Child's Spouse: Pros and Cons as a Lapse Beneficiary
24:05
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Most people want to leave their money to their children. But what happens if the primary beneficiary isn’t around to receive it? In that case, the gift lapses and a backup beneficiary is designated. A common question is whether to name your child’s spouse as the backup beneficiary. In today’s episode, Nick will explore some of the pros and cons of …
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Join Gemma Hughes and Alice Lumley as they discuss the probate process.
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144: Navigating Trustee and Executor Responsibilities: Best Practices and Pitfalls
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When asked to be a family member’s trustee or executor, it’s easy to immediately say yes out of love and a sense of duty. It’s just some paperwork, right? How hard could it be? At Absolute Trust Counsel, we’ve seen the struggles trustees and executors face, particularly when they are family members. The role involves a heavy workload, significant r…
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Why do some assets avoid probate while others don't?
4:18
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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In this episode, Brian Skrobonja breaks down a simple framework everyone can follow to build and multiply wealth. He sheds light on what most people get wrong about wealth building, the benefits of having multiple appreciating assets, and how wealthy people use other people’s money to build wealth. Brian goes over a simple framework for multiplying…
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1
How to Secure Your Family's Financial Legacy
8:54
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In the world of estate planning and financial advising, it's not every day that we stumble upon a gem of a conversation that reminds us why our work is so crucial. Today, I'd like to share an inspiring encounter highlighting the importance of meticulous planning and open family dialogue. If you are looking for a pitch-perfect example of how to do l…
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Planning for after college, workplace benefits, and complexity as job security
39:35
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Dan and Daniel discuss how to plan for life after college and what can lead to a failure to launch for some graduates, what to look for in workplace benefits when comparing opportunities, and the problems with financial planners using complexity as job security.By MY Wealth Planners
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Where can you seek legal assistance for probate matter in your city
3:35
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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1
Where do estate taxes come into play probate
3:50
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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1
Defining A Diversified Portfolio - Replay
13:24
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In this episode, Brian Skrobonja breaks down ways to save, grow, and invest your money. He sheds light on what a well-diversified portfolio looks like, the true definition of financial freedom, and why you need different mindsets for spending versus investing money. We all want the same thing when it comes to money--we all desire to make money, gro…
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Underestimating Travel Costs Can Sink Your Retirement
6:04
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Ready to trade in those khakis for a Hawaiian shirt and piña coladas? Not so fast - have you accounted for all the potential budget-busters in retirement? Let me walk you through some often-overlooked expenses that could derail your dreams of lounging on the beach. To learn more about a realistic retirement plan, give this a watch._________________…
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Can you avoid probate without a trust? The short answer is yes, but the alternatives can have risks and offer limited control over your assets. In this episode of Absolute Trust Talk, Kiersten Howe and associate attorney Jessica Colbert explore various probate-avoidance strategies, including beneficiary designations, transfer-on-death accounts, and…
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Career surfing, teaching kids finance, and identity theft
35:53
35:53
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Daniel and Emily discuss the pros and cons of switching jobs to increase income and advance your career, some of the common benefits and drawbacks of using various financial products to teach kids finance, and the concerns that arise when identity theft is a risk.By MY Wealth Planners
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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Episode 33 - Perspectives on Crisis and Opportunity
33:25
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Saturna Chief Investment Officer Scott Klimo joins Halal Money Matters to discuss crisis and opportunity in the face of upcoming elections.
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Tough Love: Should You be Giving Money to Your Adult Children
9:23
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Paying your 40-year-old's cell phone bill - good parenting or enabling? I dive into the nuances of financially supporting adult children. You'll get my unvarnished take on budgets, tough love, and knowing when to say "no". Get ready for some tough love and hard truths, but also compassionate advice - to learn more, watch now._______________________…
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142: Navigating Trust Administration with Real Property
18:12
18:12
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Navigating the administration of a life estate trust with real property can be a complex task. In this episode of Absolute Trust Talk, Kirsten Howe is joined by Karen Fisher and Kathy Rodriguez of Bishop Fiduciary Services to delve into the intricacies of life estates involving real estate. They cover the unexpected responsibilities of a trustee, s…
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Job hunting, unconventional relationships, and filial responsibility
30:43
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This week Dan and Emily discuss holding out for a better job or simply taking what's available when job hunting, how members of unconventional relationships can adjust their financial planning, and the risks posed by filial responsibility laws for members of your family.By MY Wealth Planners
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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Lori Burkart Frank talks with The Deck Deck co-creator and Licensed Clinical Social Worker for Hospice, Lisa Pahl. Lisa is passionate about having conversations about death and dying so we can live our lives more fully. The Death Deck provides opportunity for deep insight, laughter and connection.By KVMR-FM
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141: Managing Real Estate Assets as a Trustee
19:24
19:24
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Managing a trust can be challenging, especially when it involves real estate assets. In this episode of Absolute Trust Talk, host Kirsten Howe welcomes Karen Fisher, founder of Bishop Fiduciary Services, and Kathy Rodriguez, a licensed professional fiduciary and co-trustee with Bishop Fiduciary Services. Together, we will explore the complexities o…
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Tax Deferred to Tax Free: Navigating Taxes in Retirement - Replay
17:33
17:33
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17:33
In this milestone 100th episode of the Common Sense Financial Podcast, host Brian Skrobonja delves into the critical topic of managing taxes in retirement. The episode focuses on strategies for minimizing tax liabilities, especially for retirees with tax-deferred accounts facing potential hefty tax bills. Brian emphasizes the importance of sustaina…
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3 Important Tips to Get Started on Estate Planning
10:37
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Why should you start thinking about estate planning now? Because life is unpredictable, and your legacy matters more than you think. Whether it's protecting your assets, preserving family harmony, or navigating complex blended families, you need to be prepared with a solid estate plan. I'm breaking down the key takeaways from my recent interviews w…
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Marrying Legacy Systems to Modern Marvels
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Legacy systems are like old trees – deeply rooted reliable, but not always adaptable to rapidly changing environments. With the advent of cloud computing, IoT, and other emerging technologies, there’s pressure on businesses to innovate. But this innovation can’t come at the cost of discarding these reliable legacy systems. How can companies smoothl…
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Starting a career in financial planning, why credentials matter, and professional trust
34:10
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Dan and Daniel discuss the hurdles and difficulties of starting a career in financial planning, why credentials matter when seeking out a financial planner, and what it takes to build trust in a professional.By MY Wealth Planners
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140: Navigating Trust Complexities: The Family Home Dilemma
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To all of our local Bay Area listeners, you may have heard about the recent story of a three-bedroom house listed for $488,000 in San Francisco’s Russian Hill with a tenant renting it for only $417 a month. How is that even possible?! If you’re as intrigued as we are, stick with us for this episode of Absolute Trust Talk, where we will be dissectin…
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When does Executor take control of the estate?
2:37
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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1
Are You Prepared for the Evolution of Retirement? - Replay
16:12
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In this podcast episode, Brian Skrobonja takes us on a thought-provoking journey through the evolving concept of retirement. As we dive into the past, present, and future of retirement, Brian helps us unravel the complexities of this modern-day concept which, though deeply ingrained in our society, is relatively new in human history. This episode i…
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Estate Planning | How to Pick the Right Executor or Trustee
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What's the best way to pick an executor for your will or a trustee for your trust? In this enlightening discussion, attorney Ariel Rosenzweig dives deep into the nuances of selecting the right person for these crucial roles. Our guest this week shares his invaluable insights on setting financial boundaries, communicating end-of-life wishes, and avo…
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Teaching financial literacy, FIRE, and the election's impact on the market
28:38
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Dan and Daniel discuss the absence of financial education in K-12, the FIRE financial philosophy, and the election's (lack) of impact on the market.By MY Wealth Planners
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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Episode 16: Examples of Executor Misconduct
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In this episode, host Peter Klenk discusses executor misconduct, details common mistakes executors make and offers advice on how beneficiaries can address these issues.By Klenk Law
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Considerations for Executors or Trustees When Selling Estate Assets
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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…
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139: Optimizing Your Portfolio with Alternative Investments
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We’ve all heard the saying, “Don’t put all your eggs into one basket,” which rings true for building your portfolio. The ideal portfolio consists of more than stocks and bonds – it includes Alternative Investments, like real estate, drilling funds, and value adds. In this episode of Absolute Trust Counsel, certified financial planner Miguel Delgado…
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The Three Retirement Mindsets That Could Have A Negative Impact On Your Retirement Plans
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In this episode, Brian Skrobonja goes over the three main retirement mindsets that could negatively impact your retirement plans. He sheds light on what most retirees get wrong about retirement planning, why being confident doesn’t eliminate investment risks, and what to consider when hiring a financial planner. Brian goes over three retirement min…
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Why the Casino Comparison is Dead Wrong for Long-Term Investors
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Is the stock market really a casino or can you actually make money investing? I'm sharing some eye-opening statistics that prove investing for the long term is far from gambling - in fact, the odds heavily favor patient investors. Avoid trying to outsmart the market and simply buy good assets - the path to wealth creation is that straightforward. T…
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Being an executor, shopping home and auto insurance, and should you rent or buy when relocating?
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This week Daniel and Emily discuss being the executor for someone's estate, when and why you should shop your home and auto insurance, and whether you should rent or buy when relocating to another part of the country.By MY Wealth Planners
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10. Estate Disputes - The Collaborative Option with Zinta Harris
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There's a lot of misinformation out there about what happens if there's a challenge, or dispute, to a will. But beyond the thing that triggers the dispute - or the grounds somebody uses to challenge a will - there's a deep question about how that dispute will be resolved. There are plenty of paths that lead to a resolution and each one has its own …
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Who is an executer of an estate, and what are their responsibilities
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastBy The Dorsey's Network
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Probate Process Explained: How to Open a Probate and Simplify Estate Planning. Are you wondering how
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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…
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Join David as he has a conversation with grief educator Brian D. Smith who shares his personal journey of finding hope and growth amid grief. Learn about the levels of grief, practical steps for coping, and the transformative power of supporting others while navigating loss and healing. Tune in for an inspiring discussion on navigating grief in tod…
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