Trusts And Estates public
[search 0]
More
Download the App!
show episodes
 
Artwork

1
ACTEC Trust & Estate Talk

The American College of Trust and Estate Counsel | ACTEC

Unsubscribe
Unsubscribe
Weekly
 
ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals' best practice advice, insights, and commentary on subjects that affect the profession and clients. The American College of Trust and Estate Counsel (ACTEC) is a national association of approximately 2,400 peer-elected lawyers and law professors from across the United States and abroad with expertise in estate planning, probate and trust administration.
  continue reading
 
Artwork

1
Vacation Rental Success

Heather Bayer aka @CottageGuru

Unsubscribe
Unsubscribe
Weekly
 
Heather Bayer, author of Renting Your Recreational Property for Profit, former CEO of a highly successful cottage rental agency, and a popular blogger, hosts the Vacation Rental Success podcast. With many years experience of owning and managing multiple vacation rental properties, Heather brings her knowledge and views on every aspect of the business, together with interviews with vacation homeowners and industry experts. Heather has appeared as a guest on CTV Canada, CBC Radio, Rogers TV, a ...
  continue reading
 
Artwork
 
Welcome to the All About Alts podcast where we explore the world of alternative investing to help you find financial independence. Join our host, NuView Trust’s president, Jason DeBono, as he covers a variety of topics with different guest speakers to discuss tax and alternative investing strategies. It is never too late to start taking control of your financial future and we are so excited for you to be joining us for this opportunity to hear from some of the best in the business.
  continue reading
 
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.
  continue reading
 
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

51
Deconstruct

The Real Deal

Unsubscribe
Unsubscribe
Monthly+
 
In Deconstruct, The Real Deal breaks down the most important ideas in real estate. We follow the money from Los Angeles to New York City to explain what investors, brokers and developers are focused on right now. This is essential listening for understanding the great, big world of real estate.
  continue reading
 
My name is Abhay Dandekar and I share conversations with talented and interesting individuals linked to the global Indian and South Asian community. It’s informal and informative, adding insights and perspective to our evolving cultural expressions, where each person can proudly say “TRUST ME I KNOW WHAT I’m DOING.” New episodes weekly, on Tuesdays/Thursdays. Listen anywhere you get your podcasts, and please rate and review if your enjoying it.
  continue reading
 
Join our community and get access to our free ecourses - theWealthElevator.com/club Follow 'The Wealth Elevator' as it guides you on a journey toward financial freedom. Witness our heroic transformation from humble beginnings, buying small rental properties, to becoming a general partner with over 2.1 billion in assets. Learn about our three-step system to wealth-building, including stepping into the world of alternative investments, unlocking passive income and mastering the art of infinite ...
  continue reading
 
Artwork

1
Absolute Trust Talk

Kirsten Howe: Attorney and podcaster

Unsubscribe
Unsubscribe
Monthly
 
Absolute Trust Talk is your navigational compass that brings together the business of trusts, estate planning, and aging – your homebase to find the knowledge you’re seeking on what lies ahead. With over 30 years of experience combined, the Absolute Trust Counsel team has seen their 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 the vast team expertise and experience to ...
  continue reading
 
Artwork

1
MoneyMD

Steve Marbert & John Travis

Unsubscribe
Unsubscribe
Weekly
 
MoneyMD is all about money - from personal finance to world markets. Learn how to budget, spend wisely, save, invest and make your money work for you. Money tips abound on MoneyMD!
  continue reading
 
Artwork

51
The Norris Group Real Estate Radio Show and Podcast

The Norris Group, Bruce Norris & Aaron Norris

Unsubscribe
Unsubscribe
Monthly+
 
The Norris Group Real Estate Radio Show is hosted by author, California real estate trainer, investor, and hard money lender, Bruce Norris. Our show focuses on California real estate trends and the current market correction, how to survive, and how to profit as an investor, builder, Realtor, and mortgage professional. We're equipping California real estate professionals for tomorrow's challenges. Bruce Norris interviews the real estate leaders, both local and national, that change and influe ...
  continue reading
 
Artwork
 
The Black Swan Group has 10+ years of experience working with companies and individuals to take their negotiation skills to the next level. Our approach provides specific, actionable skills for navigating the negotiation process. Based on emotional intelligence and human nature, these skills transcend culture, build trust, and uncover the other side’s value system. By identifying the ‘Black Swans’ in a negotiation, you can effectively influence the other side’s decision making. Our simple ye ...
  continue reading
 
A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
  continue reading
 
Listen to how ordinary people built extraordinary wealth - and how you can too. You’ll learn how millionaires live on less than they make, avoid debt, invest, are disciplined and responsible! Featuring hosts from the Ramsey Network: Dave Ramsey, Ken Coleman, Rachel Cruze, George Kamel, Jade Warshaw, and Dr. John Delony.
  continue reading
 
Welcome to the "Wisdom for Wealth. For Life." podcast! Let’s bridge the gap between your faith and your finances. At Blue Trust, we apply biblical wisdom and technical expertise to help you make wise financial decisions. Our goal is to help you leave a lasting legacy. In this podcast, you will hear inspiring stories, practical tips, and encouragement from the Blue Trust family with special guests along the way. Learn more at www.BlueTrust.com. Trust and investment management accounts and ser ...
  continue reading
 
Hosted by Brian Harte and Adam Eltarhoni. We will be discussing everything from investing your money in real estate, stocks, crypto, art, comics, NFTs, sporting cards, and anything else that can generate a return on your capital. We will have special guests who are considered the best in their industry. Let’s talk money.
  continue reading
 
Artwork

1
Plan Your Estate Radio with Bob Bergman Podcast

Plan Your Estate Radio with Bob Bergman

Unsubscribe
Unsubscribe
Monthly+
 
About two-thirds of Americans do not have an estate plan. That means when they die, the government decides the fate of their family and their fortune. Join Board Certified Estate Planning, Trust and Probate Law Specialist Attorney Bob Bergman for “Plan Your Estate Radio,” and discover what you should do to protect your rights. Bob’s 35 plus years of estate planning experience coupled with his easy manner and straightforward talk make this one of the most compelling hours on talk radio today!
  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
 
Artwork

1
Elder Law Report

Greg McIntyre, J.D., M.B.A.

Unsubscribe
Unsubscribe
Monthly+
 
Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America.
  continue reading
 
Are you a high-income earner seeking both financial and time freedom? Do you feel you don't have enough time to accomplish all your goals? Do you know you need to do SOMETHING but you’re not sure where to start? Most high-income earners are searching for additional financial security, interested in dialing back on work duties, or want to retire from your busy life altogether? Either way, Ravi Gupta MD will help you, via an easy stepwise approach, to achieve your financial goals through activ ...
  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

Unsubscribe
Unsubscribe
Monthly
 
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
 
There are a lot of myths and misconceptions floating around about estate planning and long-term care planning. Many families fail to plan because they feel overwhelmed and not sure where to start, so they never put a plan in place. Our mission with this podcast is to give you a starting point and empower you to ask the questions that matter most when it comes to putting the right estate plan together for you and your family. In each episode, we are addressing the myths and misconceptions abo ...
  continue reading
 
Artwork

1
The Real Estate Wire

Dan Wheeler and Marcus Fields

Unsubscribe
Unsubscribe
Monthly+
 
The Real Estate Wire is a round table discussion by real industry professionals about buying selling and investing in Real Estate. We cover current events and news, Real Estate strategies, and in-depth tools for managing and purchasing Real Estate. If you want to stay updated on what’s happening in Real Estate, The Real Estate Wire is the show for you.
  continue reading
 
You’ll learn how to get started and level up in real estate investing on “The Insider’s Edge to Real Estate Investing.” Hosted by James Nelson, Principal and Head of Avison Young’s Tri-State Investment Sales Group in New York City, the show features legends in the business and industry experts who share their experiences and advice. Nelson is also a WSJ bestselling author and investor with a 25-year career, during which he has sold more than 500 properties and loans totaling over $5 billion. ...
  continue reading
 
Artwork
 
An original podcast from T-Mobile for Business and iHeartRadio, Jonathan Strickland connects with the world’s most unconventional thinkers, the leaders at the intersection of technology and business, to understand how they continue to thrive in a world of complex organizations and lightning-fast technology. How do these executives innovate and enable change, both inside and outside their companies, and what are they looking forward to tackling next? Let’s find out…
  continue reading
 
Explore the world of real estate investing like never before with our captivating show! Immerse yourself in invaluable expertise and discover a fresh perspective on the dynamic realm of real estate investing. Whether you're aiming to build generational wealth or create your ideal lifestyle, our podcast is your ultimate guide. Tune in to each episode and discover how to turn your real estate dreams into reality! From seasoned investors to rising stars, our guests share invaluable insights and ...
  continue reading
 
Mike Charles starts your day with The Morning Show, weekdays from 7-10am on Radio Life & Style - proudly sponsored by Excellerate Security. Broadcasting live from the heart of Ballito, The Morning Show serves up a curated mix of contemporary music and classic hits from across the decades, alongside interviews with tastemakers & influencers, plus a healthy dose of local news & views from the booming KZN North Coast. Listen live on lifeandstyle.fm, download our free Radio Life & Style app or f ...
  continue reading
 
Join a group of renegade attorneys as they dive in to the latest cases and statutes; discovering how they affect our day to day lives. Explore the facts. Ask a question or contact the Josh and the team at (800) 659-1186 or visit JudicaCounty.com Sponsored by Whitaker & Hamer, PLLC. www.wh.lawyer • (919) 772-7000
  continue reading
 
The Unstoppable Real Estate Agents Podcast is here to provide real estate agents with real strategies and solutions that will motivate you to create structure and systems as well as organize and focus on an action plan for your business. We will provide you with the best tools and techniques to create systems that will help you scale your business. In addition, guest speakers from all aspects of the real estate industry will share their tips, their stories and so much more. I’m Kim Hughes, y ...
  continue reading
 
Have a senior in transition? Let The Probate Podcast help! More than just for probate, this practical podcast is a go-to guide to help families navigate a senior's later-life transition. Sherri Lund, a Senior Placement Agent, and Senior Transition Specialist wants to help you go through this season with less stress and come out better on the other side. Every Thursday, Sherri interviews industry experts who share strategies and insider tips so listeners can make informed decisions. Topics ra ...
  continue reading
 
Where we motivate and educate all things real estate around Nashville and Middle Tennessee! This is a podcast for Real Estate Agents, Investors, and Mortgage Professionals that want to expand their knowledge in and around the rapidly growing Nashville market! Carey Ann Cyr manages and operates one of the Top Branches for CMG Financial in Franklin, TN. She and her team have become known for closing nearly impossible deals! They have processed over 300 million in mortgages since 2016 with over ...
  continue reading
 
The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.
  continue reading
 
Welcome to the Success Story Podcast, hosted by entrepreneur, business executive, author, educator & speaker, Scott D. Clary (@scottdclary). On this podcast, you'll find interviews, Q&A, keynote presentations & conversations on sales, marketing, business, startups and entrepreneurship. Scott will discuss some of the lessons he's learned over his own career, as well as have candid interviews with execs, celebrities, notable figures and politicians. All who have achieved success through both w ...
  continue reading
 
Artwork

1
Legacy Legal Live

Legacy Legal Estate Services

Unsubscribe
Unsubscribe
Weekly
 
Hello there! We are the trio of fun-loving and compassionate estate planning attorneys at Legacy Legal Planning, and we’re proud to be South Shore natives through and through. As devoted wives, loving moms, doting aunties, and cherished sisters, our roots in this community run deep, and it’s a place we hold close to our hearts. Together, we’ve not only mastered the intricacies of estate planning but have also infused our practice with the warmth and sense of belonging we find in our own fami ...
  continue reading
 
Artwork

1
ExitReadiness®️ PODCAST

ENNIS Legacy Partners

Unsubscribe
Unsubscribe
Monthly+
 
Hosts Pat Ennis (ENNIS Legacy Partners) and Walter Dehyle (GRF CPAs & Advisors) interview subject-matter experts on topics related to building transferable business value and business exit planning and strategies.
  continue reading
 
Loading …
show series
 
In this dynamic episode, host Vinki Loomba engages with Colm McEvilly, a commercial real estate investor known for his innovative approaches to investor relations and trust building. Together, they dive deep into the evolving landscape of investor sentiment in 2024, the strategic importance of decision-making, and the art of cultivating investor tr…
  continue reading
 
In this episode, attorney Bill Miller discusses the differences between revocable and irrevocable trusts. Revocable trusts are flexible and allow the grantor to be the trustee and beneficiary while alive. These types of trusts avoid probate and can be amended or modified at any time. On the other hand, irrevocable trusts provide asset protection fr…
  continue reading
 
The best way to give a house to 3 people. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estatepla…
  continue reading
 
==== To schedule a Ron & Don Sit Down to talk about your Real Estate journey, go to www.ronanddonsitdown.com ==== Thanks to everyone that has become an Individual Sponsor of the Ron & Don Show. If you'd like to learn more about how that works: Just click the link and enter your amount at https://glow.fm/ronanddonradio/ RonandDonRadio.com Episodes a…
  continue reading
 
In this enlightening episode, host Vinki Loomba welcomes Faisal Shah, the visionary founder of Wake Up Mentor. Faisal is known for his profound insight into essential skills not commonly taught, such as negotiation, communication, wealth creation, self-marketing, and selling. Faisal, with his rich background in finance and education, brings invalua…
  continue reading
 
Estate planning horror story #2? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstra…
  continue reading
 
Are you feeling overwhelmed by your current marketing efforts? Do you find yourself struggling to connect with your community and clients in a meaningful way? Well, you're not alone. In today's episode of The Unstoppable Real Estate Agents Podcast, I'm here to address these challenges head-on and provide you with actionable strategies to revamp you…
  continue reading
 
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ This is a recorded version of Jack’s macro panel at the 2024 Digital Asset Summit hosted by Blockworks, recorded in London on Marc…
  continue reading
 
Abhay is joined by "Master Pastelist", artist Sangita Phadke for a conversation about her journey in art, her work with still life and realism, and the storytelling from both sides of her paintings. (0:00 - 2:26) Introduction (2:26) Part 1 - first memory of artistic expressions, being self-taught, the "eye" for art (16:52) Part 2 - realism, being a…
  continue reading
 
Our podcast listeners frequently send in questions for Nick. In today's show, we've chosen a few questions to chat about on the air. For example, one listener asks if they need an estate plan since they're single, childless, and have a financially independent family. Another asks if there is a way to assist their aging mother with her finances with…
  continue reading
 
I'm 59 and was recently laid off, and now I'm wondering, do I really need to look for another job, or can I retire? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener…
  continue reading
 
It’s Hump Day! Sam speaks with Lisa Heinzerling, law professor at Georgetown University, to discuss the impact of the Supreme Court’s upcoming rulings on Loper Bright Enterprises v. Raimondo & Relentless v. Department of Commerce, as well as the court hearing arguments yesterday regarding mifepristone and medication abortion. Then, Sam speaks with …
  continue reading
 
Real estate is 50-50 if community property even if not in your name. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https…
  continue reading
 
==== To schedule a Ron & Don Sit Down to talk about your Real Estate journey, go to www.ronanddonsitdown.com ==== Thanks to everyone that has become an Individual Sponsor of the Ron & Don Show. If you'd like to learn more about how that works: Just click the link and enter your amount at https://glow.fm/ronanddonradio/ RonandDonRadio.com Episodes a…
  continue reading
 
Can you disinherit someone by giving them $1? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estat…
  continue reading
 
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent…
  continue reading
 
Unlock the secrets to securing your financial future even when long-term care is on the horizon. In our latest chat, I, Greg McIntyre, join forces with the astute attorney Samantha Gordon from our Charlotte office to navigate the confusing waters of Medicaid Asset Protection Trusts and Medicaid Crisis Planning. We peel back the layers of these comp…
  continue reading
 
A recent SNL skit highlighted the phenomenon termed ‘airspace’ in a 2020 Financial Times article. The generic blend of white walls, grey upholstery, IKEA furniture and HomeGoods artwork, commonly found in Airbnbs across the world, is getting some bad (and funny) press. Interior designer Jessica Duce is the face of the other side of the ‘Airbnb Desi…
  continue reading
 
As the tax season progresses, the IRS reports having received over 71.5 million tax returns, already issuing more than 49 million refunds to Americans. With the average refund amounting to $3,109, I joined CBS Mornings to discuss how Americans can make the most of their tax refund. Have a money question? Email us here Subscribe to Jill on Money LIV…
  continue reading
 
💵 Sign up for EveryDollar today - Create a free Budget! Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible! Next Steps: 💰Need Help with your investments? Click here to connect with a SmartVestor Pro. 🏠To l…
  continue reading
 
Listen now to our new episode titled "Legal Updates: LLCs & Real Estate Commissions." During this episode we hear from our host Jason DeBono, and guest, Joe Seagle, attorney and owner of Aspire Legal Solutions. Joe's firm serves as a beacon for individuals navigating the intricate landscape of asset purchasing, protection, and succession planning. …
  continue reading
 
It's News Day Tuesday! Sam and Emma break down the biggest headlines of the day. First, they run through updates on Anthony Blinken’s certification of Israel’s military integrity, the NYT’s subtle backtracking on its 10/7 article, Julien Assange, Biden’s Polling, the Francis Scott Key Bridge, Mifepristone, the Moscow Terror attack, Florida’s youth …
  continue reading
 
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ __ Russell Napier, founder of Orlock Advisors and publisher of The Solid Ground Newsletter, returns to Forward Guidance to share how …
  continue reading
 
How probate attorneys get paid. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estateplanningstrat…
  continue reading
 
➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Yosef Martin, Founder of BoxyCharm, lifts the lid on the unconventional strategies he used to create a beauty subscription box with a cult-like following. Forget chasing fleeting trends – Yosef reveals the power of a truly exceptional product th…
  continue reading
 
#176 | Are You Getting the Best Value From Your Estate Planning Attorney? Estate Planning is NOT preparing some documents and then never talking to your attorney again. At least it shouldn't be. Your estate planning attorney should be there for you and your family throughout the years. This podcast outlines just a few key things you should expect f…
  continue reading
 
Check out our past deals, future ones, and join our community: https://thewealthelevator.com/club/ This comprehensive guide covers advanced tax strategies for investors, focusing on the benefits and mechanisms of various tax scenarios including 100% bonus depreciation, paper vs. electronic tax filing, and the intricacies of filing with different in…
  continue reading
 
You will learn how to focus on an asset class and be a great operator in this conversation with Chris Powers, founder and executive chairman of Fort Capital, a vertical real estate firm which has invested over $2.1 billion in Class B industrial, commercial, multifamily, student housing, and land development projects throughout the state of Texas an…
  continue reading
 
➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this "Lessons" episode, Kate Bradley, Founder & CEO of Lately.ai, breaks down the challenges faced by content creators and unveils Lately.ai's mission to make powerful content creation tools accessible to everyone. Become a Content Machine: Lately.ai empowers individua…
  continue reading
 
HOR - Why is a trust better than an LLC for real estate distributions? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - htt…
  continue reading
 
Abhay is joined by the founder, chairman, and managing director of Persistent Systems, Anand Deshpande, for a conversation about everything from learning new skills to creating jobs to the transition away from being a CEO to legacy. (0:00 - 3:10) Introduction (3:10) Part 1 - learning new skills, helping build a biotech ecosystem (18:01) Part 2 - An…
  continue reading
 
Do your children think money grows on trees? Do they understand the value of a dollar? On this week’s episode, Partner Michael Clear sits down with Tom Henske, author of It Makes Total Cents, which gives parents tools to have an honest conversation with their kids about the value of money and the importance of starting the conversation at a young a…
  continue reading
 
Mike Charles starts your day with The Morning Show, weekdays from 7-10am on Radio Life & Style - proudly sponsored by Excellerate Security. Broadcasting live from the heart of Ballito, The Morning Show serves up a curated mix of contemporary music and classic hits from across the decades, alongside interviews with tastemakers & influencers, plus a …
  continue reading
 
With a lot of money in pre-tax retirement accounts, am I overthinking the possibility of doing Roth conversions? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener da…
  continue reading
 
➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory ➡️ Join 321,000 people who read my free weekly newsletter: https://newsletter.scottdclary.com ➡️ About The Guest Lisa Lutoff-Perlo is a leading figure in the cruise industry, having shattered glass ceilings throughout her career. She began at Celebrity Cruises and steadil…
  continue reading
 
Exploring crucial aspects of charitable tax planning: contemporaneous written acknowledgments, qualified appraisals, and anticipatory assignment of income. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around the globe. This series offers professi…
  continue reading
 
#175 | Holy Cannoli! He's Been There HOW Long?! What would say about my brother living in our mother's house since she passed away...TEN YEARS AGO? Here's exactly what I think about that. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you wou…
  continue reading
 
Happy Monday! Sam and Emma speak with Ingrid Robeyns, humanities professor at the Utrech University in The Netherlands, to discuss her recent book Limitarianism: The Case Against Extreme Wealth. First, Sam and Emma run through updates on the passage of a UNSC ceasefire resolution, Congress averting a government shutdown, the terror attack in Moscow…
  continue reading
 
The battle between the generations is real and seems to be everywhere. Yes, generational divides even play a role in estate planning. In fact, estate plans nowadays are built around more diverse and multigenerational families than ever before. In this new episode of Absolute Trust Talk, we are joined by psychotherapist and certified coach Tess Brig…
  continue reading
 
House into trust - here’s one thing you should do. At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/…
  continue reading
 
On this episode of the Commercial Real Estate Podcast, hosts Adam Powadiuk and Aaron Cameron speak with Jonathan Gitlin, President and Chief Executive Officer at RioCan Real Estate Investment Trust. Topics covered include: The importance of diversifying portfolios in commercial real estate Construction challenges and rising costs in real estate The…
  continue reading
 
What if you can’t find the original will? At CMS Law Firm we do estate planning, we do it well, and we’d love to talk to you about how you can protect your family, protect yourself, and protect your money. Good news for you is, that’s easy to do. Just click the link and set up a time for your free strategy session - https://cmslawfirm.com/estatepla…
  continue reading
 
Learn more about Ed and the program at www.bikeworks.org === To schedule a Ron & Don Sit Down to talk about your Real Estate journey, go to www.ronanddonsitdown.com ==== Thanks to everyone that has become an Individual Sponsor of the Ron & Don Show. If you'd like to learn more about how that works: Just click the link and enter your amount at https…
  continue reading
 
California just passed a directed trust statute! In this episode of Trust Me!, Michael Rosen-Prinz and David Khanjyan will go over the basic structure of a directed trust, along with the specifics of California’s new directed trust statute. About Our Guests: Michael Rosen-Prinz is a partner at Loeb & Loeb LLP (Los Angeles office). Michael maintains…
  continue reading
 
When the National Association of Realtors announced it had proposed to settle a landmark antitrust suit over real estate agent commissions for $418 million, everyone had questions. The Real Deal's Deconstruct breaks down what is changing — and what is not. TRD reporters Sheridan Wall and Harrison Connery discuss NAR's new rule prohibiting broker co…
  continue reading
 
When we look at the numbers the financial advisor gave us, we realize now that we don't really understand them. Can we trust what she told us? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. T…
  continue reading
 
Loading …

Quick Reference Guide