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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Learn how to protect yourself and your loved ones as we help you navigate the estate planning process.
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Attorney Jones is here to talk about how best to protect your family, assets, and wealth. Pulling stories from his more than 20 years of helping families and business owners protect their assets, create their estate plans, preserve their wealth, and plan for the future. Nobody wants to think about estate planning, but life has a way of sneaking up on you and at any moment something unexpected could happen that will leave you regretting not having acted sooner. So join Attorney James A. Jones ...
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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!
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On this weekly podcast, members of the Johnson McGinnis Elder Care Law & Estate Planning team discuss the tools, techniques, strategies, and services that will help you respond with confidence to the legal, financial, and personal challenges created by long life, chronic illness, and disability.
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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.
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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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This podcast is meant to inform and entertain listeners on the topics of finance, estate planning, taxes, and the beautiful area of Redding, CA and it's people
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Estate Professionals Mastermind is a community of real estate agents, real estate investors, attorneys, fiduciaries, and financial planners aiming to grow their income and achieve financial freedom, all while making an impact in their community. Join our facebook group at https://facebook.com/groups/estateprofessionalsmastermind Bruce Hill, Bill Gross, and guest coaches host weekly group coaching calls with alumni of the Probate Mastery Certification course (ProbateMastery.com), where partic ...
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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
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”Close to Home with Nicole Sullivan” is a thoughtful and informative podcast series where Nicole Sullivan, a seasoned attorney and lifelong Mississippi Gulf Coast resident, provides expert legal insights on topics that matter most to the community. Hosted by Matt Sky, each episode delves into various aspects of real estate, estate planning, and other essential legal matters, offering clarity on complex issues with a focus on local relevance.
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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 ...
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First founded on Instagram in July 2017, (@lawyer_stories,) the Lawyer Stories Podcast discusses lawyers and law students journeys to the practice of law.
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Welcome to New York's Asset Protection Roundtable with Ted Alatsas of Alatsas Law Firm in Brooklyn, New York. Alatsas Law provides one-on-one guidance when you're struggling to resolve family, elder law, asset protection, or bankruptcy concerns. On this show, Ted will explain complex legal concepts in easy-to-understand terms and encourage you to fully participate in the decision-making process so you can face you future with confidence. Join us each episode as we creatively address many iss ...
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The Keeping it Real-Estate Podcast provides educational content for real estate investors, both new and experienced. Mike Roeder and Dan Brisse interview real estate professionals to gain valuable insights into multifamily investing.
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Dive into the world of law with 'Weekly Docket,' hosted by Silberman Law Firm's Phil Silberman. Get the latest on landmark cases, practical law, and a unique perspective on the legal landscape. Join us for a weekly exploration of law like you've never heard it before.
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Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Welcome to Law Talk with the Flock by Goosmann Law Firm! Do complex legal issues hold you back, preventing you from meeting your goals? Let’s get energized and bring clarity to your top legal questions. We are here to help you win disputes, protect your wealth, and spend time on what’s worth it. Our episodes address topics from business deals, complex litigation, finance, employee issues, divorce and family matters, estate planning, and real estate. Jeana Goosmann, CEO, Lawyer, Author, and W ...
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All My Children Wear Fur Coats with attorney, animal advocate and pet mom Peggy Hoyt is a weekly "pawcast" for pet lovers and their furry kids. Favorite topics include animal rescue and welfare, pet loss and grief, estate planning for pets, pet health and wellness, unique pet products, protecting pets in disasters, and animal communication, just to name a few. With more than 200 guests since its creation, All My Children Wear Fur Coats has something for every pet pet parent and animal lover. ...
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Are you ready to secure your financial future and protect your legacy? Welcome to 'The Good Steward Law and Wealth Podcast,' where Attorney Ledly Jennings shares his extensive knowledge and experience in estate planning, elder law, probate, and business planning. This podcast is designed for high-net-worth individuals, family business owners, and anyone committed to effective wealth management and preservation. In each episode, you'll master the latest tools and strategies in estate planning ...
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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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Learn valuable information about the law from Attorney Kenneth Landau and his expert guests concerning all areas of the law including criminal, wills and real estate - and about your right to sue and what to do if you are sued.
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Pennsylvania estate planning attorney Yvette E. Taylor, Esq. explores the extraordinary legacies of ordinary people.
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http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and Best Selling Author Shane Smith shares expert advice on how to Protect Your Family, Your Assets, and Your Peace of Mind
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Todd Whatley is a Certified Elder Law Attorney, practicing attorney and now the Elder Law Coach. His passion is to help attorneys become proficient Elder Law Attorneys. He still practices law with over 22 years of experience with offices in two states. He is the Past President of the National Elder Law Foundation, the ABA accredited certifying organization for the ABA. He LOVES working with new and experienced attorneys to help them have the best job in the world and help a great population. ...
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Dive into the essentials of wealth management with Ian Weiner and Todd Whatley on Wealth For Generations. This podcast brings you concise, expert insights on investment strategies, retirement planning, Estate Planning and financial well-being. This dynamic team of a Certified Financial Planner and Certified Elder Law Attorney are perfect for anyone from beginners to seasoned investors, our episodes focus on empowering you with the knowledge to make informed financial and estate planning deci ...
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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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Michael J. Young, Estate Planning and Elder Law Attorney
Michael J. Young, Estate Planning Attorney
Welcome to the podcast site of Michael J. Young, estate planning attorney. Mr. Young practices in the areas of Estate Planning, Asset Protection, Elder Law and Probates. Cover art photo provided by Jarrett Fifield on Unsplash: https://unsplash.com/@wesailfurther
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In the Unbundled Attorney Mastermind podcast, we interview our provider attorneys and leading experts in the legal industry to identify best practices for fielding internet generated leads. We also discuss how to ethically and effectively offer unbundled legal services and other affordable options in your legal services practice.
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Welcome to "Taking Care of Tutu," the podcast that explores the legal mechanics of how we care for our loved ones and ourselves using the tools of estate planning, probate, and elder law. Join us as we dive into the world of legal intricacies with a touch of aloha spirit. In this podcast, we follow the journey of a dedicated estate planning, probate, and elder law firm as they share insights, stories, and expert advice. They're on a mission to be a one-stop resource in Hawaii for all things ...
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The importance of having a New York Durable Power of Attorney in the face of estate and elder law planning
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If you have questions about an estate plan or how to navigate the probate process, the dedicated probate attorneys at McCulloch & Miller, PLLC, can help. We’ve been a fixture in the Houston probate planning community for over three decades and can anticipate and address the issues that your family may face in the future. Our attorneys are patient, kind, and passionate about helping your family, and we look forward to the opportunity to see what we can do to provide you with certainty and pea ...
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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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A podcast hosted by attorney Brian A. Barboza discussing the areas of Estate Planning, Probate, and Bankruptcy Law. Covers the substantive law and the hot topics in the current world of bankruptcy, estate planning, and probate.
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Welcome to the Del Toro Law Podcast, where attorney Peter Del Toro, managing partner of Del Toro Law, takes you on an enlightening journey through business law, estate planning, healthcare law, probate, trusts, and wills. With his expertise in these specialized fields, Peter Del Toro offers invaluable insights and practical advice to listeners seeking clarity on legal matters. Whether you're a business owner navigating the complexities of corporate law or an individual planning for the futur ...
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Leslie m. Stovall, Esq. tackle a host of changes to the law in Las Vegas and the outside world.
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Down to earth way to learn about family law and divorce in Texas with Attorney Ashley Nicole Green. Each episode will provide answers to FAQ and information about how to navigate Family Law and Divorce in Texas. Ashley Nicole Green, is the managing attorney for the Law Office of A. Green PLLC and she will provide information regarding commonly asked topics surrounding divorce, custody, adoption, and simple estate planning.
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Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.
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Interesting stories from today’s franchisors and entrepreneurs.
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Estate Planning Attorney, and life-long Michigander, Tom Doyle, discusses all things related to Estate Planning & Settlement in Michigan, talks about Michigan events, answers your estate planning and settlement questions, and hosts guest speakers.
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Death is one of life’s certainties. Yet, it’s not easy to contemplate a world that moves on without us. It’s common to feel anxious and have questions. We know because we’ve been helping families, companies, and even top Texas attorneys resolve their disputes with dignity for decades. Welcome to Before You Go…a podcast brought to you by Texas estate, trust, and guardianship attorneys Stacy Kelly and Keith Morris of The Blum Firm. Stacy and Keith are here to provide practical insights, simpli ...
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Amanda Rocha is an estate planning and probate attorney in California. The podcast discusses common questions in these areas as well as key tips. You can expect topics on wills, trusts, conservatorships, probate, asset management, guardianships, financial tips, and more.
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Insight Briefs: An Attorney Discussion is an attorney podcast hosted by Patrick Carlson, JD, LLM (Taxation). Patrick invites experienced and knowledgeable attorneys to speak on the latest in legal strategies, trending topics, practice development, legal marketing, and much more. This podcast promotes discussions that bring up new ideas, questions, and advice for those in the practice of law. Launched in 2017, Insight Briefs is the practical, conversational podcast attorneys have been waiting ...
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Welcome to the Live for Today, Plan for Tomorrow Podcast, your go-to source for insights on mortgages, retirement planning, and real estate. Hosted by Gabe Bodner, a seasoned expert in the mortgage industry, our goal is to simplify complex financial concepts for homeowners and potential buyers. Join us as we explore reverse mortgages and other retirement planning topics, featuring exclusive interviews and expert advice. At the Live for Today, Plan for Tomorrow Podcast, we delve deep into the ...
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On Love In Public, we discuss issues of social, economic, and community justice in a way that is accessible and relatable to everyday people."Justice is what love looks like in public." - Cornell West
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Many individuals choose to rent properties, whether it be for their personal residences or business premises. While this may initially appear cost-effective, it can have detrimental long-term financial implications. Essentially, you are indirectly paying a mortgage. It is time to break free from this cycle and invest in your own residential or commercial property. This show is designed to guide and empower you in strategizing and actualizing Your Real Estate Life. Discover a wealth of knowle ...
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Inside R&E is a podcast hosted by New York City’s leading real estate attorneys who discuss current issues facing developers, owners and operators in the industry. Founded in 1975, Rosenberg & Estis, P.C. is widely recognized as one of New York City’s pre-eminent real estate law firms. R&E provides full-service representation and advice in every aspect of real estate, from performing due diligence and evaluating financing, to handling joint ventures, acquisitions and leasing, construction an ...
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Having casual, chill conversations about important health topics and current events.
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Find the Best Probate Attorney in Houston for Your Estate Planning Needs
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Episode Notes When dealing with the complexities of probate law, having a knowledgeable and experienced probate attorney in Houston can make all the difference. Probate attorney in Houston specialize in managing and settling estates, ensuring that the deceased's wishes are honored and that the process is conducted smoothly and efficiently. Whether …
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#236 | 𝗗𝗼 𝗪𝗲 𝗛𝗮𝘃𝗲 𝘁𝗼 𝗨𝘀𝗲 𝘁𝗵𝗲 𝗦𝗮𝗺𝗲 𝗔𝘁𝘁𝗼𝗿𝗻𝗲𝘆? When someone passes, do you have to use the same attorney that drafted their Trust or Will? What if you don't like or feel comfortable with them? The Administration process can take a while, especially if Probate is required, so here are a few important things to consider before making your final decision…
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#254 | 𝗖𝗮𝗻 𝗬𝗼𝘂 𝗚𝗲𝘁 𝗮 𝗦𝘁𝗲𝗽 𝗨𝗽 𝗙𝗿𝗼𝗺 𝗦𝘁𝗲𝗽 𝗠𝗼𝗺? What happens if you inherit a house from one parent or stepparent but they’re no longer married to your other parent? Will you lose the step-up basis? Will you have to pay capital gains now? Do you need to worry about inheritance tax? We've got you covered. -- We’re here to help you learn more! Please com…
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Listener Q&A: Demystifying Brokerage Statements, Retirement Readiness, and Investment Strategies
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Today, Devin and Alexander are back answering listener questions. Tune in as we explore: Jamie's request for a detailed walkthrough of a monthly brokerage account statement, explaining where to find and understand fees, and demystifying various financial terms in plain English. Carl's situation as a 58-year-old with a diversified $1.1 million nest …
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Understanding Blended Families: Navigating Estate Planning and Unique Challenges Part 2
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Welcome to today's episode, where we dive into the essentials of estate planning with a focus on blended families. We'll explore the critical documents in an estate plan for blended families, the consequences of not having a Will or Trust, and how each can benefit blended families. Plus, we'll discuss planning for minor children, stepchildren, and …
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Non-Compete Ruling Halted, Elon Musk vs. Free Speech, Texas Landlord Laws, Short Sales, and Mask Ban Controversy
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Join Phil Silberman and Austin Black in Episode 32 of the 'Weekly Docket' as they dive into the latest legal news and debates. This week, we discuss a federal judge’s ruling blocking the FTC’s attempt to ban non-compete agreements and Elon Musk’s global free speech controversies igniting legal battles. We also answer key legal questions about how T…
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What Do I Need To Know To Complete My Estate Plan?
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In this episode of The Legacy Talk Podcast, we dive into what you need to know to complete your estate plan. From understanding your assets to selecting beneficiaries and executors, we cover essential information that will make the process easier and more effective. Planning your estate doesn't have to be complicated. Tune in to learn the key steps…
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#253 | $70 Million is Out There. Is Some of it YOURS?
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🤑$𝟳𝟬 𝗠𝗜𝗟𝗟𝗜𝗢𝗡🤑 Is Some of it Yours?! That's how much is sitting out there in unclaimed funds. Could some of it belong to you? Don't get ghosted 👻 by your own cash. Here's where to find it, how to file a claim and go get your money! -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to y…
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Repeat of 04-01-24 See omnystudio.com/listener for privacy information.By Plan Your Estate Radio with Bob Bergman
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Ep 132 Choosing the Right Franchise: Lessons from Franchise Pro Matt Frentheway
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In this episode, we dive deep into the world of franchising with Matt Frentheway, the driving force behind Learn2Franchise.com. Matt is passionate about helping aspiring entrepreneurs navigate the often confusing franchise landscape. Whether you’re curious about becoming a franchise owner or looking to expand your business portfolio, Matt’s insight…
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#252 | Can the Irrevocable be Revoked? You've created an irrevocable trust, your circumstances drastically changed and now you need to access some of those assets. Does this mean you're screwed? It can get complicated but it may be possible. There are definitely a few things you'll want to discuss with your attorney, which we'll outline for you her…
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Ep 193 | Allison Pierre | Innovative Prosecution Consulting is Empowering Prosecutors to use Data Driven Insights
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The Lawyer Stories Podcast Episode 193 features Allison Pierre, CEO at Innovative Prosecution Consulting (“IPC”) located in Washington, DC. Allison is a criminal justice reform advocate empowering prosecutors to make smarter policy decisions with data-drive insights. Allison shares her legal journey beginning with her first job as an Assistant Dist…
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Nancy Schier-Anzelmo and Paula Hertel - Connected Horse
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Join Peggy Hoyt as she welcomes Nancy Schier-Anzelmo and Paula Hertel, founders of Connected Horse. Discover the profound emotional connection between humans and horses. Find out how Connected Horse uses equine therapy to support individuals with dementia and their care partners. Connected Horse is excited to announce its second annual fundraising …
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Optimizing Your Database to Forge Strong Attorney Connections
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Thanks for watching our latest podcast, Optimizing Your Database to Forge Strong Attorney Connections. In this week’s coaching call, Bill Gross, and Probate Mastery students/alumni discuss why getting your real estate license could be a game-changer for investors, starting in probate and real estate investing, and more! #realestate #probaterealesta…
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Join Peggy Hoyt as she converses with Markus Lindblad, head of legal and external affairs at Nicokick, an e-commerce company that provides healthier alternatives to traditional smoking products. Explore the risks of secondhand smoke for pets. Discover effective strategies to protect your furry friends from harmful carcinogens. Support the Show.…
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004: Jackie Boland & AARP Hawaii Want to Help You Age in Place this Saturday!
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Get ahead of the curve in planning for a successful aging journey with insights from Jackie Boland, Community Outreach Director and 29-year employee of AARP Hawaii. Learn about the upcoming Maui Aging in Place Workshops on August 24th, featuring sessions on estate planning, housing options, home modifications, and more. Jackie emphasizes the critic…
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#251 | 𝗛𝗼𝘄 𝗠𝗲𝘀𝘀𝘆 𝗖𝗼𝘂𝗹𝗱 𝗶𝘁 𝗚𝗲𝘁? If you choose an executor or trustee and they pass away before you, what happens to your estate plan? This can happen, especially for those who choose siblings or trusted agents that are from their generation or older. The key is making sure your plan has fail-safes built in like the ones in this episode. -- We’re her…
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Episode 233: Property Tax Relief and Freeze Program
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Did you know there is a program that can help alleviate the tax burden for some Nashvillians? Elder Care Coordinator Pati Bedwell speaks with Metro Trustee Erica Gilmore about the Property Tax Relief and Property Tax Freeze program.By Johnson McGinnis Elder Care Law & Estate Planning
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Welcome to Good Steward Law and Wealth with your host, Ledly Jennings. In today's episode, we dive into why probate can be a significant burden. Ledly begins by defining probate and outlining when it occurs. He then delves into the four major problems associated with probate, supported by real-life examples illustrating how time-consuming and costl…
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Ep. 1 - Introduction to the Good Steward Law & Wealth
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Welcome to the first episode of Good Steward Law and Wealth, hosted by Ledly Jennings of L. Jennings Law in Little Rock, Arkansas. In this inaugural episode, Ledly introduces what you can expect from the podcast and delves into the four core principles that form the foundation of his law firm. Drawing inspiration from the biblical Parable of the Ta…
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Today’s episode of Good Steward Law and Wealth, hosted by Ledly Jennings, founder of L. Jennings Law in Little Rock, Arkansas, focuses on Revocable Trusts, highlighting their primary benefits: avoiding probate and ensuring your assets are distributed according to your wishes. Estate planning is crucial for protecting the wealth you’ve worked hard t…
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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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Ep #3 | Tips and Tricks in Today's Mortgage Market
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Sabrina Schmitt, a lending expert from Prime Lending, discusses the current state of interest rates and the housing market. She explains that interest rates are influenced by bond markets and the decisions of the Federal Reserve. While rates have been increasing, there is anticipation of a rate cut in the near future. Sabrina also highlights the va…
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Ep 131 How Tip Top K9 Became the "Top Dog" in Dog Training Franchises
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On episode #131, I sit down with the founder of Tip Top K9 Mr. Ryan Wimpey, one of the fastest-growing dog training franchises in the nation. With a proven track record of turning unruly pups into well-behaved companions, Tip Top K9 has developed a unique approach that blends industry-leading training methods with strong business principles. We div…
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#250 | What if My Beneficiary Passes Before I Do?
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#250 | 𝗪𝗵𝗮𝘁 𝗶𝗳 𝗠𝘆 𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝘆 𝗣𝗮𝘀𝘀𝗲𝘀 𝗕𝗲𝗳𝗼𝗿𝗲 𝗜 𝗗𝗼? You could be covered, need a simple update or possibly an entire new plan. Much depends on how your estate plan was set up in the first place. Does your plan have the protections outlined in this episode? -- We’re here to help you learn more! Please comment and let us know if you found this addition…
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The Shifting Landscape of Non-Competes and Protecting Your Business
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In this episode of Law Talk with the Flock, Jeana Goosmann delves into the evolving world of non-competes, especially in light of the FTC's upcoming ban set to take effect on September 4. With potential federal lawsuits on the horizon, businesses must stay ahead of the curve. Jeana discusses key legal issues surrounding the ban, the importance of s…
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EP145 The Power of NNN Leases with Kyle Schlangen
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Kyle Schlangen began investing in commercial real estate in 2006 in the Midwest market and has since acquired assets nationwide. Since then, Kyle's company has gone full cycle on 15+ investments and continues to purchase assets. Tune in to hear about Kyle's approach to finding great NNN lease investments. Keeping it Real Estate is brought to you by…
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From Crisis to Clarity: How We Helped These Clients Overcome Medicaid Challenges
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In this episode, attorney Bill Miller discusses how his firm helps families who have a loved one going into a nursing home and how their planning can help protect assets. He shares three different scenarios of families they have helped, highlighting that asset protection planning is not just about protecting money for the next generation, but also …
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Planning Ahead: Understanding Medicaid Asset Recovery and Estate Planning in North Carolina
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Can Medicaid really take back the assets you thought were protected after a loved one passes away? Discover the crucial answers in our latest episode featuring Attorney Brenton Begley and associate Samantha Gordon of McIntyre Elder Law. We explore the intricacies of Medicaid asset recovery, focusing on how Medicaid can place a lien on a probate est…
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#249 | Is it an Asset or Income? In estate planning it makes a huge difference! Whether or not you're retired is a major factor in which plan might be right for you. The devil's in the details! -- 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 y…
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Listener Voicemails: Social Security, Trusts, and IRA Math Mysteries
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In this episode we’re answering listener voicemails and tackling some tough questions about Social Security, RMDs, estate planning, and more. First up, we help Diane, whose husband is a minister, figure out why his Social Security benefits don’t include his housing allowance, even though he pays taxes on it. Then, we talk through a listener’s conce…
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Many individuals choose to rent properties, whether it be for their personal residences or business premises. While this may initially appear cost-effective, it can have detrimental long-term financial implications. Essentially, you are indirectly paying a mortgage. It is time to break free from this cycle and invest in your own residential or comm…
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Leaving an Inheritance to Your Child's Spouse: Pros and Cons as a Lapse Beneficiary
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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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CrossFit Tragedy Highlights Liability Risks, Meta’s $1.4B Payout, Restraining Orders, Suing Doctors, and Uber’s Contractor Victory
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Join Phil Silberman and Austin Black in Episode 31 of the ‘Weekly Docket’ as they discuss the tragic drowning of a CrossFit athlete during an event in Fort Worth, raising serious questions about liability and safety. Explore Meta's record-breaking $1.4 billion settlement with Texas over facial-recognition privacy violations. Get insights into how r…
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Estate Planning Myths Debunked: The 'Simple' Estate Misconception
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In this episode of The Legacy Talk Podcast, we tackle common estate planning myths and reveal the truths behind them. From the belief that only the wealthy need an estate plan to the misconception that a will is all you need, we debunk these myths and provide clear guidance. Learn how proper estate planning can benefit everyone, streamline the dist…
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#248 | Where Should You Keep the Originals? Imagine your family tearing apart your house to try to find a Will. Or what if your attorney retires or worse, passes away? 𝗪𝗵𝗲𝗿𝗲 𝗶𝘀 𝘁𝗵𝗲 𝘀𝗮𝗳𝗲𝘀𝘁 𝗽𝗹𝗮𝗰𝗲 to store your original documents 𝘈𝘕𝘋 make sure that 𝘆𝗼𝘂𝗿 𝘁𝗿𝘂𝘀𝘁𝗲𝗱 𝗮𝗴𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 them? Find out why your home filing cabinet is probably NOT the best plac…
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Ep 192 | Liana Zavo | Build Your Authority With ZavoMedia, New York's Top PR Firm
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The Lawyer Stories Podcast Episode 192 features Liana Zavo, Founder & CEO ZavoMedia PR Group. Liana is a PR Expert, Crisis and Reputation Manager, Forbes Thought Leader & Contributor, located in New York City. Liana shares with us that she is a second generation journalist, inspired by her grandmother who was a journalist in Russia. Liana is passio…
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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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#247 | 🗣️ 𝗪𝗵𝗼 𝗦𝗵𝗼𝘂𝗹𝗱 𝗬𝗼𝘂 𝗧𝗲𝗹𝗹 𝗔𝗯𝗼𝘂𝘁 𝗬𝗼𝘂𝗿 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻?
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#247 | 🗣️ 𝗪𝗵𝗼 𝗦𝗵𝗼𝘂𝗹𝗱 𝗬𝗼𝘂 𝗧𝗲𝗹𝗹 𝗔𝗯𝗼𝘂𝘁 𝗬𝗼𝘂𝗿 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻? You've done the work. Your estate plan is in place. Now, who needs to know? There are 𝗮𝘁 𝗹𝗲𝗮𝘀𝘁 𝟱 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 that you'll want to talk to now. So 𝘄𝗵𝗼 should you share with, 𝘄𝗵𝗲𝗻 should you talk to them and 𝗵𝗼𝘄 𝗺𝘂𝗰𝗵 𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 do you want to divulge? Watch this video to find out! -- We’re he…
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Mailbag: What Happens If I Cannot Locate My Parents' Original Will?
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We've got a mailbag episode for you today! In this edition, Jasper asks why his parents might not have kept their original will, how he can locate it, and what happens if the original cannot be found. Nora asks how to prevent potential conflicts among her children over inheriting and maintaining the family lake house after she and her spouse pass a…
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Essential Steps to Gaining Traction in Your Real Estate Business
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#realestate #wholesalerealestate #realestatecoaching #realestateinvesting #probaterealestate In this week’s coaching call, Bruce Hill, Bill Gross, and Probate Mastery students/alumni discuss baby-stepping into the business, gaining traction in business, and more! If you are exploring the idea of building a probate niche in your real estate business…
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#246 | What Happens if I Forget to Fund My Trust?
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#246 | What Happens if I Forget to Fund My Trust? 𝗪𝗵𝗮𝘁 𝗛𝗮𝗽𝗽𝗲𝗻𝘀 𝗶𝗳 𝗬𝗼𝘂 𝗡𝗲𝘃𝗲𝗿 𝗙𝘂𝗻𝗱 𝗬𝗼𝘂𝗿 𝗧𝗿𝘂𝘀𝘁? Funding is when you transfer assets into the trust. So, what happens if someone has a trust but they 𝗻𝗲𝘃𝗲𝗿 𝗳𝘂𝗻𝗱 it or they 𝘂𝗻𝗱𝗲𝗿𝗳𝘂𝗻𝗱 it? This is one of the most common estate planning mistakes we see, so this one is a must-see! -- We’re here to help you lea…
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The Good Steward Law and Wealth Podcast Trailer
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Are you ready to secure your financial future and protect your legacy? Welcome to 'The Good Steward Law and Wealth Podcast,' where Attorney Ledly Jennings shares his extensive knowledge and experience in estate planning, elder law, probate, and business planning. This podcast is designed for high-net-worth individuals, family business owners, and a…
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What is an MDS Coordianator? How does a person in this role work with families of older adults in nursing homes? In this episode, Elder Care Coordinator Pati Bedwell speaks with Marquita Oglesby, an MDS Coordinator for Spring Meadows Health Care Center in Clarksville, about her role and why families should get to know their loved ones’ MDS Coordina…
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Ep 130 Dr. Jake Baker and I Discuss The Health Threat Living Inside Us
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Join us for an enlightening conversation with Dr. Jake Baker, a seasoned media professional, entrepreneur, and academic with a remarkable career that spans decades. Dr. Baker, who holds doctorates in both Divinity and Ministry, has spent over 35 years as the voice behind "The Baker Report," a radio program that delves into history, prophecy, and cu…
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Maximizing Business Value: Expert Strategies for a Profitable Exit and Legacy Planning
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Unlock the secrets to maximizing your business's value with insights from our special guest, Barbara Taylor, a renowned business consultant and broker. In this episode of Wealth for Generations, we promise to equip you with invaluable strategies for prepping your business for sale. Barbara shares her expertise on understanding your business's true …
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Understanding Blended Families: Navigating Estate Planning and Unique Challenges Pt. 1
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In this episode, we're diving into the world of blended families, uncovering the unique challenges they face in estate planning. From juggling the needs of biological and stepchildren to ensuring fair distribution of assets, we'll explore the emotional and financial intricacies that can arise when two families blend into one. Join us as we provide …
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Protecting Your Wealth: Navigating Medicaid Crisis and Long-Term Care Planning
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Can sudden illness or injury devastate your financial stability? Discover essential strategies to protect your hard-earned assets from the exorbitant costs of long-term care in our deep dive into Medicaid crisis planning. We break down the myths surrounding Medicaid asset limits and discuss how legal guidance can ensure your wealth, including real …
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