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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News
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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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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, Sueโs 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 sisterโs 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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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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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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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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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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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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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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Do you know what will happen to your loved ones when something happens to you? If you donโt know the answer, or donโt 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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Absolute Trust Talk is your navigational compass that brings together the business of trusts, estate planning, and aging โ your home base to find the knowledge youโre 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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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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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. Valerieโs natural care-giver ten ...
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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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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 โAverage Joeโ 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 someoneโs 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 Klosek Law Offices Podcast" is your guide to understanding estate planning, probate, and trust administration. Presented by the Klosek Law Offices in Northern California, this podcast aims to simplify the complexities of estate law, offering insights and advice for anyone looking to secure their legacy and achieve peace of mind for themselves and their loved ones. Each episode explores different facets of estate planning and administration, from setting up living trusts to navigating pr ...
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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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Is the executor required to give you a copy of the Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #moneyโฆ
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Love, Loss, and Legacy: A Path to Rebuilding Life!
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In this episode, David's is joined by Jeanette Koncikowski, a writer and advocate for widowed parents. Tune is as she shares her journey following the sudden loss of her husband due to a rare epilepsy-related illness. Jeanette shares her personal experiences from her memoir "Shipwrecked," detailing how she navigated the challenging terrain of griefโฆ
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In this episode, Peter Klenk explores the obligations of executors and trustees to provide accounting information to beneficiaries of estates and trusts. Learn about beneficiaries' rights to access this information and practical steps to take if they encounter difficulties in obtaining it.Door Klenk Law
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#264 | ๐ฒ๐๐ฎ๐ป ๐ฎ๐ป ๐๐
๐ฒ๐ฐ๐๐๐ผ๐ฟ ๐๐ฎ๐ฟ๐ป ๐๐ป๐๐ฒ๐ฟ๐ฒ๐๐? If an Executor pays estate expenses out of pocket, can they earn interest on that money when it's repaid? The answer is not a simple "yes" or "no". But we will address why it's not cut and dry based on the role the Executor fulfills. -- Weโre here to help you learn more! Please comment and let us know if you fโฆ
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In this week's episode of the Life, Loss & Legacy podcast, independent financial adviser Jordan Vaka is joined by Kylie Jansen. This discussion centred on the importance of our mindset in all things, but particularly when navigating life's biggest challenges. Kylie helped explain: - Some of the critical elements of personal growth, emphasizing the โฆ
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Real estate and death of spouse - probate required? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #moneyโฆ
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Why should you consider professional legal during the probate process
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastDoor The Dorsey's Network
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Do you have to use inheritance as directed? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #moneyโฆ
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Inherited real estate and mortgage rules. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #moneyโฆ
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Navigating the probate process can feel overwhelming, so what if there was a way to avoid it entirely? In this episode of Absolute Trust Talk, associate attorney Jessica Colbert and managing attorney Kirsten Howe introduce the small estate affidavitโan often overlooked yet highly effective tool for bypassing probate when certain conditions are met.โฆ
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During this show, weโll analyze the concept of un-retirement and what it could mean for your financial strategy.Door Greg Gunther
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Harris vs. Trump: Estate Planning Concerns & The 2024 Election
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As the election approaches, many are wondering how the outcome might affect their finances and taxes- but have you thought about your estate plan? In this episode, Nick covers some of the potential estate planning implications of both candidates and what their policies could mean for you. Tune in to stay informed and prepared. Contact: 513-463-6789โฆ
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Unlocking the Secrets to Healing: How Celebrating Life Transforms Grief!
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In this episode David has a conversation with Jason Harris author of Good Grief: Celebrate Your Life about the delicate dance to handling grief, from personal loss to life's unexpected changes. Jason shares his ideas on how we can better celebrate lives and navigate those tough moments. Stick with us; you'll want to hear this! For David's book, othโฆ
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#270 | ๐ข๐ป๐ฒ ๐๐บ๐ฒ๐ฟ๐ด๐ฒ๐ป๐ฐ๐ ๐๐ต๐ฎ๐ป๐ด๐ฒ๐ฑ ๐๐๐ฒ๐ฟ๐๐๐ต๐ถ๐ป๐ด ๐ We recently learned the hard way that estate planning also needs to include emergency preparedness - from trips to the ER to natural disasters. My personal experience changed how we will approach this with our clients from now on and we truly hope it helps you! -- Weโre here to help you learn more! Please cโฆ
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Welcome back to Absolute Trust Talk! In this exciting episode, associate attorney Jessica Colbert steps into the spotlight for the first time, accompanied by managing attorney Kirsten Howe. Together, they continue the series AB Trusts: Do You Have One? Do You Need One? This episode uncovers the surprising reason many couples have AB trusts without โฆ
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11. Estates and Taxes
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Finalising an estate is both emotionally and structurally complex. And one of the key complexities executors (and beneficiaries) will need to wrestle with is how it's all affected by tax. This is a tough topic - it can be dry, remote and blindingly difficult for a layperson to come to grips with. Which is why I've invited Daniel Vicino and Phil Seaโฆ
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When is the Right Time to Create an Irrevocable Trust? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes
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How to get a Copy of a Will After Someone Dies. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #moneyโฆ
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Do You Need Estate Planning If You have No Assets? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #moneyโฆ
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Why do Health Care Directives Exist? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #moneyโฆ
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How Business Owners Create a Power of Attorney. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #moneyโฆ
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastDoor The Dorsey's Network
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastDoor The Dorsey's Network
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastDoor The Dorsey's Network
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An Example of How NOT to Draft a Will We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #moneyโฆ
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From Heartache to Healing: One Woman's Journey
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In this episode David welcomes Andrea Pomeroy, a poetic voice of resilience and transformation. Andrea, a nurse, author and devoted mother channels her life experiences into poetry offering a window into personal growth amid adversity. Tune in as Andrea shares her insights on using poetry for healing, discussing pivotal poems from her book Memoriesโฆ
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Your Probate Questions Answered - Grandmaโs Farm. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #moneyโฆ
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#268 | What are The Best Tax Options if I Inherit an IRA? So, you've inherited a nice sized retirement account. What should you do with it? Do you cash it out or take payouts over time? Tax laws changed not that long ago and it's good to know our options so we can reduce the tax consequences as much as possible. -- Weโre here to help you learn moreโฆ
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Welcome back to Absolute Trust Talk with Kirsten Howe and associate attorney Jessica Colbert! In this second episode of our AB Trust series, we dive into a vital question: Will your wishes truly be honored? While AB Trusts are a common estate planning tool for couples, they have potential challenges. One significant issue is when the deceased spousโฆ
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#267 | ๐ฆ๐ฝ๐ฒ๐ฐ๐ถ๐ฎ๐น ๐ก๐ฒ๐ฒ๐ฑ๐: ๐๐๐ผ๐ถ๐ฑ ๐ฆ๐๐ฎ๐๐ฒ ๐ฅ๐ฒ๐ฐ๐ผ๐๐ฒ๐ฟ๐ Viewer Question: My mom wants to leave her house to my disabled brother, but we'd like to avoid a state recovery when he dies, so his daughter can get the house. Excellent question. Completely doable, but it has to be done right and there is one very important thing to remember. -- Weโre here to help you lโฆ
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As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.Door Greg Gunther
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The best place to store your estate plan. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes
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#266 | ๐ค๐ฌ๐ฒ๐ฝ. ๐ช๐ฒ ๐๐ฒ๐ฎ๐ ๐๐! How did we beat AI, you ask? In ALL the ways, acutally. See how in this episode and then schedule your free consultation so you can put us to work to protect you, your family and your assets - now and later. -- Weโre here to help you learn more! Please comment and let us know if you found this additional knowledge useful toโฆ
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Can the Executor just Kick You Out of Your House? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #moneyโฆ
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The Hidden Crisis: Why 152 Million Americans and 15 Million Canadians Don't Have a Will
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In this episode David Edey has a conversation with Dr. Thomas William Deans, an expert on family businesses and wills. Did you know that 152 million American and 15 million Canadian adults don't have a will? Tom talks about why talking about family money is so hard and shares how having family meetings can help. He also dives into the tricky topic โฆ
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#265 | What if An Inherited Property is Upside Down? ๐ What can you do if you inherit a house that is worth less than the mortgage and/or liens against it? And yes. A property, even ๐ฎ๐ป ๐ฒ๐๐๐ฎ๐๐ฒ, ๐ฐ๐ผ๐๐น๐ฑ ๐ต๐ฎ๐๐ฒ ๐ฎ ๐ป๐ฒ๐ด๐ฎ๐๐ถ๐๐ฒ ๐ป๐ฒ๐ ๐๐ผ๐ฟ๐๐ต. Much depends on (1) your goals & (2) how upside down the house might be. We'll run through a few different scenarios to helpโฆ
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An Important Consideration if Creating a Medicaid Asset Protection Trust. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #moneyโฆ
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