All Episodes
Episodes
Is The Power of Attorney is Defective?
We get the calls all of the time about how a power of attorney was "defective" because the bank wouldn't accept it. However, in many cases the power of attorney is just fine, but the person trying to use it isn't...
View Episode
Stretching an Inheritance Over a Lifetime--Part 2 of 2
The income taxes on a beneficiary when they inherit a retirement account can be astronomically high. A half a million IRA can add more than $50,000 a year to the beneficiaryā€™s taxable income each year for a...
View Episode
Stretching an Inheritance Over a Lifetime--Part 1 of 2
The income taxes on a beneficiary when they inherit a retirement account can be astronomically high.
A half a million IRA can add more than $50,000 a year to the beneficiaryā€™s taxable income each year for a decade....
View Episode
Stranded! 3 Planning Lessons From Hurricane Helene
The recent devastation in Western North Carolina, Eastern Tennessee, and other part of the country left a lot of people stranded without even the basic necessities.
I was personally caught up in that for about 48...
View Episode
Medicaid Planning 3 Steps Ahead
When it comes to Medicaid Planning for a family, many attorneys and planners look no further than the client needing care. This one-step thinking can often lead to the clientā€™s original goal of protecting their home...
View Episode
Basics of Trust Funding--Part 2 of 2
One of the biggest problems in estate planning is client who want to avoid probate get a revocable living trust... and then fail to fund their trust the right way.
In this recorded session from a basic estate planning...
View Episode
Basics of Trust Funding--Part 1 of 2
What should go into a revocable living trust?
Do bank accounts?
IRAs and 401ks?
What about real estate?
In this recorded session from a basic estate planning conference, Jeff reviews the different types of assets with...
View Episode
Fund Your Will?
Does your will ACTUALLY control your estate?
The answer is not as simple as it may seem, and it matters whether or not the asset ends up in probate.
In this podcast episode, Jeff reviews how different assets need to...
View Episode
Just the FAQs
A review of basic estate planning terms and concepts, from definitions, different types of documents, and how things work with probate. (Sorry, this one is in an AI voice because we're working on some big things for...
View Episode
Professional Medicaid Planning Failures--Part 2 of 2
Losing the house to the nursing home?
Having to go to court for Mom's guardianship because Dad died?
Losing everything the parents worked for because *both* parents now need Medicaid?
And realizing all of these...
View Episode
Professional Medicaid Planning Failures--Part 1 of 2
Losing the house to the nursing home?
Having to go to court for Mom's guardianship because Dad died?
Losing everything the parents worked for because *both* parents now need Medicaid?
And realizing all of these...
View Episode
8 Ways to SAVE Money Gifting to Charities
In this interview with Mike Brooks of Safe Asset Financial, Jeff discusses 8 specific techniques around Planned Giving that can benefit the giver, their family, and charities all at the same time.
The rundown of the...
View Episode
