All Episodes
Episodes
Igniting a Charitable Planned Giving Program
Charities and Non-Profits are often so busy fundraising for existing costs that they "never get around to" creating a planned giving program that can provide long term financial stability.
This podcast reviews a way...
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Hibernation
Three weeks off sounds like a really long time to take a "vacation," but for what I do with my law firm, estate planning, and all of the educational materials I put out to the public, this type of break (and the time...
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Changing Course: 5 Concepts in Amending a Trust
Amending a trust should be an easy process, right?
In most cases and circumstances, it is easy but also easy for people to make mistakes. In even a few recent cases, these concepts are even eluding attorneys. A...
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5 Triggers for Estate Planning
People don’t always plan ahead the way they need to, and it’s pretty easy to put off uncomfortable topics like estate planning. That is, until one tragedy or another gives my clients that added push to come in and...
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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...
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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 beneficiary’s taxable income each year for a...
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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 beneficiary’s taxable income each year for a decade....
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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...
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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 client’s original goal of protecting their home...
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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...
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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...
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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...
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