All Episodes
Episodes
Setting Up the Family for Estate Success
When someone asks an open ended question about establishing an estate plan that sets the family up for success, there are a lot of opportunities. But these steps represent potential opportunities that don’t need to be...
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SPECIAL UPDATE: More on 5 Techniques That Cut Cheating Spouse From The Estate Plan
When recording the previous podcast, we didn't know there was going to be another update, but there was. In this episode, Jeff (admittedly suffering from a cold) reviews how the husband with a terminal diagnosis who...
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5 Techniques That Cut Cheating Spouse From The Estate Plan
A wealthy business man finds out his wife is cheating on him with his business partner the same day the doctors diagnose him with stage 4 pancreatic cancer. He immediately starts making moves to cut her out of his...
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What Happens When Someone Dies With or Without a Will?
Estate Planning is not a one-size-fits-all process with only one solution, but there are a lot of misconceptions around what happens when someone passes on with or without a Will. In this outtake from the full Trust...
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Inheritances in Blended Family Estate Planning
“What’s fair?” is a question I tend to hear in estate planning strategy sessions. This is particularly true when it comes to blended families, because assets brought to the marriage may not be equal and there are...
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Medicaid or Moneyball--Part 4 of 4
When faced with a long term care crisis and the accompanying astronomical monthly costs, families often push to keep doing things the same way they always have, just better or more efficiently. They keep pushing ahead...
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Medicaid or Moneyball--Part 3 of 4
When faced with a long term care crisis and the accompanying astronomical monthly costs, families often push to keep doing things the same way they always have, just better or more efficiently. They keep pushing ahead...
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Medicaid or Moneyball--Part 2 of 4
When faced with a long term care crisis and the accompanying astronomical monthly costs, families often push to keep doing things the same way they always have, just better or more efficiently. They keep pushing ahead...
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Medicaid or Moneyball--Part 1 of 4
When faced with a long term care crisis and the accompanying astronomical monthly costs, families often push to keep doing things the same way they always have, just better or more efficiently. They keep pushing ahead...
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Selling a House DURING the Medicaid Planning Process
Medicaid Planning is complicated enough, but it is also a longer process than many think. But then life intrudes, and sometimes the question is “Can we sell the house during the Medicaid process, or will that mess up...
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5 Warning Signs Parents Might Need Long Term Care Planning
Thanksgiving is a common time of year for families to get together who may not have seen each other in person for months. It is also common for adult children with aging parents to notice a decline in memory and see a...
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DIY Estate Planning, No Logic Required
I frequently review questions and answers on the Reddit for Estate Planning. Many times, there are legitimate questions from people as well as good advice provided. However, I'm frequently reminded that there are a...
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