All Episodes
Episodes
Revocable Living Trusts and Family Limited Partnerships: Coordinating Business and Estate Strategies
With investments and businesses booming over the last few years and the federal estate tax limits being cut in half in a few years, business owners are looking for ways to reduce or eliminate potential estate taxes. A...
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Who's On The Team?
When the financial and legal professionals in your life work together, it leads to better outcomes. No one person can be an expert in everything, and it is the balance of legal, financial, tax, and insurance knowledge...
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Electronic Will Signings? An Estate Planning Disaster Waiting to Happen
One of the "benefits" of the recent lockdowns (if you can really call it a benefit) is a leap in the public's technological skills in staying connected remotely. This also led people to expect to continue to doing...
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How Estate Planners Become Rockstars
It's not as simple as passing the state bar. Unfortunately, many attorneys who focus in different areas of law just assume they can handle estate planning because they downloaded some templates. However, getting the...
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5 Toxic Lawyer Schemes: How Many Estate Planning Firms Put Business Ahead of Clients?
Estate Planning attorneys are essential guides in the legal complexities, however, in the business side, the pursuit of profit can overshadow clients' best interests.
In this latest podcast episode, Jeff discussed 5...
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The ABCs of Disinheriting Uncle Sam
Married couples have a massive opportunity to protect against unnecessary taxes and to keep Uncle Sam out of their estate by using a joint revocable living “ABC” trust. But how do these subtrusts work, and how do they...
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5 Things in Every Good Power of Attorney
In this episode, we break down the essential elements of a Financial Power of Attorney. Not all POAs are created equal, and understanding these key provisions is crucial for securing your finances during challenging...
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2024 Death Taxes Explained
What exactly are "Death Taxes," and how have they been updated in 2024?
In this week's podcast episode, we explore estate, gift, generation-skipping, and inheritances taxes at the federal and state levels that can...
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The Truth About Gun Trusts
An explanation of Gun Trusts plus an interview with Attorney Jessica Metry on the ins and outs of Gun Trusts.
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10 Medicaid Myths
Busting 10 Medicaid Myths! đźš«
Join me, as I debunk common misconceptions about Medicaid and long-term care costs. Parents facing potential care needs can be hit with around $10,000 monthly expenses, prompting a quest...
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Adulting Starter Pack Level 1: A Basic Estate Plan
A good “Estate Starter Pack” is to put in place the Big Five Documents of a basic estate plan; Last Will and Testament, Durable General Power of Attorney, Health Care Power of Attorney, Nomination of Conservator, and...
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'Twas the Night Before Probate
Unfortunately, this creative writing post mirroring "The Night Before Christmas" was based on a true probate story.
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