All Episodes
Episodes
Trump Indicted!
A review of what the 34 count indictment against Donald Trump by the Manhattan Grand Jury means and doesn't mean.
View Episode
Locking Up Inheritances?
Giving a large inheritance to a young adult can be disastrous, but how far should you go in locking it up? In this podcast, Jeff reviews different estate planning options and just how much protection can be provided....
View Episode
Who Gets the Kids? Guardianship in Blended Families
A major topic in blended family estate planning is who should get guardianship of the children? The answers is not straightforward, but it can be. In this installment, Jeff reviews the main considerations when...
View Episode
Momma’s Boy?! Athlete's Wife Loses in Divorce Because His Wealth is in His MOTHER's Name
In what is being hailed as a brilliant, protective move to save himself from losing in a divorce, soccer sensation Achraf Hakimi has been consistently directing his fortune to his mother’s name rather than...
View Episode
Heir Raid! The Howard Hughes Probate Debacle
Airline and real estate magnate Howard Hughes lived an eccentric life and left behind an equally crazy estate mess to clean up. In this podcast, Jeff reviews a Washington Post article from 1981 about the billionaire’s...
View Episode
Child's Pet Goat Seized by Police and Murdered?!
What happens when the government wants to "teach a lesson" to a 9 year-old by murdering her pet goat? A lawsuit. A lawsuit is what happens. In this episode, Jeff reviews and comments on an enraging contract dispute...
View Episode
The Power of Attorney Doesn't Work! (With an Account in a Trust)
You need to use the right tool for a specific job. When it comes to estate planning with a revocable living trust, there are multiple tools involved. If an account is rightly titled in a revocable living trust, then...
View Episode
When an Unequal Estate is Fair
Sometimes being fair does not mean being equal, and this often happens in estate planning. If one of two children got full scholarships for all of their education, but the other had the parents pay for expensive...
View Episode
Why Avoid Probate?
A common question when people begin looking at estate planning is whether or not one of their main goals is to avoid the probate court process. In this installment, Jeff reviews this exact question from a Reddit...
View Episode
7 Living Trust Mistakes
A revocable living trust can be a great estate planning vehicle that keeps your assets out of probate and minimizes settlement costs. However, there are (at least) seven big mistakes that Jeff has seen when it comes...
View Episode
Inheritance Destroys Marriage
Can inheriting a lot of money actually destroy a marriage? In this podcast, Jeff reviews one woman’s turmoil when her husband leaves her after he receives an inheritance. This leads to the question: can inheritances...
View Episode
How to Disinherit a Child From an Estate Plan
Should you just leave a disinherited child a dollar? No! In this podcast, Jeff goes through the main principles in cutting out a child from an estate plan in a way that doesn’t complicate things.
For the YouTube video...
View Episode
