All Episodes
Episodes
Bank Screws Up Estate Plan?!
What happens when you have been with a partner for 30 years, but were never married because they never divorced their spouse? Despite a solid estate planning strategy with a revocable living trust, one slip up at the...
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Kicked Out!
What does it take for Jeff to kick someone out of his office? In this installment, Jeff puts out the question of whether a child is just clueless about estate planning or are they actively trying to steal the entire...
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The ONE WORD That Can Save Millions After a Spouse Dies
When a spouse passes on, it is never easy. However, among the many tasks that have to happen during this critical time, looking at taxes and expenses now versus in the future can potentially save millions. In this...
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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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