All Episodes
Episodes
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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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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