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Estate Planning Strategies

Christopher Small

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Еженедельно+
 
Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Navigating Estate Planning With Rose Harper Law

navigatingestateplanningwithroseharper

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Leaving a Legacy: Navigating Estate Planning with Rose Harper Law is a podcast dedicated to making estate planning simple and accessible. Hosted by legal experts, each episode breaks down essential topics to help you protect your loved ones, minimize stress, and ensure your legacy is secure.
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The Strongroom Radio - Estate Planning Conversations

The MacMillan Estate Planning Team

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Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance. MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, ...
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We’ll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
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Complete Estate Planning

Nick Rosenbauer

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Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
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The Verdict: Estate Planning Through Film

Farella Braun + Martel LLP

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Welcome to The Verdict: Estate Planning Through Film podcast by Farella Braun + Martel’s Private Client Group. In each episode, Farella Family Wealth Partner Hons Yung and his guest will provide an entertaining look at family wealth and estate planning topics through well-known Hollywood movies. Along with thought-provoking discussions of real-world legal issues, the episodes will include lively conversations about the movie itself, including fun facts, favorite scenes, and more. And lastly, ...
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Everything Estate Planning

Valerie Zammitti

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Ежедневно
 
Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
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Repair The Roof - Estate & Retirement Planning Podcast

Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group

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Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC and Gudorf Financial Group, LLC in Dayton, Ohio. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifica ...
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Welcome to *Legacy Protected*, the podcast by The Soto Law Group, dedicated to empowering Southern California families and business owners through essential insights on estate planning, probate, trust and probate litigation, and trust administration. In each episode, we’ll demystify the complex legal landscape that surrounds asset protection, inheritance preservation, and care for vulnerable family members. We'll answer questions such as: - What is the difference between a Will and a Trust, ...
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Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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Welcome to "Taking Care of Tutu," the podcast that explores the legal mechanics of how we care for our loved ones and ourselves using the tools of estate planning, probate, and elder law. Join us as we dive into the world of legal intricacies with a touch of aloha spirit. In this podcast, we follow the journey of a dedicated estate planning, probate, and elder law firm as they share insights, stories, and expert advice. They're on a mission to be a one-stop resource in Hawaii for all things ...
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Future Focused: Sophisticated Estate Planning

Wiggin and Dana LLP's Erin Nicholls and Michael Clear

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Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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28 minute-Advanced Biblically-Based Estate Planning

Copland Financial Ministries

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Biblically-Based Estate Planning to help you avoid the long-term effects of financial mismanagement. Learn how to plan your financial future through estate planning, investments and insurance. Learn what exactly is advanced estate planning and how it can help you protect the people in your life.
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Tax & Estate Planning Law

Barry Gardiner

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Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.
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This is a podcast by Josh Key, owner and managing attorney of Key Law. Key Law is an Alabama law firm that takes the headaches out of estate planning and probate so that families can focus on what's important. This podcast will examine and explain estate planning and probate strategies and concepts, from a real lawyer, to help you determine how to get the best estate plan for you and your family.
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California Estate Planning and Probate

Amanda Rocha

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Amanda Rocha is an estate planning and probate attorney in California. The podcast discusses common questions in these areas as well as key tips. You can expect topics on wills, trusts, conservatorships, probate, asset management, guardianships, financial tips, and more.
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New Jersey Estate Planning Daily

David Campanile

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New Jersey Estate Planning Daily is the internet's most passionate show about New Jersey estate planning and probate. Hosted by David Campanile, owner of Campanile Law LLC, New Jersey Estate Planning Daily exists to talk about everything under the sun related to estate planning and probate, including: Last Will & Testament; Powers of Attorney; Living Will; Advanced Healthcare Directive; Medical Powers of Attorney; Revocable Trusts; Irrevocable Trusts; Special Needs Trusts; Medicaid Planning; ...
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SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning

Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
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As a practicing lawyer, and former probate judge, I work with individuals and families regarding Wills, trusts, Power of Attorney documents, estate planning and probate matters. These are important decisions. This podcast will provide insights and information about topics you should consider. It's my hope that these episodes will help you to better understand probate and estate administration laws in Kentucky. I hope you'll find the discussions easy to understand and at times, humorous. Disc ...
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Trust Us: Estate Planning Wisdom

Danielle Friedman, Herb Fineburg, & Max McCauley, Offit Kurman

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Welcome to “Trust Us: Estate Planning Wisdom,” the podcast where we unravel the complexities of estates and trusts to empower you with the knowledge needed for effective legacy planning. This podcast is your guide through the intricate landscapes of wills, trusts, and probate. Thank you for joining us — we hope you find the discussions informative, but remember, when it comes to legal matters, always consult with a qualified attorney regarding your specific case. Podcast Legal Disclaimer Wel ...
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Learn all about investing in real estate in Brownsville, Texas with a combination of real estate financial planning and modeling with numbers specific to Brownsville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Brownsville).
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Learn all about investing in real estate in Roseville, California with a combination of real estate financial planning and modeling with numbers specific to Roseville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Roseville).
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Learn all about investing in real estate in Lewisville, Texas with a combination of real estate financial planning and modeling with numbers specific to Lewisville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Lewisville).
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Learn all about investing in real estate in Evansville, Indiana with a combination of real estate financial planning and modeling with numbers specific to Evansville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Evansville).
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Learn all about investing in real estate in Huntsville, Alabama with a combination of real estate financial planning and modeling with numbers specific to Huntsville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Huntsville).
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Learn all about investing in real estate in Sunnyvale, California with a combination of real estate financial planning and modeling with numbers specific to Sunnyvale plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Sunnyvale).
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Learn all about investing in real estate in Worcester, Massachusetts with a combination of real estate financial planning and modeling with numbers specific to Worcester plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Worcester).
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Learn all about investing in real estate in Clarksville, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Clarksville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Clarksville).
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Learn all about investing in real estate in Lafayette, Louisiana with a combination of real estate financial planning and modeling with numbers specific to Lafayette plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Lafayette).
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Learn all about investing in real estate in Chesapeake, Virginia with a combination of real estate financial planning and modeling with numbers specific to Chesapeake plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Chesapeake).
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Learn all about investing in real estate in Knoxville, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Knoxville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Knoxville).
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Learn all about investing in real estate in Centennial, Colorado with a combination of real estate financial planning and modeling with numbers specific to Centennial plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Centennial).
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show series
 
Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Huntsville. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faste…
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#361 | 𝗗𝗼𝗻'𝘁 𝗧𝗮𝗸𝗲 𝗜𝘁 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗹𝘆: 𝗔 𝗟𝗲𝘀𝘀𝗼𝗻 𝗧𝗵𝗮𝘁 𝗖𝗵𝗮𝗻𝗴𝗲𝘀 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 Ever feel blindsided by someone's harsh words or behavior? This week's reflection dives into a powerful truth from "𝘛𝘩𝘦 𝘍𝘰𝘶𝘳 𝘈𝘨𝘳𝘦𝘦𝘮𝘦𝘯𝘵𝘴" by Don Miguel Ruiz — and it might just revolutionize how you handle conflict. Discover how personal growth intersects with everyday challenges. 🎓 L…
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Are you saving so much for retirement that it’s squeezing your life today? In this episode, Sean answers a viewer question about finding the right balance between preparing for the future and living fully in the present. Can you save too much? Are you over-saving at the expense of living now? Sean addresses the listener's concern that he’s maxing o…
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When markets are shaky, it’s tempting to pull your money out and “wait for things to settle.” But what if that instinct could cost you in lost growth? In this episode, Frank shares compelling statistics on what happens when investors miss the best days in the market, and how a few wrong moves could potentially reduce your long-term returns. Here’s …
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At Bellomo & Associates, our commitment to education extends beyond our clients. We learned long ago that professionals locally and across Pennsylvania can also benefit from practical education in estate planning and elder law. Our free professional boot camps differentiate us from most other law firms. As Jeff describes the essential topics we cov…
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Maui-raised entrepreneur Tiffany Chou tells us about the creation of Depo Market—a mission-driven retail space in Wailuku, Maui, and online, employing adults with disabilities. Our conversation explores Tiffany’s journey as a caregiver, entrepreneur, and disability rights advocate. We follow Tiffany and her brother Chris's venture into the jewelry …
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In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.…
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As markets stumble, Danny offers a clear-eyed look at how retirees and pre-retirees can protect their futures. From smart portfolio adjustments to emotional discipline, he lays out practical steps for staying the course—and even finding opportunity—when volatility hits. Takeaways Market crashes trigger our fight or flight response. The recent marke…
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Episode Summary: In this episode of "Leaving a Legacy," host Sophia Morales and estate planning expert Rose Harper discuss the critical importance of estate planning for business owners. They explore common mistakes, essential documents, and practical steps for protecting both business and personal assets. Rose provides valuable insights on wills, …
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In this episode of Navigating Estate Planning with Caress Law, host Tammi Caress discusses a critical and often overlooked detail in estate planning: the importance of naming your trust as an insured party on your homeowner’s insurance policy. Drawing from recent real-world events, including insurance complications following the Los Angeles County …
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Welcome to *Legacy Protected*, the podcast by The Soto Law Group, dedicated to empowering Southern California families and business owners through essential insights on estate planning, probate, trust and probate litigation, and trust administration. In each episode, we’ll demystify the complex legal landscape that surrounds asset protection, inher…
  continue reading
 
Welcome to The Verdict: Estate Planning Through Film. I'm Hons Yung, and today I’m joined by Farella Senior Associate Taylor Porter to discuss the movie Mamma Mia! With ABBA's blend of pop, rock, and disco setting the tone, Taylor and I discuss some of the common estate planning issues blended families face and the importance of keeping estate plan…
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Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Mobile. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster an…
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Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Tampa. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster and…
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Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Lafayette. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster…
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Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Chesapeake. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faste…
  continue reading
 
Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Lewisville. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faste…
  continue reading
 
Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Roseville. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster…
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Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Surprise. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster …
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Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Evansville. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faste…
  continue reading
 
Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Knoxville. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster…
  continue reading
 
Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Chicago. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster a…
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Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Worcester. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster…
  continue reading
 
Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Brownsville. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence fast…
  continue reading
 
Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Eugene. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster an…
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Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Irving. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster an…
  continue reading
 
Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Tempe. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster and…
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Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Glendale. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster …
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Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Billings. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster …
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Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Centennial. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faste…
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Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Roanoke. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster a…
  continue reading
 
Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Spokane. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster a…
  continue reading
 
Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Sunnyvale. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster…
  continue reading
 
Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Clarksville. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence fast…
  continue reading
 
Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in Irvine. This class is Module 34 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster an…
  continue reading
 
#360 | 𝗗𝗲𝗮𝘁𝗵 𝗧𝗮𝘅 𝗥𝗲𝗽𝗲𝗮𝗹? 𝗪𝗵𝗮𝘁 𝗜𝘁 𝗖𝗼𝘂𝗹𝗱 𝗠𝗲𝗮𝗻 𝗳𝗼𝗿 𝗬𝗼𝘂𝗿 𝗙𝗮𝗺𝗶𝗹𝘆 A new proposal in Congress is stirring up conversation — the Death Tax Repeal Act of 2025. It’s not law (yet), but it could ignificantly alter the way wealth is transferred across generations and how families plan for their financial futures. Interestingly, the proposed changes might simpl…
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When someone passes away, their bills and debts don’t just disappear, but that doesn’t mean their family has to rush to pay everything immediately. In this episode, we explain how debts are handled after death, what families (especially executors) need to do, and what to expect if no one has access to the deceased’s money yet. We’ll also clear up c…
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#359 | 𝗖𝗮𝗻 𝗮𝗻 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗝𝗲𝗼𝗽𝗮𝗿𝗱𝗶𝘇𝗲 𝗗𝗶𝘀𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀? When a loved one with disabilities is poised to receive an inheritance, even well-meaning actions can lead to unintended consequences—particularly when it comes to government benefits. Understanding the options available is crucial to safeguarding these benefits while ensuring the inheritanc…
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In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.…
  continue reading
 
In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.…
  continue reading
 
In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.…
  continue reading
 
#358 | How Soon Should You Start Probate? When a loved one passes, it’s natural to feel like you have to do everything immediately. However, is it necessary to initiate the probate process right away? This short podcast delves into the optimal timeline for starting probate, as well as the potential consequences of delaying the process. ⚖️ Timing ma…
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