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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.
 
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.
 
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, ...
 
Repair The Roof, a legal podcast hosted by Ted Gudorf of Gudorf Law Group, LLC. The show focuses on legal issues relating to estate planning, wills and trusts, elder law and other business topics, especially related to people and families in Ohio. Ted will teach you about protecting your family legacy through comprehensive estate planning and asset protection.
 
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Future Focused: Sophisticated Estate Planning

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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 ...
 
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.
 
Topics and conversation about estate planning and how to ensure your family, your wealth and your legacy are truly protected, no matter what happens. We'll discuss tools and techniques for complete planning, common misconceptions and mis-steps that cost families countless heartache, headaches and money, and we'll feature guests for a variety of topics and viewpoints surrounding estate planning, legacy, asset preservation and asset protection.
 
Welcome to the podcast site of Michael J. Young, estate planning attorney. Mr. Young practices in the areas of Estate Planning, Asset Protection, Elder Law and Probates. Cover art photo provided by Jarrett Fifield on Unsplash: https://unsplash.com/@wesailfurther
 
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 ...
 
Learn all about investing in real estate in Corona, California with a combination of real estate financial planning and modeling with numbers specific to Corona plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Corona).
 
Learn all about investing in real estate in Los Angeles, California with a combination of real estate financial planning and modeling with numbers specific to Los Angeles plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Los Angeles).
 
Learn all about investing in real estate in Billings, Montana with a combination of real estate financial planning and modeling with numbers specific to Billings plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Billings).
 
Learn all about investing in real estate in Metairie, Louisiana with a combination of real estate financial planning and modeling with numbers specific to Metairie plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Metairie).
 
Learn all about investing in real estate in Bellevue, Washington with a combination of real estate financial planning and modeling with numbers specific to Bellevue plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Bellevue).
 
Learn all about investing in real estate in Minneapolis, Minnesota with a combination of real estate financial planning and modeling with numbers specific to Minneapolis plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Minneapolis).
 
Learn all about investing in real estate in Anchorage, Alaska with a combination of real estate financial planning and modeling with numbers specific to Anchorage plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Anchorage).
 
Learn all about investing in real estate in Abilene, Texas with a combination of real estate financial planning and modeling with numbers specific to Abilene plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Abilene).
 
Learn all about investing in real estate in Dallas, Texas with a combination of real estate financial planning and modeling with numbers specific to Dallas plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Dallas).
 
Learn all about investing in real estate in Naperville, Illinois with a combination of real estate financial planning and modeling with numbers specific to Naperville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Naperville).
 
Learn all about investing in real estate in Sparks, Nevada with a combination of real estate financial planning and modeling with numbers specific to Sparks plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Sparks).
 
Learn all about investing in real estate in Jacksonville, Florida with a combination of real estate financial planning and modeling with numbers specific to Jacksonville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Jacksonville).
 
Learn all about investing in real estate in Vancouver, Washington with a combination of real estate financial planning and modeling with numbers specific to Vancouver plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Vancouver).
 
Learn all about investing in real estate in Boise, Idaho with a combination of real estate financial planning and modeling with numbers specific to Boise plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Boise).
 
Learn all about investing in real estate in Memphis, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Memphis plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Memphis).
 
Learn all about investing in real estate in Louisville, Kentucky with a combination of real estate financial planning and modeling with numbers specific to Louisville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Louisville).
 
Learn all about investing in real estate in Milwaukee, Wisconsin with a combination of real estate financial planning and modeling with numbers specific to Milwaukee plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Milwaukee).
 
Learn all about investing in real estate in Seattle, Washington with a combination of real estate financial planning and modeling with numbers specific to Seattle plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Seattle).
 
Learn all about investing in real estate in Nashville, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Nashville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Nashville).
 
Learn all about investing in real estate in Charlotte, North Carolina with a combination of real estate financial planning and modeling with numbers specific to Charlotte plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Charlotte).
 
Learn all about investing in real estate in Albuquerque, New Mexico with a combination of real estate financial planning and modeling with numbers specific to Albuquerque plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Albuquerque).
 
Learn all about investing in real estate in Indianapolis, Indiana with a combination of real estate financial planning and modeling with numbers specific to Indianapolis plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Indianapolis).
 
Learn all about investing in real estate in Independence, Missouri with a combination of real estate financial planning and modeling with numbers specific to Independence plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Independence).
 
Learn all about investing in real estate in Baltimore, Maryland with a combination of real estate financial planning and modeling with numbers specific to Baltimore plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Baltimore).
 
Learn all about investing in real estate in Montgomery, Alabama with a combination of real estate financial planning and modeling with numbers specific to Montgomery plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Montgomery).
 
Learn all about investing in real estate in Boston, Massachusetts with a combination of real estate financial planning and modeling with numbers specific to Boston plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Boston).
 
Learn all about investing in real estate in Omaha, Nebraska with a combination of real estate financial planning and modeling with numbers specific to Omaha plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Omaha).
 
Learn all about investing in real estate in Fresno, California with a combination of real estate financial planning and modeling with numbers specific to Fresno plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Fresno).
 
Learn all about investing in real estate in Largo, Florida with a combination of real estate financial planning and modeling with numbers specific to Largo plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Largo).
 
Learn all about investing in real estate in Boulder, Colorado with a combination of real estate financial planning and modeling with numbers specific to Boulder plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Boulder).
 
Learn all about investing in real estate in Toledo, Ohio with a combination of real estate financial planning and modeling with numbers specific to Toledo plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Toledo).
 
Learn all about investing in real estate in Elgin, Illinois with a combination of real estate financial planning and modeling with numbers specific to Elgin plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Elgin).
 
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show series
 
Should you put your car in your revocable trust? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate…
 
There’s often a lot of confusion between the different types of irrevocable trusts, even as more and more people are forming them today. A trust is a relationship between a trust-maker and a trustee, and there are specific terms that the trustee is expected to follow. As a general rule, a trust can either be revocable or irrevocable. A revocable tr…
 
What is a Probate Referee? Hint: it’s not a mediator or someone hired to deal with disagreements! If you haven’t gone through the probate process before, you’ve likely never heard of this person. Listen to this episode to learn about who they are and why they are assigned to probate matters. -- I love helping people and make these podcasts to help …
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
Different types of estate plans allow different levels of flexibility. When setting up a trust, the Trustmaker usually has an opportunity to get extremely detailed in the instructions left for the Trustee to follow when distributing your estate after you pass away. The rules you put in place (and how much discretion you want to leave for your Trust…
 
Mark Gatta cohosts with Christina. Mark is a colleague of Christina's and owner at Opus Elite Real Estate. Listen as Christina Swain and Mark Gatta discuss the difference between your fast paced realtors and a senior real estate expert like Christina who has patience and happy to a resource her clients can call on. Opus Elite has several events com…
 
In this episode, Erin Nicholls and Michael Clear discuss strategies for preserving family legacy assets across generations. With a particular focus on the management and division of interests in real property, such as family compounds and homesteads, Erin and Michael discuss considerations related to carrying costs, ownership structures, bloodline …
 
What does a real estate agent do when you're buying a rental property? What are you use responsbible for? What do each of your other dream team members do? In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: What's the difference between a real estate agent, broker and Realtor? A word on local variation …
 
Our next series is continuing the discussion surrounding our current economic state of inflation and higher interest rates. Sheri MacMillan is back in the studio with Wayne Nelson to continue to discuss how we can prepare and protect ourselves from an asset protection and tax mitigation perspective.The MacMillan Estate Planning Team
 
Estate planning with second marriages and blended families raises all sorts of issues. Who will care for you if you're sick? Who speaks for you if you're sick in the hospital? Where will you be buried? Pennsylvania Estate Planning Attorney, Peter Klenk, outlines important considerations that every family should consider.…
 
The perfect trust distribution schedule for kids. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate…
 
Should you include foreign property in your US estate plan? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #real…
 
Tax rules for inherited 401Ks. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate…
 
The perfect kid trust distribution schedule. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, for free, just go to https://cmslawfirm.com and set up a time to chat. #estateplanningattorney #probatelawyer #family #money #medicaid #estatetaxes #wealth #kids #taxes #realestate…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How Much Down Payment for Investment Property? Check out the video of this class here: https://realestatefinancialplanner.com/how-much-down-payment-for-investment-property/ In this special mini-class for the Real Estate Financial Planner™ coaching program James covers: The two primary groups of loans for real estate investors... How much down payme…
 
How can you protect your special needs child? One important thing to do is to ensure that you are setting them up for assistance and not accidentally harming them with their inheritance. Listen to this episode to learn more about special needs trusts. Then contact me to discuss your specific situation: www.amandarochalaw.com/contact-us -- I love he…
 
Are you in a community property state? Did your marriage end? Here’s a sneaky tip to escape sharing with an ex🫣🤫 -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… PS - It would mean the world to me if you hit …
 
What do revocable living trusts provide? Warning! Revocable living trusts do NOT provide asset protection. What can they provide? Let’s talk about it. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… PS - It …
 
Just because they say you need probate doesn’t mean you need. Here are some sneaky tips. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… PS - It would mean the world to me if you hit the subscribe button. 🙂 …
 
In 2018, the federal government collected over $170 billion in capital gains taxes. With all the economic turbulence we continue to experience in 2023, it’s more important than ever to understand the key concepts of capital gains tax to be better equipped to preserve our wealth. In this episode of Repair the Roof, Attorney Ted Gudorf defines the te…
 
There is no such thing as right or wrong in estate planning. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… PS - It would mean the world to me if you hit the subscribe button. 🙂 PPS - if you WOULD like to c…
 
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