The podcast is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside. No one likes talking about death and inheritances before they absolutely have to, but as I have learned from personal experience, having these conversations earlier, rather than later, will save a lot of ti ...
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News
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealty
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all mixes: www.djexecutor.ru
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In 1996, Sue Knight was found dead in her Athens, TX, home. Her will named a loose acquaintance as the executor of her estate, but after an alleged phone call from the CIA and a dire warning from the local sheriff, the executor stopped asking questions. More than 25 years later, Sue’s memory haunts the town of Athens and the people who knew her. Who was Sue, really? Why did this English expat settle in small-town Texas? And could she still be alive? Under Cover of Knight is an Apple Original ...
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Under the last will and testament of my sister Janet Carsonberg, as the sole beneficiary and executor of my sister’s possessions and estate, the following is an itemized list of all her non-probate assets.
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This podcast makes it easy for YOU to understand estate planning! Host and Attorney/Mom Leslie Sultan gets on the mic to talk about topics that show YOU how to protect your family and assets. And prepare yourself to listen to estate nightmare stories. This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
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Mackrell.Solicitors are an award winning firm of solicitors in London, who for over 150 years have been providing an extensive range of legal advice and services to individuals, partnerships and companies. Please subscribe to the Mackrell.Solicitors podcast to receive updates on our latest episodes!
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Join our friendly team of solicitors as they answer common legal questions in our podcast series. Planning for your Future - covering Wills, Powers of Attorney, Deputyship, Inheritance Tax, Trusts and the Probate process. Dispute Resolution - covering Neighbour Dispute, Removing an Executor under a Will and Will/Inheritance Disputes. Company & Commercial - covering Possession Proceedings, Shareholder Agreements and Disaster Recovery Plans. Find out more about us, our services and what our cl ...
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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Klenk Law Estate Planning Podcast seeks to provide clarity regarding the many gray areas surrounding estate planning issues. We hope to spark a desire for you to take action and plan ahead.
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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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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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A conversation around the freedom and peace that comes from talking about death. Airs the 4th Wednesday Of The Month from 6:30pm-7pm on KVMR-FM Nevada City
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Absolute Trust Talk is your navigational compass that brings together the business of trusts, estate planning, and aging – your home base to find the knowledge you’re seeking on what lies ahead. With over 27 years of experience, Kirsten has seen her fair share of clients confused and overwhelmed with the complexity of estate planning and the challenges and obstacles that life can throw your way. On a mission to take her vast expertise and experience to a new level, Absolute Trust Talk host K ...
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"The Klosek Law Offices Podcast" is your guide to understanding estate planning, probate, and trust administration. Presented by the Klosek Law Offices in Northern California, this podcast aims to simplify the complexities of estate law, offering insights and advice for anyone looking to secure their legacy and achieve peace of mind for themselves and their loved ones. Each episode explores different facets of estate planning and administration, from setting up living trusts to navigating pr ...
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In addition to hosting "The Aaron Katsman Show", Aaron Katsman( www.aaronkatsman.com) is the President and CEO of Lighthouse Capital, a boutique wealth management firm based in Jerusalem, Israel. Aaron is licensed as an investment advisor by the Israeli Securities Authority and in the United States by FINRA. Aaron Katsman is also the author of the book, ‘Retirement GPS: How to Navigate Your Way to A Secure Financial Future’, and is a licensed financial professional both in the United States ...
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PlanningSolo Presents: Life, Loss and Legacy - a podcast series to help you navigate those first few years after the loss of your partner. In this series, independent financial adviser and series host, Jordan Vaka, will unpack all of the questions, jargon and tasks that you're now having to juggle as you walk along this path.
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Retirement and Estate Planning
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Podcasts from Dynamic Advisor Site
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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Today, Enterprise Technology is both Strategy and Global. On CIO Talk Network (CTN), Business IT Thought Leaders from around the globe share their experience and discuss how they are partnering with business to innovate and help grow the top line revenue, better care of customers, and improve the corporate bottom line. If you want to keep up with changes in technology and how it can be leveraged to maximize business potential, listen to CTN: CIO Talk Network
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Real, useful information for everyday people that can be translated into daily life and thought. Each week we cover a different aspect of financial planning, retirement options, and current economic conditions in common sense language that everyone can understand. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
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This podcast gives advice and explanation in civil legal cases within British Columbia, Canada. Presented by Mussio Goodman and hosted by Wes Mussio, we specifically tackle issues of ICBC claims, estate litigation and more. Visit our website or our social channels: https://www.mussiogoodman.com/ Facebook - https://www.facebook.com/MussioGoodman/ Twitter - https://twitter.com/MussioGoodman Instagram - https://www.instagram.com/mussiogoodman/?hl=en
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A podcast born from the excitement of always being a part of someone’s next chapter. Join us as we sit down with business owners and real estate investors to talk about everything from what inspired them into entrepreneurship to all the things that influenced them along the way. All things commercial real estate told from the perspective of the one courageous enough to pull the trigger and take the plunge.
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Welcome to Advice You Can Trust, where we explore an array of topics surrounding wealth management and the lessons that can be learned from super rich individuals, families, and businesses as a whole. Listen as James Nichols, Wealth Manager at Cumberland River Group, taps into years of experience in working with clients to provide highly customized advice, investment solutions, and financial planning services. Dedicated to his clients, James prides himself on the relationships he has nurture ...
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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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Welcome to the I AM MOM Parenting Journey! This is a parenting podcast to help you become present, calm and connected while creating a family environment where everyone can thrive. The I AM MOM Parenting Podcast provides Inspiration and Actionable Steps to help you Manifest the Meaningful and Magical life you desire for you and your family. Hosted by Dimple Arora, Founder of Mindful Evolution and Shaista Fatehali, Founder of Thrive Kids. Dimple and Shaista are two moms passionate about shari ...
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Overdue Advice is the podcast about cash flow strategies to grow your business. Each episode covers an aspect of credit management and accounts receivable. "Legal Collections (and How to Avoid Going to Court)," "Debt Doesn't Die: Estate Collections," and "How Professional Collectors Recover More," are just a few areas covered with rare industry insights. There's no show like it! Host Bryn Griffiths talks with guests including published authors, veteran collectors, accounts receivable trainer ...
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Expectations vs. Reality: Inheritance Survey Findings with Rob Carrick
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In this episode David chats with Rob Carrick, a personal finance columnist from The Globe and Mail. Rob shares surprising results from his recent survey about inheritances in Canada. They discuss why many Canadians expect to inherit six figures and whether this is realistic. They also talk about how longer lifespans and rising healthcare costs coul…
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Understanding The Role Of An Estate Executor: A Comprehensive Guide
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13:57
When someone passes away, their affairs don’t automatically sort themselves out. Enter the estate executor – a crucial figure in ensuring that the deceased’s final wishes are carried out and their estate is properly settled. Whether you’ve been named as an executor in someone’s will or you’re simply curious about the process, this guide will walk y…
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146: Trustee and Executor Responsibilities: Best Practices and Pitfalls Part 3
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6:16
Navigating estate planning as a surviving spouse can be complex, especially when dealing with the intricacies of an A-B trust. In this episode of “Trustee and Executor Responsibilities: Best Practices and Pitfalls,” Kirsten Howe and associate attorney Jessica Colbert focus on the A-B Trust—an estate planning tool that was once commonly used to mini…
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Estate Planning for Privacy: Strategies to Protect Your Family's Confidentiality
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Is privacy a concern for you in estate planning? In this episode, we dive into essential strategies to protect both your family's confidentiality and your estate. Tune in to learn how proactive planning can shield your family from the public eye and avoid complications down the road. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cinci…
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7 Essential Questions to Ask When Choosing a Financial Advisor
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In this episode, Brian Skrobonja breaks down the seven key questions you must ask your advisor before choosing to work with them. He sheds light on why selecting a financial advisor is crucial for your financial well-being, the benefits of working with an experienced financial advisor, and why you should be wary of financial entertainers. How can p…
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KISS Your Portfolio For a Secure Retirement
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11:47
Ever wondered why your investment portfolio feels like a chaotic mess? I'm diving into the world of KISS - Keep It Simple, Stupid - and why it's the secret sauce to financial success. From debunking complex strategies to embracing automation, I'll show you how simplicity can lead to better returns and less stress. To learn more about streamlining y…
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148: How to Choose the Right Successor Trustee for Your Trust
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6:02
Are you prepared to name a successor trustee in your estate plan? Don’t worry if you’re unsure—this episode of Absolute Trust Talk will guide you through the process. We’ll break down the most important traits to look for in a successor trustee, such as trustworthiness, reliability, and the ability to seek professional advice when needed. Plus, we’…
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Will social security last, can you take money out before 59 1/2, and how to pay for long term care
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30:29
Dan and Daniel discuss the potential funding shortfall for Social Security in 2035. Daniel then asks under what conditions you can distribute retirement funds before reaching the fabled 59 and a half. They wrap up on the topic of how to pay for long term care expenses.Por MY Wealth Planners
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During this show, we’ll discuss the FIRE, or Financial Independence, Retire Early, technique.Por Greg Gunther
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Why 30-Somethings Need a Will (and Other Things, Too)
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13:42
Por Klenk Law
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Can You Put Your Home in a Trust with a Mortgage? #EstatePlanning #Mortgage #HomeTrust #Alabama
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Can You Put Your Home in a Trust with a Mortgage? #EstatePlanning #Mortgage #HomeTrust #Alabama
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Episode 100 Unlocking the Secrets to Living Longer and Happier Lives
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35:20
This is episode 100 Are you interested in learning how to live longer, happier, and a healthier life? David has a conversation with Dr. Joe Casciani, founder of the Living to 100 Club and author of "Living Longer is the New Normal." Dr. Casciani shares valuable wisdom on navigating the complexities of aging, addressing cognitive challenges, and hav…
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The Three Retirement Mindsets That Could Have A Negative Impact On Your Retirement Plans - Replay
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In this episode, Brian Skrobonja goes over the three main retirement mindsets that could negatively impact your retirement plans. He sheds light on what most retirees get wrong about retirement planning, why being confident doesn’t eliminate investment risks, and what to consider when hiring a financial planner. Brian goes over three retirement min…
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Today Is The First Day Towards Your Secure Financial Future
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9:15
Ready to turn your financial mistakes into opportunities? Join me as I explore the concept of financial new beginnings and share practical tips for budgeting, debt management, and saving. Don't let past blunders hold you back - it's time to take charge of your financial destiny! ________________________________________________________________SOCIAL…
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147: How to Legally Access a Loved One's Bank Account After Death
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9:19
Have you ever faced the frustrating challenge of accessing a loved one’s bank account after their passing? You're not alone. In this episode of Absolute Trust Talk, Kirsten Howe and associate attorney Jessica Colbert break down the complexities of this process into simple, actionable steps. They explain the different types of account ownership—whet…
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The experience of becoming a financial planner
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22:32
Daniel interviews Emily about her first year working in a financial planning firm, including everything from her interview experience to learning about financial planning and studying for her Series 65 licensing exam.Por MY Wealth Planners
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Springing Power of Attorney vs Immediate Power of Attorney: Why Immediate Might Be the Better Choice
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24:41
In today’s episode, we’re breaking down the differences between two types of power of attorney: springing and immediate. What sets them apart? And why might choosing an immediate power of attorney be the smarter option for you? Stay tuned to find out! Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…
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Exploring Alternative Investments and Building a Long Term Vision - Replay
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In this episode, Brian Skrobonja explains what alternative investments are and why they are the fastest route to growing your assets or retirement savings. He sheds light on how the most successful investors in the world keep getting wealthier and how to use an endowment like strategy to position your retirement assets. Brian explores alternative i…
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You ARE Allowed to Spend Some Money and Create Family Memories
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7:32
Is it time to loosen the purse strings? Today, I'm breaking from the usual "save, save, save" mantra to discuss the value of strategic spending. From family vacations to celebrating milestones, learn why creating memories might be just as important as padding your savings account. To learn more about finding the sweet spot between saving and living…
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401k or IRA after the match, should you buy whole life insurance, and foreign assets.
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38:05
Dan and Daniel discuss whether you should max out your 401(k) after you've hit your employer's match or should fund an IRA. They they discuss whether younger folks should buy a whole life policy and why they're sold them so often. Finally, foreign investments: Assets or albatross?Por MY Wealth Planners
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastPor The Dorsey's Network
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In this episode, Brian Skrobonja answers the top questions he receives from people looking for help with their financial plan. He sheds light on why a plan is more than just picking stocks, what most people get wrong about passive income, and the benefits of knowing how much tax liability you’ll have in the future. Brian answers the top questions h…
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Divide Your Assets Equally Among Your Children
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Thinking of leaving more money to your less-wealthy child? Tread carefully - I've seen countless families torn apart by unequal inheritances. Get the insider scoop on how to keep the peace (and your legacy intact) when divvying up your estate. To learn more, this video is a must-watch.________________________________________________________________…
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145: Trustee and Executor Responsibilities: Best Practices and Pitfalls Part 2
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Taking on the role of a trustee or executor can be daunting—and for good reason! With so many responsibilities and legal requirements, checking all the necessary boxes can feel overwhelming. In this episode of Absolute Trust Talk, we continue our discussion on trustee and executor duties, focusing on the critical importance of notices. For instance…
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Expenses to save for, when holding cash is a good idea, should financial planners be therapeutic?
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44:18
Dan and Daniel discuss the expenses people fail to plan ahead and save for at various phases of their lives. They then chat about reasons to hold onto cash and how to do so, including for emergencies, short term goals, and retirement. Finally, Daniel asks the question: Should financial planners be more therapeutic in their delivery of services?…
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Leaving an Inheritance to Your Child's Spouse: Pros and Cons as a Lapse Beneficiary
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Most people want to leave their money to their children. But what happens if the primary beneficiary isn’t around to receive it? In that case, the gift lapses and a backup beneficiary is designated. A common question is whether to name your child’s spouse as the backup beneficiary. In today’s episode, Nick will explore some of the pros and cons of …
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Join Gemma Hughes and Alice Lumley as they discuss the probate process.
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144: Navigating Trustee and Executor Responsibilities: Best Practices and Pitfalls
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8:11
When asked to be a family member’s trustee or executor, it’s easy to immediately say yes out of love and a sense of duty. It’s just some paperwork, right? How hard could it be? At Absolute Trust Counsel, we’ve seen the struggles trustees and executors face, particularly when they are family members. The role involves a heavy workload, significant r…
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Why do some assets avoid probate while others don't?
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4:18
"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastPor The Dorsey's Network
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In this episode, Brian Skrobonja breaks down a simple framework everyone can follow to build and multiply wealth. He sheds light on what most people get wrong about wealth building, the benefits of having multiple appreciating assets, and how wealthy people use other people’s money to build wealth. Brian goes over a simple framework for multiplying…
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How to Secure Your Family's Financial Legacy
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8:54
In the world of estate planning and financial advising, it's not every day that we stumble upon a gem of a conversation that reminds us why our work is so crucial. Today, I'd like to share an inspiring encounter highlighting the importance of meticulous planning and open family dialogue. If you are looking for a pitch-perfect example of how to do l…
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Planning for after college, workplace benefits, and complexity as job security
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Dan and Daniel discuss how to plan for life after college and what can lead to a failure to launch for some graduates, what to look for in workplace benefits when comparing opportunities, and the problems with financial planners using complexity as job security.Por MY Wealth Planners
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Where can you seek legal assistance for probate matter in your city
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3:35
"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastPor The Dorsey's Network
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1
Where do estate taxes come into play probate
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3:50
"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastPor The Dorsey's Network
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What is a Will, What is an LPA & What are executors duties
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20:49
With Jeffrey Cohen, Senior Associate and Head of Wealth and Succession Planning Team.
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Defining A Diversified Portfolio - Replay
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In this episode, Brian Skrobonja breaks down ways to save, grow, and invest your money. He sheds light on what a well-diversified portfolio looks like, the true definition of financial freedom, and why you need different mindsets for spending versus investing money. We all want the same thing when it comes to money--we all desire to make money, gro…
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Underestimating Travel Costs Can Sink Your Retirement
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6:04
Ready to trade in those khakis for a Hawaiian shirt and piña coladas? Not so fast - have you accounted for all the potential budget-busters in retirement? Let me walk you through some often-overlooked expenses that could derail your dreams of lounging on the beach. To learn more about a realistic retirement plan, give this a watch._________________…
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143: Can You Avoid Probate without a Trust?
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9:14
Can you avoid probate without a trust? The short answer is yes, but the alternatives can have risks and offer limited control over your assets. In this episode of Absolute Trust Talk, Kiersten Howe and associate attorney Jessica Colbert explore various probate-avoidance strategies, including beneficiary designations, transfer-on-death accounts, and…
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Dealing with a Harassing Beneficiary: Guidance for Executors and Trustees
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9:55
Learn how executors and trustees can manage the challenges posed by beneficiaries, including addressing harassment and setting realistic expectations.Por Klenk Law
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Career surfing, teaching kids finance, and identity theft
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35:53
Daniel and Emily discuss the pros and cons of switching jobs to increase income and advance your career, some of the common benefits and drawbacks of using various financial products to teach kids finance, and the concerns that arise when identity theft is a risk.Por MY Wealth Planners
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastPor The Dorsey's Network
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Settling An Estate As An Executor - Replay
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13:26
In this episode, Brian Skrobonja sheds light on the complex and often overwhelming process of managing an estate after the loss of a loved one. This is a step-by-step guide from the initial steps you need to take after a loved one passes, to the intricate details of settling an estate. Brian offers valuable advice and practical tips to navigate thi…
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Tough Love: Should You be Giving Money to Your Adult Children
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9:23
Paying your 40-year-old's cell phone bill - good parenting or enabling? I dive into the nuances of financially supporting adult children. You'll get my unvarnished take on budgets, tough love, and knowing when to say "no". Get ready for some tough love and hard truths, but also compassionate advice - to learn more, watch now._______________________…
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142: Navigating Trust Administration with Real Property
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18:12
Navigating the administration of a life estate trust with real property can be a complex task. In this episode of Absolute Trust Talk, Kirsten Howe is joined by Karen Fisher and Kathy Rodriguez of Bishop Fiduciary Services to delve into the intricacies of life estates involving real estate. They cover the unexpected responsibilities of a trustee, s…
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Job hunting, unconventional relationships, and filial responsibility
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30:43
This week Dan and Emily discuss holding out for a better job or simply taking what's available when job hunting, how members of unconventional relationships can adjust their financial planning, and the risks posed by filial responsibility laws for members of your family.Por MY Wealth Planners
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"Your Resource for all things Probate, Estate, and Trust in the title" Dorsey's International Realty #dorseysrealtypodcastPor The Dorsey's Network
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Lisa Pahl - co-creator of The Death Deck
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Lori Burkart Frank talks with The Deck Deck co-creator and Licensed Clinical Social Worker for Hospice, Lisa Pahl. Lisa is passionate about having conversations about death and dying so we can live our lives more fully. The Death Deck provides opportunity for deep insight, laughter and connection.Por KVMR-FM
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Taxes Executors or Trustees Need to be Aware of When Settling an Estate
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26:39
When it comes to estate planning, one of the biggest concerns is taxes. What will be owed? How will these taxes be paid? How much can actually be passed along to your heirs? Join us as we dive into the various taxes trustees and executors need to be aware of when settling an estate. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincin…
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141: Managing Real Estate Assets as a Trustee
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Managing a trust can be challenging, especially when it involves real estate assets. In this episode of Absolute Trust Talk, host Kirsten Howe welcomes Karen Fisher, founder of Bishop Fiduciary Services, and Kathy Rodriguez, a licensed professional fiduciary and co-trustee with Bishop Fiduciary Services. Together, we will explore the complexities o…
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Tax Deferred to Tax Free: Navigating Taxes in Retirement - Replay
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In this milestone 100th episode of the Common Sense Financial Podcast, host Brian Skrobonja delves into the critical topic of managing taxes in retirement. The episode focuses on strategies for minimizing tax liabilities, especially for retirees with tax-deferred accounts facing potential hefty tax bills. Brian emphasizes the importance of sustaina…
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