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Estate Planning Strategies

Christopher Small

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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.
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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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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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Everything Estate Planning

Valerie Zammitti

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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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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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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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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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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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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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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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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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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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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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Learn all about investing in real estate in Westminster, Colorado with a combination of real estate financial planning and modeling with numbers specific to Westminster plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Westminster).
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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).
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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).
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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).
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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).
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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).
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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).
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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).
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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).
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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).
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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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#316 | You Earned It. Protect It! 𝗖𝗼𝗻𝗴𝗿𝗮𝘁𝘂𝗹𝗮𝘁𝗶𝗼𝗻𝘀 𝗼𝗻 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗣𝗮𝘆𝗶𝗻𝗴 𝗢𝗳𝗳 𝗬𝗼𝘂𝗿 𝗛𝗼𝗺𝗲! 🎉 Now What?! 🏠 Should you tap into your home’s equity—or protect it? 🏥 What if unexpected medical costs arise? 💼 Even with insurance, could you still lose your assets? 🚨 The answers may surprise you! In this episode, we'll show you how to safeguard the as…
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Why won’t my mom’s attorney give me a copy of her Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Metairie. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is …
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Episode Summary In this episode of Leaving a Legacy: Navigating Estate Planning with Rose Harper Law, host Kevin Rosenquist sits down with estate planning attorney Rose Harper to discuss Estate Planning 101. They break down common misconceptions, why estate planning is for everyone (not just the wealthy), and the key documents everyone should have …
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In this conversation, Danny Gudorf, a financial planner, discusses the essential steps for preparing for retirement. He emphasizes the importance of assessing one's financial condition, envisioning an ideal retirement, and connecting financial realities with retirement goals. Danny also addresses the common fears associated with retirement and prov…
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In today’s show, Rebecca asks an important question about retirement planning: With four different investment accounts- her 401(k), IRA, Roth IRA, and individual account- she’s wondering which one she should withdraw from first when she retires next year and needs income. While many people default to withdrawing from their largest account, often th…
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We talk a lot about estate planning on this show, but what about the other side of the equation- inheritance? Today, we’re diving into how people screw it up. There are plenty of ways to go wrong, but we’re breaking down the five biggest mistakes Nick sees people make when they receive an inheritance. Contact: 513-463-6789 info@CincinnatiEstatePlan…
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You may have been told by family, friends, or even your financial planner that you should avoid the probate process by adding a joint owner to your financial accounts and/or by designating a beneficiary for your assets. But be aware. While you save upfront costs, you lose control of your assets and open your family to unintended consequences, which…
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Scott Corderman’s vocation is working as a registered nurse with Kaiser Permanente serving patients in the community that are homebound. His avocation is…the same! Scott is the volunteer chair for the Maui Chapter of the Alzheimer's Association. In this tactical episode of Taking Care of Tutu, Scott walks us through how health insurance, specifical…
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In this episode of Trust Us, Danielle Friedman, Herb Fineburg, and Max McCauley tackle the pitfalls of common estate planning advice, highlighting the risks of adding children to bank accounts or deeds purely for convenience. They discuss the adverse tax implications, potential family conflicts, and legal issues that can arise from such actions. Th…
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When families clash over control of substantial wealth, whether in connection with the testamentary wishes of a loved one or the management of assets in an estate or trust, hiring the right fiduciary and probate litigator can make all the difference. In this episode, Partner Michael Clear sits down with Wiggin and Dana Partner and Chair of the Fidu…
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#315 | You Doing This Benefits Everyone We are often called the "sandwich generation," and the choices we make today have far-reaching implications for everyone in our lives. By taking a few straightforward steps now, we can save ourselves and our families a significant amount of time, money, and frustration. It begins with us—we need to prioritize…
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A Will with no witnesses is not a Will. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Seattle. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is i…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Milwaukee. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Westminster. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what …
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Jacksonville. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Bellevue. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is …
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Vancouver. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Abilene. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is i…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Mobile. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is it…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Billings. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is …
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Sparks. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is it…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Naperville. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what i…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Dallas. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is it…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Memphis. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is i…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Independence. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Anchorage. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Chicago. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is i…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Nashville. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Boise. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is it,…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Minneapolis. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what …
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in El Paso. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is i…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Clarksville. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what …
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Louisville. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what i…
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Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in Montgomery. This class is Module 24 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what i…
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Top 3 tips for transferring assets at death. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes
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#314 | Do I Have to Use the Sale Proceeds to Pay the Debt? 𝗚𝗿𝗲𝗮𝘁 𝗩𝗶𝗲𝘄𝗲𝗿 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻: If you inherit your mother's house, do you the credit card bills have to be paid from the proceeds of the sale? Welcome to the world of creditor claims. Curious to get all the details and clear up any confusion? Listen to this insightful podcast now and get the answer…
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A transfer on death deed does not stop you from selling your house. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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#313 | How to Propel the Probate Process Facing This Probate Challenge? You're a beneficiary, the 𝘀𝗹𝗼𝘄-𝗺𝗼𝘃𝗶𝗻𝗴 𝗽𝗿𝗼𝗯𝗮𝘁𝗲 process is really frustrating, and you feel you've been 𝗹𝗲𝗳𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗱𝗮𝗿𝗸. You might be curious about the estate’s value, wondering how you ended up in the will or trust, or feeling anxious because the executor or trustee isn't keepi…
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In this conversation, Danny Gudorf, a financial planner, discusses strategies for generating tax-free income in retirement, focusing on the 0% tax rate on capital gains. He explains how retirees can structure their income to take advantage of this tax benefit, emphasizing the importance of tax diversification and strategic planning. The discussion …
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Irrevocable trust maintenance obligations. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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#312 | 𝗙𝗔𝗤: 𝗖𝗮𝗻 𝗮 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗕𝗲 𝗣𝗹𝗮𝗰𝗲𝗱 𝗶𝗻 𝘼𝙣𝙮 𝗧𝘆𝗽𝗲 𝗼𝗳 𝗧𝗿𝘂𝘀𝘁? Placing a mortgaged property into a trust is possible but involves various considerations and potential restrictions. Attorney opinions can differ on this topic. Some advocate for more aggressive approach while others prefer a conservative strategy for increased protection. This e…
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#311 | Help Me Leave My Half to My Daughter Viewer Question: "I live in the house that my sister and I inherited from our mother. If something were to happen to me, what happens to my half? I want my share of the property to go to my daughter." Achieving this goal largely depends on how the house is titled and whether there is a comprehensive estat…
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