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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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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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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We’ll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
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Complete Estate Planning

Nick Rosenbauer

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

Farella Braun + Martel LLP

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

Valerie Zammitti

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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. 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 specifically towards residents of Ohio, this podcast is y ...
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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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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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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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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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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 Brownsville, Texas with a combination of real estate financial planning and modeling with numbers specific to Brownsville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Brownsville).
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Learn all about investing in real estate in 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 Tallahassee, Florida with a combination of real estate financial planning and modeling with numbers specific to Tallahassee plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Tallahassee).
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Learn all about investing in real estate in Worcester, Massachusetts with a combination of real estate financial planning and modeling with numbers specific to Worcester plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Worcester).
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Learn all about investing in real estate in Chesapeake, Virginia with a combination of real estate financial planning and modeling with numbers specific to Chesapeake plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Chesapeake).
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Learn all about investing in real estate in 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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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
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QPRTs - qualified personal residence trusts - what you need to know. 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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In this episode we explore the powerful yet often overlooked strategy of the Annual Exclusion Gift. Whether you're looking to give meaningful financial gifts to your loved ones without triggering taxes or seeking ways to reduce your taxable estate, understanding the Annual Exclusion Gift is crucial. We break down what this tax-free giving opportuni…
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Were you ever the kid growing up that had to ask, “how do you know?” or “why?” about anything and everything? Turns out, having that inquisitive nature is something that can be extremely valuable to us as we plan out our finances and our retirements, and in today’s show, we’ll dive into some of those questions that you should be asking as you appro…
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We're thrilled by the level of engagement we see in our clients and podcast listeners. Your questions are always welcome because understanding the concepts in estate planning and elder law helps you make the best decisions for you and your family. Lately, we've received a lot of inquiries about trusts so we will dedicate two episodes to a deep dive…
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Last week we learned about decluttering tutu’s home and organizing to establish safer living spaces. But what if the home needs modifications? Brandon Jarnesky of United Construction Group is on the podcast this week to teach us some of the most common modifications he sees homeowners make in order to ensure the home is safe and accessible for seni…
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Timing is crucial for clients looking to gift before the potential sunset of the estate and gift tax exemption at the end of 2025.In today’s episode, Partner Erin Nicholls sits down with Evan Levine, Founder of Complete Advisors as well as his colleague, Nainesh Shah, lead analyst, who specializes in business valuations for trust and estate plannin…
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Did you know that Ohio residents have the opportunity to leverage some of Florida's unique tax advantages? Listen in as tax attorney Craig Hersch from the Sheppard Law Firm does a deep dive into the Florida Community Property Trust statute. Along with our host Ted Gudorf, he and Craig share how owning trusts in Ohio (and other common law states) ca…
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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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Today, I’m joined by Farella Braun + Martel's Greg LeSaint to discuss the movie John Wick and the Corporate Transparency Act (CTA). Greg breaks down what you need to know about this federal law, which went into effect on January 1, 2024—what it is, its purpose, and some common exemptions. Does this law affect The Continental? What would John Wick n…
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#254 | 𝗖𝗮𝗻 𝗬𝗼𝘂 𝗚𝗲𝘁 𝗮 𝗦𝘁𝗲𝗽 𝗨𝗽 𝗙𝗿𝗼𝗺 𝗦𝘁𝗲𝗽 𝗠𝗼𝗺? What happens if you inherit a house from one parent or stepparent but they’re no longer married to your other parent? Will you lose the step-up basis? Will you have to pay capital gains now? Do you need to worry about inheritance tax? We've got you covered. -- We’re here to help you learn more! Please com…
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If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
If you're going to put less than 20% down when buying a property, the lender is likely to require that you pay private mortgage insurance (PMI) to protect them in case you default on the loan. This usually applies to Nomads™, house hackers, and investors putting 15% down to acquire non-owner-occupant properties. There are 3 ways to pay PMI: Monthly…
  continue reading
 
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
There's a risk to just about everything in life... including investing in real estate. One risk that some real estate investors fear is that rising mortgage interest rates will: Increase their mortgage payment and therefore hurt cash flow, or The rising mortgage interest rates will lower affordability and demand for properties, and therefore the va…
  continue reading
 
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