All Episodes
Episodes
2024 Death Taxes Explained
What exactly are "Death Taxes," and how have they been updated in 2024?
In this week's podcast episode, we explore estate, gift, generation-skipping, and inheritances taxes at the federal and state levels that can...
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The Truth About Gun Trusts
An explanation of Gun Trusts plus an interview with Attorney Jessica Metry on the ins and outs of Gun Trusts.
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10 Medicaid Myths
Busting 10 Medicaid Myths! đźš«
Join me, as I debunk common misconceptions about Medicaid and long-term care costs. Parents facing potential care needs can be hit with around $10,000 monthly expenses, prompting a quest...
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Adulting Starter Pack Level 1: A Basic Estate Plan
A good “Estate Starter Pack” is to put in place the Big Five Documents of a basic estate plan; Last Will and Testament, Durable General Power of Attorney, Health Care Power of Attorney, Nomination of Conservator, and...
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'Twas the Night Before Probate
Unfortunately, this creative writing post mirroring "The Night Before Christmas" was based on a true probate story.
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Why Your Bank SUCKS at Estate Planning
Banks are very good at what they do, but they are horrible when it comes to estate planning?
Why? In short, it’s because banks are not designed to specifically handle estate planning.
In this week's podcast episode,...
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"Never Would I Ever..." Seven Ways People Think Incorrectly About Estate Planning
Life is full of uncertainties, and estate planning is about anticipating and preparing for the unexpected.
We're debunking the 'That would never happen' mindset.
From divorces in guardian choices to unforeseen changes...
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Is a Revocable Living Trust Right for Me?
An outline of questions to ask when weighing pros and cons of using either a Last Will and Testament or Revocable Living Trust for your particular estate planning situation.
Subscribe to my Youtube channel...
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Five Divorce Disasters
Getting the final divorce decree often isn’t the end of the marriage entanglements. There may be several loose ends to tie up that could have an extreme impact on your estate planning wishes, and you may never know...
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Wealth Forever?!
Creating and securing perpetual wealth for a family forever is possible, but it is not necessarily for everyone. Setting up the right trusts and structures can make sure that descendants you will never meet are...
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Irrevocable Life Insurance Trusts and How They Work
Irrevocable Life Insurance Trusts are making a comeback as a popular tool to help avoid estate taxes or help pay the taxes without having to liquidate assets.
But how do these irrevocable trusts work?
What needs to be...
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Can I Inherit a Tiger?
During our volunteering experience at Carolina Tiger Rescue, the issue of inheriting a pet tiger became a focal point, especially considering the new Big Cat Public Safety Act of 2022. In this week's episode, Jeff...
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