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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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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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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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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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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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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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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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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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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 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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#276 | Can a House With a Mortgage Go in a Revocable Trust? This is a very common question, especially with first-time home buyers. Many younger families know they need proper protection planning but they hesitate to start with a mortgage or other debt. The good news is, you don't have to wait! -- We’re here to help you learn more! Please comment a…
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Does a Will get filed before or after 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 #lawyer #attorney #taxes #money…
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Learn the secrets of asset protection for Metairie real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should ne…
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This week on the Taking Care of Tutu Podcast, we are delighted to welcome Chelsea Fernandez, U.S. Army Veteran and tireless volunteer for veterans. Born on the Big Island, Chelsea moved to Maui after she returned from Iraq in 2005. Recognizing that many younger veterans—especially those from recent conflicts—weren’t aware of the resources available…
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We’re always talking about how important it is to have an estate planning attorney. But what if your attorney is actually screwing some things up? Today, we’re diving into 8 ways they might be getting it wrong. Contact: 513-463-6789 info@CincinnatiEstatePlan.com https://cincinnatiestateplan.com/contact/…
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In the ever-evolving world of finance, the Federal Reserve's decisions can send ripples through the investment community. Recently, the Fed has cut interest rates, and this has sparked questions about the future of money market funds. Are they still a viable option for investors, or should we be looking elsewhere? In this episode of the Time Bluepr…
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Divorce can significantly impact your estate plans, so knowing how to update your documents and beneficiary designations is essential. Jeff discusses the key steps to take after a divorce. He guides us through important topics like updating your full inventory of estate planning documents, protecting assets for children from previous marriages, ens…
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On this episode, hosts Erin Nicholls and Michael Clear welcome corporate Partner R.J. Kornhaas to discuss the intricacies of investing in privately held businesses and business succession planning. They delve into essential considerations, such as the types of investments—including convertible notes and preferred stock—and emphasize the importance …
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"With penalties of up to three years in prison and a $10,000 fine for intentionally not complying, the implications of noncompliance are severe.” Ever wondered whether your business complies with the latest governmental regulations, or if you're at risk of severe penalties? Our host, Attorney Ted Gudorf, unravels the complexities of the Corporate T…
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Get the intel on estate planning for new parents, including information on key documents like temporary guardianships and trusts to protect children’s future. Examine the need for careful planning to ensure that assets are safeguarded and accessible for your child's well-being, especially in unexpected situations.…
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In this episode of Navigating Estate Planning with Caress Law, Tammi Caress shares real-life horror stories of clients who neglected to put estate plans in place, leading to devastating consequences for their families. From unintended heirs to business failures and guardianship battles, these cautionary tales emphasize the importance of having a wi…
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#275 | 𝗖𝗮𝗿 ➕ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 ➕ 𝗧𝗿𝘂𝘀𝘁 What goes where and in what order? How do you get maximum protection for your business and your assets? Here's the answer and the order. -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It …
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Can you appoint non-US resident guardians for your kids? 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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#274 | Can You Use a Dead Person's Credit Card? What if you're the executor of the Will or a beneficiary of the estate? Is there ever a time it's okay to use a credit card in a deceased person's name? How serious is it really? -- We’re here to help you learn more! Please comment and let us know if you found this additional knowledge useful to you…a…
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How to deal with crazy people in probate - a story. 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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How to Tell if Your U.S. Estate Plan will Work Abroad. 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 of asset protection for Bellevue real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should ne…
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Learn the secrets of asset protection for Nashville real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should n…
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Learn the secrets of asset protection for Irvine real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should neve…
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Learn the secrets of asset protection for Seattle real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should nev…
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Learn the secrets of asset protection for Independence real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you shoul…
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Learn the secrets of asset protection for Memphis real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should nev…
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Learn the secrets of asset protection for Anchorage real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should n…
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Learn the secrets of asset protection for Billings real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should ne…
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Learn the secrets of asset protection for Lafayette real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should n…
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Learn the secrets of asset protection for Sparks real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should neve…
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Learn the secrets of asset protection for Centennial real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should …
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Learn the secrets of asset protection for Abilene real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should nev…
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Learn the secrets of asset protection for Jacksonville real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you shoul…
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Learn the secrets of asset protection for Milwaukee real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should n…
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Learn the secrets of asset protection for Minneapolis real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should…
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Learn the secrets of asset protection for Chicago real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should nev…
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Learn the secrets of asset protection for Naperville real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should …
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Learn the secrets of asset protection for Dallas real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should neve…
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Learn the secrets of asset protection for Riverside real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should n…
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Learn the secrets of asset protection for Montgomery real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should …
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Learn the secrets of asset protection for Vancouver real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should n…
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Learn the secrets of asset protection for Clarksville real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should…
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Learn the secrets of asset protection for Boise real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should never…
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Learn the secrets of asset protection for Louisville real estate investors. This class is Module 9 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: My top 10 asset protection tips for real estate investors that you’d be a fool to ignore. The importance of getting bespoke legal advice and why you should …
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#273 | How to Help a Brother Out Can you help a sibling out by giving them a 𝙡𝙞𝙛𝙚 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩 in a property that they 𝙙𝙤𝙣'𝙩 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡𝙡𝙮 𝙢𝙖𝙞𝙣𝙩𝙖𝙞𝙣? There are good reasons to possibly do this and there are very valid reasons why you may not want to. What's best for everyone? This video should help. -- We’re here to help you learn more! Please comment and…
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You’re Not the Executor Until this Happens (even with 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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