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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.
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.
Topics and conversation about estate planning and how to ensure your family, your wealth and your legacy are truly protected, no matter what happens. We'll discuss tools and techniques for complete planning, common misconceptions and mis-steps that cost families countless heartache, headaches and money, and we'll feature guests for a variety of topics and viewpoints surrounding estate planning, legacy, asset preservation and asset protection.
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Navigating Estate Planning with Caress Law
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Navigating Estate Planning with Caress Law
Tammi Caress
Learn how to protect yourself and your loved ones as we help you navigate the estate planning process.
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The Strongroom Radio - Estate Planning Conversations
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The Strongroom Radio - Estate Planning Conversations
The MacMillan Estate Planning Team
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, ...
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.
Financial Moments with Tom Copland presents: Estate Planning
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Women and Wills: Estate Planning. Expained.
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Women and Wills: Estate Planning. Expained.
Liza Hanks
Most women think estate planning is boring, too technical, all about taxes, or somebody else's problem. Don't be one of them. Women tend to outlive men--so they end of either living with plans that they didn't prepare, find themselves without a plan when they need it most, or caring for someone with no plan at all. Join me, Liza Hanks, and my fascinating guests for in-depth, relevant conversations about how to get your plans in order and why it matters to the people and organizations that yo ...
Show all about estate planning, retirement planning, life insurance, financial planning, life insurance, legacy, charitable giving, estate taxes, taxes, IRA, 401(k), business, business succession, family owned businesses, and everything in between.
Estate Planning Weekly is the plain english explanation of all things Estate Planning. Hosted by Donald Rolfe, owner of Northwest Legal Planning, LLC, Estate Planning Weekly answers the most common Estate Planning questions.
http://theestateattorneyatlanta.com/ Nationally Recognized Atlanta Estate Planning Attorney and Best Selling Author Shane Smith shares expert advice on how to Protect Your Family, Your Assets, and Your Peace of Mind
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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SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax 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
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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BCG Women in Focus Podcast Series: Women in Business | Financial Planning | Investing | Superannuation | Estate Planning
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BCG Women in Focus Podcast Series: Women in Business | Financial Planning | Investing | Superannuation | Estate Planning
Sarah Power: Director of Business Concepts Group, Financial Planner and Accountant;
The Women in Focus (WIF) Podcast series is hosted by Sarah Power from Business Concepts Group (BCG). The eight-part podcast series goes through the various financial issues facing women, how they impact on their finances and what can be done to get them in order. The series covers the latest news in Financial Planning, Investing, Superannuation, Estate Planning, Financial Health, Debt Management and Women in Business. Sarah also hosts the News and Views podcast and joins BCG’s Chris Reed in ...
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Estate Planning Strategies
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#316 Fancy estate planning binders are a distraction.
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Fancy estate planning binders are a distraction. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about es…
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The Life & Legacy Estate Planning Podcast
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Emergency Guardian - Keep Your Kids Out of State Custody
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In this episode attorney Davidson discusses the reality of state protective custody of minor children when a parent dies, and, more importantly, a simple tool parents can put in place to ensure their minor children don't have to suffer that additional trauma.Bởi Kevin
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Complete Estate Planning
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Ep 57: Filling The Box - How To Make Sure Your Trust Actually Protects Your Assets
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Setting up a trust is a great way to protect your loved ones after you’re gone. However, just signing the legal documents is only HALF of the job. You not only have to establish the trust, but you have to make sure your trust will actually control and protect your assets the way you want. Contact: 513-463-6789 info@CincinnatiEstatePlan.com…
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Navigating Estate Planning with Caress Law
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Important Documents Every Young Adult Should Have in Their Estate Plan
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Estate Planning is not just about planning for your death. Just as important are documents that allow someone to help if you become incapacitated. Learn about the most important documents every young adult should have in place. Links and Resources Blog: Advance Directives, Power of Attorney & Other Estate Planning Documents Your College Student Nee…
"I’ll let them sort it out" - I hear it often, and there is nothing wrong with leaving the details to your beneficiaries, however, how you leave it to them to sort it out matters. Listen for more information and to see a very special little guest at the end of this one! www.amandarochalaw.com/contact-us -- I love helping people and make these podca…
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Women and Wills: Estate Planning. Expained.
Donate Your Brain To Science: Tish Hevel, Brain Donor Project In this episode of Women & Wills, Tish Hevel, CEO and Founder of the Brain Donor Project, explains why donating brain tissue for basic research is an incredible gift, helping researchers working to treat and cure neurological, neuropsychiatric, and neurodevelopmental disorders such as de…
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The Strongroom Radio - Estate Planning Conversations
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What Aspects Of The Budget Will Directly Impact The Affluent And Wealthy?
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Sheri MacMillan joined Wayne Nelson for Talk to the Experts on Global News radio to discuss the recent federal budget, income tax changes, and how wealthy families can protect their assets.Bởi The MacMillan Estate Planning Team
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Estate Planning Strategies
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#315 Do you need a business power of attorney?
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Do you need a business power of attorney? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate pl…
Attorney Kevin Davidson provides a brief discussion of the effect of Divorce on an existing estate planning and beneficiary designations post-divorce, and explains Wisconsin's "revocation upon divorce" law.Bởi Kevin
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California Estate Planning and Probate
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"I’ll let them sort it out" - I hear it often, and there is nothing wrong with leaving the details
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"I’ll let them sort it out" - I hear it often, and there is nothing wrong with leaving the details to your beneficiaries, however, how you leave it to them to sort it out matters. Listen for more information and to see a very special little guest at the end of this one! www.amandarochalaw.com/contact-us -- I love helping people and make these podca…
Estate Taxes Explained (again) -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: htt…
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The Strongroom Radio - Estate Planning Conversations
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How Are The Changes To Minimum Tax Going To Affect Canadians?
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Sheri MacMillan joined Wayne Nelson for Talk to the Experts on Global News radio to discuss the recent federal budget, income tax changes, and how wealthy families can protect their assets.Bởi The MacMillan Estate Planning Team
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The Strongroom Radio - Estate Planning Conversations
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What can Wealthy Families, Retirees, Small Business Owners Do To Protect Their Wealth And Estate?
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Sheri MacMillan joined Wayne Nelson for Talk to the Experts on Global News radio to discuss the recent federal budget, income tax changes, and how wealthy families can protect their assets.Bởi The MacMillan Estate Planning Team
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The Strongroom Radio - Estate Planning Conversations
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How Can You Protect Yourself From The Expected Income Tax Changes?
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Sheri MacMillan joined Wayne Nelson for Talk to the Experts on Global News radio to discuss the recent federal budget, income tax changes, and how wealthy families can protect their assets.Bởi The MacMillan Estate Planning Team
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Estate Planning Strategies
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#313 Alternative to probate to transfer real estate
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Alternative to probate to transfer real estate -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about esta…
The spectre of draconian estate taxes decimating the modest family's wealth is used far too often as marketing bait. Join attorney Kevin Davidson for a discussion of the real current estate tax levels, and why trust plans created prior to 2009 may be a tax penalty time-bomb for some families.Bởi Kevin
Many families choose a trust as the best way to manage and distribute their inheritance after they pass away. However, people are surprised to find out that they still need a will EVEN IF they have a trust. Contact: 513-463-6789 info@CincinnatiEstatePlan.comBởi Nick Rosenbauer
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Estate Planning Strategies
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#312 How to avoid probate with real estate
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How to avoid probate with real estate -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planni…
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Navigating Estate Planning with Caress Law
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The Effect of Account Titling and Beneficiary Designations in Your Estate Plan
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Many people make a will and think they have ensured their loved ones will inherit their assets at death. In this episode, we will go over title of assets and the effect it has on how assets pass at death. You will be surprised at the results! Connect with Tammi Caress https://caresslaw.estate/ https://www.linkedin.com/in/caresslaw/…
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The Life & Legacy Estate Planning Podcast
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How much will they take? Nursing Home Spend-down & Spousal Impoverishment Rules
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Attorney Davidson discusses some of the details of the Wisconsin "Spousal Impoverishment" rules and Medicaid eligibility. Learn whether these rules will leave you or your spouse with enough to get by on.Bởi Kevin
What is portability? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://estat…
How to transfer NFTs to heirs -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: http…
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The Life & Legacy Estate Planning Podcast
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What Is An Aging Life Care Manager? Help Nearly Every Family Could Use!
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Join Attorney Kevin Davidson as he sits down for a fascinating chat with Certified Aging Life Care Manager Sue Coyle of Coyle Care Management And Consulting, LLC. As Sue shares a an explanation of the role of a certified Aging Life Care Professional, and some of her experiences in the field. Lear about this exceptional resource that nearly every fa…
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Complete Estate Planning
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Ep 55: When Should I Give My Children Their Money?
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It is impossible to predict the future. However, families with underage beneficiaries often have to work with their attorney to do just that. When it comes to leaving an inheritance to children, grandchildren, etc., a good attorney won’t just ask “how much” to give each person. He or she will also ask “when”, “why”, and “what for”. Contact: 513-463…
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Navigating Estate Planning with Caress Law
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What is Probate and Can it be Avoided?
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You may have heard of probate, but do you know what it is? Many people do not understand the probate process when it is required at death and if your estate will be subject to it. In this episode, we break down the probate process, when probate is required at death, and the documents that go through probate or will avoid probate at death. Connect w…
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Estate Planning Strategies
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#309 How much asset protection do you need?
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How much asset protection do you need? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate plann…
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The Life & Legacy Estate Planning Podcast
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Five Most Damaging Estate Planning Misconceptions
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Attorney Davidson discusses the 5 biggest estate planning misconceptions that prevent people from doing right by their families. These myths and mistakes are so pervasive and prevalent we see or hear at least one of these nearly every day! The unfortunate part is that those left behind to deal with the mess that these false beliefs create are the o…
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Estate Planning Strategies
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#308 The biggest creditor your estate will face
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The biggest creditor your estate will face -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate p…
Some articles circulating on the internet suggest that divorce could be used to avoid a long-term-care spend down. What people won't put themselves through to avoid doing things the right way! A divorce is not a quick and easy process, so not a great solution. If done for the sole purpose of avoiding a long-term-care spend down, it could be challen…
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Complete Estate Planning
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Ep 54: What If Someone Puts You In Charge Of Their Estate Plan?
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Most of the focus on this show is about properly setting up your own plan to protect your family and your life savings. However, many people find themselves on the other side of the equation. What should you do if someone names you in their own estate plan? Contact: 513-463-6789 info@CincinnatiEstatePlan.com…
Bởi Copland Financial Ministries
Bởi Copland Financial Ministries
Bởi Copland Financial Ministries
Bởi Copland Financial Ministries
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Estate Planning
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Be careful of leaving large estates to your kids
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Bởi Copland Financial Ministries
Bởi Copland Financial Ministries
Bởi Copland Financial Ministries
Bởi Copland Financial Ministries
Have you been told you need a trust but don't understand why or what a trust is? Do you think a Will avoids probate? This episode breaks down the differences between a Will and a Trust and why you may need one, or both, and discusses the effect each has on you and your loved ones Links and Resources Mentioned Estate Planning Primer: https://caressl…
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The Life & Legacy Estate Planning Podcast
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It Really Isn't That Complicated - Just Let The Experts Worry About The Expertise Stuff.
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A barrier that often prevents people from putting the best protections in place for themselves and their families is that "it's too complicated" and they don't understand all the legal complexities. Attorney Davidson discusses this issue, why you really only need to understand the big picture, and why it is important to let the experts worry about …
Who gets to see a will? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://es…
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Estate Planning Strategies
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#306 How long do your estate planning docs last?
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How long do your estate planning docs last -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate p…
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Complete Estate Planning
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Ep 53: Estate Planning Battle Royale: The Commodity vs. The Professional Service
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There are two schools of thought on estate planning. The first (which we disagree with) is that estate planning is merely a commodity. All plans are the same. The second (and proper viewpoint) is that estate planning is a professional service. Let’s outline the differences. Contact: 513-463-6789 info@CincinnatiEstatePlan.com…
What is a dynasty trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://es…
Is your estate plan tax deductible? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podc…
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The Life & Legacy Estate Planning Podcast
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Dr. Robert Gibson shares insight on POAs and DNRs from a physician's perspective.
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Join attorney Kevin Davidson and Dr. Robert Gibson for some fascinating insight as they discuss the health care power of attorney, advance directives and the DNR (do not resuscitate) order from the perspective of the patient's treating physician, and how important it is to have your wishes documented, and how important it is to discuss these wishes…
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Estate Planning Strategies
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#304 Estate planning document storage tips.
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Estate planning document storage tips -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planni…
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Estate Planning Strategies
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#303 Don’t give your house to your kids to beat Medicaid
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Don’t give your house to your kids to beat Medicaid -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about…
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Estate Planning Strategies
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#302 Why I’m rethinking my stance on medicaid trusts.
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Why I’m rethinking my stance on medicaid trusts. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about es…
