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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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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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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Klenk Law Estate Planning Podcast seeks to provide clarity regarding the many gray areas surrounding estate planning issues. We hope to spark a desire for you to take action and plan ahead.
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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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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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Repair The Roof - Estate & Retirement Planning Podcast
Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group
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
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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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
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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Financial Moments with Tom Copland presents: Estate Planning
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A podcast hosted by attorney Brian A. Barboza discussing the areas of Estate Planning, Probate, and Bankruptcy Law. Covers the substantive law and the hot topics in the current world of bankruptcy, estate planning, and probate.
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Learn how to protect yourself and your loved ones as we help you navigate the estate planning process.
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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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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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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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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
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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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Michael J. Young, Estate Planning and Elder Law Attorney
Michael J. Young, Estate Planning Attorney
Welcome to the podcast site of Michael J. Young, estate planning attorney. Mr. Young practices in the areas of Estate Planning, Asset Protection, Elder Law and Probates. Cover art photo provided by Jarrett Fifield on Unsplash: https://unsplash.com/@wesailfurther
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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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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
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 Chicago, Illinois with a combination of real estate financial planning and modeling with numbers specific to Chicago plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Chicago).
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Learn all about investing in real estate in El Paso, Texas with a combination of real estate financial planning and modeling with numbers specific to El Paso plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to El Paso).
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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 Billings, Montana with a combination of real estate financial planning and modeling with numbers specific to Billings plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Billings).
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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 Roseville, California with a combination of real estate financial planning and modeling with numbers specific to Roseville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Roseville).
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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 Tempe, Arizona with a combination of real estate financial planning and modeling with numbers specific to Tempe plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Tempe).
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Learn all about investing in real estate in Spokane, Washington with a combination of real estate financial planning and modeling with numbers specific to Spokane plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Spokane).
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Learn all about investing in real estate in Irving, Texas with a combination of real estate financial planning and modeling with numbers specific to Irving plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Irving).
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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 Knoxville, Tennessee with a combination of real estate financial planning and modeling with numbers specific to Knoxville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Knoxville).
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Learn all about investing in real estate in Mobile, Alabama with a combination of real estate financial planning and modeling with numbers specific to Mobile plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Mobile).
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Learn all about investing in real estate in Irvine, California with a combination of real estate financial planning and modeling with numbers specific to Irvine plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Irvine).
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Learn all about investing in real estate in Riverside, California with a combination of real estate financial planning and modeling with numbers specific to Riverside plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Riverside).
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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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Learn all about investing in real estate in Lafayette, Louisiana with a combination of real estate financial planning and modeling with numbers specific to Lafayette plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Lafayette).
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Learn all about investing in real estate in Centennial, Colorado with a combination of real estate financial planning and modeling with numbers specific to Centennial plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Centennial).
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Learn all about investing in real estate in Cheyenne, Wyoming with a combination of real estate financial planning and modeling with numbers specific to Cheyenne plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Cheyenne).
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Learn all about investing in real estate in Roanoke, Virginia with a combination of real estate financial planning and modeling with numbers specific to Roanoke plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Roanoke).
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Learn all about investing in real estate in Lewisville, Texas with a combination of real estate financial planning and modeling with numbers specific to Lewisville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Lewisville).
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Learn all about investing in real estate in Evansville, Indiana with a combination of real estate financial planning and modeling with numbers specific to Evansville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Evansville).
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Learn all about investing in real estate in Surprise, Arizona with a combination of real estate financial planning and modeling with numbers specific to Surprise plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Surprise).
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Learn all about investing in real estate in Huntsville, Alabama with a combination of real estate financial planning and modeling with numbers specific to Huntsville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Huntsville).
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Revocable Trusts will Not Keep You Safe from Medicaid.
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0:47Revocable Trusts will Not Keep You Safe from Medicaid. 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 what happens while you're under contract to buy an investment property in Irving. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who i…
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#326 | Tenants Could Come After You, Personally!
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3:36#326 | Your Tenants Could Come After You, Personally! 🚨 𝗥𝗲𝗻𝘁𝗮𝗹 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗢𝘄𝗻𝗲𝗿𝘀 – 𝗔𝗿𝗲 𝗬𝗼𝘂𝗿 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗔𝘀𝘀𝗲𝘁𝘀 𝗮𝘁 𝗥𝗶𝘀𝗸? 🚨 Imagine this: 🐕 Your tenant’s dog bites a neighbor. 😱 A tenant's guest slips and falls on your property. 🛠️ An unforeseen maintenance issue leads to costly damage to your tenant or their things. In the event of a lawsuit, it could be…
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Before You Surrender Your Annuity Watch This! | The Limitless Retirement Podcast
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13:44Thinking about surrendering your annuity? Danny Gudorf warns about hidden fees, unexpected taxes, and why careful timing can make or break your financial future. He emphasizes the importance of understanding the structure of surrender fees, the potential tax liabilities associated with cashing out or transferring annuities, and the need for a compr…
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Mistakes Your Attorney Might Be Making – What You Need to Watch Out For
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24:15A well-drafted trust should protect your assets, ensure your wishes are followed, and make things easier for your loved ones. However, even estate planning attorneys can make mistakes that lead to costly problems. In this episode, we’ll cover four major mistakes attorneys make when drafting trusts—so you can recognize and avoid them in your own est…
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“How Should I Finance My Vacation Home?”
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5:25Many retirees and pre-retirees dream of owning a vacation home that they can visit throughout the year. But if you decide to make this move, how should you go about financing a second property? That’s the question one of our listeners, Ted, asked Frank this week. Should you take out a mortgage on the second home or tap into the equity of your prima…
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Inside Legend of Lancaster: A Place to Call Home
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28:04Jeff speaks with Sarah Bucher, a team member at Legend of Lancaster, an exceptional assisted living, personal care, and memory care community. Their personal care and memory care services—including personal care needs, medical needs, medication assistance, and memory support—vary from person to person depending on what each individual wants and nee…
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Estate Planning for Parents: Protecting Your Children at Every Age
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16:27Episode Summary In this episode of Leaving a Legacy: Navigating Estate Planning with Rose Harper Law, sits down with estate planning attorney Rose Harper to discuss the crucial steps parents should take to protect their children at every stage of life. They explore why estate planning is essential for parents of minor children, the importance of na…
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004: The Terminator: The QPRT as a Wealth Transfer Strategy and CTA Updates
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57:36Welcome to The Verdict: Estate Planning Through Film. Today, I'm joined by Farella Partner Greg LeSaint and Farella Senior Paralegal Joe Hilliard to discuss the movie The Terminator. Like the Terminator traveling back in time, Greg, Joe, and I discuss recent events concerning the Corporate Transparency Act, including where the CTA’s enforcement sta…
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Artful Estate Planning: Strategies for Collectors with Deborah Robinson
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32:37The disposition of unique assets like art collections requires proper planning. On this episode, Partner Michael Clear and Associate Kaitlyn Pacelli speak with Deborah Robinson, Partner at Art Market Advisors. Deborah emphasizes the importance of early conversations to streamline the process. She also dives into the implications of appraisals, sale…
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Not everyone is blessed with capable, responsible children willing to serve as Trustee :) What can tutu do if she loves those grandbabies but doesn’t really trust any of them to serve in this very important role? This week’s podcast features the expert guidance of Malia Alexander from Maximum Legal Services Corporation, a company that serves as a p…
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Zombie Estates: Avoiding the Pitfalls of DIY Estate Planning
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11:05Learn about the dangers of do-it-yourself estate planning, and hear first-hand stories about how easily mistakes can lead to prolonged, costly legal battles and damaged family relationships. Understand what you need to do to prevent "zombie estates" that languish for years.Bởi Klenk Law
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What are the Advantages of Having a Will?
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0:44What are the Advantages of Having 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 what happens while you're under contract to buy an investment property in Roseville. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Wh…
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Learn the secrets to what happens while you're under contract to buy an investment property in Brownsville. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? …
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Learn the secrets to what happens while you're under contract to buy an investment property in Tempe. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who is…
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Learn the secrets to what happens while you're under contract to buy an investment property in Irvine. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who i…
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Learn the secrets to what happens while you're under contract to buy an investment property in Mobile. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who i…
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Learn the secrets to what happens while you're under contract to buy an investment property in Roanoke. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who …
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Learn the secrets to what happens while you're under contract to buy an investment property in Spokane. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who …
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Learn the secrets to what happens while you're under contract to buy an investment property in Billings. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who…
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Learn the secrets to what happens while you're under contract to buy an investment property in Lewisville. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? W…
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Learn the secrets to what happens while you're under contract to buy an investment property in Cheyenne. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who…
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Learn the secrets to what happens while you're under contract to buy an investment property in Westminster. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? …
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Learn the secrets to what happens while you're under contract to buy an investment property in Evansville. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? W…
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Learn the secrets to what happens while you're under contract to buy an investment property in Lafayette. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Wh…
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Learn the secrets to what happens while you're under contract to buy an investment property in Knoxville. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Wh…
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Learn the secrets to what happens while you're under contract to buy an investment property in Worcester. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Wh…
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Learn the secrets to what happens while you're under contract to buy an investment property in El Paso. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who …
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Learn the secrets to what happens while you're under contract to buy an investment property in Chicago. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who …
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Learn the secrets to what happens while you're under contract to buy an investment property in Centennial. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? W…
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Learn the secrets to what happens while you're under contract to buy an investment property in Surprise. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who…
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Learn the secrets to what happens while you're under contract to buy an investment property in Chesapeake. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? W…
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Learn the secrets to what happens while you're under contract to buy an investment property in Huntsville. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? W…
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Learn the secrets to what happens while you're under contract to buy an investment property in Clarksville. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? …
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Learn the secrets to what happens while you're under contract to buy an investment property in Riverside. This class is Module 27 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Wh…
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How do you Transfer an LLC Interest Without Probate.
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0:34How do you Transfer an LLC Interest Without Probate. 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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#325 | The Conversation With Aging Parents You Can't Afford to Avoid
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4:02#325 | The Conversation With Aging Parents You Can't Afford to Avoid ❗ 𝗧𝗵𝗲 𝗧𝗼𝘂𝗴𝗵 𝗧𝗮𝗹𝗸 𝗘𝘃𝗲𝗿𝘆 𝗔𝗱𝘂𝗹𝘁 𝗖𝗵𝗶𝗹𝗱 𝗡𝗲𝗲𝗱𝘀 𝘁𝗼 𝗛𝗮𝘃𝗲 𝗪𝗶𝘁𝗵 𝗠𝗼𝗺 & 𝗗𝗮𝗱 — Today Are you juggling the responsibilities of caring for your aging parents while also looking after your own children? Ensuring everyone's happiness, health, and protection can be challenging. As you transition in…
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3 ways to handle greedy family members when a loved one dies.
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1:113 ways to handle greedy family members when a loved one dies. 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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Step one of a $7 million dollar estate plan.
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1:18Step one of a $7 million dollar estate plan. 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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#324 | Hidden Risks for the Sandwich Generation
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4:53#324 | Hidden Risks for the Sandwich Generation 🥪𝗔𝗿𝗲 𝗬𝗼𝘂 𝗦𝘁𝘂𝗰𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗠𝗶𝗱𝗱𝗹𝗲? If you're in your 40s, 50s, or early 60s, chances are you're balancing aging parents AND adult children—welcome to the 𝘚𝘢𝘯𝘥𝘸𝘪𝘤𝘩 𝘎𝘦𝘯𝘦𝘳𝘢𝘵𝘪𝘰𝘯. But while you’re busy making sure everyone is taken care of… who’s looking out for YOU? ❓ What happens if your adult child has a med…
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Here’s who to blame when you can’t find a Will.
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1:11Here’s who to blame when you can’t find 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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#323 | Multiple Properties Could Mean Multiple Probates!
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2:23#323 | Mulitple Properties Could Mean Multiple Probates! 🏠🏠 𝗢𝗪𝗡 𝗣𝗥𝗢𝗣𝗘𝗥𝗧𝗬 𝗜𝗡 𝗠𝗨𝗟𝗧𝗜𝗣𝗟𝗘 𝗦𝗧𝗔𝗧𝗘𝗦? 𝗜𝗺𝗮𝗴𝗶𝗻𝗲 𝗣𝗿𝗼𝗯𝗮𝘁𝗲 𝗶𝗻 𝗘𝘃𝗲𝗿𝘆 𝗦𝗶𝗻𝗴𝗹𝗲 𝗢𝗻𝗲! Do you own vacation homes or rental properties in various states? Have you thought about what will happen to them when you pass away? 🤔 ❓ Did You Know❓ 😱 Your loved ones could face unnecessary delays and legal headaches …
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What makes a creditor claim valid in a probate?
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1:12What makes a creditor claim valid in a probate? 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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