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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Learn how to protect yourself and your loved ones as we help you navigate the estate planning process.
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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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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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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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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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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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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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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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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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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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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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Welcome to *Legacy Protected*, the podcast by The Soto Law Group, dedicated to empowering Southern California families and business owners through essential insights on estate planning, probate, trust and probate litigation, and trust administration. In each episode, we’ll demystify the complex legal landscape that surrounds asset protection, inheritance preservation, and care for vulnerable family members. We'll answer questions such as: - What is the difference between a Will and a Trust, ...
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Financial Moments with Tom Copland presents: Estate Planning
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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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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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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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Learn all about investing in real estate in Tampa, Florida with a combination of real estate financial planning and modeling with numbers specific to Tampa plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Tampa).
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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 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 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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Learn all about investing in real estate in Glendale, Arizona with a combination of real estate financial planning and modeling with numbers specific to Glendale plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Glendale).
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Learn all about investing in real estate in Eugene, Oregon with a combination of real estate financial planning and modeling with numbers specific to Eugene plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Eugene).
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Learn all about investing in real estate in Sunnyvale, California with a combination of real estate financial planning and modeling with numbers specific to Sunnyvale plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Sunnyvale).
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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 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 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 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 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 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 the secrets of short-term rental properties in Brownsville. This class is Module 35 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What are the different variations of short-term rentals and what are some of the pros and cons of each. What are the most common ways to finance properties that you’…
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When A Trust Is Appropriate For Real Estate Transfers. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession
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#366 | Longevity vs Quality of Life: A Crucial Distinction Living longer isn't always better. For example, what if your health fails years before your body does? In this week’s reading, I explore a compelling concept from Dr. Peter Attia’s "𝘖𝘶𝘵𝘭𝘪𝘷𝘦" —the stark contrast between merely reacting to health problems as they arise… and proactively planni…
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When you set up a trust but don’t have a friend or family member you trust to manage it, what’s your next move? In this episode, we answer a question on a sensitive and critical decision in estate planning: how to choose the right corporate trustee? Should you go with a big national firm or a smaller local institution? Does it matter if you already…
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When the market is volatile, it's easy to feel like you're the only one who's ever felt this anxious. But some of the greatest investors in history have lived through chaos, and they left behind wisdom that still applies today. In this episode, Frank turns to voices like Warren Buffett, Benjamin Graham, and Jack Bogle to remind us how to stay groun…
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When people think about estate planning, a will is often the first thing that comes to mind. But relying solely on a will might leave significant gaps in your financial plan, potentially putting your loved ones and your hard-earned assets at risk. Join Jeff as he breaks down the critical features of a will and why a will alone might not be enough t…
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Medicaid Compliant Annuities & Asset Protection: An Expert Conversation with Dale Krause | Repair The Roof Podcast
43:23
Estate planning expert Dale Krauss unpacks the complex world of Medicaid planning, offering clarity on key distinctions between Medicare and Medicaid. He dives deep into the strategic use of annuities, the power of early planning for long-term care, and the role of trusts in protecting assets. Drawing from his own experience developing the Medicaid…
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In the inaugural episode of our Speaker Showcase, Partners Michael Clear and Erin Nicholls explore the evolving landscape of estate planning, with a special focus on strategies for middle and high-net-worth clients in Connecticut. The discussion addresses the potential sunset of the estate and gift tax exemptions in 2026, offering practical gifting…
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It happens. We see it all the time. Family disputes arise over estates, but you can prevent them. Learn how honest conversations and thoughtful planning can help avoid costly and painful legal battles.Klenk Law
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030: A "Fancy Jewelry Store" Building Community Through Inclusion-The Depo Market Story, with Tiffany Chou
29:27
Maui-raised entrepreneur Tiffany Chou tells us about the creation of Depo Market—a mission-driven retail space in Wailuku, Maui, and online, employing adults with disabilities. Our conversation explores Tiffany’s journey as a caregiver, entrepreneur, and disability rights advocate. We follow Tiffany and her brother Chris's venture into the jewelry …
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In this timely episode, Sheri MacMillan shares key estate planning strategies for the year ahead— including how to protect your wealth from taxes, market volatility, and legal risk. Whether you’re a business owner, have cross-border assets, or want to keep more in the family, this episode is packed with practical insights.…
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Episode Summary: In this episode of "Leaving a Legacy," host Sophia Morales and estate planning expert Rose Harper discuss the critical importance of estate planning for business owners. They explore common mistakes, essential documents, and practical steps for protecting both business and personal assets. Rose provides valuable insights on wills, …
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In this episode of Navigating Estate Planning with Caress Law, host Tammi Caress discusses a critical and often overlooked detail in estate planning: the importance of naming your trust as an insured party on your homeowner’s insurance policy. Drawing from recent real-world events, including insurance complications following the Los Angeles County …
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Welcome to *Legacy Protected*, the podcast by The Soto Law Group, dedicated to empowering Southern California families and business owners through essential insights on estate planning, probate, trust and probate litigation, and trust administration. In each episode, we’ll demystify the complex legal landscape that surrounds asset protection, inher…
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Welcome to The Verdict: Estate Planning Through Film. I'm Hons Yung, and today I’m joined by Farella Senior Associate Taylor Porter to discuss the movie Mamma Mia! With ABBA's blend of pop, rock, and disco setting the tone, Taylor and I discuss some of the common estate planning issues blended families face and the importance of keeping estate plan…
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