Кращі подкасти про Planning Law (2024)

1
Untangling the Knot: Oregon’s Spousal Elective Share 12:07

11d ago12:07

12:07

Is your spouse entitled to a certain share of your estate? In this episode Tammi Caress discusses Oregon’s Elective share, the amount a spouse is entitled to receive, and how planning ahead can save time and expense for your loved ones. Connect with Tammi Caress https://caresslaw.estate/ https://www.linkedin.com/in/caresslaw/…

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From Youth Advocacy to Elder Law: Carrie Pugh Connects with Community 30:32

13d ago30:32

30:32

Carolyn (Carrie) Pugh brings a breadth of knowledge and a team-oriented attitude to Bellomo & Associates. In addition to her work in elder law and estate planning, she has extensive experience in family law, youth advocacy, and Social Security disability, among other disciplines. She loves people and helping others, but animals figure prominently i…

1
How to Fund Your Revocable Living Trust 7:23

22d ago7:23

7:23

Learn the importance of properly funding a revocable living trust, including the need to transfer assets like real estate, LLCs, bank accounts, and life insurance into the trust to avoid probate.Klenk Law

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When there’s no Will – Understanding Intestate Succession 27:42

27d ago27:42

27:42

How would you feel if you had no control over who inherited from you? This is precisely what happens when a person passes away without a will: they give up their freedom to choose who their beneficiaries are and how they inherit. In this episode we discuss what it means to die intestate (without a Will) and the impact it has on those you leave behi…

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Legal Legacies and Four-Legged Friends: A Conversation with Susan Hunter 30:14

27d ago30:14

30:14

Jeff welcomes retired attorney and businessperson Susan Hunter. Before developing a state-of-the-art indoor dog park and boarding-grooming-training facility in Nevada, Susan ran a successful elder law firm in Indiana. Back then, Susan and Jeff took time from their practices to co-teach a systematized approach of practice to elder law, estate planni…

1
Tanglewood Life Coaching: Clearing the Brush to Reveal the Best in Us 26:30

1M ago26:30

26:30

Jeff’s guest is Julie Cassaday, a certified life coach and Level II Reiki Healer, whose unique approach to personal development and empowerment has transformed lives. Julie helps individuals reveal the best of themselves by untangling the obstacles to their goals. In addition to private coaching and Reiki, her work extends to communication and orga…

1
Empowering Healthcare Choices: A Guide to Advanced Directives 27:38

1M ago27:38

27:38

Joining host Tammi Caress in this episode of Navigating Estate Planning with Caress Law is Lori Eckel, a certified clinical social worker who focuses on palliative care, hospice, and serious illness. Tammi and Lori discuss the significance of living wills and advanced directives, emphasizing the part they play in a person's priorities and values, a…

1
What to Do if The Executor is Ignoring You 7:47

2M ago7:47

7:47

Join us as we discuss the challenges faced when executors fail to provide necessary information to beneficiaries. Get step-by-step guidance to address such situations, including hiring an attorney or seeking intervention from a judge to ensure the rightful distribution of assets.Klenk Law

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Planning for Your Pets 15:49

2M ago15:49

15:49

In this episode of "Navigating Estate Planning with Caress Law," host Tammi Caress dives into the often-overlooked yet crucial topic of including pets in your estate plan. With her beloved golden retriever by her side, Tammi emphasizes the emotional bond we share with our furry companions and offers actionable steps to ensure their care even after …

1
Assisted Living Locators: Managing the Maze of Senior Living Options 28:14

2M ago28:14

28:14

Finding the right senior living community for yourself or a family member can be overwhelming, emotional, and time-consuming. Assisted Living Locators is a nationwide network that helps seniors find the community that best meets their needs. Rick Campomizzi, owner of the local Harrisburg-based office, provides free, personalized service and expert …

1
Interview Special: 46 years in the law 52:57

2M ago52:57

52:57

Join us as we look back at Patrick Robinson’s long and successful career ahead of his retirement. Patrick was one of Town Legal’s founding partners and the firms’ first Managing Partner. Starting his career before the advent of mobile phones and emails, Patrick has had a very impressive career, and we discuss some of his key highlights (and a few l…

1
Strategic Legacy Building: Advanced Strategies in Estate Planning 27:18

2M ago27:18

27:18

Tammi Caress is the founder of Caress Law, PC, a boutique estate planning, probate, and trust administration firm servicing clients in the States of Oregon and Washington. In today’s episode, Tammi shares advanced estate planning strategies to minimize estate taxation and pass more wealth to your loved ones. Key Points: Overview of estate and gift …

1
Numbers and More for 2024: IRS Rulings, Tax Info, and Medicaid Updates 28:49

2M ago28:49

28:49

It’s that time of year when Jeff provides the newest and most applicable IRS and Medicaid numbers for tax and estate planning purposes. Many of these numbers are discussed in our free, educational workshops. Jeff also likes to review them here along with related questions we get from our clients. WHAT YOU NEED TO KNOW (00:00) Episode introduction. …

1
Behind Closed Doors: Disclosing Private Matters to Your Estate Planning Attorney 21:58

2M ago21:58

21:58

Tammi Caress is the founder of Caress Law, PC, a boutique estate planning, probate, and trust administration firm servicing clients in the States of Oregon and Washington. In Today’s episode Tammi Caress shares with you the importance of transparency with your estate planning attorney. Key Points: Transparency with Your Estate Planning Attorney Und…

1
Famous Figures, Part 2: What We Can Learn from Celebrity Estate Plans 30:32

3M ago30:32

30:32

This is the 2nd part of our examination of celebrity estate plans. Using the real-life stories of some of entertainment’s most famous figures, Jeff teaches us valuable lessons that can be applied to our own situations. What You Need to Know (00:00) Episode introduction. (02:56) Singer Whitney Houston created a will in 1993. She died 19 years later …

1
Famous Figures: What We Can Learn from Celebrity Estate Plans 29:38

3M ago29:38

29:38

It might not seem like it, but celebrities are people, too. Their estate plans prove that, just like us, some are forward-thinking and prepared while others fail to protect their assets. Jeff uses the stories of some of the wealthiest and most fascinating figures in entertainment and sports to teach us valuable lessons in estate planning because ou…

1
Unlocking Your Legacy: The Art of Estate Planning and Disclaimers | Navigate Inheritance with Confidence 27:24

3M ago27:24

27:24

In this podcast episode, Tammi Caress, founder of Caress Law, delves into the power of disclaimers in estate planning to minimize estate taxes and maximize inheritance. Through clear explanations and illustrative examples, listeners gain insights into how disclaimers can strategically shape one's legacy. Tammi emphasizes the importance of timely ac…

1
IF YOU FILE BANKRUPTCY WILL YOU HAVE TO GO TO COURT 4:11

3M ago4:11

4:11

IF YOU FILE BANKRUPTCY WILL YOU HAVE TO GO TO COURT

1
Demistifying the Term "Estate": Understanding its True Meaning 15:50

4M ago15:50

15:50

Understanding your estate is crucial for securing your legacy and protecting your loved ones' futures. Join us in this episode as we demystify the term 'estate' and explore its profound impact on your estate plan. Understanding the Estate An estate comprises all your assets, regardless of their value, including: Real property (e.g., homes, land) Ca…

1
Inside Probate: Tips from Cathy Montague's 37 Years in the Field 28:07

4M ago28:07

28:07

Jeff “inherited” probate paralegal Cathy Montague two years ago when Bellomo acquired a small elder law firm from a retiring attorney. It didn’t take long for Jeff and the team to recognize Cathy’s experience and value. And it didn’t take long for Cathy to embrace her new environment and colleagues. Cathy sits down with Jeff to reflect on her long …

1
ADVANTAGES OF AN ATTORNEY DRAFTED ESTATE PLAN VERSUS A DIY PLAN 5:02

4M ago5:02

5:02

ADVANTAGES OF AN ATTORNEY DRAFTED ESTATE PLAN VERSUS A DIY PLAN

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7 Common Mistakes to Avoid When Creating your Estate Plan 25:44

4M ago25:44

25:44

In this episode, we explore the intricacies of estate planning and highlight seven common mistakes individuals often make when crafting their estate plans. From procrastination to neglecting digital assets, our discussion aims to empower listeners with the knowledge to navigate these pitfalls and secure their legacy. In this episode you will learn …

1
Beyond Numbers: A Client-Centric Approach to Financial Planning with Wade Williams 29:32

4M ago29:32

29:32

Jeff welcomes Wade Williams from Integrity Wealth Strategies. With tax, audit, and real estate experience under his belt, Wade found his real passion was helping others as a financial advisor. Jeff and Wade discuss investment management and the process of starting up with an advisor. They also highlight the value of expertise and a client-centric m…

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WHEN SHOULD YOUR ESTATE PLAN INCLUDE A TRUST 4:18

5M ago4:18

4:18

WHEN SHOULD YOUR ESTATE PLAN INCLUDE A TRUST

1
Unlocking Business Leadership Potential: The Keys to Growth with Executive Coach and Mentor Mark Sussman 21:39

5M ago21:39

21:39

Jeff welcomes Mark Sussman from Strategic Business Group. Mark is an executive coach, mentor, and family business advisor. He helps leaders widen their perspective on their business, formulate plans to achieve their goals and monitor their progress. Being in charge can be lonely, so Mark also runs a peer advisory group for CEOs and owners. The Smal…

1
CAN CREDITORS OBJECT TO YOUR BANKRUPTCY CASE 4:17

5M ago4:17

4:17

CAN CREDITORS OBJECT TO YOUR BANKRUPTCY CASE

1
What You Should Know about Elder Care Advocacy with Meg Motter 30:13

5M ago30:13

30:13

Jeffrey Bellomo is joined by Meg Motter, Life Care Planning Coordinator at Bellomo & Associates. As an experienced, licensed social worker, Meg provides personalized support for elderly individuals dealing with various challenges related to aging, health, and living arrangements. Meg and Jeff share stories of commitment, personal connections, and t…

1
Christmas Special: 12 months of planning 35:13

5M ago35:13

35:13

Victoria and Nikita run through a planning themed "12 Days of Christmas" looking back at some highlights from 2023.Town Legal LLP

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From Personal Injury to Parenting Prodigies: Meet Craig Milsten 28:20

6M ago28:20

28:20

Jeff is joined today by Craig Milsten. Craig has worked as an assistant District Attorney and the head of litigation at a large general practice law firm. For the last 18 years, he has been with Katherman Briggs & Greenberg (KBG) Injury Law. Craig is an experienced trial attorney and specializes in personal injury claims. Both Craig and Jeff have t…

1
SHOULD YOU PLACE YOUR REAL ESTATE INTO A TRUST OR LLC 3:26

6M ago3:26

3:26

SHOULD YOU PLACE YOUR REAL ESTATE INTO A TRUST OR LLC

1
Empowering Our Communities: The Impact of Good News Consulting on Dementia Care 27:27

6M ago27:27

27:27

Jeff’s guest is Tina Hess, the owner of Good News Consulting, a training, consulting, care management, and guardianship company specializing in person-centered dementia care since 1998. Members of the team also began serving as court-appointed guardians in 2004. With its advocacy, caregiver training, and resources for professionals and families, Go…

1
Know the Risks of Gifting Money, Unwrap Peace of Mind Instead 26:51

6M ago26:51

26:51

With the holidays upon us, you might be tempted to gift large sums of money to your children. But Jeff warns against this seemingly generous practice because gifting money and/or assets carries real and potential risks, including loss of control, severe tax implications, and inability to pay for long-term care. Jeff recommends a more thoughtful and…

1
How To Determine If You Qualify For Bankruptcy 3:52

6M ago3:52

3:52

HOW TO DETERMINE IF YOU ARE ELIGIBLE FOR BANKRUPTCY

1
Estate Planning Essentials: Act Early to Safeguard Your Future 25:52

7M ago25:52

25:52

Estate planning is not only for older, established homeowners. Jeff explains how to know when it’s the right time to set up powers of attorney and wills. He outlines state laws that will determine how medical decisions and finances will be handled if a person dies or becomes incapacitated without legal documents in place. Then, he ties it all toget…

1
Comply with the SECURE Act 2.0: Act Now to Update Your Estate Plan 21:58

7M ago21:58

21:58

The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed in December 2022. Some sections are already in effect and others begin January 1, 2024. The law focuses mainly on retirement and tax-related issues, but has significant implications for estate planning, also. People who have estate plans that list trusts as benefi…

1
Finding Hope in Loss: Meet Jacob Sherman 30:34

7M ago30:34

30:34

When a person calls Bellomo & Associates looking for information for the first time, they speak with Intake Specialist Jacob Sherman. Jacob’s passion for helping others, especially when they are going through a tough time, is evident from the start. As a provider of what Jeff calls, “service extraordinaire,” Jacob ensures that a person’s initial in…

1
Quarterly: pLURAl planning problems 45:22

7M ago45:22

45:22

There’s lots for us to cover after an extended summer break – the Levelling Up and Regeneration Act receives royal assent, the government announces its long-term plan for housing, the introduction of mandatory BNG regulations get delayed and the SoS refuses the called-in M&S application. Victoria and Nikita also welcome their first fellow Townie as…

1
HOW TO UTILIZE YOUR RETIREMENT ACCOUNTS IN YOUR ESTATE PLAN 3:29

7M ago3:29

3:29

HOW TO UTILIZE YOUR RETIREMENT ACCOUNTS IN YOUR ESTATE PLAN

1
Reflecting on Universal Truths: Jeff’s Advice to His Younger Self 25:29

7M ago25:29

25:29

Jeff reflects on his many years as an attorney and shares the advice he would give himself as a young lawyer. As it turns out, his advice consists of universal truths: think differently; keep learning and growing; be clear, consistent, and honest in your communications; accept that people need to make their own decisions in their own time; nurture …

1
Don’t Gamble with Your Legacy: Choosing the Right Professionals for Elder Law and Estate Planning 25:21

7M ago25:21

25:21

Jeff answers another set of commonly asked questions in this last part of our series. But keep your questions coming! Along with guest interviews and deep dives into special topics, we will continue to address your questions periodically. And, of course, we’re happy to assist you in our workshops, meetings, and all of the ways we interact. What You…

1
Episode 11: How to Fund a Revocable Trust 13:13

8M ago13:13

13:13

Estate Planning Lawyer, Pete Klenk delves into the often overlooked but crucial aspect of estate planning - funding a revocable trust. In this episode, he breaks down the importance of funding your revocable trust, exploring the common misconceptions and pitfalls associated with this essential step.Klenk Law

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Episode 12: Avoiding the Government with a Revocable Trust 15:04

8M ago15:04

15:04

Peter Klenk, estate planning lawyer, uncovers the complexities of financial planning and the role of revocable trusts in preserving wealth and autonomy. This isn't just about avoiding taxes; it's about empowering yourself to control your financial destiny.Klenk Law

1
Cracking the Code: Estate Planning FAQs Unveiled 25:40

8M ago25:40

25:40

As we continue our series, Jeff discusses several misconceptions that surround elder law, asset protection, and estate planning. These questions apply to everyone, regardless of financial status. Whether he’s talking about basic wills, different types of trusts, or the significance of the red wagon, Jeff uses relatable examples to make the concepts…

1
Will Bankruptcy Eliminate Medical Debts 0:52

8M ago0:52

0:52

WILL BANKRUPTCY ELIMINATE MEDICAL DEBTS

1
COMMON MISTAKES WHEN ESTATE PLANNING 4:39

8M ago4:39

4:39

COMMON MISTAKES WHEN ESTATE PLANNING

1
Commonly Asked Questions: Don’t Wait to Protect Your Assets 27:33

8M ago27:33

27:33

In this first part of our series that addresses some commonly asked questions, Jeff highlights the importance of proper planning for asset protection, regardless of age, and describes the expertise needed to effectively serve clients in this highly specialized area of the law. In addition to protecting your assets, it's about securing your financia…

1
Legacy Guardians: Navigating Estate Administration with Dana Wieseman 20:23

8M ago20:23

20:23

“I believe it’s my job and my purpose to assist in all matters and to eliminate any unnecessary stress during this emotional time, and to make the process as easy as possible.” That is from Dana Wieseman, Estate Administration Paralegal at Bellomo & Associates. It's easy to see Dana's commitment and compassion for clients as she discusses her exten…

1
COMMON MISTAKES WHEN FILING FOR BANKRUPTCY 4:54

8M ago4:54

4:54

COMMON MISTAKES WHEN FILING FOR BANKRUPTCY

1
How To Avoid Probate 0:50

8M ago0:50

0:50

HOW TO AVOID PROBATE

1
Healing Hearts: How Olivia's House Supports Grieving Families 32:13

8M ago32:13

32:13

Jeff talks with K.C. Delp and Julia Dunn, M.Ed., LPC, of Olivia’s House, a non-profit organization dedicated to providing no-cost grief and loss support for children and families. Olivia’s House has an unmatched reputation with its proven program model, incredible volunteers, and tremendous support from the community. In addition to providing suppo…

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