Ep. No. 128. Current Trends - Indianapolis Man Leaves Hefty Estate to Charities
Send us Fan Mail Tune in for an episode on “Current Trends” – this episode shares a story about an Indiana man who left his $13 Million Dollar Estate to various charitable organizations (that his Exec...
23 Tammi 202414min
Ep. No. 127. Cautionary Tales - Irrevocable Life Insurance Trust Gone Wrong
Send us Fan Mail Tune in for a “Cautionary Tales" episode!This episode is about a couple that created an Irrevocable Life Insurance Trust, which is an estate planning tool often used by those that exc...
16 Tammi 202416min
Ep. No. 126. Celebrity Estate Planning - Jimmy Buffett
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of our Margaritaville friend, Jimmy Buffett. Sources and episode tran...
9 Tammi 202415min
Ep. No. 125. Current Trends - Corporate Transparency Act
Send us Fan Mail Tune in for an episode on “Current Trends” – this episode dives into a new law impacting business owners called the Corporate Transparency Act. If you own a business or will be starti...
2 Tammi 202415min
Ep. No. 124. Cautionary Tales - Mistakes Made by a Trustee
Send us Fan Mail Tune in for a “Cautionary Tales" episode!On this episode, we share a story about a young lady that inherited a Trust from her parents (at her parents' passing). Her brother was named ...
19 Joulu 202315min
Ep. No. 123. Celebrity Estate Planning - David Bowie
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the infamous David Bowie. Sources and episode transcript can be fo...
12 Joulu 202315min
Ep. No. 122. Current Trends - Quest to Locate a Lost/Missing Last Will and Testament
Send us Fan Mail Tune in for an episode on “Current Trends” – Inspired by a video game called Starfield and specifically the Last Will and Testament Quest (a level in the video game), let's talk about...
5 Joulu 202316min
Ep. No. 121. Cautionary Tales - Estate Mistakes that Linger...
Send us Fan Mail Tune in for an episode on “Cautionary Tales." On this episode, we share a story about a woman, who while attempting to do her own estate planning, learned about something that should ...
28 Marras 202313min
