Ep. No. 208. Cautionary Tales - When Joint Ownership Backfires
Send us Fan Mail In this "Cautionary Tales" episode, we chat about why adding adult children to bank accounts or other assets is almost always a bad idea, using a real case where a joint account left ...
5 Elo 202514min
Ep. No. 207. Celebrity Estate Planning - Estate of Lawrence Inlow
Send us Fan Mail In this "Celebrity Estate Planning" episode, we dive into Lawrence Inlow's estate. After the sudden death of the multimillionaire executive, a lack of estate planning led to years of...
29 Heinä 202515min
Ep. No. 206. Current Trends - Jimmy Buffett's Estate Drama
Send us Fan Mail Jimmy Buffett's carefully crafted estate plan has taken a dramatic turn, with his widow, Jane Buffett, filing a lawsuit to remove the Co-Trustee of the Trust. We're diving into the sh...
22 Heinä 202514min
Ep. No. 205. Cautionary Tales - Choosing Guardians for Your Kids
Send us Fan Mail In this "Cautionary Tales" episode, we chat about what happens when parents don't choose guardians for their children ... and why leaving this decision to the courts creates chaos for...
15 Heinä 202514min
Ep. No. 204. Celebrity Estate Planning - Estate of Charles Dickens
Send us Fan Mail In this "Celebrity Estate Planning" episode, we dive into Charles Dickens's estate to uncover timeless lessons about protecting your creative work, dealing with family drama, and pick...
8 Heinä 202514min
Ep. No. 203. Current Trends - When Good Deeds Go Bad: Transfer on Death Deed Version
Send us Fan Mail Transfer on death deeds were supposed to make passing down property simple, but they're creating nightmare scenarios for families nationwide. We explore how these "easy" legal forms a...
1 Heinä 202514min
Ep. No. 202. Cautionary Tales - Personal Property Planning: The $225 Family Feud
Send us Fan Mail In this "Cautionary Tales" episode, we chat about siblings who fought over their mom's wedding ring ... until a shocking jewelry appraisal changed everything. Learn practical strategi...
24 Kesä 202513min
Ep. No. 201. Celebrity Estate Planning - Estate of George Steinbrenner
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" on the estate of George Steinbrenner, the long-time owner of the New York Yankees. We explore how George hit the ultimate tax ho...
17 Kesä 202515min
