Episode 265. Current Trends - Your Estate Plan and AI: Proceed With Caution
Send us Fan Mail Before you upload your estate plan into an AI engine like ChatGPT, Claude, or Gemini, there are a few things you should know. We explore the privacy, ethics, and intellectual property...
8 Sep 16min
Episode 264. Cautionary Tales - Equal Isn't Always Fair: A Home Inheritance Story
Send us Fan Mail A father tries to be fair to all his kids in his estate plan, but "fair" and "equal" turn out to be two very different things. This episode breaks down a real family's cautionary tale...
1 Sep 14min
Episode 263. Celebrity Estate Planning - Estate of Richard Simmons
Send us Fan Mail Richard Simmons planned for what would happen after he was gone. What he couldn't plan for was the conflict between his brother and his longtime companion that followed. This episode ...
25 Aug 13min
Episode 262. Current Trends - Airline Miles, Hotel Points & Your Estate Plan
Send us Fan Mail What happens to your airline miles, hotel points, and credit card rewards when you die? In this episode, we break down what happens, how the rules differ between loyalty programs, and...
18 Aug 14min
Episode 261. Cautionary Tales - The Elephant in the Room: Estate Planning Edition
Send us Fan Mail Estate planning only works when it reflects real life - not just clean, idealized family dynamics. In this episode, we talk about the common “elephant in the room” issues that shape h...
11 Aug 14min
Episode 260. Celebrity Estate Planning - Estate of Paul Allen
Send us Fan Mail Microsoft co-founder Paul Allen changed the world through technology, but his estate plan may be just as fascinating. In this episode, we explore Allen's life, his estate plan, and h...
4 Aug 14min
Episode 259. Current Trends - Scams Targeting Older Adults
Send us Fan Mail Scams targeting older adults are more advanced than ever, using technology and manipulation to deceive even cautious individuals. This episode explores how they work and why they matt...
28 Jul 13min
Episode 258. Cautionary Tales - The Unfinished Estate Plan Problem
Send us Fan Mail Estate plans often stall not because they’re complicated, but because they involve real human decisions people struggle to make. This episode breaks down the most common reasons peopl...
21 Jul 14min
