Episode 256. Celebrity Estate Planning - Rockefeller Family Estate, Part 3
Send us Fan Mail In this third episode of the Rockefeller Family Estate mini series, we dive into how the Rockefellers preserved wealth, influence, and family continuity for generations through intent...
7 Jul 14min
Episode 255. Celebrity Estate Planning - Rockefeller Family Estate, Part 2
Send us Fan Mail In this second episode of the Rockefeller Family Estate mini series, we explore how public backlash against Standard Oil transformed John Rockefeller from one of America’s most criti...
30 Jun 12min
Episode 254. Celebrity Estate Planning - Rockefeller Family Estate, Part 1
Send us Fan Mail In this first episode of the Rockefeller Family Estate mini series, we explore how John Rockefeller built Standard Oil into an industrial empire and set the stage for one of the most ...
23 Jun 13min
Episode 253. Current Trends - Cars, Collectibles, and Chaos After Death
Send us Fan Mail This episode dives into the surprisingly complicated (and deeply emotional!) question of what happens to cars after death. From probate and family conflict to collector vehicles and s...
16 Jun 14min
Episode 252. Cautionary Tales - When an Irrevocable Trust Needs an Update
Send us Fan Mail Irrevocable trusts don’t always mean “unchangeable,” and today we’re breaking down why. We cover the key legal pathways that often allow modifications, and what happens when a trust b...
9 Jun 16min
Episode 251. Celebrity Estate Planning - Estate of Ernie Banks
Send us Fan Mail "Mr. Cub" Ernie Banks was beloved on the field, but his estate became a battleground after a last-minute plan left everything to his caregiver instead of his family. This episode brea...
2 Jun 15min
Episode 250. Current Trends - Real Estate in the Great Wealth Transfer
Send us Fan Mail In this episode, we break down how real estate is becoming one of the most complicated pieces of the Great Wealth Transfer, especially when there’s no clear estate plan in place. From...
26 Mai 14min
Episode 249. Cautionary Tales - To Gift or Not to Gift
Send us Fan Mail Gifting during your lifetime can be a powerful planning tool, but it’s also one of the easiest ways to unintentionally create tax issues, lose control, or derail long-term care plans....
19 Mai 15min
