Ep. No. 192. Cautionary Tales - Dodging Tax Traps
Send us Fan Mail Tune in for a “Cautionary Tales" episode! Taxes can be a silent wealth killer—especially if you don’t plan ahead. Whether you’re planning your own estate or advising clients, this ep...
15 Apr 202515min
Ep. No. 191. Celebrity Estate Planning - Gene Hackman & Betsy Arakawa
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – This episode delves into the complex legal aftermath when Gene Hackman and Betsy Arikawa died in close succession. Discover h...
8 Apr 202519min
Ep. No. 190. Current Trends - Estate Planning for College Athletes in the NIL Era
Send us Fan Mail Tune in for a "Current Trends" episode! This episode explores why estate planning has become essential for college athletes in the Name, Image, and Likeness ("NIL") era as they now h...
1 Apr 202516min
Ep. No. 189. Cautionary Tales - Navigating Estate Plans with Estranged Family
Send us Fan Mail Tune in for a “Cautionary Tales" episode! Many individuals struggle with fractured family relationships, and some become completely estranged from relatives. This episode explores a ...
25 Mar 202516min
Ep. No. 188. Celebrity Estate Planning - Family Feuds & Fast Cars (Estates of Carroll Shelby and Dale Earnhardt)
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – In honor of the fast-approaching Indianapolis 500 (since this podcast is based out of Indiana!), this episode dives into what h...
18 Mar 202514min
Ep. No. 187. Current Trends - O.J. Simpson’s Assets: The Final Verdict
Send us Fan Mail Tune in for a "Current Trends" episode! You may have recently watched a new documentary on Netflix called "American Manhunt: O.J. Simpson." In it, a member of the Goldman Family menti...
11 Mar 202516min
Ep. No. 186. Cautionary Tales - Gifting Assets: Smart Move or a Mistake?
Send us Fan Mail Tune in for a “Cautionary Tales" episode! To gift or not to gift, that is the question! This week's episode discusses the common scenarios where people and families choose to gift ass...
4 Mar 202518min
Ep. No. 185. Celebrity Estate Planning - Matthew Perry
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the well-known "Friends" actor, Matthew Perry. Sources and episod...
25 Feb 202515min
