Ep. No. 151. Cautionary Tales - Estate Planning for Farmers
Send us Fan Mail Tune in for a “Cautionary Tales" episode!This week's episode is a "cautionary tale" where we dive into estate planning for farmers - and the unique challenges, decisions, and consider...
2 Jul 202414min
Ep. No. 150. Celebrity Estate Planning - Robin Williams
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the beloved actor, Robin Williams, and what happened estate-wise f...
25 Jun 202414min
Ep. No. 149. Current Trends - Triggers to Do or Update an Estate Plan
Send us Fan Mail Tune in for a "Current Trends" episode! This episode dives into common "triggers" that cause people to finally get their estate plan done or update it (after a long period of time). O...
18 Jun 202415min
Ep. No. 148. Cautionary Tales - Simultaneous Death Provisions
Send us Fan Mail Tune in for a “Cautionary Tales" episode!This week's episode is a "cautionary tale" where we talk about simultaneous death provisions in an estate plan. Back-to-back deaths are infreq...
11 Jun 202415min
Ep. No. 147. Celebrity Estate Planning - Amy Winehouse
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of famous singer-songwriter, Amy Winehouse, and what happened estate-...
4 Jun 202414min
Ep. No. 146. Current Trends - Happy Employees, Happier Clients
Send us Fan Mail Tune in for an episode on “Current Trends” – This week's episode has a different spin! As an owner or manager of a business, it's important to keep employees happy as it directly impa...
28 Mai 202415min
Ep. No. 145. Cautionary Tales - Five Mistakes Other Professionals Make Relating to Estate Planning
Send us Fan Mail Tune in for a “Cautionary Tales" episode!This week's episode is a "cautionary tale" where we talk about five mistakes that other (primarily, financial and tax) professionals make rela...
21 Mai 202415min
Ep. No. 144. Celebrity Estate Planning - George Carlin
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of famous comedian, George Carlin, and specifically how the Estate ha...
14 Mai 202414min
