Episode 246. Cautionary Tales - The Hidden Risk of Beneficiary Designations
Send us Fan Mail Avoiding probate by adding beneficiary designations to everything might sound smart—but it can leave your Executor stuck trying to pay bills with little or no money in the estate. In ...
28 Apr 15min
Episode 245. Celebrity Estate Planning - Estate of Greg Biffle
Send us Fan Mail Greg Biffle’s life was full throttle, but his estate plan ... or lack thereof ... was anything but. In this episode, we unpack how dying without a Will has set his estate on a complex...
21 Apr 15min
Episode 244. Current Trends - Late-Life Marriage Meets Estate Planning
Send us Fan Mail Later-in-life marriages are on the rise, but many couples don’t realize that saying “I do” can immediately change legal rights to their assets and even override parts of an existing e...
14 Apr 15min
Episode 243. Cautionary Tales - The Power (and Peril) of a Power of Attorney
Send us Fan Mail This episode is all about treading carefully with Powers of Attorney. Learn how to choose the right agent, understand what authority you’re granting, and make sure your document actua...
7 Apr 15min
Episode 242. Celebrity Estate Planning - Vanderbilt Family Estate, Part 3
Send us Fan Mail In the final installment of the Vanderbilt family series, we explore how the fortune founded by Cornelius Vanderbilt ultimately faded as it was divided across generations without a u...
31 Mar 14min
Episode 241. Celebrity Estate Planning - Vanderbilt Family Estate, Part 2
Send us Fan Mail In Part 2 of this series, we examine how the next generation—including Cornelius Vanderbilt II and William Kissam Vanderbilt—inherited extraordinary wealth but managed it in increasi...
24 Mar 14min
Episode 240. Celebrity Estate Planning - Vanderbilt Family Estate, Part 1
Send us Fan Mail In Part 1 of this series, we look at how Cornelius Vanderbilt built an extraordinary American fortune and made bold estate planning choices to keep it intact. We then examine how his ...
17 Mar 14min
Episode 239. Current Trends - The Estate Planning Crisis Nobody's Talking About
Send us Fan Mail If you've ever thought "I don't want to burden my kids with being my Executor," you're not alone - but finding a professional to serve instead is harder than you think. Today we're ta...
10 Mar 15min
