
Ep. No. 39. Cautionary Tales - Who Should be the Executor?
Send us Fan Mail Tune in for an episode on “Cautionary Tales” – specifically, this episode is about a family that instead of fighting about money and who-gets-what, they were fighting about who is in ...
5 Apr 202215min

Ep. No. 38. Celebrity Estate Planning - Marilyn Monroe
Send us Fan Mail Tune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is on the iconic Marilyn Monroe. Sources and episode transcript can be found at: https:...
29 Mar 202215min

Ep. No. 37. Current Trends - Unclaimed Property
Send us Fan Mail Tune in for an episode on “Current Trends” – specifically, this episode is about unclaimed property and how many experts think there will be a rise in unclaimed funds following the Gr...
22 Mar 202214min

Ep. No. 36. Cautionary Tales - Beneficiary Designations Gone Wrong!
Send us Fan Mail Tune in for an episode on “Cautionary Tales” – specifically, this episode contains examples of where beneficiary designations (on accounts and assets) have gone very, very wrong! Tune...
15 Mar 202215min

Ep. No. 35. Celebrity Estate Planning - Tony Hsieh (Zappos)
Send us Fan Mail Tune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is on the former CEO of the online shoe/clothing company, Zappos, Tony Hsieh. Sources a...
8 Mar 202215min

Ep. No. 34. Current Trends - What is Going On With Wendy Williams?
Send us Fan Mail Tune in for an episode on “Current Trends” – specifically, this episode is about Wendy Williams. You may have caught some recent headlines on Wendy, her health, her finances, and the ...
1 Mar 202215min

Ep. No. 33. Cautionary Tales - Diary of a Farmer
Send us Fan Mail Tune in for an episode on “Cautionary Tales” – specifically, this episode is about the many, many reasons (or as our host thinks ... excuses) on the "why" farmers fail to do their est...
22 Feb 202214min

Ep. No. 32. Celebrity Estate Planning - Tom Petty
Send us Fan Mail Tune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is on: Tom Petty! One of greatest musicians! Sources and episode transcript can be foun...
15 Feb 202215min



















