Episode 230. Current Trends - Your Annual Estate Plan Checkup
Send us Fan Mail Kick off the year with an estate planning reset! In this episode, we walk through a practical yearly review - covering foundational estate planning documents and other related elemen...
6 Jan 17min
Episode 229. Cautionary Tales - They're Not Doing Well. Now What?
Send us Fan Mail Maybe you noticed concerning changes in your parent or loved one over the holidays. Like: memory issues, confusion, or physical decline. This episode walks you through what to do next...
30 Des 202518min
Episode 228. Celebrity Estate Planning - Estate of Wellington Burt
Send us Fan Mail In this episode, discover the story of Wellington Burt, a lumber tycoon who locked away his massive fortune for decades with a 'spite clause' ensuring the family members he resented ...
23 Des 202514min
Episode 227. Current Trends - Filial Responsibility Laws: A Sleeping Giant?
Send us Fan Mail Filial responsibility laws can make adult children legally responsible for their parents’ care costs. In this episode, we break down when these laws apply, how they’re enforced, real-...
16 Des 202511min
Episode 226. Cautionary Tales - The Family Farm That Got Away
Send us Fan Mail In this episode, we unpack a heartbreaking story of how a few missing estate planning documents led to the loss of a multi-generation family farm. It’s a powerful reminder that when y...
9 Des 202514min
Episode 225. Celebrity Estate Planning - Estate of Hulk Hogan (Terry Gene Bollea)
Send us Fan Mail In this episode, we dive into wrestling legend Hulk Hogan's estate after his 2025 death, uncovering the surprising reason his daughter was not included and what we can learn about fam...
2 Des 202516min
Episode 224. Current Trends - What Pumpkin Pie Teaches Us About Estate Planning
Send us Fan Mail Ever wonder if you could require your family to show up for Thanksgiving dinner to get their inheritance? This episode explores the surprising power and flexibility of estate plannin...
25 Nov 202512min
Episode 223. Cautionary Tales - Blended Family Guide to Estate Planning
Send us Fan Mail Blended families face unique estate planning challenges that can turn even amicable stepfamilies into bitter adversaries after a death or incapacity. In this episode, we'll explore wh...
18 Nov 202514min
