Episode 222. Celebrity Estate Planning - Estate of Giorgio Armani
Send us Fan Mail In this "Celebrity Estate Planning" episode, we dive into the Estate of Giorgio Armani, the Italian fashion titan who revolutionized fashion and left behind an estate plan as elegant ...
11 Nov 202515min
Episode 221. Current Trends - Social Media Advice: Proceed with Caution
Send us Fan Mail Social media algorithms reward extreme, attention-grabbing advice over sound guidance, making social media a minefield for anyone seeking financial or legal help. Discover why profess...
4 Nov 202513min
Episode 220. Cautionary Tales - Irrevocable Trusts and Medicaid
Send us Fan Mail In this “Cautionary Tales” episode, we explore how families use irrevocable trusts to qualify for Medicaid while preserving and protecting their assets. We break down the general str...
28 Okt 202515min
Episode 219. Celebrity Estate Planning - Estate of James (Jim) Irsay
Send us Fan Mail In this "Celebrity Estate Planning" episode, we dive into the Estate of longtime Indianapolis Colts owner, James (Jim) Irsay — his life, legacy, and what we know so far about how his...
21 Okt 202515min
Episode 218. Current Trends - Intersection of Cryptocurrency and Estate Planning
Send us Fan Mail With millions of Americans holding cryptocurrency, most have not considered what happens to their digital assets when they die. Learn why traditional estate planning falls short for c...
14 Okt 202515min
Episode 217. Cautionary Tales - The Cost of a Cheap Estate Plan
Send us Fan Mail In this “Cautionary Tales” episode, a family crisis reveals the hidden flaws of a poorly drafted trust. We unpack how bargain estate plans can end up costing far more—and what you ca...
7 Okt 202513min
Episode 216. Celebrity Estate Planning - Estate of Jeffrey Epstein
Send us Fan Mail In this "Celebrity Estate Planning" episode, we take a look at the estate of Jeffrey (Jeff) Epstein and provide an update on where things currently stand with his controversial estat...
30 Sep 202514min
Episode 215. Current Trends - Estate Planning Without Kids
Send us Fan Mail In this episode, we discuss how the growing population of childless Americans can navigate unique estate planning challenges and create lasting legacies through strategic planning, pr...
23 Sep 202515min
