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
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
