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
Episode 214. Cautionary Tales - Picking the Right Executor and Trustee
Send us Fan Mail In this "Cautionary Tales" episode, we explore the critical (and often overlooked!) decision of choosing your Executor and Trustee, featuring two real stories that went disastrously w...
16 Sep 202514min
Episode 213. Celebrity Estate Planning - Estate of Lauren Bacall
Send us Fan Mail In this "Celebrity Estate Planning" episode, we take a look at the estate of Hollywood legend, Lauren Bacall, and how she planned ahead, took care of the people (and pets) she loved,...
9 Sep 202514min
Episode 212. Current Trends - Big Bill, Big Changes (OBBBA)
Send us Fan Mail In this episode, we unpack the major estate and elder law changes tucked into the One Big Beautiful Bill—everything from tax changes to upcoming Medicaid cuts. We walk through what th...
2 Sep 202514min
Episode 211. Cautionary Tales - Online Estate Planning: Helpful Tool or Risky Shortcut?
Send us Fan Mail In this "Cautionary Tales" episode, we explore the pros and limitations of online estate planning platforms—and why documents alone aren’t enough. From missed legal nuances to long-te...
26 Aug 202514min
Ep. No. 210. Celebrity Estate Planning - Estate of Brooke Astor
Send us Fan Mail In this "Celebrity Estate Planning" episode, we dive into Brooke Astor's estate. Once celebrated as one of New York's most generous philanthropists, her final years were marked by de...
19 Aug 202514min
Ep. No. 209. Current Trends - Mystery Will: A New Chapter in Tony Hsieh’s Estate
Send us Fan Mail A mysterious will has surfaced years after Tony Hsieh’s death, sparking a legal battle over who should control his estate. With surprise executors, family conflict, and questions of ...
12 Aug 202515min
Ep. No. 208. Cautionary Tales - When Joint Ownership Backfires
Send us Fan Mail In this "Cautionary Tales" episode, we chat about why adding adult children to bank accounts or other assets is almost always a bad idea, using a real case where a joint account left ...
5 Aug 202514min
