Ep. No. 199. Current Trends - Estate Planning for Same Sex Couples
Send us Fan Mail In this episode and in honor of Pride Month, we tackle the unique estate planning challenges facing same-sex couples and reveal why having the right legal documents matters. Learn how...
3 Jun 202514min
Ep. No. 198. Cautionary Tales - Family Compounds - The Good, The Bad
Send us Fan Mail Tune in for a “Cautionary Tales" episode! Navigating the delicate balance of family compounds: how proper legal structures and thoughtful estate planning can protect your multi-gener...
27 Mai 202515min
Ep. No. 197. Celebrity Estate Planning - Estate of Marlon Brando
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" on the estate of famous actor, Marlon Brando. We explore the tumultuous aftermath of Marlon Brando's death, revealing how even a...
20 Mai 202515min
Ep. No. 196. Current Trends - End-of-Life Decisions: Can You Donate a Pacemaker?
Send us Fan Mail In this episode, we explore the growing practice of pacemaker recycling—where used devices are donated, reconditioned, and sent to patients in need around the world. Tune in for a dis...
13 Mai 202515min
Ep. No. 195. Cautionary Tales - Is your business legally naked?
Send us Fan Mail Tune in for a “Cautionary Tales" episode! What happens when a business owner passes away without the right legal documents in place? In this episode, we dive into a real-life story th...
6 Mai 202515min
Ep. No. 194. Celebrity Estate Planning - Estate of Sam Simon
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" on the estate of Sam Simon, the co-creator of the famous sitcom, The Simpsons. Sam turned his terminal diagnosis into purpose by ...
29 Apr 202515min
Ep. No. 193. Current Trends - Future of Medicaid
Send us Fan Mail Tune in for a "Current Trends" episode! As long-term care costs rise and Medicaid budget cuts loom, Medicaid's future is in question. We're breaking down the proposed federal budget ...
22 Apr 202516min
Ep. No. 192. Cautionary Tales - Dodging Tax Traps
Send us Fan Mail Tune in for a “Cautionary Tales" episode! Taxes can be a silent wealth killer—especially if you don’t plan ahead. Whether you’re planning your own estate or advising clients, this ep...
15 Apr 202515min
