Ep. No. 152. Current Trends - Slayer's Rule - What is it?
Send us Fan Mail Tune in for a "Current Trends" episode! Inspired by the lyrics in a Taylor Swift song, "I have this dream my daughter-in-law kills me for the money, She thinks I left them in the Will...
9 Juli 202413min
Ep. No. 151. Cautionary Tales - Estate Planning for Farmers
Send us Fan Mail Tune in for a “Cautionary Tales" episode!This week's episode is a "cautionary tale" where we dive into estate planning for farmers - and the unique challenges, decisions, and consider...
2 Juli 202414min
Ep. No. 150. Celebrity Estate Planning - Robin Williams
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the beloved actor, Robin Williams, and what happened estate-wise f...
25 Juni 202414min
Ep. No. 149. Current Trends - Triggers to Do or Update an Estate Plan
Send us Fan Mail Tune in for a "Current Trends" episode! This episode dives into common "triggers" that cause people to finally get their estate plan done or update it (after a long period of time). O...
18 Juni 202415min
Ep. No. 148. Cautionary Tales - Simultaneous Death Provisions
Send us Fan Mail Tune in for a “Cautionary Tales" episode!This week's episode is a "cautionary tale" where we talk about simultaneous death provisions in an estate plan. Back-to-back deaths are infreq...
11 Juni 202415min
Ep. No. 147. Celebrity Estate Planning - Amy Winehouse
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of famous singer-songwriter, Amy Winehouse, and what happened estate-...
4 Juni 202414min
Ep. No. 146. Current Trends - Happy Employees, Happier Clients
Send us Fan Mail Tune in for an episode on “Current Trends” – This week's episode has a different spin! As an owner or manager of a business, it's important to keep employees happy as it directly impa...
28 Maj 202415min
Ep. No. 145. Cautionary Tales - Five Mistakes Other Professionals Make Relating to Estate Planning
Send us Fan Mail Tune in for a “Cautionary Tales" episode!This week's episode is a "cautionary tale" where we talk about five mistakes that other (primarily, financial and tax) professionals make rela...
21 Maj 202415min
