Ep. No. 120. Celebrity Estate Planning - Paul Newman
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – this episode dives into what happened following the death of the actor and entrepreneur, Paul Newman. Sources and episode trans...
14 Nov 202315min
Ep. No. 119. Current Trends - 'Tis the Season (to be around family)
Send us Fan Mail Tune in for an episode on “Current Trends” – Often, during the holidays, we see family members and loved ones we have not seen in a while and may notice they have physically or cogni...
7 Nov 202316min
Ep. No. 118. Cautionary Tales - Funeral Planning (for Halloween!)
Send us Fan Mail Tune in for an episode on “Cautionary Tales." On this *Halloween* episode, we discuss your options as it relates to funeral planning (pre-planning, state forms, not planning at all) -...
31 Okt 202317min
Ep. No. 117. Celebrity Estate Planning - Warren Burger
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – some may not consider him a "celebrity" but he sure is well-known, so let's count it! This episode is on Warren Burger, former ...
24 Okt 202315min
Ep. No. 116. Current Trends - Estate Tax Update, 2023
Send us Fan Mail Tune in for an episode on “Current Trends” – specifically, this episode dives into taxes, which is not the most fun topic in the world! Though, as we near 2025/2026, the topic of esta...
17 Okt 202316min
Ep. No. 115. Cautionary Tales - Hard Decisions in Estate Planning
Send us Fan Mail Tune in for an episode on “Cautionary Tales." On this episode, we dive into a real-life client that did not put their children in any estate planning roles - we discuss "why" they did...
10 Okt 202318min
Ep. No. 114. Celebrity Estate Planning - James Gandolfini
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – specifically, this episode is on the actor who played Tony Soprano on The Sopranos, James Gandolfini. You'll be surprised to he...
3 Okt 202317min
Ep. No. 113. Current Trends - Michael Oher & The Tuohy Family (The Blind Side)
Send us Fan Mail Tune in for an episode on “Current Trends” – specifically, this episode dives into what has happened to the "real-life" people from the movie, The Blind Side, recently. Michael Oher h...
26 Sep 202316min
