Ep. No. 112. Cautionary Tales - Family Dispute over Executor Role
Send us Fan Mail Tune in for an episode on “Cautionary Tales." On this episode, we dive into a real-life story where a family was not arguing over money after someone passed away, but arguing about wh...
19 Sep 202317min
Ep. No. 111. Celebrity Estate Planning - Casey Kasem
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – specifically, this episode is on Casey Kasem, which is a name and face you may not immediately recognize, but you'd sure recogn...
12 Sep 202315min
Ep. No. 110. Current Trends - Terminating a Trust
Send us Fan Mail Tune in for an episode on “Current Trends” – specifically, this episode is inspired by something the host, Jenny, heard on the popular show, The Summer I Turned Pretty, on Prime Video...
29 Aug 202316min
Ep. No. 109. Cautionary Tales - Issues with Beneficiary Designations
Send us Fan Mail Tune in for an episode on “Cautionary Tales." On this episode, we dive into real-life client stories where beneficiary designations have (or could have had) caused significant issues....
22 Aug 202316min
Ep. No. 108. Celebrity Estate Planning - Paul Walker
Send us Fan Mail Tune in for an episode on “Celebrity Estate Planning" – specifically, this episode is on well-known actor, Paul Walker. Sources and episode transcript can be found at: https://www.leg...
15 Aug 202316min
Ep. No. 107. Current Trends - If You Win the Lottery...
Send us Fan Mail Tune in for an episode on “Current Trends” – specifically, this episode is about winning the lottery! Imagine you look at your ticket and find that you are the lucky winner - this epi...
8 Aug 202317min
Ep. No. 106. Cautionary Tales - Post-Divorce Collaborative Estate Planning
Send us Fan Mail Tune in for an episode on “Cautionary Tales." On this episode, we chat about a couple that was once-married, now-divorced that decided to do their estate planning as a collaborative v...
1 Aug 202316min
Ep. No. 105. Celebrity Estate Planning - Michael Crichton
Send us Fan Mail Tune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is on Michael Crichton, who is perhaps most known for his authorship of Jurassic Park. ...
25 Juli 202315min
