Ep. No. 72. Cautionary Tales - Pick Your Executor Wisely!
Send us Fan Mail Tune in for an episode on “Cautionary Tales” – specifically, this episode talks about someone who, in hindsight, probably did not pick the most appropriate person to serve as her Exec...
29 Nov 202214min
Ep. No. 71. Celebrity Estate Planning - James Brown
Send us Fan Mail Tune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is on the Godfather of Soul, James Brown, and what happened estate-wise following his p...
22 Nov 202215min
Ep. No. 70. Current Trends - Largest Unclaimed Estate (To Date)
Send us Fan Mail Tune in for an episode on “Current Trends” – specifically, this episode is about a Chicago man who, after his passing, became the largest unclaimed estate in the US (to date). Though,...
15 Nov 202215min
Ep. No. 69. Cautionary Tales - Listing a Bank as Executor/Trustee
Send us Fan Mail Tune in for an episode on “Cautionary Tales” – specifically, this episode shares a story/case about someone who had designated a bank as the Executor/Trustee in their estate plan, whi...
8 Nov 202215min
Ep. No. 68. Celebrity Estate Planning - Anne Heche
Send us Fan Mail Tune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is quite the timely one as the celebrity we're talking about is Anne Heche, who very re...
1 Nov 202215min
Ep. No. 67. Current Trends - Aaron Judge, Home Runs, and Taxes
Send us Fan Mail Tune in for an episode on “Current Trends” – specifically, this episode is about the fan that caught Aaron Judge's 62nd home run ball. There's some talk about whether or not the fan w...
25 Okt 202215min
Ep. No. 66. Cautionary Tales - Estate Planning (With A Dose Of Drama)
Send us Fan Mail Tune in for an episode on “Cautionary Tales” – specifically, this episode dives into what we (as well as our client) discovered about the attorney that had drafted their existing esta...
11 Okt 202215min
Ep. No. 65. Celebrity Estate Planning - Queen Elizabeth
Send us Fan Mail Tune in for an episode on “Estate Planning of the Rich and Famous" – specifically, this episode is quite the timely one. This episode dives into what is likely to happen estate-wise/i...
4 Okt 202214min
