Cover image of Complete Estate Planning

Complete Estate Planning

Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about pr... Read more

Warning: This podcast data isn't working.

This means that the episode rankings aren't working properly. Please revisit us at a later time to get the best episodes of this podcast!

Ranked #1

Podcast cover

Ep 60: Beneficiary Designations: The Halfway House Estate Plan

Ep 60: Beneficiary Designations: The Halfway House Estate Plan

Many types of accounts allow the owner to designate beneficiaries to receive the account after the owner dies. This can ... Read more

7 Jul 2022

19mins

Ranked #2

Podcast cover

Ep 59: Using a Trust as a Utility Knife

Ep 59: Using a Trust as a Utility Knife

Most times, people look towards setting up a trust as a flexible, efficient, private, customized way to manage an inheri... Read more

16 Jun 2022

21mins

Similar Podcasts

Ranked #3

Podcast cover

Ep 58: Why Your Investments Matter in Your Estate Plan

Ep 58: Why Your Investments Matter in Your Estate Plan

It is always prudent to work with experts who specialize in a certain area. Use your estate planning attorney for your e... Read more

2 Jun 2022

24mins

Ranked #4

Podcast cover

Ep 57: Filling The Box - How To Make Sure Your Trust Actually Protects Your Assets

Ep 57: Filling The Box - How To Make Sure Your Trust Actually Protects Your Assets

Setting up a trust is a great way to protect your loved ones after you’re gone. However, just signing the legal document... Read more

19 May 2022

28mins

Most Popular Podcasts

Ranked #5

Podcast cover

Ep 56: Why Every Trust Needs A Will

Ep 56: Why Every Trust Needs A Will

Many families choose a trust as the best way to manage and distribute their inheritance after they pass away. However, p... Read more

5 May 2022

22mins

Ranked #6

Podcast cover

Ep 55: When Should I Give My Children Their Money?

Ep 55: When Should I Give My Children Their Money?

It is impossible to predict the future. However, families with underage beneficiaries often have to work with their atto... Read more

21 Apr 2022

26mins

Ranked #7

Podcast cover

Ep 54: What If Someone Puts You In Charge Of Their Estate Plan?

Ep 54: What If Someone Puts You In Charge Of Their Estate Plan?

Most of the focus on this show is about properly setting up your own plan to protect your family and your life savings. ... Read more

7 Apr 2022

23mins

Ranked #8

Podcast cover

Ep 53: Estate Planning Battle Royale: The Commodity vs. The Professional Service

Ep 53: Estate Planning Battle Royale: The Commodity vs. The Professional Service

There are two schools of thought on estate planning. The first (which we disagree with) is that estate planning is merel... Read more

31 Mar 2022

25mins

Ranked #9

Podcast cover

Ep 52: Student Loans After You Die

Ep 52: Student Loans After You Die

With tuition costs continuing to rise, more and more families are taking out student loans to pay for higher education. ... Read more

3 Mar 2022

24mins

Ranked #10

Podcast cover

Ep 51: “Thanks But No Thanks”… The Worst Assets To Inherit

Ep 51: “Thanks But No Thanks”… The Worst Assets To Inherit

People always want to pass their estate smoothly to their heirs after they pass away. Many conversations with families r... Read more

17 Feb 2022

25mins

“Podium: AI tools for podcasters. Generate show notes, transcripts, highlight clips, and more with AI. Try it today at https://podium.page”