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Live Life and Plan for a Better Tomorrow
10 minutes | Dec 13, 2019
Episode 59 Can a Spouse Inherit after a Legal Separation.
Anthony Bourdain, the famous foodie traveler, past away last year. When he died, he was legally separated from his wife but not legally divorced. The question arises as to whether the wife can still inherit from his estate. Stay tuned for the answer.
9 minutes | Dec 13, 2019
Episode 58 Unmarried Couples and Non Traditional Relationships
This is directed at those who have chosen not to marry or are in states where particular unions are not recognized ie gay marriage.
9 minutes | Dec 13, 2019
Episode 57 What is Your Most Important Asset?
There’s much ado about our valuable possessions and investments and assets. The answer may surprise as it has nothing to do with your house, retirement plan or other assets per Se.
11 minutes | Dec 5, 2019
Episode 56 - What is your most important asset? It’s not what you think
This podcast/video is about the importance of having disability insurance and why you absolutely need it.
11 minutes | Dec 3, 2019
Happy Thanksgiving and F*ck Black Friday
This holiday season let us emphasize the value of our family and friendships over material possessions.
6 minutes | Nov 8, 2019
Episode 54 Worst Case Scenario #2
Jack and Jill have a son named Joe. They decide to put Joe's name on assets under a joint ownership so as to avoid probate and estate planning. What can possibly go wrong?
23 minutes | Nov 8, 2019
Episode 53 - Parents (Sometimes) Just Don’t Understand
This is a video about parenting yes. And I give one common sense advice that every parent is going to say yeah duh, but do we practice it? The advice is listen, observe and nurture your child's passion. In doing so, please avoid the 5 parenting styles I describe in this video. My two cents. Take it for what it is worth.
4 minutes | Nov 8, 2019
Episode 52 Worst Case Scenario 1
This is a short quick hit video about a possible worst case scenario. Jill, a widower has 2 children and remarries Jack who is also a widower with 2 children. They draft up mirror image wills. What can possibly go wrong?
7 minutes | Nov 1, 2019
Episode 51 Irrevocable Life Insurance Trust
ILIT is a very important tool you can use if you want to get significant estate tax benefits.
8 minutes | Nov 1, 2019
Episode 50 - Medicaid Planning.
Another predator in the estate planning context is the Nursing Home. Long term care in the US is expensive and can drain your accounts. Consider Medicaid planning as part of your overall estate planning.
7 minutes | Oct 30, 2019
Episode 49 For Snoopy - Pet Trust
For your beloved pets, you can take care of them through a Pet Trust.
9 minutes | Oct 30, 2019
Episode 48 Plane Crash - Both Parents Dead
What happens to the child if both parents were to die together at the same time? Have you chosen a guardian?
13 minutes | Oct 26, 2019
Episode 47 - Financial Mindset, Compound interest, and Goal setting
This is an episode about having the right financial mindset, capitalizing on the power of compound interest and tips on goal setting.
12 minutes | Oct 25, 2019
Episode 46 To Joint or Not Joint
We explore joint ownership of property and assets and how it bypasses the will. This may not be ideal in all situations. Tread carefully for your own situation.
8 minutes | Oct 25, 2019
Episode 45 Advance Healthcare Directive
This is an important document to have in your estate plan to lay down clear instructions as to what should happen should you become incapacitated or in a coma.
10 minutes | Oct 23, 2019
Episode 44 - Best Part of Being Human is that we will Die
The irony here is that death gives our lives actual meaning and purpose. I explore this idea with the idea that experiences Trump material wealth in helping us pursue what is important to us ultimately - our family and friends.
11 minutes | Oct 23, 2019
Episode 43 - Young people and 3 Financial Pillars
Young people may believe because they don’t have much in material wealth that there is no reason to plan. But good estate planning involves good financial planning today.
8 minutes | Oct 22, 2019
Episode 41 - How do I know if I need a trust?
A common question I get is should I get a Will or Trust. Here are some questions and guidelines you can use to help you decide which instrument is best for you.
13 minutes | Oct 17, 2019
Episode 40 - what is per stirpes
Per Stirpes is a Latin legal term meaning by the branch or root. An estate of a decedent is distributed per stirpes if each branch of the family is to receive an equal share of the estate. While this may seem clear cut, things get a little complicated when children predecease you and then there are different laws that produce different results ie common law vs UPC.
8 minutes | Oct 16, 2019
Episode 39 Property you should not include in your will
While I have previously said you should put all your property in your will there are some assets and property that you should not include in your will.
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