Let's Talk Estate Planning
di The Estate Planning Law Group of Georgia
Ultimo episodio
The Widower, The Casserole, and the Disappearing Inheritance
The Widower, The Casserole, and the Disappearing Inheritance
Informazioni su questo podcast
Let's Talk Estate Planning turns the often overwhelming world of estate planning into bite-sized, manageable pieces. This podcast isn't just about deciding who gets your assets when you're gone; it's about providing a roadmap for your family during times of grief and crisis. We'll dive deep into real-life stories and examples that illustrate each aspect of the estate planning process, ensuring that your loved ones aren't left guessing when the time comes.
Join me, Jim Miskell, and the occasional guest expert as we explore why estate planning is crucial for anyone who is neither immortal nor invincible. Make sure your family knows what's important to you and is prepared.
Listen in on Apple Podcasts, Spotify, or watch on YouTube, and take the first step to securing peace of mind for you and your loved ones.
Episodi
I 20 episodi più recenti su 34
- The Widower, The Casserole, and the Disappearing Inheritance · 17 min · Episodio 33Could a baked ziti really derail a couple's estate plan? It sounds like a joke until one spouse dies, the surviving spouse meets someone new, and the estate plan they built…
- Jimmy Buffett's Trust Trouble: The Problem with Co-Trustees · 19 min · Episodio 32Choosing trustees is one of the most important decisions in an estate plan. In this episode, I explain why naming co-trustees may sound helpful but can create serious conflict…
- Can You Put Conditions on an Inheritance? · 17 min · Episodio 31Can you leave money to your family with strings attached without creating a mess for the people carrying out your wishes? Conditional gifting sounds great on paper, but many…
- The Family Business and Estate Planning: When Equality Can Destroy the Family · 24 min · Episodio 30What if the estate plan that looks fairest on paper can be the plan most likely to create family conflict? If you have three children, giving each child one-third may seem like…
- What Happens When Your Beneficiary Has Already Died? · 17 min · Episodio 29What happens if the person you named in your will, or the beneficiary on your retirement accounts, dies before you do? If your beneficiary isn't there, does your plan fall apart…
- Providing for Your Pets in Your Estate Plan in Georgia · 19 min · Episodio 28If something happened to you tomorrow, who would make sure your beloved pet is safe and cared for the way you want? Are you leaving their well-being to chance? We don't like to…
- What to Do Next When You've Been Named Executor or Successor Trustee · 20 min · Episodio 27What steps do you need to take first when you've been named executor or successor trustee? I'm breaking down exactly what you need to do step-by-step, whether you're planning…
- What Happens to My Business if I Die? · 18 min · Episodio 26What happens to your business if you unexpectedly die or become disabled and can no longer make business decisions? If you're a small or medium-sized business owner here in…
- Why Young Adults Need an Estate Plan · 19 min · Episodio 25What really happens if something happens to you before you think you're "old enough" to need an estate plan? If you're a young adult striking out on your own, or you're the…
- Estate Planning for New Parents · 25 min · Episodio 24What really happens when you die without a will in the state of Georgia, and you're the parent of young kids? In Georgia, the law splits things up in ways that often shock…
- How to Avoid Probate Disaster, Delays, and Family Drama · 36 min · Episodio 23What could possibly go wrong with probate? Even when you have good intentions and the "right" documents, family emotions, long-lost cousins, and unexpected outsiders can turn…
- When Should I Update My Will and Estate Plan? · 18 min · Episodio 22When should I update my will or estate plan? Your will isn't just a piece of paper. It's your voice, making sure things go the way you want, even after you can't say so yourself…
- The Problems with Letting AI Create Your Estate Plan · 18 min · Episodio 21Can AI really create an estate plan that protects your family? What could possibly go wrong when you let the robots write your will? Thinking about estate planning is tough…
- Inheritance Tax: What is it and How Can I Avoid It? · 27 min · Episodio 20What is inheritance tax, and how can I help my beneficiaries avoid it? The impact of estate and gift taxes, capital gains taxes, and income taxes should be considered when…
- Disinheritance Explained: Facts vs. Fiction · 22 min · Episodio 19How do you disinherit someone without leaving behind a family feud and a mess for everyone else to clean up? Nothing can stir up family drama like estate planning…
- 10 Frequently Asked Estate Planning Questions · 30 min · Episodio 18In this Q&A episode, I'm breaking down the top 10 questions I get about wills, trusts, agents, and why "doing it yourself" might leave your loved ones with more headaches than…
- How to Prepare for Probate in Georgia · 34 minHow do you prepare for the probate process in the state of Georgia? The loss of a family member is heartbreaking. Still, it's often the administrative mess—figuring out what to…
- How to Decide: Revocable vs. Irrevocable Trusts · 25 min · Episodio 16How do you decide if a revocable trust is right for your family, or if it's time to consider an irrevocable trust? In this episode, I explain how revocable and irrevocable trusts…
- How to Protect Your Estate from Scammers · 18 minCould this happen to you? You get a text that looks totally legit—"Congratulations! You've won Publishers Clearinghouse. Millions are coming your way!" All you have to do is mail…
- How to Avoid Hidden Pitfalls of Real Estate Transfers · 19 min · Episodio 14Are you about to "give away the farm" without realizing what it could mean for your family's future? When it comes to transferring real estate, one rushed or uninformed move…
