Latest Probate Podcast Episodes
Tawnya Williams-Christensen sorts out Isolation solutions and Why it is Critically Important as we Age
Solving Life's Next Chapter Podcast - Cutting Edge Information for Your Powerful Senior Years - July 02, 2024 15:00 - 21 minutesS1 :E4 Episode With Hosts Lydia Wietsma, NextHome Elite Realty, and Sheryl Keeme, Neighbors Who Care One concern today: Isolation. It’s healthier to smoke 15 cigarettes a day and be an alcoholic than to isolate yourself. Tawnya said the things we did during COVID were not our best choices, so ...
137: Maximize Your Wealth: Expert Financial Strategies for Business Owners
Absolute Trust Talk - June 25, 2024 16:25 - 16 minutes ★★★★★ - 18 ratingsAre you a business owner or partner? If so, you don’t want to miss this episode of Absolute Trust Talk! We’re exploring all things financial planning for business owners so you can transform your business success into personal wealth. Joining us is Miguel Delgado, Senior Wealth Advisor at Legacy...
The Virtues of Estate Planning & Estate Planners Part 1 of 3: Estate Planning—A Job or a Calling?
ACTEC Trust & Estate Talk - June 24, 2024 17:46 - 16 minutes ★★★★★ - 64 ratingsA trust and estate lawyer ponders whether estate planning is more than the orderly transmission of wealth in all forms among the generations or something more. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Un...
Taylor Stone Origin Story {Ep. 105}
Legacy Lawyers - June 20, 2024 16:22 - 25 minutes ★★★★★ - 5 ratingsIn this podcast, we explore the background and history of our attorney, William Taylor Stone, at Voyant Legal.
Independent Living? Assisted Living? Confused? Demystify them...with Tawnya Williams-Christensen
Solving Life's Next Chapter Podcast - Cutting Edge Information for Your Powerful Senior Years - June 20, 2024 12:00 - 17 minutesE 3 Lydia Wietsma, NextHome Elite Realty, and Sheryl Keeme, Neighbors Who Care Executive Director Tawnya Williams-Christensen, Assisted Living Director, Fellowship Square will share her knowledge about how people planning their future as an older adult and about choosing and preparing: When i...
The Virtues of Estate Planning & Estate Planners: Overview
ACTEC Trust & Estate Talk - June 18, 2024 14:46 - 9 minutes ★★★★★ - 64 ratingsACTEC Fellow Turney Berry offers an overview on his lecture on estate planning's critical role in civilization and the importance of diverse perspectives. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United...
Impact of the End of the COVID Public Health Emergency on Medicaid Renewals
ACTEC Trust & Estate Talk - June 11, 2024 15:24 - 10 minutes ★★★★★ - 64 ratingsPractical information for professionals explaining the connection between the COVID Public Health Emergency Declaration, Medicaid, and Special Needs Trusts. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Unit...
136: Guardianship Explained: Essential Insights for Effective Estate Planning
Absolute Trust Talk - June 05, 2024 00:56 - 35 minutes ★★★★★ - 18 ratingsHave you ever considered what would happen to your children if you passed away? It can be daunting and hard to think about; no one wants to plan for the possibility where they aren’t around to see their kids grow up. We often talk to clients who follow that old superstition that if they don’t th...
Deadly Claims in Trust and Estate Law
ACTEC Trust & Estate Talk - June 04, 2024 18:14 - 9 minutes ★★★★★ - 64 ratingsEstate planner discusses evolving novel claims in trust and estate law, highlighting 7 main claims, including pre-death will contests and tortious interference. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the ...
135: Character Matters Part 2: Estate Planning for Community Property vs. Separate Property
Absolute Trust Talk - May 28, 2024 20:55 - 11 minutes ★★★★★ - 18 ratingsIf you missed the first episode of our "Character Matters" mini-series, we discussed the differences between Community and Separate Property and why the "character" of your assets matters in estate planning. As a quick recap: Separate Property includes assets owned before marriage or received as...
Planning Ahead for the Sunsetting of the Tax Cuts and Jobs Act Exemptions
ACTEC Trust & Estate Talk - May 28, 2024 11:48 - 14 minutes ★★★★★ - 64 ratingsEstate planners discuss strategies anticipating the 2025 sunset of the TCJA exemptions, highlighting flexible trusts, spousal trusts, and valuation clauses. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Unit...
134: Character Matters Part 1: Understanding Community Property in Divorce and Estate Planning
Absolute Trust Talk - May 21, 2024 23:12 - 11 minutes ★★★★★ - 18 ratingsDid you know that in California, any property acquired while married is considered Community Property? This means that, regardless of who bought it, the ownership is split 50/50 in the case of divorce. It also means that if you die without valid estate planning documents, your spouse automatical...
Estate Planning in 2024 | 300th Podcast!
ACTEC Trust & Estate Talk - May 21, 2024 12:33 - 9 minutes ★★★★★ - 64 ratingsExplore hot topics in estate planning for 2024 with expert as he delves into CCA 202352018, grantor trusts, gift tax implications, and QTIPs. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and a...
133: From Wheels to Waves: How to Fund Your Trust with Cars, Boats, or Mobile Home Assets
Absolute Trust Talk - May 14, 2024 19:17 - 11 minutes ★★★★★ - 18 ratingsWhen it comes to funding your trust with assets like cars, mobile homes, and boats, it can get a little complicated and confusing. For instance, do you know whether or not you need to retitle your cars to your trust? And when it comes to mobile homes, before you can even determine whether you sh...
Tips Regarding Fiduciary Disputes and Estate Planning
ACTEC Trust & Estate Talk - May 14, 2024 16:43 - 12 minutes ★★★★★ - 64 ratingsAn estate planning attorney examines fiduciary disputes in estate planning through case studies, highlighting lessons learned for litigators and planners. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United...
132: Trust Funding in a Digital World: Safeguarding Virtual Wealth
Absolute Trust Talk - May 07, 2024 23:05 - 10 minutes ★★★★★ - 18 ratingsOne area of estate planning that is largely overlooked is funding the trust. The first step is developing the trust. The second step is ensuring that all the assets you want included are properly transferred over as needed. This can be especially difficult in today’s digital-driven world because...
The New Undue Influence
ACTEC Trust & Estate Talk - May 07, 2024 14:38 - 9 minutes ★★★★★ - 64 ratingsLaw professors discuss the evolving landscape of undue influence in estate law, analyzing economic dynamics, legislative changes, and empirical findings. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United ...
Have You Ever Accidentally Laundered Money? {Ep. 104}
Legacy Lawyers - May 01, 2024 16:13 - 24 minutes ★★★★★ - 5 ratingsHave You Ever Accidentally Laundered Money? In this episode, we talk about the different kinds of money laundering and how scammers can take advantage of innocents.
131: Drafting a Comprehensive Power of Attorney: What You Don't Know CAN Hurt You
Absolute Trust Talk - April 30, 2024 15:31 - 12 minutes ★★★★★ - 18 ratingsTypically, when we think of estate planning, we only consider planning for after death. But what happens if you become incapacitated? That’s where a Power of Attorney enters the picture. Incapacity planning is a significant component that is just as important, if not more important, than most ot...
Government Regulation of Artificial Intelligence
ACTEC Trust & Estate Talk - April 30, 2024 13:53 - 8 minutes ★★★★★ - 64 ratingsRapid growth of AI demands government regulation to safeguard against misuse of private data. Global efforts are underway to address this critical issue. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United ...
Meet Brian Iverson! Learn more about lending in 2024's marketplace
Solving Life's Next Chapter Podcast - Cutting Edge Information for Your Powerful Senior Years - April 30, 2024 01:00 - 25 minutesS2: E2 Lydia Wietsma, NextHome Elite Realty, and Sheryl Keeme, Neighbors Who Care interview Guest Brian Iverson, owner of MyCityLender and MyCityOffice co-working space and podcast studios. Brian explains about how they help save money for their clients and referral partners. He is careful and ...
E:1 Solving Life's Next Chapter w/ Hosts Lydia Wietsma and Sheryl Keeme INTRO & Re-Launched
Solving Life's Next Chapter Podcast - Cutting Edge Information for Your Powerful Senior Years - April 30, 2024 00:00 - 28 minutesLydia Wietsma, NextHome Elite Realty, and Sheryl Keeme, Neighbors Who Care Tell Listeners What to Expect to Hear Solving Life’s Next Chapter podcasts Aging happens, ready or not. As humans, our next chapter will be lived differently than our previous chapter of life which could have been career...
Ease into aging with Lydia Wietsma & Sheryl Keeme. What You Don't Know about Getting Older!
Solving Life's Next Chapter Podcast - Cutting Edge Information for Your Powerful Senior Years - April 30, 2024 00:00 - 28 minutesLydia Wietsma, NextHome Elite Realty, and Sheryl Keeme, Neighbors Who Care Tell Listeners What to Expect to Hear Solving Life’s Next Chapter podcasts Aging happens, ready or not. As humans, our next chapter will be lived differently than our previous chapter of life which could have been career...
130: Exploring the OJ Simpson Estate: Probate and Creditor Claims
Absolute Trust Talk - April 23, 2024 18:45 - 11 minutes ★★★★★ - 18 ratingsYou know of the infamous murder trial involving OJ Simpson and the Goldman and Brown families that took place in the 90s. And in case you happened to miss the news, Simpson passed away recently, stirring up the family conflicts all over again. Here at Absolute Trust Talk, we have an affinity for...
AI-Related Practice Management Considerations for Law Firms
ACTEC Trust & Estate Talk - April 23, 2024 12:14 - 9 minutes ★★★★★ - 64 ratingsA discussion for law firms about how to incorporate AI in their practice management, including staff considerations, the “billable hour,” and more. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States...
129: Estate Planning Strategies to Reduce Family Conflict After Death
Absolute Trust Talk - April 16, 2024 14:21 - 9 minutes ★★★★★ - 18 ratingsFamily conflict after a loved one has passed is very common, but that doesn’t mean it can’t be avoided. In our years of experience in estate planning, we’ve seen many different scenarios play out and have a thorough understanding of the nuances that tend to cause these conflicts. The number one ...
The Ethical Use of Artificial Intelligence in Trust & Estate Law
ACTEC Trust & Estate Talk - April 16, 2024 11:52 - 11 minutes ★★★★★ - 64 ratingsA law professor offers insights into the risks, rewards, duties and ethical considerations of lawyers using AI in their T&E practices. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United States and around t...
What Is Artificial Intelligence and the Impact on T&E Law in 2024 and Beyond?
ACTEC Trust & Estate Talk - April 09, 2024 20:33 - 19 minutes ★★★★★ - 64 ratingsA primer on the types and uses of AI, then a deeper dive into the impact on trust and estate law from types to applications to ethical considerations. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the United Sta...
128: Revocable or Irrevocable Trust: Which is Right for Me?
Absolute Trust Talk - April 08, 2024 23:31 - 7 minutes ★★★★★ - 18 ratingsWhen we first begin working with a client who is setting up their estate plan and, more specifically, building a trust, the number one question we always get is whether they need a revocable or an irrevocable trust. For us, this is always an interesting and fun conversation because as soon as th...
The IRS Ruling on Modifying a Grantor Trust
ACTEC Trust & Estate Talk - April 02, 2024 16:39 - 15 minutes ★★★★★ - 64 ratingsExplore the gift tax implications for trust beneficiaries modifying grantor trusts in IRS CCA 202352018, with nuanced analysis and estate planning insights. The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer-elected trust and estate lawyers in the Unit...
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