It's a mailbag edition of the show today! This week, Cole asks how to manage their estate plan given that the life insurance payout, in the event of their death, would be significantly larger than their current assets. Vivian asks whether it's a red flag

Many couples automatically assume that, after one spouse passes away, the survivor will retain control of everything. Certainly, that is the default." However, many factors can complicate matters. Issues of trust, control, blended families, and separate

It's a mailbag edition of the show! We've got some great estate planning questions lined up for today's episode. Wesley asks if there's a way to financially support their parents while also ensuring their children are provided for in case something were t

Real estate is often the most valuable asset in your family's portfolio. Deciding on how to pass this asset on can be a high-stakes game with both significant risks and rewards. Today we're going to zero in on real estate and estate planning and explore t

We're diving into the mailbag for today's episode! One listener asks whether they need to update their estate plan in the event of divorce. Another listener asks how to ensure that an ex-spouse cannot access the money they want to leave to their children.

In this episode, we're going to unpack the complexities surrounding Lisa Marie Presley's contested estate after her unexpected passing at age 54. As Priscilla Presley challenges her daughter's estate plan, we'll chat about the complexities of this case an

We've got a mailbag edition of the show for you today! Ted is tackling 3 listener questions in this episode. Elise asks why she and her husband need to engage in estate planning now if they have each other listed as beneficiaries. Theo asks whether his br

Do you think you have things figured out if your better half passes first? Think again. We're diving deep into what really happensand spoiler, it's not always what you'd expect. From joint accounts to sneaky state laws, we're chatting about the big surpr

In this episode, we'll be answering some mailbag questions from listeners like you. One listener asks whether the revocable trust they set up online serves as a replacement for a will. Another listener asks whether they still need a pour-over will if they

Send us a Text Message.Many families choose a trust as the best way to manage and distribute their inheritance after they pass away. However, people are surprised to find out that they still need a will EVEN IF they have a trust. In this episode, well ex