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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We’ll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
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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 protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
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Welcome to The Verdict: Estate Planning Through Film podcast by Farella Braun + Martel’s Private Client Group. In each episode, Farella Family Wealth Partner Hons Yung and his guest will provide an entertaining look at family wealth and estate planning topics through well-known Hollywood movies. Along with thought-provoking discussions of real-world legal issues, the episodes will include lively conversations about the movie itself, including fun facts, favorite scenes, and more. And lastly, ...
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Repair The Roof - Estate & Retirement Planning Podcast

Ted Gudorf, Danny Gudorf, Gudorf Law Group, Gudorf Financial Group

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Repair The Roof is an estate and retirement planning podcast hosted by Ted and Danny Gudorf from Gudorf Law Group, LLC. This insightful series zeroes in on essential topics such as estate planning, retirement readiness, legacy preservation, and tax strategies. Ted and Danny expertly guide listeners through the intricacies of preparing wills and trusts, ensuring asset protection, and planning for a financially secure retirement. Geared specifically towards residents of Ohio, this podcast is y ...
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Future Focused: Sophisticated Estate Planning

Wiggin and Dana LLP's Erin Nicholls and Michael Clear

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Welcome to Future Focused: Sophisticated Estate Planning with Wiggin and Dana LLP, the show where you can learn high-level estate planning techniques in a manner that is accessible and understandable. This is the show where CPA’s, Insurance Professionals, Investment Bankers, Trust Companies, CFP’s, and more can firm up on their understanding of estate planning strategies so that they can better guide their clients to make wise decisions with their legacy. Future Focused is hosted by Erin Nic ...
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Our goal is to provide valuable information so you can reach PEACE OF MIND through planning. FOLLOW NOW so you are armed with straight forward planning tips for when you're ready to get started! EASIEST WAY TO REACH US: https://www.zammittilaw.com http://www.yourplanningattorney.com ABOUT VAL -- Valerie is an admitted math nerd who never intended on becoming an attorney. A little bit of luck helped her find estate planning, elder law and probate as her focus. Valerie’s natural care-giver ten ...
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Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
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Welcome to "Taking Care of Tutu," the podcast that explores the legal mechanics of how we care for our loved ones and ourselves using the tools of estate planning, probate, and elder law. Join us as we dive into the world of legal intricacies with a touch of aloha spirit. In this podcast, we follow the journey of a dedicated estate planning, probate, and elder law firm as they share insights, stories, and expert advice. They're on a mission to be a one-stop resource in Hawaii for all things ...
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This is a podcast by Josh Key, owner and managing attorney of Key Law. Key Law is an Alabama law firm that takes the headaches out of estate planning and probate so that families can focus on what's important. This podcast will examine and explain estate planning and probate strategies and concepts, from a real lawyer, to help you determine how to get the best estate plan for you and your family.
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Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance. MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, ...
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Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.
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Amanda Rocha is an estate planning and probate attorney in California. The podcast discusses common questions in these areas as well as key tips. You can expect topics on wills, trusts, conservatorships, probate, asset management, guardianships, financial tips, and more.
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New Jersey Estate Planning Daily is the internet's most passionate show about New Jersey estate planning and probate. Hosted by David Campanile, owner of Campanile Law LLC, New Jersey Estate Planning Daily exists to talk about everything under the sun related to estate planning and probate, including: Last Will & Testament; Powers of Attorney; Living Will; Advanced Healthcare Directive; Medical Powers of Attorney; Revocable Trusts; Irrevocable Trusts; Special Needs Trusts; Medicaid Planning; ...
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SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning

Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
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As a practicing lawyer, and former probate judge, I work with individuals and families regarding Wills, trusts, Power of Attorney documents, estate planning and probate matters. These are important decisions. This podcast will provide insights and information about topics you should consider. It's my hope that these episodes will help you to better understand probate and estate administration laws in Kentucky. I hope you'll find the discussions easy to understand and at times, humorous. Disc ...
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Learn the secrets of down payments for real estate investing in Glendale. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just about…
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In this video, Frank answers a common question: Should you pay off a low-interest mortgage early? There’s not a one-size-fits-all approach to this question, but there are some considerations that we can look at as we go through our decision-making process! Frank will discuss the calculator he uses to compare scenarios, how to view your portfolio as…
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As we look to 2025, Jeff shares Pennsylvania’s updated estate and gift tax numbers. We invite you to attend our free Medicaid workshop to understand how these numbers can affect your Medicaid eligibility. This is also a good time to emphasize the importance of planning for your family’s financial future. Be sure to choose a law firm with experience…
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We’re delighted to chat with Margie Albete and Zaira Katsuda from Hale Makua Health Services. With Margie’s amazing 41 years of experience in financial counseling and admissions, paired with Zaira's expertise on the nursing side, we explore the meticulous process of ensuring potential residents meet both clinical and financial qualifications. Their…
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In the final episode of our speaker series, Partners and Family Office Co-Chairs, Erin Nicholls, R.J. Kornhaas, and Dimitri Tournas delve into the unique capabilities and services offered to high net worth individuals and family offices, highlighting the firm’s expertise in real estate, corporate transactions, and personalized private client servic…
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Today, our host Danny Gudorf discusses eight key factors to keep in mind when exploring part-time jobs and volunteer opportunities that fit your lifestyle in retirement. If there’s one key lesson to take away from this episode, it’s to seek balance between mental stimulation and physical activity while avoiding stress, as well as considering the ri…
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Welcome to The Verdict: Estate Planning Through Film. Today, I'm joined by Farella Senior Paralegal Joe Hilliard to discuss the 1987 movie RoboCop. Joe and I discuss the basic features of a corporation, common corporate roles, and certain compliance filings with the Secretary of State. Does Omni Consumer Products have to update its BOI report follo…
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#279 | The New Wife is Hiding My Kids' Inheritance! 𝗗𝗼𝗻'𝘁 𝗚𝗲𝘁 𝗟𝗲𝗳𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗗𝗮𝗿𝗸!! Imagine your Ex died and their current spouse is hiding assets and the estate plan from your children. Now, on top of grieving they're being shut out of a possible inheritance. Are your kids entitled to see their parent's estate plan? If so, how do you get a copy of it…
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Learn the secrets of down payments for real estate investing in Roseville. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just abou…
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Learn the secrets of down payments for real estate investing in Westminster. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just ab…
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Learn the secrets of down payments for real estate investing in Huntsville. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just abo…
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Learn the secrets of down payments for real estate investing in Chesapeake. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just abo…
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Learn the secrets of down payments for real estate investing in Tempe. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just about ge…
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Learn the secrets of down payments for real estate investing in Tallahassee. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just ab…
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Learn the secrets of down payments for real estate investing in Chicago. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just about …
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Learn the secrets of down payments for real estate investing in Brownsville. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just ab…
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Learn the secrets of down payments for real estate investing in Mobile. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just about g…
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Learn the secrets of down payments for real estate investing in Centennial. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just abo…
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Learn the secrets of down payments for real estate investing in Lewisville. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just abo…
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Learn the secrets of down payments for real estate investing in Riverside. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just abou…
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Learn the secrets of down payments for real estate investing in Lafayette. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just abou…
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Learn the secrets of down payments for real estate investing in Billings. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just about…
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Learn the secrets of down payments for real estate investing in Spokane. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just about …
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Learn the secrets of down payments for real estate investing in Roanoke. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just about …
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Learn the secrets of down payments for real estate investing in Worcester. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just abou…
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Learn the secrets of down payments for real estate investing in Sunnyvale. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just abou…
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Learn the secrets of down payments for real estate investing in Eugene. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just about g…
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Learn the secrets of down payments for real estate investing in Evansville. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just abo…
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Learn the secrets of down payments for real estate investing in Irving. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just about g…
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Learn the secrets of down payments for real estate investing in Irvine. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just about g…
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Learn the secrets of down payments for real estate investing in Knoxville. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just abou…
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Learn the secrets of down payments for real estate investing in Clarksville. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just ab…
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Learn the secrets of down payments for real estate investing in Cheyenne. This class is Module 13 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: Why focusing on down payments is short-sighted and what you should be focused on instead. The two primary ways to address down payments; it is not just about…
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Instructions instead of a Will is the worst thing you could do. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money…
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True Story - Another Reason Not to Put Family on Your Bank Account We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes
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This week, we have a listener question to answer from a viewer named Jan. She says, “I have an annuity that I’ve had for several years. Prior to this year, I would have been assessed a penalty for taking my money out, but now I’ve had it long enough that I can withdraw my money without penalty. Should I take it all out?” Listen in as Frank shares h…
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Learn the secrets of selecting an investor-friendly real estate agent in Mobile. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®?…
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Learn the secrets of selecting an investor-friendly real estate agent in Centennial. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTO…
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Learn the secrets of selecting an investor-friendly real estate agent in Chicago. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS®…
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Learn the secrets of selecting an investor-friendly real estate agent in Evansville. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTO…
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Learn the secrets of selecting an investor-friendly real estate agent in Knoxville. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTOR…
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Learn the secrets of selecting an investor-friendly real estate agent in Glendale. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTORS…
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Learn the secrets of selecting an investor-friendly real estate agent in Huntsville. This class is Module 12 of 46 in a series called Real Estate Investing Secrets. Topics covered in this module include: What is the NAR settlement and how will it likely impact buyers and sellers? What’s the difference between real estate agents, brokers, and REALTO…
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