Losing a loved one is a challenging time, and dealing with legal and financial matters only adds to the complexity. One of the crucial questions you may face after their passing is whether they had a will. A will outlines their wishes regarding asset distribution,...
In this episode, we explore the powerful yet often overlooked strategy of the Annual Exclusion Gift. Whether you’re looking to give meaningful financial gifts to your loved ones without triggering taxes or seeking ways to reduce your taxable estate,...
Welcome to today’s episode, where we dive into the essentials of estate planning with a focus on blended families. We’ll explore the critical documents in an estate plan for blended families, the consequences of not having a Will or Trust, and how each can...
In this episode, we’re diving into the world of blended families, uncovering the unique challenges they face in estate planning. From juggling the needs of biological and stepchildren to ensuring fair distribution of assets, we’ll explore the emotional and...
The oldest child doesn’t have to be the default choice for the role of executor or successor trustee. Dividing responsibilities between family members can create more conflict than solutions. A professional fiduciary can be a smart alternative to avoid family tension....
![[Episode 28] Tax-Free Treasure with Annual Exclusion Gifts](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/09/CL_Podcast-Ep28-1080x675.jpg)
![[Episode 27] Understanding Blended Families: Navigating Estate Planning and Unique Challenges Pt. 2](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/08/CL-Podcast-Ep-27-1080x675.jpg)
![[Episode 26] Understanding Blended Families: Navigating Estate Planning and Unique Challenges Pt. 1](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/08/CL-Understanding_Blended_Families-1080x675.jpg)
