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 Federal Estate Tax has quietly stayed in the background for most, thanks to its high amount that can pass tax free at death. But starting January 1, 2026, everything changes, potentially impacting many more estates. Tune in to our podcast for essential strategies...
When it comes to managing your estate and securing your family’s financial future, the impact of refinancing your home on your estate plan might not be the first thing that comes to mind. However, if you’ve established a revocable trust as part of your...
![[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)
![[Episode 25] 2026 Estate Tax Shake-Up: Protect Your Assets Now!](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/07/CL-Podcast_Ep_25_2026_Estate_Tax-1080x675.jpg)
