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...
Today’s episode discusses the financial durable power of attorney, which is crucial in the management of your financial affairs if you’re incapacitated. It is critical to guarantee that financial institutions honor this document, since their internal procedures...
![[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)
![[Episode 24] The Powerless Power of Attorney](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2024/07/CL-Podcast_Ep24_POA-1080x675.jpg)
