#280 | Digital Asset Disasters
Nov 27, 2024
#280 | 👨💻𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗔𝘀𝘀𝗲𝘁
𝗗𝗶𝘀𝗮𝘀𝘁𝗲𝗿𝘀
𝗣𝗮𝗽𝗲𝗿 𝗶𝘀 𝘀𝗼 𝗹𝗮𝘀𝘁 𝗰𝗲𝗻𝘁𝘂𝗿𝘆. The digital age demands that estate
planning adapt. Electronic accounts, e-bills, streaming services -
how are online accounts...
Nov 26, 2024
#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...
Nov 25, 2024
#278 | Do I Gotta' Tell the Kids About the Money?
🤫 Mind Your Business
Scenario: One spouse is the beneficiary of the other's life
insurance policy when they pass. Do they have to tell the kids when
they receive they money? How much do the children, or anyone else,
have the right to now about beneficiary benefits...
Nov 21, 2024
#277 | Project 2025 & Same-Sex Marraige
Impacts
Married or Not, Name Your People
Now.
How will Project 2025 Affect Same-Sex Marriages and Estate
Planning? Just how detailed should your plan be? Should you update
it now? What about straight partnerships and marriages? This
episode addresses these questions and...
Nov 20, 2024
#276 | Can a House With a Mortgage Go in a Revocable Trust?
This is a very common question, especially with first-time home buyers. Many younger families know they need proper protection planning but they hesitate to start with a mortgage or other debt. The good news is, you don't have to wait!
--
We’re here to...