Apr 30, 2026
Most people think estate planning
starts at the end of life.
It doesn’t.
The biggest breakdown happens when someone is still
alive…
but suddenly unable to act.
And families are left trying to make critical decisions
without legal permission to do so.
In this video, we break down what actually happens
during...
Jan 6, 2026
#504 | Big RED FLAG for
Property Owner "Protection Planning"
🚩
𝗦𝗧𝗢𝗣
𝗯𝗲𝗳𝗼𝗿𝗲
𝘆𝗼𝘂
𝗱𝗼
𝘁𝗵𝗶𝘀
𝘄𝗶𝘁𝗵
𝘆𝗼𝘂𝗿
𝗵𝗼𝗺𝗲.
I recently spoke with a property owner who thought they were protected. But in reality, 𝗲𝘃𝗲𝗿𝘆
Jan 5, 2026
#503 - Which Power of Attorney Should You
Use?
Most people don’t realize there are very 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝘄𝗮𝘆𝘀 𝗮 𝗣𝗢𝗔
𝗰𝗮𝗻 𝗯𝗲 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱, and those differences can determine whether help
is immediate or painfully delayed when...
Dec 24, 2025
#502 | Why "The Customer is Always
Right" Doesn't Work in Estate Planning
𝗤𝘂𝗶𝗰𝗸 𝗿𝗲𝗮𝗹𝗶𝘁𝘆 𝗰𝗵𝗲𝗰𝗸: Walking into an estate planning conversation already convinced you know exactly what you need can quietly work against you.
𝗤𝘂𝗶𝗰𝗸 𝗿𝗲𝗮𝗹𝗶𝘁𝘆 𝗰𝗵𝗲𝗰𝗸: Walking into an estate planning conversation already convinced you know exactly what you need can quietly work against you.
Many people call an attorney asking for “just a...
Dec 23, 2025
#501 | This Will be the
Hardest Thing for Them and You
Most families
never talk about what happens when independence is no longer an
option, until they’re forced to.
And by then, the choices feel rushed, emotional, and overwhelming.
This episode breaks down one of the most overlooked parts of estate planning: where...