All Episodes

Estate Planning for Clients Going Through a Divorce

Everything You Need to Know About Irrevocable Trusts

The Top Reasons to Update Your Estate Plan

Navigating Louisiana's Estate Planning Landscape

Creating Liquidity at Death

Capital Gains vs Estate Tax Planning

Trust Distributions

Corporate Trustees with Special Guest, Christopher Holtby

Top Estate Planning Mistakes

Dive Into the One Big Beautiful Bill

Everything you need to think about tax planning before the year's end

How to Incorporate Estate Planning Into Your Practice

Why Trust Location Matters: Exploring Tax & Asset Protection States

Top Client Questions

The Role of an Executor

Helping clients leave a legacy and facilitate a family meeting with Derrick Kinney

Navigating the Line Between Tax and Legal Advice

Trusts, Titling & Tough Calls: A Practical Q&A

Titling Assets: The Critical Step After Estate Docs Are Signed

Dynasty Trusts & the GST Exemption: Protecting Wealth Across Generations

The Family Support Playbook: Gifting, Loaning, and Renting Explained

Estate Planning Myths, Roadblocks and Solutions with Brent Weiss, Co-Founder of Facet

Turning Market Turmoil into Estate Planning Opportunity

Prenups, Post-Nups, and Protecting Assets in Marriage

How to Handle Digital Assets in Estate Planning

How AI Is Changing Wealth Management and Estate Planning

What is a Financial Advisor’s True Role in Estate Planning?

2025 Tax and Wealth Transfer Numbers Every Advisor Should Know

Live from Heckerling: Trusts, Taxes & Conference Insights

What to Know About Deed and Property Transfers in Estate Planning

The Role of Charitable Giving in Estate Planning

How Election Results Can Impact Estate Tax Strategies

Charitable Giving & The Role of DAFs with Adam Nash

How to Leave Assets to Children & Minors

How to Financially Plan for Your Children’s Future

Everything You Need to Know About Credit Shelter Trusts

How to Make Estate Planning an Essential Part of Any Client’s Financial Plan with Dasarte Yarnway

Everything You Need to Know about Gifting (& Taxes)

You Created Your Estate Planning Documents, Now What?

SLATs, Marital Trust Conversations, and “Extraordinary Dividends” with Chris Nason "

Utilizing the Doubled TCJA Exemption before the 2025 Sunset with Chris Nason

Where Estate Planning Fits into Life Planning with Justin Castelli

Everything You Need to Know About Marital Trusts

Approaching difficult conversations with clients - Anna N'Je-Konte

Preparing for the Unimaginable and Inevitable with Samantha Russell

How to approach real estate in an estate plan with Jennifer Rozelle

What to Know About Funding a Trust

How To Manage Estate Planning Costs For Clients

Should Your Irrevocable Trust Own Your Business?

Should Your Revocable Trust Own Your Business?

Tips for Advising New Clients on Estate Planning

Individual vs. Joint Trusts: Which One Makes Sense?

2024 Estate Planning Numbers You Need to Know

Revocable Trusts Explained: The Power To Change Your Mind

When To Update An Estate Plan

Key Estate Planning Terms To Know

Estate Planning for Crypto & Digital Assets with special guest Tyrone Ross Jr.

Intro to Revocable Trusts vs Irrevocable Trusts

Trusts vs. Wills

Foundational Estate Planning Documents

Estate Planning Basics

Introducing The Practical Planner