All Episodes
Wealth Matters — 72 episodes
Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses
Harnessing Your Family’s Human and Intellectual Capital: The Key to Sustaining Wealth for Generations
Spotlight on Conservatorships and Guardianships
Investing for the Long Term: What You Need to Know
So You Want to Sell the Family Business: Planning, Priorities, and Potential Pitfalls
Estate and Financial Planning for Families with Unmarried Partners
Simplifying and Managing Your Finances for When You Age and Beyond
It’s Complicated: Estate Planning for Blended Families
Understanding the IRS Collection Process
Philanthropy in 2020 and Beyond
Personal Property and Estates: Planning, Appraising and Auctioning
Preparing Women for Prosperity
Financial Planning in Today’s Unpredictable World
Money Messages: Unpacking Our Emotional Relationship with Money
Do I Need a Trust?
Behavioral Finance: Tips for Overcoming Irrational Financial Decisions
Everything You Wanted to Know about Probate
How Can We Stop the Financial Abuse of Our Seniors?
What Charitable Advisors Need to Know in 2020
Lessons from the Trenches: Avoiding Family Disputes over Money, Estates and Business
Financial & Estate Planning for Young Adults
Sophisticated Uses of Credit
Insurance: What You Need to Know and How it Fits in Your Financial Planning
Spring Cleaning Your Financial House
Financial Planning in Advance for Long Term Care
Women and Wealth: Unique Opportunities and Obstacles Faced by Women
Estate Planning for Families with a Special Needs Child
The Benefits of Using a Corporate Fiduciary
How Will The New Tax Law Impact Giving To Non-Profits?
Using State Tax Credits to Reduce Your Income Tax Burden
Inherited Property – Resolving Tangled Title
How to Help Your Aging Parents Get the Help They Need When They Need It
Identifying Investment Fraud and Misconduct
Long Term Care Insurance: What Is It and Do I Need It?
Retirement Planning for Overworked Business Owners
So We Have a New Tax Code: What Does That Mean For Me?
Georgia’s New Power of Attorney Law: What Does It Mean For You?
Estate Planning for the Problem Child: Dealing with Addiction, Slackers, and Bad Marriages
Legacy Gifts: Should You Include Your Charities In Your Estate Plan?
Financial and Estate Planning Issues Facing Women
State Income Tax Issues For Residents Relocating To States Without Income Tax
Transitioning the Family Business
What To Do When It’s Time For Mom and Dad To Move Out Of The House
Strategies For Sharing or Transferring the Family Vacation Home
Addressing Real Estate Title Issues
How To Protect Your Kids From Estate Disputes
Making Financial Sense of Your Divorce
Getting Your Family Business Ready For Succession
Ethical Wills and Value Letters: What Is Your Legacy Other Than Money?
So You Think Your Estate Plan is Done: Fixable Problems/Simple Cures?
Financial Management and Life Care Options for Seniors
Will or Trust: What is the Best Estate Planning Document for You?
What You Need to Know About Protecting Your Digital Assets
Do The Children Want Our Antiques? Personal Property and Your Estate Plan
Exit and Succession Strategies for Closely Held Business Owners
Helping Mom and Dad Pay Their Bills as They Age
Year-End Philanthropy and Charitable Giving Ideas
The “Administrative” Stage of Estate Planning
The “End of Life” Stage of Estate Planning
The “Aging” Stage of Estate Planning
The “Planning” Stage of Estate Planning
Structuring and Managing Investment Portfolios
The ABC’s of Asset Protection
How To Protect Our Aging Parents
Recognizing and Avoiding Triggers That Lead To Estate Disputes
Trust Planning Issues Concerning Special Need Individuals
Why You Should Include Planned Giving in Your Estate Plan
Estate Planning Issues in High-End Divorces
Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk
Transferring Business to the Next Generation
How Wealthy Families Can Talk With Their Children About Wealth
Expert Tips on Charitable Giving