Podcast Episodes
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How to Take Your Estate Plan Off Script
Episode 77
You can follow all the estate planning rules and still end up with the wrong plan. In this episode, Jill walks through a question from a young attorn…
6 hours ago
Why your life insurance trust might not work
Episode 76
New clients came in with two life insurance trusts—professionally drafted, signed, notarized, and organized in beautiful binders. There was just one …
1 week ago
How Living Wills and Last Wills Get Confused All the Time
Episode 75
A living will and a last will and testament sound similar but they do completely different jobs. In this episode, Jill breaks down the difference in …
2 weeks ago
How assets get lost after death and what to do
Episode 74
When someone dies, there’s no master list of what they owned and no automatic system that pulls it all together. In this episode, Jill walks through …
3 weeks ago
Why saying yes to serving as agent under a POA can backfire
Episode 73
Agreeing to serve as an executor, trustee, or agent under a power of attorney often feels like the right thing to do but it’s also one of the most ov…
4 weeks ago
What You Can and Can’t Do with the Trust You Inherited
Episode 72
Can you stop your child from inheriting money, even if the trust says they should? In this estate planning episode, we walk through a real-life scena…
1 month ago
Why That Retirement Account May Not Go Where You Think
Episode 71
What happens if you don’t name a beneficiary on your retirement account? Most people assume it goes to the estate. But that assumption can be dangero…
1 month, 1 week ago
Why Giving Money Can Do More Harm Than Good
Episode 70
A viral GoFundMe campaign for a DooDash delivery driver reminds us that generosity, while beautiful, can have unintended consequences. In this episod…
1 month, 2 weeks ago
Why Estate Plans Fail Adult Children
Episode 69
Your parents paid thousands of dollars for a revocable trust but none of the assets were ever transferred into it. Did their estate planning attorney…
1 month, 3 weeks ago
Why Good Powers of Attorney Still Fail
Episode 68
Most people think signing a power of attorney is the hard part but the real challenge is making sure it actually works when someone you love needs to…
2 months ago