Podcast Episodes

[Estate Planning] 8, Methods to Transfer Property

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Season 1 Episode 8

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Includes operation of law, contract, trust, probate, and intestate succession.

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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

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Published on 11 months, 3 weeks ago

[Estate Planning] 7, Power of Attorney

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Season 1 Episode 7

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Allows an agent to act for the principal, ceasing at death. Powers can be general or limited.

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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

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Published on 11 months, 3 weeks ago

[Estate Planning] 6, Will Provisions

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Season 1 Episode 6

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Survivorship and disclaimer clauses affect inheritance and tax implications.

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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

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Published on 11 months, 3 weeks ago

[Estate Planning] 3, Important Definitions

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Season 1 Episode 3

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Decedent, heirs, legatees, donor, donee, abatement, and ademption are key terms in estate planning.

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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

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Published on 11 months, 4 weeks ago

[Estate Planning] 2, Unauthorized Practice of Law

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Season 1 Episode 2

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Only licensed attorneys can draft legal documents. Planners should refer clients to attorneys for legal advice. CFP Exam Prep Podcast.

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Open Exam Prep Podcast. More Exam Prep Content Visit: https:/…

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Published on 11 months, 4 weeks ago

[Estate Planning] 1, Estate Planning Process

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Season 1 Episode 1

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Involves accumulation, management, conservation, and transfer of wealth considering legal, tax, and personal objectives. Effective and efficient transfers are crucial.

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Open Exam Prep Podcast. More…

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Published on 11 months, 4 weeks ago

[Estate Planning] 4, Basic Documents

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Season 1 Episode 4

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Includes wills, durable power of attorney, and advance medical directives to manage assets and healthcare decisions.

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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.co…

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Published on 11 months, 4 weeks ago

[Estate Planning] 5, Types of Wills

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Season 1 Episode 5

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Survivorship and disclaimer clauses affect inheritance and tax implications.

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Open Exam Prep Podcast. More Exam Prep Content Visit: https://open-exam-prep.com/

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Published on 11 months, 4 weeks ago