Podcast Episodes

[Estate Planning] 17, Generation Skipping Transfer Tax (GSTT)

Season 1 Episode 17

Imposed on transfers to individuals two or more generations younger, with specific rules for direct skips and taxable terminations.

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1 year, 2 months ago

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[Estate Planning] 16, Trusts in Estate Planning

Season 1 Episode 16

Used for management, creditor protection, and tax avoidance. Types include revocable, irrevocable, and specific trusts like GRATs and QPRTs.

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1 year, 2 months ago

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[Estate Planning] 20, Special Use Valuation

Season 1 Episode 20

Section 2032A allows valuation of property based on current use rather than highest and best use, with specific conditions and limitations.

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1 year, 2 months ago

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[Song] The Property Party Jam

[Verse 1]

When it comes to owning, there’s more than one way,

How you hold that deed decides who’ll pay.

Sole ownership’s easy, it’s all just you,

But pr…

1 year, 2 months ago

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[Song] The Probate Tango

[Verse 1]

When you pass on, your stuff’s got to go,

But probate’s a process that’s painfully slow.

It’s a legal dance, with lawyers in line,

And the cour…

1 year, 2 months ago

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[Estate Planning] 12, Gifts and Gift Tax

Season 1 Episode 12

Gifts are taxed based on FMV at the date of gift. Split gifts and annual exclusions affect tax liability. CFP Exam Prep Podcast.

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1 year, 2 months ago

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[Estate Planning] 11, Types of Property Ownership

Season 1 Episode 11

Sole ownership, tenants in common, JTWROS, tenants by the entirety, and community property have different probate and tax implications.

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1 year, 2 months ago

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[Estate Planning] 15, Applicable Exclusion Amount

Season 1 Episode 15

Lifetime credit against estate and gift taxes, with specific calculations for taxable amounts.

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1 year, 2 months ago

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[Estate Planning] 14, Marital and Charitable Deductions

Season 1 Episode 14

Unlimited deductions for transfers between spouses and to qualified charities.

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1 year, 2 months ago

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[Estate Planning] 13, Crummey Provision

Season 1 Episode 13

Allows trust contributions to qualify for annual exclusion by creating a present interest.

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1 year, 2 months ago

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