Podcast Episodes

[Estate Planning] 9, Probate

Season 1 Episode 9

Legal process of retitling assets, with advantages like clear title but disadvantages like cost and publicity.

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1 year, 2 months ago

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[Estate Planning] 8, Methods to Transfer Property

Season 1 Episode 8

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

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1 year, 2 months ago

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[Estate Planning] 7, Power of Attorney

Season 1 Episode 7

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

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1 year, 2 months ago

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[Estate Planning] 6, Will Provisions

Season 1 Episode 6

Survivorship and disclaimer clauses affect inheritance and tax implications.

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1 year, 2 months ago

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[Estate Planning] 3, Important Definitions

Season 1 Episode 3

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

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1 year, 2 months ago

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[Estate Planning] 2, Unauthorized Practice of Law

Season 1 Episode 2

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

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1 year, 2 months ago

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[Estate Planning] 1, Estate Planning Process

Season 1 Episode 1

Involves accumulation, management, conservation, and transfer of wealth considering legal, tax, and personal objectives. Effective and efficient tran…

1 year, 2 months ago

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[Estate Planning] 4, Basic Documents

Season 1 Episode 4

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

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1 year, 2 months ago

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[Estate Planning] 5, Types of Wills

Season 1 Episode 5

Survivorship and disclaimer clauses affect inheritance and tax implications.

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1 year, 2 months ago

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