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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
 
Do you know what will happen to your loved ones when something happens to you? If you don’t know the answer, or don’t like the answer, then this is the show for you. Listen up as we teach you about protecting your family legacy through better estate planning. The host of the Complete Estate Planning Podcast is Attorney Nick Rosenbauer of the Cincinnati area.
 
Listen to MacMillan Estate Planning's regular podcasts, as featured on CHQR's Talk to the Experts, to understand all the ins and outs of estate planning to effectively safeguard your significance. MacMillan Estate Planning offers a holistic approach to estate planning with all the people, processes, and technology that you need to plan your estate – either in person or virtually. Our team of lawyers, accountants, financial planners and counsellors offer a refreshing alternative to the banks, ...
 
Topics and conversation about estate planning and how to ensure your family, your wealth and your legacy are truly protected, no matter what happens. We'll discuss tools and techniques for complete planning, common misconceptions and mis-steps that cost families countless heartache, headaches and money, and we'll feature guests for a variety of topics and viewpoints surrounding estate planning, legacy, asset preservation and asset protection.
 
Most women think estate planning is boring, too technical, all about taxes, or somebody else's problem. Don't be one of them. Women tend to outlive men--so they end of either living with plans that they didn't prepare, find themselves without a plan when they need it most, or caring for someone with no plan at all. Join me, Liza Hanks, and my fascinating guests for in-depth, relevant conversations about how to get your plans in order and why it matters to the people and organizations that yo ...
 
The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
 
Learn all about investing in real estate in Billings, Montana with a combination of real estate financial planning and modeling with numbers specific to Billings plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Billings).
 
Learn all about investing in real estate in Dallas, Texas with a combination of real estate financial planning and modeling with numbers specific to Dallas plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Dallas).
 
Learn all about investing in real estate in Vancouver, Washington with a combination of real estate financial planning and modeling with numbers specific to Vancouver plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Vancouver).
 
Learn all about investing in real estate in Jacksonville, Florida with a combination of real estate financial planning and modeling with numbers specific to Jacksonville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Jacksonville).
 
Learn all about investing in real estate in Sparks, Nevada with a combination of real estate financial planning and modeling with numbers specific to Sparks plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Sparks).
 
Learn all about investing in real estate in Naperville, Illinois with a combination of real estate financial planning and modeling with numbers specific to Naperville plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Naperville).
 
Learn all about investing in real estate in Montgomery, Alabama with a combination of real estate financial planning and modeling with numbers specific to Montgomery plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Montgomery).
 
Learn all about investing in real estate in Charlotte, North Carolina with a combination of real estate financial planning and modeling with numbers specific to Charlotte plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Charlotte).
 
Learn all about investing in real estate in Indianapolis, Indiana with a combination of real estate financial planning and modeling with numbers specific to Indianapolis plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Indianapolis).
 
Learn all about investing in real estate in Greeley, Colorado with a combination of real estate financial planning and modeling with numbers specific to Greeley plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Greeley).
 
Learn all about investing in real estate in Loveland, Colorado with a combination of real estate financial planning and modeling with numbers specific to Loveland plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Loveland).
 
Learn all about investing in real estate in Phoenix, Arizona with a combination of real estate financial planning and modeling with numbers specific to Phoenix plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Phoenix).
 
Learn all about investing in real estate in Philadelphia, Pennsylvania with a combination of real estate financial planning and modeling with numbers specific to Philadelphia plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Philadelphia).
 
Learn all about investing in real estate in Houston, Texas with a combination of real estate financial planning and modeling with numbers specific to Houston plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Houston).
 
Learn all about investing in real estate in Corona, California with a combination of real estate financial planning and modeling with numbers specific to Corona plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Corona).
 
Learn all about investing in real estate in Richmond, Virginia with a combination of real estate financial planning and modeling with numbers specific to Richmond plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Richmond).
 
Learn all about investing in real estate in Columbus, Ohio with a combination of real estate financial planning and modeling with numbers specific to Columbus plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Columbus).
 
Learn all about investing in real estate in Austin, Texas with a combination of real estate financial planning and modeling with numbers specific to Austin plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Austin).
 
Learn all about investing in real estate in Chicago, Illinois with a combination of real estate financial planning and modeling with numbers specific to Chicago plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Chicago).
 
Learn all about investing in real estate in Kenosha, Wisconsin with a combination of real estate financial planning and modeling with numbers specific to Kenosha plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Kenosha).
 
Learn all about investing in real estate in McAllen, Texas with a combination of real estate financial planning and modeling with numbers specific to McAllen plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to McAllen).
 
Learn all about investing in real estate in Denver, Colorado with a combination of real estate financial planning and modeling with numbers specific to Denver plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Denver).
 
Learn all about investing in real estate in Atlanta, Georgia with a combination of real estate financial planning and modeling with numbers specific to Atlanta plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Atlanta).
 
Learn all about investing in real estate in College Station, Texas with a combination of real estate financial planning and modeling with numbers specific to College Station plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to College Station).
 
Learn all about investing in real estate in Los Angeles, California with a combination of real estate financial planning and modeling with numbers specific to Los Angeles plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Los Angeles).
 
Learn all about investing in real estate in Colorado Springs, Colorado with a combination of real estate financial planning and modeling with numbers specific to Colorado Springs plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Colorado Springs).
 
Learn all about investing in real estate in San Antonio, Texas with a combination of real estate financial planning and modeling with numbers specific to San Antonio plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to San Antonio).
 
Learn all about investing in real estate in Huntington Beach, California with a combination of real estate financial planning and modeling with numbers specific to Huntington Beach plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Huntington Beach).
 
Learn all about investing in real estate in Broken Arrow, Oklahoma with a combination of real estate financial planning and modeling with numbers specific to Broken Arrow plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Broken Arrow).
 
Learn all about investing in real estate in San Diego, California with a combination of real estate financial planning and modeling with numbers specific to San Diego plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to San Diego).
 
Learn all about investing in real estate in San Francisco, California with a combination of real estate financial planning and modeling with numbers specific to San Francisco plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to San Francisco).
 
Learn all about investing in real estate in New York, New York with a combination of real estate financial planning and modeling with numbers specific to New York plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to New York).
 
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show series
 
The WORST place to store your estate plan -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate pl…
 
How can you protect your assets from probate? Different types of assets require different treatment! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscri…
 
Most people hear about the federal estate tax, but what about Oregon's estate tax? In this episode, we review the Oregon estate tax, help you determine if your estate will be subject to this tax, and offer a few planning opportunities you can do now to minimize the estate tax burden. Links to Form OR-706 https://www.oregon.gov/dor/forms/FormsPubs/f…
 
A deep dive into the strategy of house hacking in Vancouver, Washington. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real es…
 
Most times, people look towards setting up a trust as a flexible, efficient, private, customized way to manage an inheritance plan for their loved ones. However, because of its flexibility, a trust can be used as a “utility knife” and help families and small businesses in a variety of other situations. Contact: 513-463-6789 info@CincinnatiEstatePla…
 
Founder and CEO of MacMillan Estate Planning, Sheri MacMillan, joins host Wayne Nelson to discuss the expected fall wealth tax, the 2022 Canadian census, and how comprehensive estate planning should be taken advantage of now, rather than later.The MacMillan Estate Planning Team による
 
Learn how to avoid the most common mistakes that most parents and most attorneys make when appointing guardians for minor children, as attorney Kevin Davidson discuss seven important considerations for choosing who would care for your minor children.Kevin による
 
Can my adult child be my trustee? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcas…
 
How to create sub-trusts -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want to talk more about estate planning: https://e…
 
How do you find out if you are an heir or beneficiary? If you suspect you could be an heir or beneficiary, this is for you! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something,…
 
A deep dive into the strategy of house hacking in Denver, Colorado. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estate …
 
A deep dive into the strategy of house hacking in Atlanta, Georgia. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estate …
 
A deep dive into the strategy of house hacking in Indianapolis, Indiana. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real es…
 
A deep dive into the strategy of house hacking in Colorado Springs, Colorado. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other re…
 
A deep dive into the strategy of house hacking in Loveland, Colorado. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estat…
 
A deep dive into the strategy of house hacking in Greeley, Colorado. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estate…
 
A deep dive into the strategy of house hacking in Los Angeles, California. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real …
 
A deep dive into the strategy of house hacking in Charlotte, North Carolina. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other rea…
 
A deep dive into the strategy of house hacking in New York, New York. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estat…
 
A deep dive into the strategy of house hacking in Chicago, Illinois. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estate…
 
A deep dive into the strategy of house hacking in Dallas, Texas. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estate inv…
 
A deep dive into the strategy of house hacking in San Antonio, Texas. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estat…
 
A deep dive into the strategy of house hacking in Phoenix, Arizona. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estate …
 
A deep dive into the strategy of house hacking in Philadelphia, Pennsylvania. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other re…
 
A deep dive into the strategy of house hacking in Houston, Texas. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estate in…
 
A deep dive into the strategy of house hacking in Jacksonville, Florida. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real es…
 
A deep dive into the strategy of house hacking in Columbus, Ohio. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estate in…
 
A deep dive into the strategy of house hacking in San Francisco, California. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other rea…
 
A deep dive into the strategy of house hacking in Austin, Texas. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estate inv…
 
A deep dive into the strategy of house hacking in San Diego, California. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real es…
 
A deep dive into the strategy of house hacking in Sparks, Nevada. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estate in…
 
A deep dive into the strategy of house hacking in Kenosha, Wisconsin. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estat…
 
A deep dive into the strategy of house hacking in Montgomery, Alabama. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real esta…
 
A deep dive into the strategy of house hacking in Naperville, Illinois. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real est…
 
A deep dive into the strategy of house hacking in McAllen, Texas. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estate in…
 
A deep dive into the strategy of house hacking in Huntington Beach, California. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other …
 
A deep dive into the strategy of house hacking in Corona, California. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estat…
 
A deep dive into the strategy of house hacking in Billings, Montana. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estate…
 
A deep dive into the strategy of house hacking in College Station, Texas. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real e…
 
A deep dive into the strategy of house hacking in Broken Arrow, Oklahoma. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real e…
 
A deep dive into the strategy of house hacking in Richmond, Virginia. Includes a qualitative class discussing what the house hacking strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Check out our house hacking modeling (and other real estat…
 
Is it too late for you? When is it too late to make an estate plan? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It he…
 
Is life insurance enough to protect your family? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people ac…
 
Can your step parent change your inheritance? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people acces…
 
What happens to your email when you pass away? Can it be accessed or deleted? --- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and re…
 
A deep dive into the strategy of buying rental properties utilizing the Nomad™ real estate investing strategy in Denver, Colorado. Includes a qualitative class discussing what the Nomad™ strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Chec…
 
A deep dive into the strategy of buying rental properties utilizing the Nomad™ real estate investing strategy in Atlanta, Georgia. Includes a qualitative class discussing what the Nomad™ strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Chec…
 
A deep dive into the strategy of buying rental properties utilizing the Nomad™ real estate investing strategy in Indianapolis, Indiana. Includes a qualitative class discussing what the Nomad™ strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence.…
 
A deep dive into the strategy of buying rental properties utilizing the Nomad™ real estate investing strategy in Colorado Springs, Colorado. Includes a qualitative class discussing what the Nomad™ strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independ…
 
A deep dive into the strategy of buying rental properties utilizing the Nomad™ real estate investing strategy in Loveland, Colorado. Includes a qualitative class discussing what the Nomad™ strategy is and how to do it plus quantitative, numbers-based discussions showing how the strategy performs toward a goal of achieving financial independence. Ch…
 
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