Episodios

  • Navigating NYC's High-Profile Estates with Morrel Hirsch & Advisors

    Navigating NYC's High-Profile Estates with Morrel Hirsch & Advisors
    Jun 11 2024
    Howard Morrel and Leslie Hirsch of Morrel Hirsch and Advisors join us to discuss the process of selling high-value real estate properties as part of estate planning. They highlight the challenges faced by estate and trust attorneys when it comes to real estate, such as determining property value, dealing with the condition of the property, and managing the expectations of family members. They also discuss the importance of coordinating with financial advisors and other professionals involved in the estate planning process.

    Howard and Leslie share examples of their experiences in handling estate sales and emphasize the value they provide in organizing and managing the entire process, including repairs, appraisals, and the sale of personal items. They also mention their ability to advance funds for repairs and other expenses. We get insights into the specialized field of estate planning and real estate sales.

    Morrell Hirsch & Advisors provides a unique service that combines real estate expertise with estate planning and trust administration. They specialize in helping families navigate the complex process of selling inherited properties and managing the logistics involved. Their services include coordinating with attorneys, handling property appraisals, staging homes, and managing the sale process. They also offer specialized services for high-profile estates, such as maintaining confidentiality and working with court-appointed guardians. Morrell Hirsch Advisors operates not only in New York but also has a network of partners across the country and internationally. They are known for their discretion, professionalism, and ability to handle unique challenges that arise in estate transactions.

    Learn more about Morrel Hirsch & Advisors here: https://morrelhirschadvisors.com/
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    50 m
  • Family in North Carolina? You need to know these Estate Planning Tips

    Family in North Carolina? You need to know these Estate Planning Tips
    Feb 20 2024
    In this episode we're joined by Sabrina Winters, an estate planning attorney based in North Carolina. Sabrina shares her personal experience with the importance of estate planning and the consequences of not having a plan in place. She emphasizes the need for trust and open communication between clients and their attorney. Sabrina also discusses the differences in estate planning laws between states, particularly in North Carolina.

    She highlights the benefits of creating a living trust to avoid probate and prevent conflicts among family members. Sabrina encourages individuals to take action and seek professional guidance to ensure their wishes are carried out after they pass away. Sabrina Winters discusses the importance of estate planning and her role in educating others about it. She explains how she speaks at various events and organizations to teach people about the importance of estate planning and building trust with clients. Sabrina also shares where people can find her, including her website and social media platforms. She concludes with a reminder to plan for the future and not be afraid of estate planning.

    #estateplanning #willsandtrusts #probate #estateplanningattorney #northcarolinalaw
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    35 m
  • How Farmland Succession Matters for Estate Plans of All Types- Lance Weaver, Sower

    How Farmland Succession Matters for Estate Plans of All Types- Lance Weaver, Sower
    Jan 24 2024
    Farmers are retiring in record numbers, and the future of their farmland, who owns it, and what it means to their families is going to affect all of us in the coming years. In this episode, we talk with Lance Weaver, the Director of Business Development for the Sower Legacy Farmland Fund.

    We discuss the concept of the fund and how it offers a unique solution for farmers looking to retire or transition their farms to the next generation. The conversation covers topics such as succession planning, transferring property to the fund, preserving the identity of the farm, liquidity, diversifying portfolios, and hedging against inflation. We also touch on the challenges and trends in the farmland investment sector. We explore the Sustainable Farming and Land Trust and discuss the importance of preserving farmland and the challenges faced by farmers in passing on their legacy. Lance explains how SFM helps farmers protect their land and ensure its sustainable use for future generations.

    The conversation concludes with information on how interested individuals can get in touch with SFM.

    Check out Sower here: https://sowerfarmland.com/
    Follow Lance Weaver here: https://www.linkedin.com/in/lance-weaver-86394921/

    Takeaways
    •The Sower Legacy Farmland Fund provides a solution for farmers looking to retire or transition their farms to the next generation.
    •Transferring farmland to the fund allows farmers to avoid capital gains tax and receive shares in the fund.
    •The fund offers flexibility in terms of leasing the land back to the farmer or selling it with a first right of refusal for the family.
    •Investing in farmland can provide diversification, hedge against inflation, and offer stability in an uncertain market.
    •Farmers and landowners should carefully consider their financial situation, understand their numbers, and seek professional advice to make informed decisions.

    👍 Enjoyed this episode? Do us a favor: LIKE the video to support the show.
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    🔗 Stay Connected:
    Connect with Marc on LinkedIn: https://www.linkedin.com/in/mzasada/
    Stay in touch with Max here: https://www.linkedin.com/in/max-porter-b9b539156/
    Reach out to Chuck Ellis at: https://www.linkedin.com/in/chuckellismba/
    For more about our show, guests, and additional resources, visit our official site:

    Essential Estate Experts Website 🎙️ Be Our Guest:
    Are you an expert in estate planning or elder law? Want to share your insights with our audience? We're always on the lookout for knowledgeable guests to join us on "Essential Estate Experts." If you're interested, drop us a message! Thanks for tuning in and see you in the next episode!
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    37 m
  • Texas Estate Planning Laws Most People Miss That Cost Them BIG - Steve Clausen

    Texas Estate Planning Laws Most People Miss That Cost Them BIG - Steve Clausen
    Jan 11 2024
    On this Essential Estate Experts, we sit down with Steve Clausen, a renowned estate planning attorney at Hopkins Centrich Attorneys at Law in Houston, Texas. With decades of experience in estate planning and business succession, Steve brings a wealth of knowledge specifically tailored to the intricacies of Texas law. 🔹 What We Cover: Nuances of Texas Estate Planning Law: Dive deep into the specific aspects of estate planning in Texas. Steve Clausen explains the unique elements of Texas law that residents, and those with family in the state, must be aware of to ensure their estate plans are effective and legally sound. Property Ownership Laws: Discover how property ownership laws vary between states and the impact these differences can have on estate planning. Steve discusses common oversights that could potentially disrupt your intentions for inheritance distribution. Business Succession Planning: For small business owners, planning for the future is crucial. Steve shares essential tips on how to prepare for business succession, ensuring that your legacy and the future of your business are secured for the next generation. Protecting Your Legacy: Learn the importance of meticulous estate planning to protect your legacy and ensure that your assets are passed on according to your wishes. Steve Clausen offers his expert advice on avoiding common pitfalls and making informed decisions.

    About Steve Clausen: Clausen is a very experienced tax, business and wealth preservation attorney who actively represents clients located in The Woodlands, Houston, San Antonio and Austin as well as other cities in Texas. He focuses on representing family-owned businesses and their owners, high net worth families and individuals, and executors and trustees.

    Check out Steve Clausen and Hopkins Centrich here: https://hopkinscentrichlaw.com/attorneys/steven-j-clausen

    👍 Enjoyed this episode? Do us a favor: LIKE the video to support the show. SUBSCRIBE for more invaluable content around estate planning and elder law. HIT THE BELL ICON 🔔 to never miss an update!

    🔗 Stay Connected:
    Connect with Marc on LinkedIn: https://www.linkedin.com/in/mzasada/
    Stay in touch with Max here: https://www.linkedin.com/in/max-porter-b9b539156/
    Reach out to Chuck Ellis at: https://www.linkedin.com/in/chuckellismba/

    For more about our show, guests, and additional resources, visit our official site: Essential Estate Experts Website

    🎙️ Be Our Guest: Are you an expert in estate planning or elder law? Want to share your insights with our audience? We're always on the lookout for knowledgeable guests to join us on "Essential Estate Experts." If you're interested, drop us a message! Thanks for tuning in and see you in the next episode!
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    1 h y 7 m
  • Don't Make These Estate Planning Mistakes if You Have Family in Michigan - Dinesh Chawla, JD

    Don't Make These Estate Planning Mistakes if You Have Family in Michigan - Dinesh Chawla, JD
    Dec 16 2023
    SummaryIn this conversation, Chuck Ellis and Dinesh Chawla discuss various aspects of estate planning, with a focus on Michigan law. They cover topics such as the journey to estate planning, the role of trusts, elder law, and the importance of updating estate plans. They also discuss the annual maintenance of estate plans and working with trustees. The conversation covers challenges in trust handling, common mistakes in estate planning, handling digital assets in estate planning, and key advice for estate planning.
    Takeaways
    • Estate planning involves creating a plan to ensure control over assets and healthcare decisions.
    • Trusts are a common tool used in estate planning to avoid probate and provide specific instructions for asset distribution.
    • Elder law focuses on legal issues related to aging, including long-term care and Medicaid planning.
    • Regularly updating estate plans is crucial to ensure they align with changing circumstances and laws.
    • Working with a knowledgeable attorney is essential to navigate the complexities of estate planning and ensure the plan meets individual needs. Trust handling can be complex and varies between different banks and lawyers.
    • Common mistakes in estate planning include the misconception that a lot of documentation is needed and not starting early enough.
    • Digital assets can be managed by designating beneficiaries or agents and using trusts for digital currencies.
    • Key advice for estate planning includes getting powers of attorney in place at 18, having a will for minor children, and funding trusts.

    Chapters00:00Introduction and Background
    02:37The Journey to Estate Planning
    05:32Understanding Elder Law
    10:28The Role of Trusts in Estate Planning
    16:28Estate Planning in Michigan
    21:14Considerations for Beneficiaries
    25:32The Importance of Updating Estate Plans
    34:40Annual Maintenance of Estate Plans
    42:26Working with Trustees
    44:07Challenges in Trust Handling
    46:09Common Mistakes in Estate Planning
    47:14Handling Digital Assets in Estate Planning
    49:27Key Advice for Estate Planning
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    42 m
  • Florida's Unusual Estate Planning Laws with Wendy A. Mara J.D., M.B.A, CAP

    Florida's Unusual Estate Planning Laws with Wendy A. Mara J.D., M.B.A, CAP
    Nov 8 2023
    Essential Estate Experts welcomes Wendy A. Mara, an attorney heading Mara Law in Ormond Beach, Florida. Wendy is an expert in family and domestic law, probate, wills, guardianship, and business matters, with a focus on Florida law.

    In this episode, Wendy sits down with host Marc Zasada and talks about the intricacies and nuances of estate planning law in Florida, and the many pitfalls she sees clients fall into all too often.

    Whether you're wealthy with complex tax issues or simply looking to ensure your assets are distributed according to your wishes, this episode offers something for everyone.So don't miss out! The wealth of knowledge in this series could be the key to preserving your wealth and your family's future.

    ⭐ Chuck's LinkedIn
    ⭐ Marc's LinkedIn
    🔗 Essential Estate Experts' Website

    Are you an estate planning or elder law expert? We invite you to join us on the show! Message us at screenfiremedia.com to get started!

    Disclaimer: The information provided in this podcast is for entertainment and informational purposes only. Listening to this podcast does not establish an attorney-client relationship. Always consult with a qualified lawyer for legal advice. Do not take legal advice from a podcast.
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    49 m
  • Pilot: Debunking Common Estate Planning Myths with host Marc Zasada

    Pilot: Debunking Common Estate Planning Myths with host Marc Zasada
    Oct 24 2023
    In our first episode, we interview our own estate planning expert Marc Zasada and discuss the do's and don'ts, common myths, and often overlooked complexities of wills, trusts, and estate planning. Marc illuminates the importance of finding a specialized attorney for your unique situation and shares valuable insights into how laws can fluctuate, requiring up-to-date expertise.

    Key Takeaways:
    • The importance of specialization in estate planning attorneys.
    • Red flags to look out for when selecting an estate planning attorney.
    • Why the dynamics of your family and assets require meticulous attention.
    • How the frequent changes in estate planning laws impact your estate plan.
    • The common mistakes people make during estate planning and how to avoid them.
    • Preparing for your first meeting with your estate planning attorney: what to bring, what to say, and what to expect.
    Whether you're wealthy with complex tax issues or simply looking to ensure your assets are distributed according to your wishes, this episode offers something for everyone.So don't miss out! Marc’s wealth of knowledge could be the key to preserving your wealth and your family's future.

    ⭐ Chuck's LinkedIn
    ⭐ Max's LinkedIn
    ⭐ Marc's LinkedIn
    🔗 Essential Estate Experts' Website

    Are you an estate planning or elder law expert? We invite you to join us on the show! Message us at screenfiremedia.com to get started!

    Disclaimer: The information provided in this podcast is for entertainment and informational purposes only. Listening to this podcast does not establish an attorney-client relationship. Always consult with a qualified lawyer for legal advice. Do not take legal advice from a podcast.
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    30 m
  • Estate Planning Explained by Experts: Podcast Trailer

    Estate Planning Explained by Experts: Podcast Trailer
    Jul 11 2023
    "Essential Estate Experts" is the podcast you need to navigate the intricate world of estate planning. Hosted by former NPR on-air host, Marc Zasada, we delve into the details that truly matter when it comes to what you leave behind. Neglecting proper planning could lead to devastating outcomes for your loved ones, and our mission is to prevent such scenarios.

    Join us as we engage leading minds in Estate Planning, Living Trusts, Probate, and Tax Planning in enlightening discussions. Our expert guests hail from all corners of the country, each offering a unique perspective based on the regional nuances of estate law.In each episode, we dissect the critical aspects of estate planning, specific to every state. This knowledge isn't just useful—it's essential for your future. Regardless of your location or the stage of your estate planning journey, our podcast delivers critical insights tailored for everyone.

    "Essential Estate Experts" isn't your ordinary chat. We serve as an educational hub and a source of practical advice, tackling head-on topics like wills, trusts, probate, elder abuse prevention, Medicare, and long-term care planning. We aim to be your compass in protecting your legacy, your loved ones, and your wealth.

    Whether you're a novice stepping into the realm of estate planning, a veteran seeking a fresh perspective, or a professional eager to maintain their edge through continuing education, "Essential Estate Experts" is your go-to resource.

    Available on all major podcast platforms and YouTube, join us as we unravel the complexities of estate planning and elder care law, one episode at a time. Get to know us better and meet our esteemed guests at screenfiremedia.com. Welcome to "Essential Estate Experts".
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    2 m