『Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations』のカバーアート

Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations

Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations

著者： Fexingo
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Lucas and Luna navigate the architecture of wealth transfer—wills, trusts, estate taxes, and the legal structures that govern inheritance. Every episode is built around a specific instrument or strategy: from revocable living trusts to generation-skipping transfer taxes, from charitable remainder trusts to the nuances of probate in different states. Lucas brings the regulatory precision, citing IRS code sections and recent court rulings; Luna pushes on the human side—how families actually make decisions, avoid conflict, and communicate intent across generations. The listener is the high-net-worth individual, the family office adviser, or the estate-planning attorney who wants to understand both the letter of the law and the art of the conversation. Together, they dissect real-case scenarios: a tech founder with illiquid equity, a blended family with competing heirs, a couple navigating Medicaid planning. No hypotheticals without numbers, no principles without examples. Each show ends with a tension—how do you balance control with flexibility? How do you protect wealth without stifling the next generation's ambition? #EstatePlanning #WillsAndTrusts #InheritanceTax #FamilyWealth #TrustStructures #Probate #GenerationSkipping #CharitableTrusts #MedicaidPlanning #EstateTax #LegacyPlanning #WealthTransfer #Finance #FexingoBusiness #BusinessPodcast #EstateAttorney #FamilyOffice #AssetProtection Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • How a Medicaid Asset Protection Trust Preserves Your Savings

    How a Medicaid Asset Protection Trust Preserves Your Savings
    2026/07/21
    In this episode, Lucas and Luna dive deep into the Medicaid Asset Protection Trust (MAPT), a legal tool that lets you shelter assets from nursing home costs while still qualifying for government benefits. Using the example of a retired couple with $400,000 in savings and a home worth $350,000, they explain how transferring assets into an irrevocable trust five years before needing care can save hundreds of thousands of dollars. Lucas breaks down the five-year look-back period, the role of the trustee, and why this strategy is often overlooked. Luna asks the tough questions about losing control and the importance of timing. If you or a parent are approaching retirement and worried about long-term care costs, this episode is essential listening. #MedicaidAssetProtectionTrust #MAPT #EstatePlanning #LongTermCare #NursingHomeCosts #AssetProtection #IrrevocableTrust #FiveYearLookBack #RetirementPlanning #ElderLaw #Trusts #Finance #FexingoBusiness #BusinessPodcast #LucasAndLuna #EstatePlanningWithFexingo #WealthPreservation #MedicaidPlanning Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • How a Pet Trust Cares for Your Animal Companions After Youre Gone

    How a Pet Trust Cares for Your Animal Companions After Youre Gone
    2026/07/21
    In Episode 124 of Estate Planning with Fexingo, Lucas and Luna dive into pet trusts—a legally binding way to ensure your dog, cat, or other animal is cared for if you become incapacitated or pass away. They explain how a pet trust differs from informal arrangements, why a simple will provision often fails, and the specific language needed to avoid a court battle over Rover's future. Lucas walks through a real-world example: a $50,000 trust for a parrot named Mango, including the trustee's duties, the care standard, and what happens to leftover funds. Luna asks tough questions about enforcement, choosing a caregiver, and whether a pet trust is worth it for the average listener. They also note that 48 states now have pet trust statutes—and why you might want one even if your pet isn't a parrot with a retirement fund. #PetTrust #EstatePlanning #AnimalCompanions #FurryFamily #TrustLaw #IncapacityPlanning #WillsAndTrusts #AnimalLaw #FiduciaryDuty #Beneficiary #Trustee #ProbateAvoidance #StateStatutes #UniformProbateCode #Finance #WealthTransfer #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    13 分
  • How a Marital Deduction Trust Defers Estate Tax for Surviving Spouses

    How a Marital Deduction Trust Defers Estate Tax for Surviving Spouses
    2026/07/20
    Episode 123 of Estate Planning with Fexingo dives into the marital deduction trust—often called a QTIP trust—a tool that lets a deceased spouse delay all estate tax until the surviving spouse dies. Lucas and Luna walk through a real example: a $15 million estate where a well-structured trust saves $5.4 million in taxes while still giving the surviving spouse full income for life. They explain the trade-offs, the 'all or nothing' election rule, and why this trust is especially powerful for second marriages or blended families. If you have a significant estate and want to ensure your spouse is provided for without wasting your federal exemption, this episode covers exactly how marital deduction trusts work, when to use them, and the one pitfall that can blow up the strategy. No fluff, just the mechanics and numbers that matter. #MaritalDeductionTrust #QTIPTrust #EstatePlanning #EstateTax #SpousalTrust #BlendedFamilies #SecondMarriage #TrustLaw #WealthTransfer #TaxDeferral #IRS #Fiduciary #LucasAndLuna #FexingoBusiness #BusinessPodcast #Finance #PersonalFinance #EstatePlanningWithFexingo Keep every episode free: buymeacoffee.com/fexingo
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    11 分
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