『Wise Counsel: Effective Financial and Estate Planning』のカバーアート

Wise Counsel: Effective Financial and Estate Planning

Wise Counsel: Effective Financial and Estate Planning

著者： Jay Franz
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概要
 Estate planning is often delayed or misunderstood, yet the decisions you make today can have lasting consequences for your family, assets, and legacy. Wise Counsel: Effective Financial and Estate Planning provides clear, practical insights on estate planning, probate, elder care planning, and trust administration based on the experience and perspective of estate planning attorney Jay Franz. Each episode explains important topics such as wills and trusts, tax planning, asset protection, Medicaid planning, and how to keep your estate plan current over time. Designed for individuals, families, and financial professionals, this podcast focuses on real-world estate planning issues and helps listeners better understand their options, avoid costly mistakes, and make informed decisions. This podcast is for informational and educational purposes only and does not constitute legal advice. Listening does not create an attorney-client relationship. Please consult a qualified attorney regarding your specific situation. This podcast features AI-generated content created using original material, ideas, and guidance provided by the show’s owner, Jay Franz of Buchalter LLP. Episodes are produced using artificial intelligence with human oversight and editorial direction. 経済学
エピソード
  • What Happens When an Estate Plan Is Never Updated?

    What Happens When an Estate Plan Is Never Updated?
    2026/11/04
    In episode 11, we examine what can happen when an estate plan is created but never updated as a client's life changes. An estate plan may remain legally valid while no longer reflecting the client's current family, finances, assets, relationships, health, or goals. The episode explores common reasons an estate plan should be reviewed, including marriage, divorce, births and deaths in the family, changes in wealth, business ownership, health and incapacity concerns, relocation, changing beneficiary circumstances, and the acquisition of new assets. The goal is not to encourage unnecessary changes to an estate plan, but to make sure the plan continues to reflect the client's current circumstances and intentions. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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    11 分
  • Lessons From Real-World Estate Planning Cases

    Lessons From Real-World Estate Planning Cases
    2026/10/28
    In episode 10, we examine non-identifying estate planning examples that illustrate how seemingly small gaps can create significant problems for families. The situations explore outdated beneficiary designations, incomplete trust funding, business succession, trustee selection, incapacity planning, blended families, real estate, charitable intentions, and coordination among professional advisors. This episode highlights a common theme across these situations: many estate planning problems can be addressed before a crisis occurs. It also explores how financial advisors and other professionals can recognize changes in a client's family, finances, business, health, or goals that may warrant a proactive estate planning review. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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    11 分
  • Charitable Giving and Philanthropy Planning

    Charitable Giving and Philanthropy Planning
    2026/10/21
    In episode 9, we explore how charitable giving and philanthropy can become an intentional part of a client's broader estate plan. The episode examines lifetime versus testamentary giving, the importance of considering which assets are donated, and why charitable planning should be coordinated with legal, financial, and tax professionals. The episode also explores charitable beneficiary designations, donor-advised funds, charitable trusts, private foundations, family involvement, communication, and the importance of making sure charitable intentions are properly implemented. The discussion emphasizes that tax considerations should support the client's philanthropic goals rather than become the sole reason for making a charitable gift. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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    12 分
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