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 The situations explore outdated beneficiary designations, incomplete trust funding, business succession, trustee selection, incapacity planning, blended families, real estate, charitable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
  • Medicaid and Elder Care Planning Essentials

    Medicaid and Elder Care Planning Essentials
    2026/10/07
    In this episode 7, we explore why Medicaid and elder care planning should begin before a family is facing an immediate care crisis. The episode examines the differences between healthcare and long-term care, the role Medicaid may play for eligible individuals, and why families should seek appropriate guidance before transferring assets or making major financial decisions. The episode also addresses incapacity planning, powers of attorney, the family home, long-term care insurance, spousal considerations, family communication, and the role financial advisors can play in identifying potential elder care planning needs. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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    12 分
  • Estate Planning for Families with Complex Assets

    Estate Planning for Families with Complex Assets
    2026/09/30
    In episode 6, we explore the unique challenges families face when estate planning involves complex assets such as businesses, real estate, private investments, partnership interests, and concentrated positions. This episode examines why these assets require more than simply deciding who receives them, including the importance of succession planning, valuation, liquidity, ownership structure, and coordination among legal, financial, tax, and business professionals. Listeners will also learn how advisors can help clients identify potential planning gaps before complex assets become difficult issues for future generations. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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    11 分
  • Communicating Estate Plans With Families

    Communicating Estate Plans With Families
    2026/09/23
    Episode 5 explores why communication is an essential part of a successful estate plan. While legal documents provide the structure for transferring wealth and managing affairs, families are often left to interpret those decisions without understanding the intentions behind them. The episode examines how clients can prepare trustees, executors, business successors, and beneficiaries for their future roles, why explaining the purpose behind certain decisions can reduce conflict, and how advisors can help clients begin important conversations before a crisis occurs. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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    11 分
  • The Role of Professional Trustees vs Family Members

    The Role of Professional Trustees vs Family Members
    2026/09/16
    In episode 4, we examine one of the most important decisions in trust planning: who should serve as trustee. The episode explores the advantages and potential challenges of choosing a family member versus a professional trustee, including expertise, independence, cost, continuity, family dynamics, and the complexity of the trust and its assets. You'll also learn why trustee selection should be based on the responsibilities involved rather than simply choosing the person the client trusts most, and how financial advisors and other professionals can help clients evaluate whether their current and successor trustees remain appropriate. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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    11 分