Bästa Legacy Talks Podcast podcaster (2024)

1
Avoiding Guardianship: What You Need to Know to Protect Yourself 28:12

1M ago28:12

28:12

In this episode of The Legacy Talk Podcast, we dive into the crucial topic of avoiding guardianship. Discover practical steps to protect yourself and your loved ones, including the importance of durable power of attorney, healthcare directives, and revocable living trusts. Learn how to ensure your wishes are honored and avoid costly, public court p…

1
Understanding Trusts: Control Your Estate and Avoid Probate 25:21

1M ago25:21

25:21

Discover the power of trusts in this episode of The Legacy Talk Podcast. Learn how trusts can help you control your estate, avoid probate, and ensure your assets are distributed according to your wishes. We break down the basics, types of trusts, and how they can benefit your family's future. Whether you're planning for retirement or safeguarding y…

1
Cultivating Financial Wisdom: Responsible Saving and Investing 30:51

2M ago30:51

30:51

In this episode of The Legacy Talk Podcast, we dive into Commandment Two: Cultivating Financial Wisdom. Join us as we discuss responsible saving and investing strategies with Brock Bennion of Kimball Creek Partners. Learn about key principles like the Rule of 72, the importance of diversification, and how to impart financial wisdom to the next gene…

1
To Plan or Not to Plan: The Role of Funeral Planning in Your Estate Plan 32:54

2M ago32:54

32:54

In this episode of The Legacy Talk Podcast, we discuss the importance of incorporating funeral plans into your estate plan. Learn how pre-planning your funeral can ease the burden on your loved ones and ensure your wishes are honored. I’m joined by Lisa Hutchins from Mountain View Funeral Home, who shares valuable insights on the benefits of pre-pl…

1
Elder Law and Estate Planning: Protecting Your Assets from Long-Term Care Costs 30:58

2M ago30:58

30:58

In this episode of The Legacy Talk Podcast, we discuss the critical topic of Elder Law and Estate Planning, focusing on how to protect your assets from the high costs of long-term care. Learn about Medicaid planning, long-term care insurance, irrevocable trusts, and other strategies to safeguard your wealth and ensure your family's financial securi…

1
On Life Support: Estate Planning Considerations for Uncertain Medical Situations 22:34

2M ago22:34

22:34

In this episode of The Legacy Talk Podcast, we dive into the crucial topic of estate planning for uncertain medical situations. I discuss the importance of having written assets like living wills and powers of attorney. Learn how to ensure your wishes are honored and your loved ones are protected during medical crises. Tune in to understand the key…

1
Till Death Do Us Part: The Legal Advantages of Marriage in Estate Planning 20:38

2M ago20:38

20:38

In this episode of The Legacy Talk Podcast, we discuss the legal advantages of marriage in estate planning. From automatic inheritance rights to tax benefits and simplified probate, being married offers several key benefits that can significantly impact your estate plan. Learn how these advantages can help you protect your assets and ensure your wi…

1
The Estate Tax Threshold: When to Start Planning 22:26

3M ago22:26

22:26

In this episode of The Legacy Talk Podcast, we dive into the estate tax threshold and when you should start planning for estate taxes. Learn about Washington State's estate tax laws, strategies for minimizing your tax burden, and the importance of early planning. Discover how to use trusts, lifetime gifts, and other tools to protect your estate and…

1
What Do I Need To Know To Complete My Estate Plan? 25:11

3M ago25:11

25:11

In this episode of The Legacy Talk Podcast, we dive into what you need to know to complete your estate plan. From understanding your assets to selecting beneficiaries and executors, we cover essential information that will make the process easier and more effective. Planning your estate doesn't have to be complicated. Tune in to learn the key steps…

1
Estate Planning Myths Debunked: The 'Simple' Estate Misconception 22:20

3M ago22:20

22:20

In this episode of The Legacy Talk Podcast, we tackle common estate planning myths and reveal the truths behind them. From the belief that only the wealthy need an estate plan to the misconception that a will is all you need, we debunk these myths and provide clear guidance. Learn how proper estate planning can benefit everyone, streamline the dist…

1
Powerful Legacies: Embracing the Belief That Estate Planning Empowers Future Generations 21:25

3M ago21:25

21:25

In this episode of The Legacy Talk Podcast, I dive into the importance of estate planning and how it can empower future generations. Estate planning isn't just about dividing assets; it's about creating a lasting legacy and ensuring your loved ones are taken care of. Join me as I discuss practical tips, personal stories, and expert advice on how to…

1
What Happens to My House When I Die? 28:52

4M ago28:52

28:52

In this episode of The Legacy Talk Podcast, I discuss what happens to your house when you die. I cover important topics like mortgages, wills, probate, trusts, and alternative options for transferring your home. Understanding these factors can help you plan effectively and ensure your loved ones are taken care of. Tune in to learn the steps you can…

1
Charitable Bequests: Crafting a Philanthropic Legacy 28:44

4M ago28:44

28:44

In this episode of The Legacy Talk Podcast, we explore the role of charitable bequests in estate planning and how to create a philanthropic legacy. Learn about different types of bequests, their benefits, and how to choose the right charities. Discover the tax advantages and personal fulfillment that come with supporting causes you care about. Tune…

1
Real Estate Considerations: The Impact of Multiple Properties on Your Estate Plan 32:49

4M ago32:49

32:49

In this episode of The Legacy Talk Podcast, we explore the impact of owning multiple properties on your estate plan. From accurate property valuation to ownership structures, estate taxes, and liquidity considerations, learn how to manage your real estate effectively within your estate plan. We also discuss the use of trusts, LLCs, and strategies f…

1
Debunking Estate Planning: The Intricacies of Wills & Trusts 24:59

4M ago24:59

24:59

In this episode of The Legacy Talk Podcast, I dive into the complexities of estate planning, focusing on the differences between wills and trusts. Discover why having a will isn't enough and how trusts can offer greater protection for your assets. Learn the common misconceptions and key benefits of each. Whether you're planning for the future or ju…

1
End-of-Life Decisions: The Critical Role of Advance Directives 26:19

5M ago26:19

26:19

In this episode of The Legacy Talk Podcast, we explore the critical role of advance directives in end-of-life decisions. Learn what advance directives are, why they are essential, and how they can ensure your healthcare wishes are respected. Discover how to effectively integrate these documents into your estate plan and make life easier for your lo…

1
The Probate Conundrum: Ten Reasons to Avoid Probate 29:06

5M ago29:06

29:06

Welcome to another insightful episode of The Legacy Talk Podcast! In this episode, we delve deep into the often misunderstood and notoriously complicated world of probate. This episode is all about understanding the many pitfalls of probate and why you should strive to avoid it. While I practice both estate planning and probate law, my goal is to h…

1
Estate Planning and Real Estate: Key Things to Consider about Your Home as an Asset 36:09

5M ago36:09

36:09

In this episode of The Legacy Talk Podcast, we dive into estate planning with a focus on real estate. Discover key considerations for treating your home as an asset, from legal steps to financial strategies. Learn how to protect your property's value and ensure a smooth transfer to your heirs. Tune in for practical advice and expert insights that c…

1
What Can We Learn from Celebrity Estate Nightmares? 33:13

5M ago33:13

33:13

In this episode of The Legacy Talk Podcast, we dive into the estate planning mistakes of celebrities like Prince, Aretha Franklin, and Jimi Hendrix. Discover key lessons from their missteps to avoid costly errors in your own estate planning. Learn how a well-crafted plan can save money, reduce conflicts, and ensure your wishes are honored. Tune in …

1
Tax-Smart Planning: How Estate Plans Can Ease Your Tax Burden 32:50

5M ago32:50

32:50

In this episode of The Legacy Talk Podcast, we delve into tax-smart estate planning strategies that can ease your tax burden. Learn how revocable living trusts, lifetime gift exemptions, charitable giving, and other techniques can help minimize estate and gift taxes. If you're keen on preserving more of your wealth for your loved ones, this episode…

1
The Revocable Living Trust: Probate Slayer 29:39

6M ago29:39

29:39

In this episode of The Legacy Talk Podcast, we dive into the world of Revocable Living Trusts and how they can be a powerful tool in avoiding probate. Learn why this type of trust is known as the "Probate Slayer" and discover the key benefits, from preserving privacy to reducing legal costs. Tune in to understand how a revocable trust can simplify …

1
Retirement Accounts and Estate Planning: How to Integrate Your IRA and 401(K) 32:09

6M ago32:09

32:09

On this episode of Legacy Talk Podcast, dive into the essentials of integrating your IRA and 401(k) into your estate plan. Understand the differences between various retirement accounts, the importance of beneficiary designations, and the tax implications for heirs. Learn key strategies to ensure your assets are protected and effectively passed on.…

1
Your Digital Legacy: How to Include Digital Assets in Your Estate Plan 26:53

6M ago26:53

26:53

In this episode of The Legacy Talk Podcast, we dive into the world of digital assets and how they fit into your estate plan. With technology shaping our lives, it's crucial to consider how digital assets like social media accounts, online banking, and even cryptocurrency are managed after we're gone. Join us as we explore strategies for including d…

1
Pre and Postnuptial Agreements: What are They and How do They Fit in to an Estate Plan 28:14

6M ago28:14

28:14

Join us on The Legacy Talk Podcast as we explore the essentials of prenuptial and postnuptial agreements and how they integrate into your estate plans. Learn about protecting assets, clarifying ownership, and ensuring your family's future stays secured. Perfect for anyone considering marriage or looking to strengthen their estate strategy. Tune in …

1
Debunking the 'Set-It-and-Forget-It' Myth 24:26

7M ago24:26

24:26

In this episode of Legacy Talk Podcast, we debunk the common myth that estate planning is a one-time task. Discover why it's crucial to regularly review and update your estate plan, reflecting life’s inevitable changes like marriage, financial shifts, or new tax laws. Learn practical tips to keep your estate plan effective and ensure your wishes ar…

1
Child-Free and Planning: The Relevance of Estate Planning Even Without Kids 20:29

7M ago20:29

20:29

In this episode of Legacy Talk Podcast, we dive into the crucial world of estate planning, focusing on the unique challenges and opportunities for those without children. Discover the importance of controlling your assets, ensuring your legacy helps the people and causes you care about. Learn about crafting a thoughtful plan that covers everything …

1
Revocable vs. Irrevocable Trusts: Which is the Right Choice for You? 27:43

7M ago27:43

27:43

In this episode of The Legacy Talk Podcast, dive deep into the world of estate planning as we explore the differences between revocable and irrevocable trusts. Discover which type of trust could be the right choice for your financial future and family legacy. Get expert insights and practical advice to make informed decisions. Whether you're just s…

1
Gifting Assets Before Death: The Pros, Cons, and Misunderstandings 28:33

7M ago28:33

28:33

On this episode of The Legacy Talk Podcast, we dive into the topic of gifting assets before death. Join us as we explore the pros, cons, and misunderstandings surrounding this practice. Discover the potential benefits of transferring assets early, such as reducing estate taxes and avoiding probate. We also address common misconceptions and shed lig…

1
Facing Mortality: How to Overcome the Fear of Estate Planning 21:07

8M ago21:07

21:07

In this episode of The Legacy Talk Podcast, we dive deep into the often uncomfortable topic of estate planning and facing our own mortality. Join me as we explore strategies to overcome the fear of estate planning and gain peace of mind for ourselves and our loved ones. Whether you're a young professional just starting out or a retiree looking to s…

1
Caring for Special Needs: Incorporating Special Needs Trusts in Your Estate Plan 27:29

8M ago27:29

27:29

On this episode of The Legacy Talk Podcast, we delve into the important topic of incorporating special needs trusts in estate planning. Join us as we explore the challenges faced by families caring for loved ones with special needs and how special needs trusts can provide financial security and peace of mind for the future. We'll discuss the benefi…

1
Financial Planners vs Estate Planning Attorneys: Who Should You Consult and When? 35:53

8M ago35:53

35:53

In this episode of The Legacy Talk Podcast, we delve into the age-old question: Financial Planners vs Estate Planning Attorneys - who should you consult and when? Join us as we explore the roles and expertise of these two professionals and how they can help you navigate the complex world of financial and estate planning. Whether you're looking to s…

1
I Don't Need a Trust: Examining the Misconceptions Around Trusts in Estate Planning 27:26

8M ago27:26

27:26

On this episode of Legacy Talk Podcast, we dive into the misconceptions surrounding trusts in estate planning. Many people believe that trusts are only for the wealthy or that they are too complicated. However, I break down these misconceptions and explain why trusts can be a valuable tool for anyone. From avoiding probate and protecting assets to …

1
Choosing Your Executor: Picking the Right Person to Carry Out Your Wishes 29:55

9M ago29:55

29:55

In this episode of Legacy Talk Podcast, we dive into the important topic of choosing your executor. Join us as we discuss the crucial role an executor plays in carrying out your final wishes and how to select the right person for the job. From understanding their responsibilities to considering their qualifications and trustworthiness, we provide v…

1
Overcoming the Belief That You Don't Know Enough to Plan Your Estate 21:45

9M ago21:45

21:45

Are you overwhelmed by the belief that you don't know enough to plan your estate? In this episode of Legacy Talk Podcast, we debunk this common misconception. As an estate planning attorney with over 20 years of experience, I assure you that you don't need to be an expert to have an effective estate plan. I discuss the importance of education, focu…

1
5 Positive Things about having an Estate Plan 17:31

9M ago17:31

17:31

In this episode, we explore the importance of having an estate plan and highlight five positive things that come with it. From ensuring your loved ones are taken care of to minimizing taxes and avoiding probate, an estate plan offers peace of mind and financial security. Tune in to learn more about the benefits of planning for the future and how it…

1
I'm Too Young' for Estate Planning: Overcoming Misconceptions About Age and Estate Planning 26:20

9M ago26:20

26:20

On this episode of Legacy Talk, we tackle the common misconception that estate planning is only for the elderly. Join me as we discuss the importance of estate planning for younger adults and explore the 10 key reasons why they should consider putting their estate plan in order. From protecting assets and planning for incapacity to avoiding family …

1
Blended Families: Navigating Estate Planning with Stepchildren and Ex-Spouses 21:43

9M ago21:43

21:43

Join me on this episode of the Legacy Talk Podcast as I explore the complex world of estate planning for blended families. With stepchildren and ex-spouses involved, there are unique challenges to navigate. I’ll be sharing practical strategies and expert advice from my 20+ years as an estate planning attorney on handling inheritance disputes and en…

1
Sibling Harmony and Estate Planning: Debunking the Belief That Good Relations Trump Leg 28:07

10M ago28:07

28:07

Estate planning mistakes ruin families. I discuss how ambiguity and perceived favoritism often lead to inheritance disputes. Learn key strategies to preserve harmony like clearly communicating wishes, properly providing for special needs children, detailing specific personal item bequests, and proactively planning to avoid taxes. Safeguard relation…

1
The Myth of DIY Estate Planning: When to Call in the Professionals 30:34

10M ago30:34

30:34

Do-it-yourself estate plans seem easy, but often fail when complex legal issues arise. Probate Attorney James Jones shares cautionary tales of DIY gone wrong on this episode of the Legacy Talk podcast. Hear how even executed properly, generic online wills can still cause major problems down the road compared to customized plans. Atty. James offers …

1
The 10 Things to do at the start of the New Year regarding your Estate Plan 20:12

10M ago20:12

20:12

Start the New Year on the right foot with your estate planning by tuning in to Legacy Talk podcast episode. Join Attorney James Jones as he offers expert advice from his 20 years of experience to ensure your wills, trusts, and beneficiary designations are up-to-date and aligned with your current needs and intentions. Don't miss out on these valuabl…

1
The Unseen Consequences: What Happens If You Don't Have an Estate Plan 26:50

11M ago26:50

26:50

Embark on a revealing journey with Attorney James Jones in today's episode of the Legacy Talk podcast. Discover the unexpected pitfalls that lack of planning can bring to you and your loved ones. From intestacy laws to guardianship woes, learn how foresight could safeguard your family's future. Don't let uncertainty dictate your legacy. Tune in to …

1
The ‘It's Too Complicated’ Barrier: Dispelling the Belief That Estate Planning Is Overwhelmingly Complex 22:36

11M ago22:36

22:36

Is estate planning really as complicated as you think? Attorneys make it easy. Tune into Legacy Talk podcast to hear host and estate planning attorney James Jones dispel myths that the process is overwhelmingly complex. You'll learn straightforward tips and practical advice to simplify your estate plan. Don't let "it's too complicated" stop you fro…

1
Unmasking the Durable Power of Attorney: An Essential Element in Estate Planning 26:17

11M ago26:17

26:17

A durable power of attorney appoints someone to handle your affairs if you become incapacitated. Join Attorney James Jones of the Legacy Talk Podcast as he outlines the critical benefits these underused documents provide. Learn how they keep life running smoothly and avoid court interventions. Tune in to hear a cautionary tale of what happens witho…

1
The 'It's Not My Problem' Mindset: Addressing the Belief That Posthumous Estate Matters Don't Concern You 20:36

12M ago20:36

20:36

Join Attorney James Jones on the latest episode of Legacy Talk as he addresses the belief that posthumous estate matters don't concern you. In this engaging discussion, James unpacks the reasons behind this common mindset and offers practical advice on how to overcome it. Learn why it's crucial to have open and honest conversations with your loved …

1
Commandment I: Envisioning Your Legacy: The Art of Long-Term Thinking 31:30

12M ago31:30

31:30

We shift our focus to the heart of the matter – living legacies. How can we build a legacy that transcends our time on this earth? In this Legacy Talk episode, host and estate planning attorney James Jones kicks off by exploring the hidden narratives of extraordinary individuals whose legacies have shaped our world. Tune in as we discuss the intric…

1
Unraveling Probate: Understanding Its Role in Estate Planning 20:10

12M ago20:10

20:10

Probate can be confusing. Is it something you should plan for or avoid at all costs? In this Legacy Talks episode, host and estate planning attorney James Jones unravels the mystery. He shares 10 reasons probate plays an important role in estate planning, but also 5 key reasons it may be best to avoid. Tune in to gain clarity on how to best incorpo…

1
The Great Debate: Will, Trust, or Both - Making the Right Choice For Your Estate Plan 33:11

1y ago33:11

33:11

Overwhelmed about making the right choice for your estate plan? Tune in with James Jones, Washington-based estate planning attorney, as he simplifies the complex debate between Will, Trust, or both.Av Attorney James Jones

1
Essential Paperwork: The Key Documents You Need for Your Estate Plan 30:46

1y ago30:46

30:46

Join us on this episode of the Legacy Talks Podcast. Our expert host, Attorney James Jones, sheds light on the essential documents critical to your estate planning process. This episode unveils the roadmap to secure your legacy effectively and stress-free. Learn about the crucial paperwork you shouldn't overlook if you want your estate plan to with…

1
What is Estate Planning and Who Needs It? 18:09

1y ago18:09

18:09

Join host James A. Jones, attorney at law, in the Legacy Talks Podcast as he discusses the importance of estate planning and who needs it. Discover how estate planning can protect your assets, simplify asset distribution, and provide financial security for your loved ones. Don't wait for the unexpected, start planning for your future today.…

1
An Introduction to Estate Planning with Attorney James Jones 5:53

1y ago5:53

5:53

In this introductory episode, estate planning attorney James Jones shares his goals for the Legacy Talks podcast - to demystify estate planning and help you protect your legacy. Tune in as James discusses common concerns, his approach to solving clients' unique situations, and what you can expect in future weekly episodes. Subscribe now to listen!…

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