Hosted by Unknown Host · EN · 5 episodes
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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?
Unknown Host hosts Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations, a general show with 5 episodes published.
Lucas and Luna tackle the most underused tax break in estate planning: portability. When one spouse dies, the surviving spouse can inherit their unused federal estate tax exemption — current exemptions total roughly $27
In this episode, Lucas and Luna dive into the Spousal IRA—a powerful but often overlooked tool that allows a non-working spouse to build retirement savings. They walk through the mechanics: how a working spouse can contr
Lucas and Luna explore the Intentionally Defective Grantor Trust (IDGT), a sophisticated estate planning tool that lets high-net-worth individuals freeze the value of their estate for tax purposes while paying no capital
In this episode of Estate Planning with Fexingo, Lucas and Luna explore the Spousal IRA—a powerful but underused estate planning and retirement tool. They anchor the discussion to the 2025 contribution limit of $7,500 pe
This episode of Estate Planning with Fexingo explains how a Spousal Lifetime Access Trust (SLAT) can lock in today's low interest rates for decades. Lucas and Luna walk through a concrete example: a couple transferring $
Episode 28 of Estate Planning with Fexingo dives into the self-settled asset protection trust (SAP Trust) — a powerful but often misunderstood tool for high-earning professionals. Lucas and Luna explain how a surgeon in
Lucas and Luna explore how spousal IRAs allow non-working or lower-earning spouses to build retirement savings in their own name, leveraging the working spouse's income. They walk through the contribution limits, income
Lucas and Luna explore the charitable remainder trust (CRT) — a powerful estate planning tool that lets you donate appreciated assets, avoid capital gains tax, and receive a steady income stream. Using a concrete example
Lucas and Luna explain how a Spousal Lifetime Access Trust (SLAT) works as an estate planning tool for couples with assets over $5 million. They walk through a case study of a tech executive in 2026, showing how a SLAT c
In this episode of Estate Planning with Fexingo, Lucas and Luna dive into the Grantor Retained Income Trust (GRIT), a powerful but lesser-known strategy for transferring wealth while retaining income. They walk through a
Episode 23 of Estate Planning with Fexingo tackles the Spousal IRA — a largely overlooked retirement strategy for couples where one spouse does not have earned income. Lucas walks through the specific IRS rules: a workin
In Episode 22 of Estate Planning with Fexingo, Lucas and Luna dive deep into the Irrevocable Life Insurance Trust (ILIT) — a powerful estate planning tool that removes life insurance proceeds from your taxable estate. Us
Episode 21 of Estate Planning with Fexingo dives into the dynasty trust—a powerful tool designed to pass wealth across multiple generations while minimizing estate taxes and protecting assets from creditors. Lucas and Lu
Hosts Lucas and Luna explore the silo trust, an estate-planning tool that isolates assets for each beneficiary, shielding them from divorces, lawsuits, and poor financial decisions. They break down a real-world example:
Lucas and Luna explore how no-contest clauses in wills and trusts can reduce family disputes over inheritances. They dissect a 2023 Florida case where a disinherited heir challenged a will containing an in terrorem claus
Episode 18 of Estate Planning with Fexingo dives into the Grantor Retained Annuity Trust (GRAT), a powerful estate-planning tool that lets you transfer appreciation on assets to heirs with minimal gift tax. Hosts Lucas a
In Episode 17, Lucas and Luna dive into the Domestic Asset Protection Trust (DAPT), a powerful but misunderstood estate planning tool. They explain how a DAPT allows you to be both the grantor and a beneficiary while shi
Lucas and Luna explore the Qualified Personal Residence Trust (QPRT), an estate planning strategy that lets you transfer your home to heirs at a deep tax discount while retaining the right to live in it for a set number
In this episode, Lucas and Luna explore the often-overlooked durable power of attorney for finances—a document that lets someone manage your money if you become incapacitated. They discuss a real case from the 2023 Calif
Episode 14 of Estate Planning with Fexingo: Lucas and Luna dive into the family limited liability company (LLC) as an estate-planning tool. They explain how transferring business or investment assets into a family LLC ca
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Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations is hosted by Unknown Host. The show is categorised under General and has published 5 episodes.
Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations has published 5 episodes.
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Episodes of Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations average 10 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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