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Hosted by Fexingo · 🇺🇸 US · EN · 117 episodes
Established thought leaders with verified media credentials.
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 w
Fexingo hosts Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations, a business show with 117 episodes published.
When one spouse isn't a US citizen, the unlimited marital deduction vanishes. Lucas and Luna break down the Qualified Domestic Trust, or QDOT—a little-known tool that lets cross-border couples defer estate tax on assets
Choosing the right trustee is one of the most consequential decisions in estate planning. Lucas and Luna compare corporate trustees (banks, trust companies) against individual trustees (family members, friends), using a
In this episode, Lucas and Luna unpack the charitable remainder trust (CRT) — a powerful strategy that lets you donate assets to charity, receive lifetime income, and bypass capital gains tax when selling appreciated pro
Episode 129 of Estate Planning with Fexingo explores the Spousal Lifetime Access Trust (SLAT), a powerful estate planning tool that lets you remove assets from your taxable estate while keeping your spouse as a discretio
In this episode of Estate Planning with Fexingo, Lucas and Luna dive into the Family Limited Partnership (FLP) — a powerful but often misunderstood estate planning tool. They explain how an FLP works, using a concrete ex
Lucas and Luna explore Grantor Retained Income Trusts (GRITs), a powerful but underused estate planning tool that lets you transfer assets to heirs at a deep discount on gift tax. They walk through a concrete example: a
In this episode of Estate Planning with Fexingo, Lucas and Luna explore dynasty trusts—an estate planning tool designed to preserve wealth across multiple generations while minimizing estate taxes. They break down how a
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 examp
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
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 th
When you die, your Facebook, Google, and Apple accounts don't just disappear. Lucas and Luna dig into the Uniform Fiduciary Access to Digital Assets Act (UFADAA) and why your will needs a digital executor. They walk thro
In Episode 121 of Estate Planning with Fexingo, Lucas and Luna explore the spousal IRA—a powerful tool that allows a non-working spouse to build retirement savings based on the working spouse's income. They break down th
In this episode of Estate Planning with Fexingo, Lucas and Luna break down the Special Needs Trust, often called a supplemental needs trust. They explain how this trust allows parents to leave money for a disabled child
Episode 119 of Estate Planning with Fexingo unpacks the irrevocable life insurance trust, or ILIT. Many people assume life insurance proceeds pass tax-free to heirs—and they do from income tax, but the death benefit can
In this episode of Estate Planning with Fexingo, Lucas and Luna explore the QTIP trust—a Qualified Terminable Interest Property trust. They explain how this estate planning tool allows you to provide income for a second
Lucas and Luna break down the intentionally defective grantor trust, or IDGT — a powerful estate-freezing tool that lets wealthy families sell assets to an irrevocable trust without triggering capital gains tax. Lucas ex
Interest rates have dropped in mid-2026, and estate planners are flocking to a tool called the Grantor Retained Annuity Trust, or GRAT. In this episode, Lucas and Luna break down how a GRAT works, why low rates make it e
In Episode 115 of Estate Planning with Fexingo, Lucas and Luna dive into the spousal bypass trust — a strategy that balances protecting a surviving spouse with preserving assets for children from a prior marriage. They b
In this episode of Estate Planning with Fexingo, Lucas and Luna explore the Totten trust—also known as a payable-on-death bank account trust. They explain how this simple, revocable trust lets you name a beneficiary for
In this episode, Lucas and Luna explore the Qualified Personal Residence Trust (QPRT), a powerful estate planning strategy that allows homeowners to transfer a primary residence or vacation home to heirs at a steeply dis
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Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations is hosted by Fexingo. The show is categorised under business and has published 117 episodes.
Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations has published 117 episodes.
Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations regularly covers business. It sits in the business category.
Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
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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