Hosted by Unknown Host · 🇺🇸 US · EN · 58 episodes
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“Legacy Planning, Once Removed,” hosted by Steve Murphy, former leader of the firm’s Private Wealth Services Practice Group, explores estate planning and provides steps for the management of wealth throughout life and upon death. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary designations and property ownership, estate and gift tax, and best practices for productive investment, wealth management and transfer of wealth.
Unknown Host hosts Legacy Planning, Once Removed, a business show with 58 episodes published.
In many cases, an estate plan features a prominent asset such as a family business, which many owners hope to pass on to the next generation. But statistics reveal that few family businesses survive to the next generatio
The concept of a “trust reveal” — a dramatic family meeting at which wealthy parents or grandparents disclose the full scope of trusts and estate structures to beneficiaries — has gained attention as a trending approach
Estate planning can feel overwhelming, but the concept of spring cleaning offers a practical framework for staying on top of your plan with low pressure and specific, achievable goals. This episode outlines four key task
A key element of any estate plan is the completion of beneficiary designations and payable-on-death designations for assets. These documents may look routine, but they control who receives certain accounts. This episode
Establishing a revocable trust is just the first step. In order to ensure that assets are properly managed and distributed during life and upon death, the client should consider whether and when to fund the revocable tru
Estate and tax planning is often influenced by specific numbers and thresholds, such as the estate/gift tax exemption, the GST tax exemption, the annual exclusion amount and income tax brackets. These numbers are periodi
An estate plan can address not only what happens upon a person’s passing but also how decisions are made if the person cannot make them during life. One set of documents — called a living will, healthcare power of attorn
To make sure an estate plan can be administered effectively, it takes more than putting in place the right documents, structures and strategies. The executor, agent, trustee and other important figures must have access t
A power of attorney is a foundational document in an estate plan that names an agent to make decisions on behalf of the principal who, for instance, is disabled or not available. While it can be an important method of ma
When donors make gifts — during their lives or upon death — they typically give up control. Trusts have long been a tool for donors to maintain influence over how assets are managed and distributed by choosing trustees a
Under current law, individuals have a high estate tax exemption. But if one spouse dies without using all of his or her remaining exemption, steps can be taken to allow the surviving spouse to pick up and use a deceased
As part of their estate planning, many clients want to specifically provide sums for the education of their descendants or other beneficiaries. It is easy to understand why — many clients see education as a way to facili
The passage of the One Big Beautiful Bill Act provides some clarity around the laws related to estate tax, gift tax and generation-skipping (GST) tax — at least for now. This episode summarizes the key provisions of that
Tax laws seem to regularly change, and clients face estate and tax planning challenges in the face of that uncertainty. For the last few years, estate and tax planners had one issue in mind: the scheduled “sunset” of the
The One Big Beautiful Bill Act being considered by Congress serves as a reminder of the uncertainty of tax law. Although tax law should not be the only consideration in an estate and legacy plan, clients should adopt suc
The last two episodes discussed the challenges everyone faces with being purposeful and productive throughout the day. Part 3 of this series continues the exploration of this topic through the metaphor of golf and other
As discussed in the last episode, a common feature of daily life seems to be that everyone in the family is busy, and everyone struggles with being productive. Part 2 of this series explores more lessons from sports — pa
One common feature of daily life in every generation is that everyone is busy and struggles with being productive. This episode explores lessons from sports — in particular, golf — as a metaphor for helping us start our
There are numerous ways to give or leave assets to beneficiaries, and each structure should be carefully tailored to be consistent with the client’s goals. Three common goals for estate planning are to protect, manage an
There is a lot of talk about fostering the right “mindset” to facilitate personal growth and fulfilment. The most popular seems to be a “growth mindset,” compared to a “fixed mindset.” This episode explores a related con
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Legacy Planning, Once Removed is hosted by Unknown Host. The show is categorised under Business (investing) and has published 58 episodes.
Legacy Planning, Once Removed has published 58 episodes.
Legacy Planning, Once Removed regularly covers Business, Investing, Education. It sits in the Business category, with a investing focus.
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