May 20, 202624 min
In this episode of Trust Us: Estate Planning Wisdom , Danielle Friedman, Herb Fineburg, and Charles Max McCauley walk through the essential first steps after the loss of a spouse. From handling funeral arrangements to...
business
Trust Us: Estate Planning Wisdom
business · EN-US
About this Podcast:
Welcome to “Trust Us: Estate Planning Wisdom,” the podcast where we unravel the complexities of estates and trusts to empower you with the knowledge needed for effective legacy planning. This podcast is your guide through the intricate landscapes of wills, trusts, and probate. Thank you for joining us — we hope you find the discussions informative, but remember, when it comes to legal matters, always consult with a qualified attorney regarding your specific case.Podcast Legal DisclaimerWelcome to "Trust Us: Estate Planning Wisdom," it's important to note that the content presented in this podcast is for general understanding and informational purposes only and is not intended to provide legal advice nor should itnot be construed as legal advice.The information provided in this podcast is based on general legal principles and may not reflect the current state of the law or specific details of your case. Laws vary by jurisdiction, and legal outcomes can be highly dependent on the s
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Contact path
Verified email
Booking probability
44%
Guest openness
Selective
80/100
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What is Trust Us: Estate Planning Wisdom about?
Welcome to “Trust Us: Estate Planning Wisdom,” the podcast where we unravel the complexities of estates and trusts to empower you with the knowledge needed for effective legacy planning. This podcast is your guide through the intricate landscapes of wills, trusts, and probate.
What has Trust Us: Estate Planning Wisdom covered recently?
Recent episodes include "Dealing with Loss: Understanding Your Estate Planning Steps" (20 May 2026, 24 minutes), "How Much Estate Information Should You Share with Your Kids?" (24 February 2026, 19 minutes), and "Balancing Your Estate for Harmony" (18 November 2025, 20 minutes).
How often does Trust Us: Estate Planning Wisdom publish?
Trust Us: Estate Planning Wisdom publishes roughly every few months, with episodes averaging 17 minutes across 15 episodes.
How hard is it to get booked on Trust Us: Estate Planning Wisdom?
Booking probability for Trust Us: Estate Planning Wisdom is 44%, and the host is rated Selective on guests. Trust Us: Estate Planning Wisdom requires a Pod Score of 80 or higher. Trust Us: Estate Planning Wisdom's contact route on record: verified email.
Who should pitch Trust Us: Estate Planning Wisdom?
The strongest fits for Trust Us: Estate Planning Wisdom are Law & Legal Services. Trust Us: Estate Planning Wisdom has a business audience.
About the host
Trust Us: Estate Planning Wisdom is a business podcast with 15 episodes published.
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Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
- Feb 24, 202619 min
How Much Estate Information Should You Share with Your Kids? In this episode of “Trust Us: Estate Planning Wisdom,” Danielle Friedman, Herb Fineburg, and Max McCauley explore one of the most common client questions: How...
Episode #11
Balancing Your Estate for Harmony
Nov 18, 202520 minIn this episode of 'Trust Us,' Danielle Friedman, Max McCauley, and Herb Fineburg discuss a complex estate planning scenario from a recent article. A father of three sons, two from his first marriage and one from a...
- Aug 29, 202513 min
In this episode of Trust Us , Danielle Friedman , Max McCauley , and Herb Fineburg discuss the recent changes brought by the One Big Beautiful Bill Act, which raised the estate tax exemption level starting January 1...
- Jul 14, 202523 min
In this episode of 'Trust Us,' Danielle Friedman, Max McCauley, and Herb Fineburg discuss the critical aspects of selecting a trustee. They cover common client questions, including who should be named as a trustee, the...
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Episode #8
The Risks of Bad Advice
Feb 18, 202515 minIn this episode of Trust Us, Danielle Friedman, Herb Fineburg, and Max McCauley tackle the pitfalls of common estate planning advice, highlighting the risks of adding children to bank accounts or deeds purely for...
Episode #7
Federal Estate Tax Exemption
Dec 27, 202414 minIn this episode of Trust Us, Danielle Friedman, Herb Fineburg, and Max McCauley discuss the significant changes anticipated with the sunset of the Federal Estate Tax Exemption. They explain what the exemption is, how it...
Episode #6
The Rules of Intestacy
Nov 18, 202425 minIn this episode of the Trust Us podcast, hosts Danielle Friedman, Herb Fineburg, and Charles "Max" McCauley III dive into the complex world of intestacy—the laws that govern the distribution of assets when someone...
- Sep 25, 202428 min
In this episode of "Trust Us: Estate Planning Wisdom," hosts Danielle Friedman, Herb Feinberg, and Charles Max McCauley, along with special guest Joe Armstrong, delve into the critical comparison between trusts and...
- Jun 12, 202411 min
In Episode 4, through a compelling case study, hosts Danielle Friedman, Herb Fineburg, and Charles "Max" McCauley III explore the vital role of irrevocable trusts when gifting closely held family business interests for...
Episode #3
How Long Should a Trust Last?
May 13, 202420 minIn Episode 3: "Transcript: How Long Should a Trust Last?" hosts Danielle Friedman, Herb Fineburg, and Charles "Max" McCauley III delve into the considerations and implications of establishing trusts, particularly...
Episode #2
Passing Your Wealth to Your Children- How to Ensure Your Children Benefit from Your Hard Work
Mar 12, 20249 minIn Episode 2, "Passing Your Wealth to Your Children: How to Ensure Your Children Benefit from Your Hard Work," hosts Danielle Friedman, Herb Fineburg, and Charles "Max" McCauley III, the complexities of estate planning...
- Feb 23, 20246 min
In Episode 1 of "Trust Us: Estate Planning Wisdom," hosts Danielle Friedman, Herb Fineburg, and Charles “Max” McCauley III focus on preserving trust funds for couples. They explore a case where parents established an...
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