Hosted by Unknown Host · 🇺🇸 US · EN-US · 13 episodes
Established thought leaders with verified media credentials.
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
Unknown Host hosts Trust Us: Estate Planning Wisdom, a business show with 13 episodes published.
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 lo
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
In 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 later
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, 202
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 b
In 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 conveni
In 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
In 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 passes
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 prenu
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 t
In 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 regardi
In 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 t
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 irr
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Trust Us: Estate Planning Wisdom is hosted by Unknown Host. The show is categorised under business (kids) and has published 13 episodes.
Trust Us: Estate Planning Wisdom has published 13 episodes.
Trust Us: Estate Planning Wisdom regularly covers business, kids, family. It sits in the business category, with a kids focus.
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Episodes of Trust Us: Estate Planning Wisdom average 17 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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