Let's Talk About Death and Taxes!

Modern Estate Planning

This is a podcast from Modern Estate Planning located in Atlanta, GA. We answer questions about estate planning. Give us a call and we'll help you create an estate plan! (404) 939-7562

  1. 02/03/2021

    Pursuit of Happiness, stepfamilies and more!

    Get started in Estate Planning for FREE!! Avoid the 3 biggest mistakes people make: https://bit.ly/34YIuVy. Having a sound financial plan often becomes the main worry for people approaching later years in life. But the financial aspects are not without tangential legal and personal topics, that tend to become hassles. In today’s episode, the gang tries to expand on problems that may arise from stepfamilies. Whether it means land ownership outside of will, “correct” timing for divorce, etc., tune in to learn more!

  2. 01/26/2021

    Pick your legal guardian wisely

    Get started in Estate Planning for FREE!! Avoid the 3 biggest mistakes people make: https://bit.ly/34YIuVy. One would think with such a common topic as, guardianship of a child would have little to no gray area. But as Stephen and James detail in today’s podcast, there are can always be aspects to look out for such as: trustee naming consent, the right time to start thinking about guardianship in a will, illegal guardian status, etc. On top of this, Noah’s new podcast segment, “Could I Do This?”, breaks down how possible it would be to pressure the former first lady into caring for your kids… Nothing is impossible right?

  3. 01/14/2021

    Special guest: T. Jayden Doye, CPA

    Get started in Estate Planning for FREE!! Avoid the 3 biggest mistakes people make: https://bit.ly/34YIuVy. While James may not be in his usual spot, we are pleased to have special guest, T. Jayden Doye, President of Prestige Accounting! Jayden is a Certified Public Accountant, who specializes in helping small business create and preserve wealth. His focus on the entrepreneurial aspects has helped these numerous businesses form strategies for financial improvement. Today's episode covers a wide range of topics such as: why small businesses tend to undercharge, lessons law firms can learn in terms of accounting, common taxpayer mistakes and much more! T. Jayden Doye, CPA WEBSITE: prestigeaccountants.com INSTAGRAM: @thegreatjayden EMAIL: jayden@prestigeaccountants.com

  4. 01/06/2021

    Shrek has an estate??? Lady Bird deeds and more!

    Get started in Estate Planning for FREE!! Avoid the 3 biggest mistakes people make: https://bit.ly/34YIuVy. Did you ever stop to think if the fairy tale creatures in the animated film Shrek, were upholding squatter’s rights? Proper Adverse possession can take up to 20 years to be “official” but the land might not even legally belong to Shrek as he adamantly claims… Learn more about possible qualms with Dreamwork’s Animation, Lady Bird Deeds and more in today’s episode!

  5. 12/30/2020

    Trust vs Will, which one is for you?

    Last day to enter our PS5 giveaway!! Get yours today: https://modernestateplanning.com/contest What is the difference between a trust and a will and which one should you get? In today's episode we dive deep into all the details you need to know before deciding for one or the other. We also talk about the recent case of Melissa Carone deemed not credible in her testimony about voter fraud.  Today's topics are: - Melissa Carone - What assets to include in a will? - What would a Last Will and Estate planning game show would look like? - Who needs a trust instead of a will? As always, if you have any questions, let us know!!

  6. 12/23/2020

    Why you SHOULDN'T get a will

    Do you really need a will? You've heard many times that you need to properly plan for the future of your family. However you're not sure if it's worth going through the trouble of getting a will, since they can get expensive and it involves talking to a lawyer... We know, it's not fun. However, a will can be the BEST thing that you do to plan for the future of your family, and to preserve your legacy after you're gone. Today, we're taking a look and explaining the biggest objections that people have to getting a will.  Leave us a comment with your thoughts!!

  7. 12/16/2020

    Don't do this to your kids... Analyzing Harry's will, what happens when a YouTube dies, and more!

    Get started in Estate Planning for FREE!! Avoid the 3 biggest mistakes people make: https://bit.ly/34YIuVy Welcome to another episode of Let's Talk about Death and Taxes!! The show where we answer all your tax and estate planning related questions, so you can plan a better future for your family. In today's episode we talk about: - What happens to ad revenue when a YouTuber dies? - How do you ask someone to include you in their will? - What would a will in Harry Potter's world look like? - How much does it cost for a lawyer to be an executor of your will? As always, if you have any questions, let us know at questions@letstalkaboutdeathandtaxes.com!!

  8. 12/09/2020

    Cheetah Strip Club, Trump's Lawsuits and more!

    Avoid the 3 Biggest Mistakes in Estate Planning with this FREE PDF: https://bit.ly/34YIuVy Welcome to another Episode of Let's Talk about Death and Taxes!! In today's episode we discuss: - Cheetah's Strip Club owner dies and puts the ownership in a trust - Can a will be handwritten? - What's going on with Trump's lawsuits about the election? - Do beneficiaries always supersede those named in a will? As always, if you have any questions, please send them to: questions@letstalkaboutdeathandtaxes.com

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This is a podcast from Modern Estate Planning located in Atlanta, GA. We answer questions about estate planning. Give us a call and we'll help you create an estate plan! (404) 939-7562

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