Radio Pete's Wealth Talk
Claim This Podcastby Pete Williams
Podcast Overview
<p>This podcast is about everything wealth: from building it to saving it to investing it and ultimately to passing it on through an estate plan. My name is Pete Williams. I have been in the estate and investment business for over 40 years. I would like to share my experiences, provide my knowledge and guide you in the journey from wealth creation through wealth transfer.</p>
Language
🇺🇲
Publishing Since
2/13/2026
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Recent Episodes
June 11, 2026
Nick Reiner: Trust and Criminal Planning
<p>Nick Reiner, the son of Rob and Michele Reiner, is in prison and facing trial for the murder of his parents. He is in desperate need of funds to hire an attorney for his defense. His parents set up a trust in 1993 that may provide for attorney's fees. In addition, should he be found guilty, he will not inherit from his parents under California law. All states have similar laws that do not allow a murderer to benefit from a victim. This is an interesting case at the intersection of Estate Planning and Criminal Law.</p>
June 2, 2026
Estate and Gift Taxes A Primer for Beneficiaries
<p>Federal Gift and Estate Taxes are applied on the transfer of wealth during life (Gift Tax) or at death (Estate Tax). Beneficiaries should be aware of these taxes as, after all, these and other taxes, ultimately can lower the amount inherited. Since the beneficiary is often left out of the discussions during life, they should have at least some idea about some of the tax-avoidance techniques and ramifications so as to avoid confusion during the estate wind-down process.</p>
May 18, 2026
HEMS: How to "skirt" structured payouts
<p>Often a trust leaves inheritance to beneficiaries in a structured, or delayed, payout instead of an all-at-once payout on the death of the Settlor. But, there is often language in the trust allowing the Trustee to make exceptions in the case of emergencies. This is often found in the "HEMS" language which are payouts for Health, Education, Maintenance and Support.</p>
12 total episodes available
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Frequently asked questions
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- What is Radio Pete's Wealth Talk?
<p>This podcast is about everything wealth: from building it to saving it to investing it and ultimately to passing it on through an estate plan. My name is Pete Williams. I have been in the estate and investment business for over 40 years. I would like to share my experiences, provide my knowledge and guide you in the journey from wealth creation through wealth transfer.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Information about guest appearances is not available.
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