How often does this podcast release new episodes?

This podcast updates bi-weekly.

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This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

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Yes, this podcast regularly features guests.

Trust Us: Estate Planning Wisdom

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by Danielle Friedman, Herb Fineburg, & Max McCauley, Offit Kurman

5.0(12 reviews)

17 episodes

Updated Bi-weekly

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

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PoorBased on show quality, social media presence, reviews, charts, and more

Quality59

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YouTube0

Engagement32

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Podcast Overview

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 Disclaimer Welcome 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 specific facts and circumstances involved. Listening to this podcast does not create an attorney-client relationship between the hosts, guests, or participants and any listener. If you require legal advice or representation, it is essential to consult with a qualified attorney who can assess your individual situation and provide guidance tailored to your needs. While we strive to ensure the accuracy and timeliness of the information presented, legal topics are complex and subject to change. Therefore, we make no warranties or representations regarding the completeness, accuracy, reliability, or suitability of the information discussed in this podcast. By listening to this podcast, you agree that the hosts, guests, and participants will not be liable for any direct, indirect, or consequential loss arising from the use of the information provided. It is your responsibility to seek professional legal advice for your specific situation from a licensed professional attorney in your state.

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Publishing Since

2/23/2024

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Spotify 827

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Quality59

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YouTube0

Engagement32

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Recent Episodes

May 20, 2026

Dealing with Loss: Understanding Your Estate Planning Steps

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 locating assets, understanding Social Security benefits, and navigating probate, the hosts provide practical, compassionate guidance for surviving spouses. This episode emphasizes what truly matters in those early days—taking time to grieve, seeking trusted professional help, and knowing you don’t have to navigate the process alone. Episode Timeline 00:00 Introduction to Post-Death Planning 02:15 Grief First: Why Nothing Is Immediate 05:30 Funeral Arrangements & Prepaid Plans 08:10 First Calls: Attorney and Accountant 11:20 Using Tax Returns to Locate Assets 14:05 Reviewing Mail & Financial Records 17:20 Importance of the Death Certificate 22:15 Social Security Benefits & Next Steps 27:45 Employer Benefits & Insurance Coverage 32:10 Tracking Assets Through Bank Statements 36:25 Digital Assets & Password Access 41:50 Understanding Probate & How to Avoid It 46:30 Managing Bills and Creditors 50:15 Final Takeaways: You Don’t Have to Do This Alone

February 24, 2026

How Much Estate Information Should You Share with Your Kids?

How Much Estate Information Should You Share with Your Kids?In this episode of “Trust Us: Estate Planning Wisdom,” Danielle Friedman, Herb Fineburg, and MaxMcCauley explore one of the most common client questions: How much should parents tell theirchildren about their estate plan?They break the issue into three levels—essentials, structure, and numbers—and discuss what toshare, when to share it, and why timing and maturity matter. From identifying key documents tounderstanding trust structures and navigating sensitive family dynamics, this conversation offerspractical guidance for families aiming to strike the right balance.00:00 – Introduction: Why Estate Transparency Is So Complicated01:00 – Survey Insight: Most Boomers Think Sharing Is Important—But Few Actually Do02:00 – Level One: The Essentials (Documents, Advisors, Policies & Emergency Info)04:00 – Why Fiduciary Roles Should Not Be Revealed Too Early06:00 – Burial Wishes, Insurance Policies & Other Overlooked Essentials08:00 – Level Two: Understanding Structure Without Disclosing Wealth09:00 – Trusts vs. Outright Gifts: What Children Need to Know (and Why)10:00 – Letters of Intent & Explaining the Philosophy Behind Your Plan12:00 – Conversations Don’t Count—Only Documents Do13:00 – Level Three: The Numbers (Why Most Parents Should Avoid This Tier)14:00 – Maturity, Financial Independence & When Kids Are Not Ready16:00 – When Shared Numbers Reduce Pressure—or Create It17:00 – Lifestyle vs. Reality: When Children Don’t Know Their Parents’ Wealth18:00 – Aligning Spouses: Why You Should Rehearse the Conversation First19:00 – Final Thoughts: No One-Size-Fits-All ApproachIf you’d like to learn more or have questions, contact:Danielle — danielle.friedman@offitkurman.comHerb — hfineburg@offitkurman.comMax — cmccauley@offitkurman.com

November 18, 2025

Balancing Your Estate for Harmony

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 relationship, grapples with the decision of whether to divide his estate equally among his children despite differences in their financial situations. The conversation delves into the potential problems with unequal distribution, the complexities of pot trusts, and the use of disclaimers. They highlight the importance of maintaining family harmony through equal treatment while addressing future wealth concerns. The team also emphasizes the necessity of updating estate plans regularly to reflect current wishes and relationships.00:00 Introduction and Overview 00:48 Reader's Dilemma: Balancing Inheritance 02:05 Danielle's Perspective: Assumptions and Fairness 02:50 Max's Advice: Equal Shares to Avoid Conflict 04:15 Estate Planning Tools: Disclaimers and Pot Trusts 07:27 Real-Life Scenarios: Wealth Disparities Among Children 10:20 Practical Solutions: Trusts and Equal Shares 17:56 Stepchildren and Estate Planning 18:42 Conclusion and Final ThoughtsIf you are interested in learning more or have any questions, please feel free to contact Danielle at <a href="mailto:danielle.friedman@offitkurman.com">danielle.friedman@offitkurman.com</a>, Herb at <a href="mailto:hfineburg@offitkurman.com">hfineburg@offitkurman.com</a>, and Max at <a href="mailto:cmccauley@offitkurman.com">cmccauley@offitkurman.com</a>.

17 total episodes available

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Trust Us: Estate Planning Wisdom?: 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 Disclaimer

Welcome 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 specific facts and circumstances involved.

Listening to this podcast does not create an attorney-client relationship between the hosts, guests, or participants and any listener. If you require legal advice or representation, it is essential to consult with a qualified attorney who can assess your individual situation and provide guidance tailored to your needs.

While we strive to ensure the accuracy and timeliness of the information presented, legal topics are complex and subject to change. Therefore, we make no warranties or representations regarding the completeness, accuracy, reliability, or suitability of the information discussed in this podcast.

By listening to this podcast, you agree that the hosts, guests, and participants will not be liable for any direct, indirect, or consequential loss arising from the use of the information provided. It is your responsibility to seek professional legal advice for your specific situation from a licensed professional attorney in your state.
How often does this podcast release new episodes?: This podcast updates bi-weekly.
Where can I listen to this podcast?: This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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