by Danielle Friedman, Herb Fineburg, & Max McCauley, Offit Kurman
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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February 18, 2025
<p>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 convenience. They discuss the adverse tax implications, potential family conflicts, and legal issues that can arise from such actions. The hosts emphasize the importance of consulting with informed professionals and suggest alternative methods, such as living trusts, beneficiary designations, and powers of attorney, to achieve estate planning goals without unintended consequences.</p><p></p><ul><li>(00:00) - Introduction and Overview</li> <li>(00:56) - Risks of Adding a Child to a Checking Account</li> <li>(02:12) - Tax Implications of Joint Accounts</li> <li>(03:14) - Inheritance and Gift Tax Consequences</li> <li>(04:32) - Family Strife and Legal Issues</li> <li>(05:18) - Adding a Child to Property Deeds</li> <li>(07:49) - Better Alternatives for Estate Planning</li> <li>(11:01) - Conclusion and Final Thoughts</li> </ul><br><p>If you are interested in learning more or have any questions, please feel free to contact Danielle at <a href="mailto:[email protected]">[email protected]</a>, Herb at <a href="mailto:[email protected]">[email protected]</a>, and Max at <a href="mailto:[email protected]">[email protected]</a>. </p>
December 27, 2024
<p>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 impacts estates, and the strategic planning necessary to navigate potential changes post-2025. Topics include essential planning techniques, potential legislative changes, and advice on how to prepare for the uncertainties.</p><ul><li>Introduction to Federal Estate Tax Exemption (0:46)</li><li>Current vs. Future Exemption Amounts (1:28)</li><li>Hypothetical Example of Taxable Estate (2:47)</li><li>Impact of Future Legislative Changes (3:53)</li><li>Strategic Planning Techniques (5:23)</li><li>Advantages of Early Planning (10:37)</li><li>Conclusion and Recommendations (13:17)</li></ul><p>If you are interested in learning more or have any questions, please feel free to contact Danielle at <a href="mailto:[email protected]">[email protected]</a>, Herb at <a href="mailto:[email protected]">[email protected]</a>, and Max at <a href="mailto:[email protected]">[email protected]</a>.</p>
November 18, 2024
Estate planning experts Danielle Friedman, Herb Fineburg, and Charles 'Max' McCauley III explore the consequences of intestacy and why having a will is crucial to avoid costly legal battles and family disputes.
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