Funny and frank conversations about end-of-life planning
You Can’t Take It With You
Claim This Podcastby Annie Arbenz
4.8(21 reviews)
20 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
Funny and frank conversations about end-of-life planning
Language
🇺🇲
Publishing Since
8/2/2022
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Recent Episodes
July 15, 2024
Why You Need to Review Your Estate Plan
<p>You've signed your estate planning documents - awesome work! But you're not done. Your plan is only good if it continues to accurately reflect what is going on in your life. Spoiler alert - we think you should look at your plan every 3-5 years. </p> <p>We have a nifty new program for our estate planning clients called The Bridge Club, which is kind of like a "club" that provides free smaller changes, discounts on bigger changes, and a five-year check-in on your plan to make sure it still reflects what you want. Check out more details at www.thenarrowslawgroup.com/the-bridge-club.</p>
July 1, 2024
Why You Need To Worry About the Estate Tax
<p>Did you know that Washington is one of only twelve states that has an inheritance/estate/death tax? Liiiike . . . a tax that applies to your estate after you have died? </p> <p><br></p> <p>Did you also know that the federal government also has an estate tax?</p> <p><br></p> <p>So - there are two for us Washingtonians! Hot tip - the WA estate tax is one of the most aggressive in the country. </p> <p><br></p> <p>Join us while we chat about the estate tax and why you should be worried. Another hot tip - life insurance proceeds are taxable and OFTEN tip someone's estate into the estate tax world! </p>
June 17, 2024
Why You Need a Transfer on Death Deed
<p>Did you know you can add a beneficiary to your house? It's pretty cool but can be a real mess if you don't do it right. But Mom seems to be remembering a few more things about estate planning this year, which is pretty exciting for us!</p>
20 total episodes available
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- What is You Can’t Take It With You?
- How often does this podcast release new episodes?
This podcast updates weekly.
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No, this podcast does not typically feature guests.
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