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Topic: Estate planning

Estate planning is the process of arranging for the management and distribution of one's assets during life and after death.

More on: Estate planning

The podcast episodes provided cover various aspects of estate planning, including the importance of creating wills and trusts, strategies for transferring wealth to the next generation, and the potential pitfalls of not having a proper estate plan in place.

Several episodes, such as "My Dad Didn't Have a Will- Here's Why It Was a Nightmare.", How To Enrich Your Future Self, and Last Bucket List, with Rich Lippman, delve into the personal experiences and challenges individuals have faced due to a lack of proper estate planning.

Other episodes, such as Tax Structuring Considerations for Transferring Real Estate Wealth to the Next Generation and Winning With Money Is 80% Behavior, provide more technical advice and strategies for effectively managing and transferring assets as part of an estate plan.

All Episodes