• Avoiding Guardianship: What You Need to Know to Protect Yourself
    Oct 18 2024

    In this episode of The Legacy Talk Podcast, we dive into the crucial topic of avoiding guardianship. Discover practical steps to protect yourself and your loved ones, including the importance of durable power of attorney, healthcare directives, and revocable living trusts. Learn how to ensure your wishes are honored and avoid costly, public court proceedings.

    Tune in for real stories and expert insights to safeguard your future and legacy. Don't miss this essential guide to maintaining control over your affairs.

    Show More Show Less
    28 mins
  • Understanding Trusts: Control Your Estate and Avoid Probate
    Oct 11 2024

    Discover the power of trusts in this episode of The Legacy Talk Podcast. Learn how trusts can help you control your estate, avoid probate, and ensure your assets are distributed according to your wishes. We break down the basics, types of trusts, and how they can benefit your family's future.

    Whether you're planning for retirement or safeguarding your legacy, this episode is packed with valuable insights. Tune in to gain a better understanding of how trusts can secure your estate.

    Show More Show Less
    25 mins
  • Cultivating Financial Wisdom: Responsible Saving and Investing
    Oct 4 2024

    In this episode of The Legacy Talk Podcast, we dive into Commandment Two: Cultivating Financial Wisdom. Join us as we discuss responsible saving and investing strategies with Brock Bennion of Kimball Creek Partners.

    Learn about key principles like the Rule of 72, the importance of diversification, and how to impart financial wisdom to the next generation. A must-listen for anyone interested in building and preserving wealth for their legacy.

    Show More Show Less
    31 mins
  • To Plan or Not to Plan: The Role of Funeral Planning in Your Estate Plan
    Sep 27 2024

    In this episode of The Legacy Talk Podcast, we discuss the importance of incorporating funeral plans into your estate plan. Learn how pre-planning your funeral can ease the burden on your loved ones and ensure your wishes are honored. I’m joined by Lisa Hutchins from Mountain View Funeral Home, who shares valuable insights on the benefits of pre-planning, how to get started, and what to consider.

    Tune in to gain peace of mind and make informed decisions for your future. Listen now!

    Show More Show Less
    33 mins
  • Elder Law and Estate Planning: Protecting Your Assets from Long-Term Care Costs
    Sep 20 2024

    In this episode of The Legacy Talk Podcast, we discuss the critical topic of Elder Law and Estate Planning, focusing on how to protect your assets from the high costs of long-term care. Learn about Medicaid planning, long-term care insurance, irrevocable trusts, and other strategies to safeguard your wealth and ensure your family's financial security.

    Tune in to get practical advice on how proactive planning can make all the difference. Listen now!

    Show More Show Less
    31 mins
  • On Life Support: Estate Planning Considerations for Uncertain Medical Situations
    Sep 13 2024

    In this episode of The Legacy Talk Podcast, we dive into the crucial topic of estate planning for uncertain medical situations. I discuss the importance of having written assets like living wills and powers of attorney. Learn how to ensure your wishes are honored and your loved ones are protected during medical crises.

    Tune in to understand the key considerations and steps to take for effective estate planning. Don’t miss this essential guide to securing your legacy and peace of mind.

    Show More Show Less
    23 mins
  • Till Death Do Us Part: The Legal Advantages of Marriage in Estate Planning
    Sep 6 2024

    In this episode of The Legacy Talk Podcast, we discuss the legal advantages of marriage in estate planning. From automatic inheritance rights to tax benefits and simplified probate, being married offers several key benefits that can significantly impact your estate plan.

    Learn how these advantages can help you protect your assets and ensure your wishes are honored. Tune in to discover why marriage can be a significant advantage in estate planning. Listen now!

    Show More Show Less
    21 mins
  • The Estate Tax Threshold: When to Start Planning
    Aug 30 2024

    In this episode of The Legacy Talk Podcast, we dive into the estate tax threshold and when you should start planning for estate taxes. Learn about Washington State's estate tax laws, strategies for minimizing your tax burden, and the importance of early planning.

    Discover how to use trusts, lifetime gifts, and other tools to protect your estate and ensure your assets go to your heirs, not the government. Tune in to understand key steps to safeguard your legacy. Listen now!

    Show More Show Less
    22 mins