Trust Us: Estate Planning Wisdom
Danielle Friedman, Herb Fineburg, & Max McCauley, Offit KurmanWelcome 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, alw... more
| Publishes | Infrequently | Episodes | 11 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Kids & FamilyBusiness | |||
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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 t... more
In this episode of Trust Us, Danielle Friedman, Max McCauley, and Herb Fineburg discuss the recent changes brought by the One Big Beautiful Bill Act, which raised the estate tax exemption level starting January 1, 2026. Despite the increased exemptio... more
In this episode of 'Trust Us,' Danielle Friedman, Max McCauley, and Herb Fineburg discuss the critical aspects of selecting a trustee. They cover common client questions, including who should be named as a trustee, the benefits and drawbacks of havin... more
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... more
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Trust Us is an excellent resource for all things estate planning and succession planning. Danielle, Herb and Max do a great job of breaking it down for the lay person to understand.
Apple Podcasts5candacedella
United States2 years ago
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Apple Podcasts | #65 |  Russia/Business |
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| Listeners per Episode | Gender Skew | Location | |||
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Frequently Asked Questions About Trust Us: Estate Planning Wisdom
What is Trust Us: Estate Planning Wisdom about and what kind of topics does it cover?
The content is centered on the intricate world of estate planning, covering essential topics such as wills, trusts, probate, and estate taxes. Episodes frequently discuss practical strategies for managing estates effectively, including the importance of proper planning and the potential pitfalls of common mistakes. Noteworthy aspects include a focus on proactive measures individuals can take to minimize tax burdens and safeguard family wealth, with specific emphasis on legislative changes that might impact estate planning decisions. The hosts utilize their expertise to provide insights that cater to both novices and those with more advanced knowledge in estate matters, making the discussions both accessible and valuable.
Where can I find podcast stats for Trust Us: Estate Planning Wisdom?
Rephonic provides a wide range of podcast stats for Trust Us: Estate Planning Wisdom. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Trust Us: Estate Planning Wisdom and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Trust Us: Estate Planning Wisdom get?
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What are the audience demographics for Trust Us: Estate Planning Wisdom?
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How many subscribers and views does Trust Us: Estate Planning Wisdom have?
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Which podcasts are similar to Trust Us: Estate Planning Wisdom?
These podcasts share a similar audience with Trust Us: Estate Planning Wisdom:
1. Bogleheads On Investing Podcast
2. Complete Estate Planning
3. Candace
How many episodes of Trust Us: Estate Planning Wisdom are there?
Trust Us: Estate Planning Wisdom launched 2 years ago and published 11 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Trust Us: Estate Planning Wisdom?
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Where can I see ratings and reviews for Trust Us: Estate Planning Wisdom?
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What guests have appeared on Trust Us: Estate Planning Wisdom?
Recent guests on Trust Us: Estate Planning Wisdom include:
1. Joseph Armstrong
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