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Estate Planning That Actually Works
If you have worked hard to build savings, a home, a business, or investment accounts, there is one uncomfortable question that decides what happens next: will your money move the way you want, or the way your state’s default rules allow? Greg gets specific about why estate planning is not a one-time task or a “later” problem. It is the system that protects your family from confusion, delays, and tax surprises when life changes fast.
We start with the basics many people still skip: a last will and testament, a medical power of attorney, and a living will. From there, we lay out the three questions that shape every strong plan: what assets are being transferred, to whom, and when. That framework makes it easier to spot where complexity hides, especially with real estate, closely held business interests, and alternative investments that are hard to value or split.
Then we get into strategy. We talk lifetime gifting and how annual exclusions can help move value over time, including the 2026 annual gift tax exclusion numbers. For higher net worth families, we discuss advanced estate planning tools like irrevocable trusts and grantor retained annuity trusts (GRATs). If charitable giving is part of your legacy, we cover charitable remainder trusts (CRTs) and donor-advised funds (DAFs), including how they can fit into capital gains and philanthropy goals.
Business owners get a dedicated segment on continuity and liquidity: buy-sell agreements, key person life insurance, and family limited partnerships (FLPs) that can help transfer ownership while retaining control. We close with the big takeaway: estate planning is a living, breathing process that must adjust as your family grows and tax laws change. Subscribe, share the show with someone who needs a nudge to get their plan in place, and leave us a review with the one estate planning question you want answered next.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.
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By Greg Farrall
4.9
1212 ratings
If you have worked hard to build savings, a home, a business, or investment accounts, there is one uncomfortable question that decides what happens next: will your money move the way you want, or the way your state’s default rules allow? Greg gets specific about why estate planning is not a one-time task or a “later” problem. It is the system that protects your family from confusion, delays, and tax surprises when life changes fast.
We start with the basics many people still skip: a last will and testament, a medical power of attorney, and a living will. From there, we lay out the three questions that shape every strong plan: what assets are being transferred, to whom, and when. That framework makes it easier to spot where complexity hides, especially with real estate, closely held business interests, and alternative investments that are hard to value or split.
Then we get into strategy. We talk lifetime gifting and how annual exclusions can help move value over time, including the 2026 annual gift tax exclusion numbers. For higher net worth families, we discuss advanced estate planning tools like irrevocable trusts and grantor retained annuity trusts (GRATs). If charitable giving is part of your legacy, we cover charitable remainder trusts (CRTs) and donor-advised funds (DAFs), including how they can fit into capital gains and philanthropy goals.
Business owners get a dedicated segment on continuity and liquidity: buy-sell agreements, key person life insurance, and family limited partnerships (FLPs) that can help transfer ownership while retaining control. We close with the big takeaway: estate planning is a living, breathing process that must adjust as your family grows and tax laws change. Subscribe, share the show with someone who needs a nudge to get their plan in place, and leave us a review with the one estate planning question you want answered next.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.