In this episode, Nathan and Michael discuss a recent trial that occurred in Park City, Utah involving actress Gwyneth Paltrow. Accidents can occur at any time, and being prepared is the best thing to do. This case highlights why it is important to discuss estate planning with a trusted legal advisor. Listen to find out more!

Pricing is a very important part of will or trust planning. In this episode, Nathan and Michael explain why certain attorneys charge what they do and what you are receiving for that price. If you're looking into having a will or trust drafted up by an estate planning attorney, this is an episode you will want to hear first!

In this episode, Nathan and Michael discuss the trust of well known basketball player Kobe Bryant. While his trust was well executed for the most part, there was a mistake in his estate planning that his family had to correct after his death. This episode helps explain why it's important to always consult a trusted estate planning lawyer.

Entering a business partnership can be very beneficial, however, it can also hold you liable for your partners mistakes, including fraud. In this new episode, Michael and Nathan discuss a recent case where an individual attempted to claim bankruptcy but wasn't able to because their partner committed fraud. It's important to be careful who you do business with!

The internet and social media can be a scary place, especially for seniors and those vulnerable to scams. In this episode, Michael and Nathan discuss a few cases where individuals have fallen victim to online scamming and the effects it has had on numerous families. By making a plan with a trusted legal advisor, you and your loved ones can better shield yourself from the effects of frauds on the internet.

In this episode, Nathan and Michael discuss a case in which the ownership of physical pieces of artwork is questioned. If you are an artist or have purchased original artwork, listen to this episode to learn more about what additional steps you need to take in your estate planning.

Lisa Marie shows us exactly why you should always consult a trusted legal advisor about amending your trust. Join Nathan and Michael in this episode as they discuss where Lisa Marie went wrong and why it is important to handle your trust correctly with an estate planning attorney.

A 529 is a great way to save money for your child's higher education. But, what happens if they choose not to go to college? In this episode, Michael and Nathan discuss more about the Secure Act 2.0 and some new laws regarding 529 accounts and Roth IRA's.

In today's episode, Nathan and Michael put Artificial Intelligence program ChatGPT to the test to see if AI can do what an Estate Planning Attorney does. While AI can be impressive, it may not know specifics. You should always consult a trusted attorney for legal advice on your specific situation.

The Secure Act 2.0 recently passed, and it may have an effect on how you handle your finances. In this episode, Nathan and Michael discuss the Secure Act 2.0 in depth to help listeners have a better understanding of what this act is and how they may benefit from it. Always talk to trusted legal and financial advisors to learn more about how this act may impact you individually.