Estate Planning Podcast

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Real Estate Syndication with Stephanie Walter

admin November 28, 2021

Real Estate Syndication with Stephanie Walter https://lifeblood.live/wp-content/uploads/2021/11/stephanie_walter_FINAL9q1q7.mp3 Real Estate Syndication with Stephanie Walter LifeBlood REI: We talked about real estate syndication and multifamily investing. We discussed Stephanie’s entrepreneurial journey, her first experiences in real estate with purchasing single home investments, getting burned as a landlord, losing money, dealing with headaches [...]
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International Tax and Estate Planning with Brent Nelson

admin September 19, 2021

International Tax and Estate Planning with Brent Nelson http://lifeblood.live/wp-content/uploads/2021/09/Brent_Nelson_FINAL_61j34.mp3 International Tax and Estate Planning with Brent Nelson On this show, we talked about the estate and tax planning considerations for people living in or owning assets in more than one country, how a little bit of planning goes a long [...]
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Protecting Yourself with Scott Smith

admin September 18, 2021

Protecting Yourself with Scott Smith http://lifeblood.live/wp-content/uploads/2021/09/Scott_Smith_FINAL.mp3 Protecting Yourself with Scott Smith On this show, we talked about the main things you should be thinking about in order to protect your financial situation and how you should be protecting your assets with Scott Smith, Attorney and CEO of Royal Legal Solutions.  [...]
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Protecting Your Assets with Brian T. Bradley

admin September 18, 2021

Protecting Your Assets with Brian T. Bradley http://lifeblood.live/wp-content/uploads/2021/09/Brian_Bradley_2_FINAL.mp3 Protecting Your Assets with Brian T. Bradley On this show, we talked about how litigation has become a multi-billion dollar business, the difference between theoretical and practical authority and what a super creditor is with Brian T. Bradley, Principal Attorney at Bradley [...]
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Planning Documents with Diane Weinberg

admin September 18, 2021

Planning Documents with Diane Weinberg http://lifeblood.live/wp-content/uploads/2021/09/Diane_Weinberg_FINAL.mp3 Planning Documents with Diane Weinberg On this show, we talked about the legal documents needed to protect seniors and those who have special needs, the risks we face if we don’t have them and how they all fit together with Diane Weinberg, attorney of [...]
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Rebalancing with Sheryl Rowling

admin September 14, 2021

Rebalancing with Sheryl Rowling http://lifeblood.live/wp-content/uploads/2021/09/Sheryl_Rowling_FINAL.mp3 Rebalancing with Sheryl Rowling On this show, we talked about what it means to rebalance investments, the benefits it brings and how it applies to asset allocation as well as asset location with Sheryl Rowling, CPA, PFS, Head of Rebalancing at Morningstar and the Principal [...]
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Asset Protection with Brian Bradley

admin September 14, 2021

Asset Protection with Brian Bradley http://lifeblood.live/wp-content/uploads/2021/09/Brian_Bradley_FINAL.mp3 Asset Protection with Brian Bradley On this show, we talked about the exemption planning strategy in asset protection, the role of jurisdiction and how it all fits together with Brian Bradley, Asset Protection attorney, speaker and consultant.  Listen to learn if you’re a good [...]
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Deferred Sales Trusts with Brett Swarts

admin September 13, 2021

Deferred Sales Trusts with Brett Swarts http://lifeblood.live/wp-content/uploads/2021/09/Brett_Swarts_FINAL.mp3 Deferred Sales Trusts with Brett Swarts On this show, we talked about common strategies for handling taxes with real estate transactions, how a deferred sales trust works and who it’s a good fit for and who it’s not, with Brett Swarts, Founder of [...]