Estate Planning Podcast

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 [...]

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 [...]

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 [...]

End of Life Issues with Valerie Rind http://lifeblood.live/wp-content/uploads/2021/09/Valerie_Rind_FINAL.mp3 End of Life Issues with Valerie Rind On this show, we talked about getting over the “ick factor” that surrounds end of life issues, how the ways in which we remember loved ones is changing and what you can do to proactively [...]

Understanding Trusts with Geoff Madsen http://lifeblood.live/wp-content/uploads/2021/09/Geoff_Madsen_FINAL.mp3 Understanding Trusts with Geoff Madsen On this show, we talked about the challenges associated with intergenerational wealth, successfully managing trusts and the importance of clear expectations when planning, with Geoff Madsen, Chairman of the Independent Trust Company.  Listen to learn the fundamentals of trusts [...]

The Estate Planning Process with Dave Lenok http://lifeblood.live/wp-content/uploads/2021/09/Dan_Kern_FINAL.mp3 The Estate Planning Process with Dave Lenok On this show, we talked about how most Americans don’t truly understand what estate planning is, all the important and integral variables and who should be involved in the process, with David Lenok, Attorney, Senior [...]