Podcasts

Episode 06:  The Tax Episode

In this episode, Justin and Drew talk about tax issues that often come up when working on an estate plan.  They get into tax issues that people tend to worry about but shouldn’t and tax issues that people should worry about but don’t, touching on estate taxes, gift taxes, capital gains taxes, and taxes relating

Episode 06:  The Tax Episode Read More »

Episode 05:  The Book Episode

In this episode, Justin and Drew give the gift of an audio glimpse into Justin’s book, You Need A Plan. Justin reads the Preface and Introduction of the book, and, as always, offers you a free copy. What You’ll Learn: The story behind Justin writing his book An introduction to the valuable information covered in

Episode 05:  The Book Episode Read More »

Episode 02: The Probate Episode

In this episode, Justin and Drew talk about probate court and why you should do everything you can to avoid it.  You’ll hear real-life horror stories about celebrities as well as middle-class families whose failure to plan to avoid probate cost them dearly. What You’ll Learn: The truth about what probate court really involves The

Episode 02: The Probate Episode Read More »