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Essential Estate Experts

Essential Estate Experts

Written by: Screenfire Media
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 "Essential Estate Experts" is your guide to understanding the intricacies of estate planning and elder care law, presented by Screenfire Media. Our hosts, led by Marc Zasada, former on-air host for NPR, talk to renowned legal minds from coast to coast – the real experts who know the ins and outs of this topic for every region.

Marc invites renowned estate planning and elder care lawyers—the “essential estate experts” from across the country to share their knowledge and insights with our listeners. His guests are leaders in their field, providing an in-depth exploration of the nuances in estate and elder care law from state to state. Indeed, every state has its unique laws, and often, understanding these differences is critical when planning for the future—whether you plan to retire in-state or make a move."Essential Estate Experts" is more than just a discussion; it's a platform for education and advice.

From wills, trusts, and probate to elder abuse prevention, Medicare, and long-term care planning, we cover a range of topics crucial for anyone involved in planning not just for their loved ones, but for their own protection and long-term wealth.Whether you're just starting the estate planning process, you're a seasoned veteran looking for some additional insight, or you're a professional in the field looking to keep your knowledge up-to-date, "Essential Estate Experts" is the podcast for you. Tune in on all major podcast platforms and YouTube for new episodes.

For more information about "Essential Estate Experts", our hosts, or our featured guests, click here for the information page on screenfiremedia.com. Join us as we take a journey through the world of estate planning and elder care law, one episode at a time.Copyright Screenfire Media Economics Personal Finance
Episodes
  • Navigating NYC's High-Profile Estates with Morrel Hirsch & Advisors

    Navigating NYC's High-Profile Estates with Morrel Hirsch & Advisors
    Jun 11 2024
    Howard Morrel and Leslie Hirsch of Morrel Hirsch and Advisors join us to discuss the process of selling high-value real estate properties as part of estate planning. They highlight the challenges faced by estate and trust attorneys when it comes to real estate, such as determining property value, dealing with the condition of the property, and managing the expectations of family members. They also discuss the importance of coordinating with financial advisors and other professionals involved in the estate planning process.

    Howard and Leslie share examples of their experiences in handling estate sales and emphasize the value they provide in organizing and managing the entire process, including repairs, appraisals, and the sale of personal items. They also mention their ability to advance funds for repairs and other expenses. We get insights into the specialized field of estate planning and real estate sales.

    Morrell Hirsch & Advisors provides a unique service that combines real estate expertise with estate planning and trust administration. They specialize in helping families navigate the complex process of selling inherited properties and managing the logistics involved. Their services include coordinating with attorneys, handling property appraisals, staging homes, and managing the sale process. They also offer specialized services for high-profile estates, such as maintaining confidentiality and working with court-appointed guardians. Morrell Hirsch Advisors operates not only in New York but also has a network of partners across the country and internationally. They are known for their discretion, professionalism, and ability to handle unique challenges that arise in estate transactions.

    Learn more about Morrel Hirsch & Advisors here: https://morrelhirschadvisors.com/
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    50 mins
  • Family in North Carolina? You need to know these Estate Planning Tips

    Family in North Carolina? You need to know these Estate Planning Tips
    Feb 20 2024
    In this episode we're joined by Sabrina Winters, an estate planning attorney based in North Carolina. Sabrina shares her personal experience with the importance of estate planning and the consequences of not having a plan in place. She emphasizes the need for trust and open communication between clients and their attorney. Sabrina also discusses the differences in estate planning laws between states, particularly in North Carolina.

    She highlights the benefits of creating a living trust to avoid probate and prevent conflicts among family members. Sabrina encourages individuals to take action and seek professional guidance to ensure their wishes are carried out after they pass away. Sabrina Winters discusses the importance of estate planning and her role in educating others about it. She explains how she speaks at various events and organizations to teach people about the importance of estate planning and building trust with clients. Sabrina also shares where people can find her, including her website and social media platforms. She concludes with a reminder to plan for the future and not be afraid of estate planning.

    #estateplanning #willsandtrusts #probate #estateplanningattorney #northcarolinalaw
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    35 mins
  • How Farmland Succession Matters for Estate Plans of All Types- Lance Weaver, Sower

    How Farmland Succession Matters for Estate Plans of All Types- Lance Weaver, Sower
    Jan 24 2024
    Farmers are retiring in record numbers, and the future of their farmland, who owns it, and what it means to their families is going to affect all of us in the coming years. In this episode, we talk with Lance Weaver, the Director of Business Development for the Sower Legacy Farmland Fund.

    We discuss the concept of the fund and how it offers a unique solution for farmers looking to retire or transition their farms to the next generation. The conversation covers topics such as succession planning, transferring property to the fund, preserving the identity of the farm, liquidity, diversifying portfolios, and hedging against inflation. We also touch on the challenges and trends in the farmland investment sector. We explore the Sustainable Farming and Land Trust and discuss the importance of preserving farmland and the challenges faced by farmers in passing on their legacy. Lance explains how SFM helps farmers protect their land and ensure its sustainable use for future generations.

    The conversation concludes with information on how interested individuals can get in touch with SFM.

    Check out Sower here: https://sowerfarmland.com/
    Follow Lance Weaver here: https://www.linkedin.com/in/lance-weaver-86394921/

    Takeaways
    •The Sower Legacy Farmland Fund provides a solution for farmers looking to retire or transition their farms to the next generation.
    •Transferring farmland to the fund allows farmers to avoid capital gains tax and receive shares in the fund.
    •The fund offers flexibility in terms of leasing the land back to the farmer or selling it with a first right of refusal for the family.
    •Investing in farmland can provide diversification, hedge against inflation, and offer stability in an uncertain market.
    •Farmers and landowners should carefully consider their financial situation, understand their numbers, and seek professional advice to make informed decisions.

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    🔗 Stay Connected:
    Connect with Marc on LinkedIn: https://www.linkedin.com/in/mzasada/
    Stay in touch with Max here: https://www.linkedin.com/in/max-porter-b9b539156/
    Reach out to Chuck Ellis at: https://www.linkedin.com/in/chuckellismba/
    For more about our show, guests, and additional resources, visit our official site:

    Essential Estate Experts Website 🎙️ Be Our Guest:
    Are you an expert in estate planning or elder law? Want to share your insights with our audience? We're always on the lookout for knowledgeable guests to join us on "Essential Estate Experts." If you're interested, drop us a message! Thanks for tuning in and see you in the next episode!
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    37 mins
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