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Wise Counsel: Effective Financial and Estate Planning

Wise Counsel: Effective Financial and Estate Planning

Written by: Jay Franz
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Estate planning is often delayed or misunderstood, yet the decisions you make today can have lasting consequences for your family, assets, and legacy. Wise Counsel: Effective Financial and Estate Planning provides clear, practical insights on estate planning, probate, elder care planning, and trust administration based on the experience and perspective of estate planning attorney Jay Franz. Each episode explains important topics such as wills and trusts, tax planning, asset protection, Medicaid planning, and how to keep your estate plan current over time. Designed for individuals, families, and financial professionals, this podcast focuses on real-world estate planning issues and helps listeners better understand their options, avoid costly mistakes, and make informed decisions. This podcast is for informational and educational purposes only and does not constitute legal advice. Listening does not create an attorney-client relationship. Please consult a qualified attorney regarding your specific situation. This podcast features AI-generated content created using original material, ideas, and guidance provided by the show’s owner, Jay Franz of Buchalter LLP. Episodes are produced using artificial intelligence with human oversight and editorial direction. Economics
Episodes
  • Estate Planning for Families with Complex Assets

    Estate Planning for Families with Complex Assets
    Sep 30 2026
    In episode 6, we explore the unique challenges families face when estate planning involves complex assets such as businesses, real estate, private investments, partnership interests, and concentrated positions. This episode examines why these assets require more than simply deciding who receives them, including the importance of succession planning, valuation, liquidity, ownership structure, and coordination among legal, financial, tax, and business professionals. Listeners will also learn how advisors can help clients identify potential planning gaps before complex assets become difficult issues for future generations. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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    11 mins
  • Communicating Estate Plans With Families

    Communicating Estate Plans With Families
    Sep 23 2026
    Episode 5 explores why communication is an essential part of a successful estate plan. While legal documents provide the structure for transferring wealth and managing affairs, families are often left to interpret those decisions without understanding the intentions behind them. The episode examines how clients can prepare trustees, executors, business successors, and beneficiaries for their future roles, why explaining the purpose behind certain decisions can reduce conflict, and how advisors can help clients begin important conversations before a crisis occurs. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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    11 mins
  • The Role of Professional Trustees vs Family Members

    The Role of Professional Trustees vs Family Members
    Sep 16 2026
    In episode 4, we examine one of the most important decisions in trust planning: who should serve as trustee. The episode explores the advantages and potential challenges of choosing a family member versus a professional trustee, including expertise, independence, cost, continuity, family dynamics, and the complexity of the trust and its assets. You'll also learn why trustee selection should be based on the responsibilities involved rather than simply choosing the person the client trusts most, and how financial advisors and other professionals can help clients evaluate whether their current and successor trustees remain appropriate. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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    11 mins
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