Trust Us: Estate Planning Wisdom
Danielle Friedman, Herb Fineburg, & Max McCauley, Offit KurmanWelcome to “Trust Us: Estate Planning Wisdom,” the podcast where we unravel the complexities of estates and trusts to empower you with the knowledge needed for effective legacy planning. This podcast is your guide through the intricate landscapes of wills, trusts, and probate. Thank you for joining us — we hope you find the discussions informative, but remember, when it comes to legal matters, alw... more
| Publishes | Infrequently | Episodes | 13 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessKids & Family | |||
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Latest Episodes
In this episode of Trust Us: Estate Planning Wisdom, Danielle Friedman, Herb Fineburg, and Charles Max McCauley walk through the essential first steps after the loss of a spouse. From handling funeral arrangements to locating assets, understanding So... more
How Much Estate Information Should You Share with Your Kids?
In this episode of “Trust Us: Estate Planning Wisdom,” Danielle Friedman, Herb Fineburg, and Max
McCauley explore one of the most common client questions: How much should parents tell the... more
In this episode of 'Trust Us,' Danielle Friedman, Max McCauley, and Herb Fineburg discuss a complex estate planning scenario from a recent article. A father of three sons, two from his first marriage and one from a later relationship, grapples with t... more
In this episode of Trust Us, Danielle Friedman, Max McCauley, and Herb Fineburg discuss the recent changes brought by the One Big Beautiful Bill Act, which raised the estate tax exemption level starting January 1, 2026. Despite the increased exemptio... more
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Trust Us is an excellent resource for all things estate planning and succession planning. Danielle, Herb and Max do a great job of breaking it down for the lay person to understand.
Apple Podcasts5candacedella
United States2 years ago
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Frequently Asked Questions About Trust Us: Estate Planning Wisdom
What is Trust Us: Estate Planning Wisdom about and what kind of topics does it cover?
A practical, attorney-led show unpacking wills, trusts, probate, and related estate-planning topics. Episodes cover family dynamics, disclosure of information to heirs, trustee selection, gifting strategies, and legislative changes affecting exemptions, all with actionable guidance for families and practitioners. The hosts emphasize clear communication, careful document design, and proactive planning to minimize stress and conflict, often using real-world scenarios to illustrate complex concepts. Noteworthy strengths include a consistent focus on family harmony, practical checklists, and the practical use of tools like pot trusts and HEMS-style limits to balance goals with protection.
Where can I find podcast stats for Trust Us: Estate Planning Wisdom?
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How many listeners does Trust Us: Estate Planning Wisdom get?
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What are the audience demographics for Trust Us: Estate Planning Wisdom?
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How many subscribers and views does Trust Us: Estate Planning Wisdom have?
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Which podcasts are similar to Trust Us: Estate Planning Wisdom?
These podcasts share a similar audience with Trust Us: Estate Planning Wisdom:
1. Bogleheads On Investing Podcast
2. Passing It On: Estate Planning for Families
3. The Compound and Friends
4. The Rational Reminder Podcast
5. Everything Estate Planning
How many episodes of Trust Us: Estate Planning Wisdom are there?
Trust Us: Estate Planning Wisdom launched 2 years ago and published 13 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Trust Us: Estate Planning Wisdom?
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Where can I see ratings and reviews for Trust Us: Estate Planning Wisdom?
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How do I access podcast episode transcripts for Trust Us: Estate Planning Wisdom?
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What guests have appeared on Trust Us: Estate Planning Wisdom?
Recent guests on Trust Us: Estate Planning Wisdom include:
1. Joseph Armstrong
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