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Legacy Planning, Once Removed
McGuireWoods
51 episodes
1 month ago
“Legacy Planning, Once Removed,” hosted by Steve Murphy, former leader of the firm’s Private Wealth Services Practice Group, explores estate planning and provides steps for the management of wealth throughout life and upon death. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary designations and property ownership, estate and gift tax, and best practices for productive investment, wealth management and transfer of wealth.
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Investing
Education,
Business
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All content for Legacy Planning, Once Removed is the property of McGuireWoods and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
“Legacy Planning, Once Removed,” hosted by Steve Murphy, former leader of the firm’s Private Wealth Services Practice Group, explores estate planning and provides steps for the management of wealth throughout life and upon death. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary designations and property ownership, estate and gift tax, and best practices for productive investment, wealth management and transfer of wealth.
Show more...
Investing
Education,
Business
Episodes (20/51)
Legacy Planning, Once Removed
Healthcare Decisions: Naming the Right Agent and Communicating Wishes
1 month ago
5 minutes

Legacy Planning, Once Removed
The “Death Dossier”: Keeping Good Records and Documents for Successors
2 months ago
9 minutes 10 seconds

Legacy Planning, Once Removed
The Power of Attorney
2 months ago
7 minutes 38 seconds

Legacy Planning, Once Removed
Could Artificial Intelligence Allow Settlors to Guide and Control Trusts Forever?
3 months ago
10 minutes 38 seconds

Legacy Planning, Once Removed
Portability: Making Use of the Deceased Spouse’s Exemption Amount
4 months ago
11 minutes 19 seconds

Legacy Planning, Once Removed
The Educational Dynasty Trust
4 months ago
10 minutes 11 seconds

Legacy Planning, Once Removed
Tax Law and Planning in the Face of … Certainty?
5 months ago
10 minutes 44 seconds

Legacy Planning, Once Removed
Planning in the Face of Uncertainty of Tax Law: The One Big Beautiful Bill Act
6 months ago
11 minutes 56 seconds

Legacy Planning, Once Removed
How to Plan for “Sunset 2025” and a Possible Repeal of Estate Tax
7 months ago
11 minutes 32 seconds

Legacy Planning, Once Removed
Productive Life, Productive Day: Lessons from the Golf Course, Part 3
7 months ago
14 minutes 53 seconds

Legacy Planning, Once Removed
Productive Life, Productive Day: Lessons from the Golf Course, Part 2
8 months ago
12 minutes

Legacy Planning, Once Removed
Productive Life, Productive Day: Lessons from the Golf Course, Part 1
8 months ago
11 minutes 32 seconds

Legacy Planning, Once Removed
Options to Structure Gifts: The Asset Protection Trust, Asset Management Trust & Asset Preservation
9 months ago
9 minutes 24 seconds

Legacy Planning, Once Removed
The Legacy Mindset: What It Is and How to Build It
9 months ago
12 minutes 47 seconds

Legacy Planning, Once Removed
The Family Bank: More Lessons From Warren Buffett and Ashton Kutcher
10 months ago
16 minutes 18 seconds

Legacy Planning, Once Removed
Terminating the Unwanted Trust
11 months ago
17 minutes 42 seconds

Legacy Planning, Once Removed
Talking With Family About Your Estate Plan — More Lessons From Warren Buffett
1 year ago
12 minutes 5 seconds

Legacy Planning, Once Removed
Facilitating Productive and Healthy Beneficiaries: The Beneficiary Well-Being Trust
1 year ago
13 minutes 42 seconds

Legacy Planning, Once Removed
Inflation Adjustments for 2025
1 year ago
8 minutes 37 seconds

Legacy Planning, Once Removed
Charitable Planning, Part 2: The Donor-Advised Fund
1 year ago
16 minutes 6 seconds

Legacy Planning, Once Removed
“Legacy Planning, Once Removed,” hosted by Steve Murphy, former leader of the firm’s Private Wealth Services Practice Group, explores estate planning and provides steps for the management of wealth throughout life and upon death. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficiaries and charities. The key challenge of legacy planning lies in how to use wealth to help the next generation be productive and independent. Podcast topics focus on beneficiary designations and property ownership, estate and gift tax, and best practices for productive investment, wealth management and transfer of wealth.