The Legacy Planning Show

Learn how to make the most of your legacy planning strategies with The Legacy Planning Show. Real, useful information for everyday people that can be translated into daily life and thought. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.

Last refreshed: July 9th, 2025 at 9:03 PM ⓘ

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Episodes

Taxes play a bigger part for your beneficiaries than you think

You love your beneficiaries equally; however, it might not be in their best interest to receive money equally. It is prudent to update beneficiary designations regularly. And do not forget to talk about money before it is too late. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your questions ...

Jun 18, 2021•13 min

What Is A Special Needs Trust And Do You Need One?

You most likely want to treat all your kids equally. That is normal, whether it be on Christmas gifts or what's in your Will or Trust for them after you are gone. When you have a Special Needs Beneficiary, what you leave must be treated and accounted for differently than your other heirs. Lack of planning could mean government benefits can be lost, resources are wasted, and your generosity lost. There are many things to consider with Special Needs Beneficiaries. Connect with Financial Enhancemen...

May 18, 2021•14 min

Who Takes Care Of You When You Can’t Take Care Of Yourself?

100% of us will pass away, but only 10% of us die suddenly. Most of us will Fade Away overtime. Most legacy documents deal with what happens when you are gone. We are very concerned about your life while you are still here, but we need to address the complex decisions you can make today to prepare for the future. Consider This will explore some issues you need to consider as you progress in age. How to protect your spouse, how to protect your heirs, how to protect yourself and your nest egg you ...

May 18, 2021•14 min

Your Successor Trustee Makes All The Difference In The World

Who you choose for your successor trustee is a big decision, but how do you choose? Join us as we talk about what to consider! Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your questions on air! Give us a call at (800) 928-4001 or send them to TalkToFEG@yourlifeafterwork.com...

Apr 20, 2021•13 min

Wills & Trusts: Which One Offers More Control When You Are Gone?

We all want what is left after we are gone to get to our heirs in the best possible way - least taxes, time, challenges. There are many legal documents you can use, but they are not all the same. Trusts and Wills are different. Which one is right for you? If control of the assets after your demise are your biggest concern, which is best for you to use? Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yo...

Apr 06, 2021•13 min

How To Talk To Your Parents About Money

They call it the Sandwich Generation, but it's not really a generation as much as it is a time frame. Those years when we parents are busy taking care of our children with their needs and at the same time needing to devote more than just social time with our aging parents. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.c...

Mar 16, 2021•12 min

What Is The Difference Between A Trust And A Trust Protector?

According to the dictionary a Trust is a legal relationship whereby an individual or couple (settlors) places their assets into the Trust. The trust now holds this property as its nominal owner for the good of one or more beneficiaries. The owners of the trust appoint “Trustees” who upon the owner's death will take over the administration of the trust duties. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at...

Mar 16, 2021•13 min

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