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The following listen on-demand podcasts matched your search results for: Legal documents
Outlaw Lawyer
Josh Whitaker & Joe Hamer
May 24, 2025
Managing partners Josh Whitaker and Joe Hamer discuss estate planning, what to do if you get sued, and the importance of having sufficient liability coverage in case of a chain reaction car accident. They also have fun with the Wu-Tang name generator and discuss their wrestling promo ideas. [... more]
Planning Matters Radio
Peter Richon
April 19, 2025
Defining a budget and understanding expenses is paramount to retirement success, as it helps recreate financial confidence. Identifying sources of guaranteed income, such as social security and pension, is also crucial. Formulating an income plan and addressing the income gap through various tools, including dividend-producing stocks and annuities, can provide lasting financial confidence. [... more]
Faith And Finance
Rob West
June 18, 2024
Preparing for a disability or incapacitation requires careful planning, including disability insurance, durable power of attorney, and a will or trust. It's also essential to consider tithing and giving to honor God with one's finances. A godly financial advisor can provide guidance on making wise financial decisions and managing assets. [... more]
Faith And Finance
Rob West
October 31, 2023
Being prepared for emergencies involves having essential documents and information readily available. This includes personal and financial documents, medical files, and information about insurance policies and benefits. Rob West discusses the importance of having a plan in place for unexpected events and provides guidance on how to gather and organize the necessary documents and information. [... more]
Planning Matters Radio
Peter Richon
June 10, 2023
Without a will, estate planning can be complicated and devastating for loved ones. Understanding state laws and having the right legal documents in place can make all the difference. From naming beneficiaries to documenting wishes, proactive planning is crucial to avoid infighting and ensure a smooth transition. [... more]
Outlaw Lawyer
Josh Whitaker & Joe Hamer
March 11, 2023
The hosts discuss various legal documents and terms, including notes, deeds of trust, personal guarantees, and UCC fixture filings, in the context of real estate transactions. They also delve into litigation, including complaints, answers, and discovery, providing insights for listeners who may not be familiar with these concepts. [... more]
Outlaw Lawyer
Josh Whitaker & Joe Hamer
January 14, 2023
Estate planning is essential for everyone, whether you have a simple or complex situation. It's not just about creating a will, but also about setting up trusts, avoiding probate, and making decisions about who will manage your assets and care for your loved ones. Meanwhile, artificial intelligence is changing the legal landscape, with chatbots and robot lawyers becoming increasingly popular. However, it's essential to understand the limitations and potential risks of relying on AI for legal advice. [... more]
Finishing Well
Hans Scheil
July 30, 2022
Managing legal documents and power of attorney is crucial for setting up a secure financial future, especially for retirees. Certified financial planner Hans Scheil discusses the importance of having the right legal documents in place, including general power of attorney, to ensure that family members can act on behalf of loved ones in case of incapacitation. [... more]
Finishing Well
Hans Scheil
July 09, 2022
Having a plan in place for long-term care is crucial for retirees, including discussions on managing healthcare decisions, financial institutions, and where to receive care. Certified financial planners, Hans Scheil and Tom Griffith, discuss the importance of having legal documents in place, such as healthcare and durable power of attorney, and how to fund long-term care plans, including insurance options and tax implications. [... more]
Hope for the Caregiver
Peter Rosenberger
September 23, 2019
Caregivers often face difficult decisions when caring for loved ones with chronic illnesses or disabilities. Palliative care and hospice care can provide relief from suffering, but the lines between these services and assisted suicide can be blurry. Bioethicist Nancy Valko shares her expertise on the complexities of end-of-life care and the importance of informed decision-making for caregivers. [... more]
Hope for the Caregiver
Peter Rosenberger
March 13, 2019
Caregivers often face numerous challenges, including legal documents, medical bills, and disputes over care. A full-service law firm can provide affordable and accessible legal help, including assistance with social security disability claims and disputing medical bills. [... more]
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