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  • 00:17

    Estate Planning - Why Every Woman Needs a "Plan"

    in Women

    Join Babette Cauble, CEO & Founding Advisor of Every Woman Can Be... as she talks Estate Planning - Why Every Woman Needs a "Plan" with Estate Planning Attorney, Sabrina Winters.


    Sabrina Winters has been assisting families in all areas of planning and probate for almost 15 years.  Her firm assists clients with "Planning today for their family's tomorrow". No matter what stage in life, there needs to be an estate plan that is drafted properly and meets each clients’ needs, wishes and goals.


    Sabrina has been recognized for her work by being an Elite Attorney Honoree for Women With Know How Making an Impact Award in November 2013 and named by Business Leaders as one of the Top 50 Entrepreneurs in 2011.  She is member of the National Academy of Estate Planning Attorneys (a/k/a NAELA), the Charlotte Chapter of NAELA, and a member of the Charlotte Estate Planning Counsel.


    Sabrina will educate us on these points and more...


    1.  What does it mean to "plan"  2.  Why it is important for every women to "plan"   3.  What are the important documents to have


    Join us for this informative look into Estate Planning.



     

  • 00:45

    Your Rights as a Beneficiary in Estate Planning

    in Legal

    The answer to whether or not the beneficiary of an estate has any say in the management of that estate depends on the document under which the beneficiary is to acquire rights in the decedent's property (i.e. Living Trust versus a Will). Likewise, the say of a beneficiary in the management of Trust property will be different before and after the death of the Settlor of a Trust. In this show, Bill and Rick explore some of these distinctions and alert eligible beneficiaries about exactly what their expectations should be.

  • 00:17

    Estate Planning - The New Version in The Changed World

    in Legal

    Estate Planning has changed and grown dramatically in the quarter century that I have been practicing law. This broadcast will focus on the changes since the new millenium and will cover a range of issues including tax, society and the economy in relation to estate plans.


     


    This program is brought to you by "LadyLawyer" Cynthia Rignanese, an attorney licensed to practice law in the State of Florida in the United States. No attorney-client relationship can be based solely on today's program.


     


    Ms. Rignanese may be contacted about individual questions at her office at 863-294-1114.

  • 01:00

    Emily Bouchard - Estate Planning for the Blended Family & Family Businesses

    in Business

    What should you do if you have built a family business but find many of your family dynamics are not serving your business well?


    Emily Bouchard is a specialist in building relationships that allow people to thrive in their lives.  For over 20 years Emily has worked with children, individuals, couples and families building skills to overcome significant challenges.  In 2003, she founded www.Blended­Families.com, LLC, where expert coaches make a positive difference in the lives of stepfamilies. Emily has been featured in major media including The Today Show, CNN, the Wall Street Journal and The New YorkTimes and is the co­author of Estate Planning for the Blended Family.


    Emily is the managing partner of the Wealth Legacy Group (www.wealthlegacygroup.net), their team coaches clients on how to successfully navigate the emotional impact of wealth and family dynamics.


    Contact Emily:



    Emily@wealthlegacygroup.net
    www.wealthlegacygroup.net
    https://www.facebook.com/WealthLegacyGroup
    LinkedIn: Emily Bouchard


     


     

  • 00:30

    Estate Planning

    in Finance

    Join TBA's John Brigance as he interviews Wealth Management & Trust's Administrative Council Chairman Pam Parish, who is President of the San Antonio Region for Broadway Bank, and Mike Milich, Executive Vice President of Frost Wealth Advisors, on Estate Planning.

  • 00:38

    Pre- and Post-Marital Agreements as Estate Planning Tools with Debbie Cunningham

    in Women

    Today Debbie Cunningham, attorney at law is joining us to continue the conversation about wills, trusts, and the critical value of planning ahead. We're going to explore the various pre- and post-marital agreements that create agreements that are not 'divorce planning', rather, they provide a guide as to how probate, creditors, bankruptcy, business ownership and more can be handled. Tune in to hear more!


    ABOUT PLAID FOR WOMEN:


    Plaid for Women radio is produced to give you information, advice and resources to manage “The Business of Life”. Our goal is to help you achieve your goals, get connected, and be heard. 


    LET’S GET SOCIAL!


    Plaid FB: http://www.Facebook.com/PlaidforWomen 


    Plaid TW: http://www.twitter.com/plaidforwomen


    CONTACT INFO FOR TODAY'S GUEST:


    Debbie Cunningham


    Attorney at Law


    320 Decker Drive, Suite 100


    Irving, TX 75062


    Email: debbie@irving-law.com


    Phone:  972-719-2559?


     


    OUTTRO MUSIC BY JACK T. BLUES

  • 00:28

    Estate Planning with Rose Price

    in Finance

    ReShawna Leaven interviews Rose M. Price, Branch Manager of VLP Financial Advisors on estate planning. If you are curious about planning your estate, this is an epsiode that you don't want to miss. Rose shares her insight and expertise on the world of estates, wills, POAs, living trusts and much more.


    Rose M. Price, CFP®, AIF®
    Branch Manager
    VLP Financial Advisors
    8391 Old Courthouse Road, Suite 203
    Vienna, VA 22182
    tel: 703-356-4360 ext. 702
    www.vlpfa.com

  • 00:34

    Estate Planning 101

    in Legal

    Rick and Bill discuss the basic framework of an estate plan for family and business asset preservation and how you can pass on your net worth to loved ones without the costly expense of probate. Also discussed are other advantages of securing a complete trust package, such as complete privacy from prying eyes, as well as the specific documents of which it is comprised.

  • 00:52

    Estate Planning

    in Marketing

    It's a New Year--2014--so what better time to take a look at estate planning? If you haven't take care of your estate or you wish to update it, now's the time to look into it.--Wendy Meyeroff

  • 00:30

    The Introvert’s Guide to Being a Real Estate Rock Star (Part 2)

    in Real Estate

    There's a myth going around that you need to be an outgoing, gregarious "people person" in order to be successful in real estate - but we're here to tell you that it just ain't so! If you're naturally a little more shy, or maybe even a full-blown introvert, you can still be just as successful in real estate as more outgoing agents are - it just takes a bit more work and some attention to detail to get there. Today we're going to help you identify whether or not you're a natural introver, and we'll be discussing how introverted people can overcome their solitary tendencies to achieve true real estate success. Remember, some of the nation's most successful agents are introverts! Watch Susan Cain's TED Talk on Introverts here.



    Schedule A Free Coaching Call
    Visit Tim & Julie Harris Online
    Listen on iTunes
    Listen on Stitcher

  • 00:40

    Estate Planning for Your Aging Parents with Debbie Cunningham

    in Family

    Today, I’m welcoming Debbie Cunningham, attorney at law, back to the show to talk about legal planning for your aging parents. These can be problematic discussions, but it’s critical to plan before there is a need. We’re going to talk about the critical issues you need to be aware of when beginning this difficult work.


    ABOUT PLAID FOR WOMEN:


    Plaid for Women radio is produced to give you information, advice and resources to manage “The Business of Life”. Our goal is to help you achieve your goals, get connected, and be heard. 


    LET’S GET SOCIAL!


    Plaid FB: http://www.Facebook.com/PlaidforWomen 


    Plaid TW: http://www.twitter.com/plaidforwomen


     


    CONTACT INFO FOR TODAY'S GUEST:


    Debbie Cunningham


    Attorney at Law


    320 Decker Drive, Suite 100


    Irving, TX 75062


    Email: debbie@irving-law.com


    Phone:  972-719-2559?


     


    OUTTRO MUSIC BY JACK T. BLUES