Legacy Planning, Once Removed
By McGuireWoods
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Category: Investing
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Episodes: 56
Description
“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.
| Episode | Date |
|---|---|
|
‘Trust Reveal’ — An Intriguing Concept
|
Apr 02, 2026 |
|
Estate Planning as Spring Cleaning
|
Mar 12, 2026 |
|
Filling Out Beneficiary Designations and Payable-on-Death Designations
|
Feb 18, 2026 |
|
Moving Assets Into Revocable Trusts — The ‘Why’ and ‘How’
|
Feb 04, 2026 |
|
Estate Planning Inflation Adjustments for 2026
|
Jan 15, 2026 |
|
Healthcare Decisions: Naming the Right Agent and Communicating Wishes
|
Nov 12, 2025 |
|
The “Death Dossier”: Keeping Good Records and Documents for Successors
|
Oct 30, 2025 |
|
The Power of Attorney
|
Oct 07, 2025 |
|
Could Artificial Intelligence Allow Settlors to Guide and Control Trusts Forever?
|
Sep 24, 2025 |
|
Portability: Making Use of the Deceased Spouse’s Exemption Amount
|
Aug 28, 2025 |
|
The Educational Dynasty Trust
|
Aug 12, 2025 |
|
Tax Law and Planning in the Face of … Certainty?
|
Jul 24, 2025 |
|
Planning in the Face of Uncertainty of Tax Law: The One Big Beautiful Bill Act
|
Jun 18, 2025 |
|
How to Plan for “Sunset 2025” and a Possible Repeal of Estate Tax
|
Jun 05, 2025 |
|
Productive Life, Productive Day: Lessons from the Golf Course, Part 3
|
May 22, 2025 |
|
Productive Life, Productive Day: Lessons from the Golf Course, Part 2
|
May 05, 2025 |
|
Productive Life, Productive Day: Lessons from the Golf Course, Part 1
|
Apr 17, 2025 |
|
Options to Structure Gifts: The Asset Protection Trust, Asset Management Trust & Asset Preservation
|
Apr 03, 2025 |
|
The Legacy Mindset: What It Is and How to Build It
|
Mar 20, 2025 |
|
The Family Bank: More Lessons From Warren Buffett and Ashton Kutcher
|
Mar 05, 2025 |
|
Terminating the Unwanted Trust
|
Jan 23, 2025 |
|
Talking With Family About Your Estate Plan — More Lessons From Warren Buffett
|
Dec 17, 2024 |
|
Facilitating Productive and Healthy Beneficiaries: The Beneficiary Well-Being Trust
|
Dec 10, 2024 |
|
Inflation Adjustments for 2025
|
Nov 26, 2024 |
|
Charitable Planning, Part 2: The Donor-Advised Fund
|
Oct 30, 2024 |
|
Generation-Skipping Planning: Steps to Take Now
|
Oct 11, 2024 |
|
Countdown to Sunset 2025: Planning in the Face of Scheduled Changes in the Law
|
Sep 25, 2024 |
|
Charitable Planning, Part 1: Outright Gifts and Gift Agreements
|
Sep 12, 2024 |
|
Passing on Values and Life Skills: Lessons From Golf
|
Aug 14, 2024 |
|
Asset Protection: Protecting Assets from Creditors (and Predators)
|
Jul 30, 2024 |
|
Substance Abuse and the Challenge of Trusts
|
Jul 09, 2024 |
|
What Is a Dynasty Trust, Perpetuities Trust or Generation-Skipping Trust?
|
Jun 25, 2024 |
|
Expressing Goals and Intent for the Trust: The Trust Letter of Wishes
|
Jun 11, 2024 |
|
Naming Guardians for Minor Children
|
May 28, 2024 |
|
Building Flexibility into the Estate Plan: the Power of Appointment
|
May 14, 2024 |
|
Passing Down the “Family Cottage” or Other Legacy Property
|
Apr 30, 2024 |
|
Helping a Beneficiary Purchase a Home
|
Apr 16, 2024 |
|
The Step-Transaction Doctrine and the Case of Smaldino
|
Apr 02, 2024 |
|
The Reciprocal Trust Doctrine
|
Mar 19, 2024 |
|
Gift and Estate Tax, Inflation Adjustments for 2024
|
Jan 09, 2024 |
|
Annual Gifting to Individuals: Options, Opportunities and Pitfalls
|
Jan 09, 2024 |
|
The Rich Relative Playbook
|
Jan 07, 2024 |
|
Leaving It All to Charity: Lessons From Ashton Kutcher and Mila Kunis
|
Aug 16, 2023 |
|
It’s 5 o’Clock: Do You Know Where Your Will Is? A Lesson From Aretha Franklin
|
Aug 09, 2023 |
|
SLATs and the Case of McKim vs. McKim
|
Jun 22, 2023 |
|
Spousal Lifetime Access Trusts, or SLATs
|
Jun 22, 2023 |
|
Trustee Removal and Case Update on Leo Kahn Revocable Trust
|
Jun 08, 2023 |
|
Selecting the Right Trustee
|
May 30, 2023 |
|
Trusts and Trustee Discretion
|
May 24, 2023 |
|
Trust Income Tax
|
May 17, 2023 |
|
Trusts
|
May 10, 2023 |
|
In re Harrison and “Holdback” Trusts
|
May 10, 2023 |
|
Once Removed: A Thoughtful Estate Plan
|
May 01, 2023 |
|
Property Ownership, Beneficiary Designations, and Avoiding Probate
|
May 01, 2023 |
|
Estate and Gift Tax
|
May 01, 2023 |
|
Generation-Skipping Transfer Tax
|
May 01, 2023 |