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Family Wealth and Estate Planning Podcast

The Family Wealth and Estate Planning Podcast takes a deeper dive into the articles written by our Family Wealth Planning Group. Presented in a conversational format, we break down important topics and updates to help keep you informed on current income tax and estate planning issues important for now and in planning for your future.
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August 15, 2019

Protect Your Will from Legal Challenges

In this podcast, Chris Madrid from our Family Wealth and Individual Tax Planning Group discusses wills – how to avoid family disputes over a will and a few steps you can take now:

  • Protect your will from legal challenges
  • Include your family in discussions of wealth
  • Discuss a no-contest clause with your attorney
  • Invite witnesses, such as close friends or business associates
  • Make sure your beneficiaries can locate and are aware of your will
https://www.aslcpa.com/wp-content/uploads/2019/08/Chris-Podcast-8.13.19-FINAL.mp3

Read the Protect Your Will from Legal Challenges article.

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Categories: Family Wealth & Individual Tax Planning
Tags: estate planning, Podcast, Protect Your Will,
May 28, 2019

Who Will Inherit Your IRA?

In this podcast, Angel Nevis and Anu Joshi from our Family Wealth and Individual Tax Planning Group discuss the various options and factors to consider when selecting who will inherit your IRA. You may choose one, or some combination of, the following:

  • Your Spouse
  • Your Children, Grandchildren or Other Individuals
  • Your Trust
  • Your Estate
  • Your Favorite Charity
  • No one
https://www.aslcpa.com/wp-content/uploads/2019/05/Anu-Angel-Podcast_Audacity-5.28.19.mp3

Read the Who Will Inherit Your IRA? article.

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Categories: Family Wealth & Individual Tax Planning, Spring 2019
Tags: Angel Nevis, estate planning, Individual Retirement Accounts, Required minimum distributions,
February 26, 2019

Beware of the New Tax Law’s Impact on Trust and Estate Income

In this podcast, Chris Madrid from our Family Wealth and Individual Tax Planning Group discusses important modifications the Tax Cuts and Jobs Act made to the income taxation of trusts and estates for 2018 and beyond.

https://www.aslcpa.com/wp-content/uploads/2019/02/Chris-Madrid-Podcast-2.25.19-FINAL.mp3

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Categories: Family Wealth & Individual Tax Planning, Tax Reform, Winter 2019
Tags: estate planning, Tax Cuts and Jobs Act, Trusts and Estates,
November 12, 2018

Top 5 Non-Tax Reasons to Have an Estate Plan

In this podcast, Anu Joshi from our Family Wealth and Individual Tax Planning Group discusses the top 5 non-tax related reasons you need an estate plan, from dividing your wealth to protecting your well-being.

https://www.aslcpa.com/wp-content/uploads/2018/11/Anu-Podcast-11.9.18-FINAL.mp3

Read the Top 5 Non-Tax Reasons to Have an Estate Plan article.

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Categories: Fall 2018, Family Wealth & Individual Tax Planning
Tags: Anu Josh, estate planning, Family Wealth, Podcast,
August 8, 2018

The New Form 1040 - Navigating the Postcard

In this podcast, Chris Madrid from our Family Wealth and Individual Tax Planning Group discusses the recently released draft of the new Form 1040 and the changes taxpayer’s should look out for.

https://www.aslcpa.com/wp-content/uploads/2018/08/The-New-Form-1040-–-Navigating-the-Postcard-Chris-Madrid.mp3

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Categories: Family Wealth & Individual Tax Planning, Tax Reform
Tags: Christine Collins Madrid, Family Wealth, Form 1040, Podcast, Taxpayers,
May 14, 2018

Estate Planning Pitfall - You Haven’t Transferred Ownership of a Life Insurance Policy to a Trust

In this podcast, Julie Malekhedayat from our Family Wealth and Individual Tax Planning Group discusses:

  • Life insurance policies and how they work with estate taxes
  • Would it make sense to remove a life insurance policy out of your taxable estate?
  • How do life insurance policies interact with estate and income taxes?
  • How do I know if I’m the owner of a life insurance policy?
https://www.aslcpa.com/wp-content/uploads/2018/05/Life-Insurance-Policies-Julie-Malekhedayat-5.8.18-FINAL.mp3

Read the Estate Planning Pitfall – You Haven’t Transferred Ownership of a Life Insurance Policy to a Trust article.

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Categories: Family Wealth & Individual Tax Planning, Spring 2018
Tags: estate planning, Income Tax, Julie Malekhedayat, Life insurance,
February 5, 2018

For Better or Worse? Individual Taxes Under the New Tax Reform Act

In this podcast, Julie Malekhedayat and Chris Madrid from our Family Wealth and Individual Tax Planning Group discuss:

  • The highlights of the changes for individual income taxes
  • Itemized deductions and their fate under the new law
  • Alternative minimum tax (AMT)
https://www.aslcpa.com/wp-content/uploads/2018/02/For-Better-or-Worse-Individual-Taxes-Under-the-New-Tax-Reform-Act-Podcast-FINAL.mp3

Read the For Better or Worse? Individual Taxes Under the New Tax Reform Act article.

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Categories: Family Wealth & Individual Tax Planning, Tax Reform
Tags: Individual taxes, Itemized deductions, Tax Reform Act, Webinar,
February 2, 2018

Titling of an Asset Affects Transfer After Death

I have a will and a trust agreement in place, is that all I have to do?

In this podcast, Anu Joshi and Julie Malekhedayat from our Family Wealth and Individual Tax Planning Group discuss:

  • Why titling is important
  • Changing the title of assets
  • Three types of titles in which assets are commonly held
https://www.aslcpa.com/wp-content/uploads/2017/08/Julie-and-Anu-Podcast-8.29.17.mp3

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Categories: Family Wealth & Individual Tax Planning
Tags: asset title, Beneficiary, Living will, Trust agreement,
February 2, 2018

2017 Gifting and Gift Tax Returns

The season of giving is almost upon us, but will generosity to friends and family trigger a gift tax return filing requirement?

In this podcast, Jacqueline Phan and Julie Malekhedayat from our Family Wealth and Individual Tax Planning Group discuss:

  • Gift taxes and when you might have to file an annual gift tax return
  • How gift taxes relate to estate taxes
  • Annual exclusion changes from 2017 to 2018
https://www.aslcpa.com/wp-content/uploads/2017/11/FWP-Julie-Jackie-EDITED_Combined-with-Music.mp3

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Categories: Family Wealth & Individual Tax Planning
Tags: Gift Tax Annual Exclusion, Gift Tax Returns, Jackie Phan, Julie Malekhedayat,

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