Smart Planning 101 with Nicole Wipp

Smart Planning 101 with Nicole Wipp

Hosted by: Attorney, Entrepreneur, and Founder of Smart Planning 101, Nicole Wipp

Smart Planning 101 Podcast ... shedding light on intelligent estate planning, strategic financial decision-making, health care options, and more. Host Nicole Wipp's mission is to educate and inspire people to make...

Episodes

022 Financial & Retirement Planning Lies With Kim Butler

What are we learning from “conventional wisdom” that may threaten our financial future? Conventional wisdom related to financial and retirement planning can lead to poor -or even devastating- financial results. What...
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021 Irrevocable Trusts (Part 2) with David Zumpano

Irrevocable trusts, traditionally, are estate tax planning devices. Very few Americans in 2014 need estate tax planning, however - less than 2%. Why, then, would you want an irrevocable trust? This series, including...
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020 Irrevocable Pure Grantor Trusts With David Zumpano (Part 1)

What is an irrevocable pure grantor trust, and why would someone want one?  In this episode, David Zumpano, a nationally recognized expert on asset protection, estate planning & elder law, discusses with me this...
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019 The Pre-Planning Options That Your Aging Parents Needed Yesterday (Part 5)

Part Five of the 5 Things Adult Children of Aging Parents Need to Know Now -- The Pre-Planning Options That Your Aging Parent Needed Yesterday –This topic somewhat revisits the concept that “basic estate planning...
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018 The Legal Responsibilities An Adult Child May Be Asked To Take On For An Aging Parent (Part 4)

Part Four of The 5 Things Adult Children of Aging Parents Need to Know Now (Episode 18): In this episode, Audrey Ehrhardt of ElderCounsel and I talk about the different types of scenarios that make legal decision...
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017 Options for Long Term Care - Taking Care Of Elderly Parents (Part 3)

What is long-term care? How do we plan for our parents’ needs as they age – what are our options? In this episode, Audrey Ehrhardt from ElderCounsel and I discuss the many different types of long-term care and how to...
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016: Why Basic Estate Planning Isn't Enough (Part 2 - Adult Children, Aging Parents)

In this episode, Audrey Ehrhardt from ElderCounsel and I discuss the fact that people THINK they’ve “gotten it all taken care of” – but we explore the reasons why this is a dangerous assumption and some of the things...
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015 The 5 Things Adult Children Of Aging Parents Need To Know NOW (Part 1)

In this five-part series, I (Nicole) interview Audrey Ehrhardt, the Office Management Director of the national elder law organization ElderCounsel, and we discuss the FIVE THINGS adult children of aging parents need...
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014 Wills Smart Planning Minute with Nicole Wipp

In this short episode, family estate planning and elder law attorney discusses how wills tend to have very little relevance for many people these days. Listen to the entire episode related to facts about wills you...
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013 Pet Planning Smart Minute with Peggy Hoyt

In this short episode, nationally recognized pet planning expert Peggy Hoyt shares the "one thing" she wishes EVERY pet owner would do when it comes to planning for their pets. Pet trust, pet legacy planning. Listen...
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012 Mom Had Alzheimer's: A Family Story (Part 2) with Steve Frank

The continuation of Steve Frank’s family story of his mother’s Alzheimer’s diagnosis and treatment. Did you miss part 1? Click here What you will learn in this episode: Steve continues the story of the emergency move...
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011 Wills: What You Think You Know (5 Crucial Facts You Probably Don’t)

Even though wills are one of the, if not the, most familiar legal documents there are, the fact of the matter is, most people don’t really understand how they work. Unfortunately, wrong information gets perpetuated by...
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