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Creating A Blueprint For Wealth

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Podcasts 2007

12/30/07 Segment 1: Irrevocable Life Insurance Trusts
Segment 2: Venture Capital
Segment 3: Mark Johannessen, SBSB
Segment 4: Audience Emails
12/23/07 Segment 1: 10 Best Practices of Savvy Donors
Segment 2: Entrepreneurs New Years Resolutions
Segment 3: Julie Lenzer Kirk, Author
Segment 4: Audience Questions
12/16/07 Segment 1: Top 10 Life Insurance Mistakes
Segment 2: Starting the Right Business
Segment 3: Peggy O’Reilly, Elder Law
Segment 4: Audience Questions
12/09/07 Segment 1: Year End Individual Income Tax Planning
Segment 2: Long Term Care Insurance
Segment 3: Bill Farmer, Jefferies Quarterdeck
Segment 4: Audience Questions
12/02/07 Segment 1: Top 5 Ideas for Small Businesses
Segment 2: Charitable Gift Annuities
Segment 3: Marcus White, Pinnacle Financial
Segment 4: Audience Questions
11/25/07 Segment 1: Alaska’s Unique Benefits
Segment 2:Delaware & Nevada Corporations
Segment 3: Joe Young, Chesapeake Financial
Segment 4: Audience Questions
11/18/07 Segment 1: Weird Wills & Trusts
Segment 2: Bankruptcy 2005 Act Impact on Asset Protection
Segment 3: Vicki Tarallo, SensaSolutions
Segment 4: Audience Questions
11/11/07 Segment 1: The Swiss Annuity
Segment 2: Insuring your home business
Segment 3: Jim Bruyette, SBSB Financial
Segment 4: Audience Questions
11/04/07 Segment 1: How to Interview a Corporate Trustee
Segment 2: Registering Your Business Name
Segment 3: Peggy O’Reilly – Elder Law
Segment 4: Audience Questions
10/28/07 Segment 1: Partnerships
Segment 2: Funerals & Funeral Pre-Payment Plans
Segment 3: Kathy Pherson, Pherson Associates
Segment 4: Audience Questions
10/21/07 Segment 1: Ways to Make Charitable Gifts
Segment 2: Private Equity Trends
Segment 3: Bill Bragg, Coach
Segment 4: Audience Questions
10/14/07 Segment 1: Qualified Personal Residence Trusts
Segment 2: Minor’s Trusts
Segment 3: Carl Kumpf
Segment 4: Audience Questions
10/07/07 Segment 1: Donate Your Body
Segment 2: Like/Kind Exchanges
Segment 3: Karen McSteen, brandMatters
Segment 4: Audience Questions
09/30/07 Segment 1: 10 Steps to an Easy Business Transfer
Segment 2: Retirement Planning Based on Tax Burdens
Segment 3: Jewel Esposito, Chaimberlan
Segment 4: Audience Questions
09/23/07 Segment 1: Generation Skipping Transfer Tax
Segment 2: Top 10 Estate Planning Techniques
Segment 3: Rob Jolles, Jolles & Associates
Segment 4: Audience Questions
09/16/07 Segment 1: Non-Disclosure Agreements
Segment 2: Non-Compete Agreements
Segment 3: Rob Jolles, Jolles & Associates
Segment 4: Audience Questions
09/09/07 Segment 1: Incentive Trusts
Segment 2: Scholarship Funds – Setting Up One For a School
Segment 3: Peggy O’Reilly, Esq – Elder Law
Segment 4: Audience Questions
09/02/07 Segment 1: Creating an LLC Operating Agreement
Segment 2: Federal Taxes After You Die
Segment 3: Roland Oliver, Monumental Venture Partners
Segment 4: Audience Emails
08/26/07 Segment 1: Special Needs/Supplemental Needs Trust
Segment 2: Trustee Relationship and Duties
Segment 3: Claire Meade, Financial Adviser, Smith Barney
Segment 4: Audience Emails
08/19/07 Segment 1: The Probate Process
Segment 2: Guidelines for Executors and Trustees
Segment 3: Mike Meegan, Watkins, Meegan, Drury & Co.
Segment 4: Audience Emails
08/12/07 Segment 1: Asset Protection Rules of Engagement
Segment 2: Legitimate Offshore Asset Protection
Segment 3: Craig Stephanson, Valuation Services Inc.
Segment 4: Audience Emails
08/05/07 Segment 1: Types of Life Insurance
Segment 2: Letters of Intent
Segment 3: Randy Beeman
Segment 4: Audience Emails
07/29/07 Segment 1: Powers of Attorney
Segment 2: Estate Planning for Non-Residents and Non-Citizens
Segment 3: Paul Pagnato, Merrill Lynch
Segment 4: Audience Emails
07/22/07 Segment 1: Like Kind Exchanges of Real Estate
Segment 2: Negotiating the Best Commercial Lease Terms
Segment 3: Julie Lenzer Kirk
Segment 4: Audience Emails
07/15/07 Segment 1: Pet Trusts
Segment 2: Five Primary Exit Strategies for Your Business
Segment 3: Rebecca Shambaugh, Shambaugh Leadership
Segment 4: Audience Emails
07/08/07 Segment 1: Irrevocable Life Insurance Trusts
Segment 2: Venture Capital
Segment 3: Mark Johannessen, SBSB
Segment 4: Audience Emails
07/01/07 Segment 1: Estate Planning in Preparation for the Sale of a Business
Segment 2: Basics of a LLC
Segment 3: David Wexler- Greenberg , Wexler & Eig
Segment 4: Audience Emails
06/24/07 Segment 1: Top 10 Mistakes in Buying a Business
Segment 2: Funeral Instruction and Expenses
Segment 3: Joe Child, Step One Mortgage
Segment 4: Updating Estate Planning Documents
06/17/07 Segment 1: Temporary Guardians
Segment 2: Family Offices
Segment 3: Special Guest – Scott Greenberg, Greenberg, Wexler & Eig  
Segment 4: Audience Emails
06/10/07 Segment 1: Dynasty Trusts
Segment 2: Non-Spousal Rollover
Segment 3: Special Guest – Eva Neumann, ENC Marketing
Segment 4: Emails from Audience
05/27/07 Segment 1: Playing the IRS Audit Lottery
Segment 2: Phantom Stock & Stock Appreciation Rights
Segment 3: Special Guest – Karen McSteen, brandMatters
Segment 4: Dying Without a Will
05/20/07 Segment 1: Running a Business with Your Spouse
Segment 2: Business Succession Planning
Segment 3: Special Guest – Dean Makarita, Long & Foster
Segment 4: LLC’s and Real Estate
05/13/07 Segment 1: Guardians & Conservators
Segment 2: How Do Business Owners Borrow Money?
Segment 3: Special Guest – Lisa Gercenstein, BF Saul Mortgage
Segment 4: Pre-Nuptial & Post-Nuptial Agreements
05/06/07 Segment 1: Writing a Business Plan
Segment 2: Gift Tax System
Segment 3: Special Guest – Candi Kaplan, Kaplan Financial Group
Segment 4: Define a LLLP
04/29/07 Segment 1: Estate & Gift Taxes Imposed on Transfers of Assets
Segment 2: 529 Plans
Segment 3: Special Guest – Paul Pagnato, First VP Investments, Merrill Lynch
Segment 4: Reps and Warranties in a Contract
04/22/07 Segment 1: 10 Tips for Smooth Transition After Buying a Business
Segment 2: Common Non-tax Estate Planning Mistakes
Segment 3: Julie Lenzer Kirk, Author
Segment 4: Automated Help Desks
04/15/07 Segment 1: Self-Canceling Installment Notes
Segment 2: Trade Secrets
Segment 3: Jeanne O’Kelley, Senior VP, Vangent
Segment 4: S Corporations
04/08/07 Segment 1: Disinheriting Relatives
Segment 2: 10 Reasons to Honor Contracts
Segment 3: Neal Simon, Pres & CEO Highline Wealth Mangmnt
Segment 4: Email Questions on Revocable Living Trusts
04/01/07 Segment 1: Living Wills
Segment 2: Living Wills Continued
Segment 3: Jon Shames, Partner, E&Y LLP
Segment 4: Asset Protection & Powers
03/25/07 Segment 1: Powers of Attorney
Segment 2: Fairness Opinions
Segment 3: Jennifer Garrett, President, People Tactics, Inc.
Segment 4: Offshore Asset Protection Trusts
03/18/07 Segment 1: Business Advisers
Segment 2: Buy/Sell Agreements
Segment 3: Rob Jolles, President, Jolles Associates
Segment 4: Valuing a Business
03/11/07 Segment 1: Mergers & Acquisitions
Segment 2: Revocable Living Trusts
Segment 3: Marc Engel, Partner, Learch, Early & Brewer
Segment 4: Non Qualified Stock Options
03/04/07 Segment 1: Tax Law Changes
Segment 2: 10 Common Asset Protection Mistakes
Segment 3: David Eisner, President & CEO, Dataprise
Segment 4: Private Equity Investing
02/25/07 Segment 1: 10 Common Estate Planning Mistakes
Segment 2: 10 Common Estate Planning Mistakes Continued
Segment 3: Doug Poretz, Parner, Qorvis
Segment 4: Business Ownership
02/18/07 Segment 1: Private Foundations
Segment 2: Private Foundations continued
Segment 3: Rick Zitelman, Principal, The Zitelman Group
Segment 4: Blueprint-Big Ideas
02/11/07 Segment 1: Stock Options
Segment 2: Estate Planning with Stock Options
Segment 3: Peter Vidi, President, Vidi Appraisal Services, Inc.
Segment 4: Mergers & Acquisitions with Stock Options
02/04/07 Segment 1: Introduction to Blueprint for Wealth
Segment 2: FLLC’s & FLP’s
Segment 3: Marissa Levin, CEO, Information Experts
Segment 4: Business Advisers