#ProbateNavigated
Education Podcasts
Welcome to #ProbateNavigated where we believe that If you’re confused you will usually lose in estate administration. Confusing complexity is the enemy and developing a clear map is the best way to safely and successfully navigate probate. Our aim with the show is to assemble a tribe of proven and trusted mentors to guide and create the path of least resistance to resolving your estate. I am your host Jonathan Smith. You can find me @iamjonathansmith on social media platforms. I head up our Probate Solutions team at Redux Probate. I love making #assists, @Redskins, @TerpsMLax
Location:
United States
Genres:
Education Podcasts
Description:
Welcome to #ProbateNavigated where we believe that If you’re confused you will usually lose in estate administration. Confusing complexity is the enemy and developing a clear map is the best way to safely and successfully navigate probate. Our aim with the show is to assemble a tribe of proven and trusted mentors to guide and create the path of least resistance to resolving your estate. I am your host Jonathan Smith. You can find me @iamjonathansmith on social media platforms. I head up our Probate Solutions team at Redux Probate. I love making #assists, @Redskins, @TerpsMLax
Language:
English
Episodes
19 What to do When You Have a Hold-Over Tenant with Mark Cianciulli
11/21/2019
19 What to do When You Have a Hold-Over Tenant with Mark Cianciulli by #ProbateNavigated by @iamjonathansmith
Duration:00:14:07
18 Options to Consider When there is a Property in the Estate with Mark Cianciulli
10/31/2019
18 Options to Consider When there is a Property in the Estate with Mark Cianciulli by #ProbateNavigated by @iamjonathansmith
Duration:00:24:00
17 Accountability and Transparency When Dealing with Personal Property
10/9/2019
17 Accountability and Transparency When Dealing with Personal Property by #ProbateNavigated by @iamjonathansmith
Duration:00:43:26
16 David Parks - Money Management and Probate
5/16/2019
16 David Parks - Money Management and Probate by #ProbateNavigated by @iamjonathansmith
Duration:00:27:40
15 Alvi Aggarwal - A Guide for Out of State Executors
4/25/2019
15 Alvi Aggarwal - A Guide for Out of State Executors by #ProbateNavigated by @iamjonathansmith
Duration:00:29:42
14 Dawn Dale - Mistakes to Avoid in Probate
3/29/2019
14 Dawn Dale - Mistakes to Avoid in Probate by #ProbateNavigated by @iamjonathansmith
Duration:00:44:02
13 Mindy Hetzel - What to Accomplish in the First Four Months
11/7/2018
13 Mindy Hetzel - What to Accomplish in the First Four Months by #ProbateNavigated by @iamjonathansmith
Duration:00:35:02
12 Marissa Bagasra - How to Discern Whether or Not You Should Assume the Role of Executor
8/12/2018
12 Marissa Bagasra - How to Discern Whether or Not You Should Assume the Role of Executor by #ProbateNavigated by @iamjonathansmith
Duration:00:35:03
11 Duke Walker - Property and Probate and What You Should Know
7/19/2018
11 Duke Walker - Property and Probate and What You Should Know by #ProbateNavigated by @iamjonathansmith
Duration:00:13:18
10 Deb Bumbaugh - How to Deal with Grief and Grieving
6/25/2018
10 Deb Bumbaugh - How to Deal with Grief and Grieving by #ProbateNavigated by @iamjonathansmith
Duration:00:39:27
09 Sanborn Team - Why Working with a Proven Probate Real Estate Agent Matters
6/13/2018
09 Sanborn Team - Why Working with a Proven Probate Real Estate Agent Matters by #ProbateNavigated by @iamjonathansmith
Duration:00:32:28
08 Kelly Pinkard - How to Make Your Life Easier by Delighting Your Commissioner of Accounts (Part 2)
5/30/2018
08 Kelly Pinkard - How to Make Your Life Easier by Delighting Your Commissioner of Accounts (Part 2) by #ProbateNavigated by @iamjonathansmith
Duration:00:29:49
07 Kelly Pinckard - How to Make Your Life Easier by Delighting Your Commissioner of Accounts
5/20/2018
On our seventh episode of #ProbateNavigated we visit with Kelly Pinckard, CPA and founder of Estate Accounting Solutions, a Virginia-based accounting firm that specializes in the preparation of fiduciary accounting reports for estates, trusts, conservatorships, and guardianships, as well as all related tax returns. With a background in auditing, Kelly knows exactly what the Commissioners of Accounts want to see when a fiduciary files his or her annual accounting reports, and maintains an...
Duration:00:34:15
06 Marlene Stum — Facing the Great Divide, and Deciding Who Get’s What “Inherited Memories”
4/18/2018
On our sixth episode of #ProbateNavigated we stop by to visit with Marlene Stum, Ph.D. Marlene is a Professor in the Department of Family Social Science at the University of Minnesota. She is most known for "Who Gets Grandma’s Yellow Pie Plate?"™ a program internationally recognized for supporting families in non-titled property decisions. She is also nationally recognized for her research and prevention education. Additionally, she currently leads a unique research project examining the...
Duration:00:52:54
05: James Granoski - Why Working with an Attorney with Litigation Experience is Important
4/12/2018
On our fifth episode of #ProbateNavigated we stop by to visit with James Granoski. I very much enjoyed our discussion together. In this episode James covers topics including why working with an estate attorney that can not just write estate administration plans but enforce them is important, key resources to avail yourself to, what an attorney will and will not do, key conversations to have with your attorney, worst mistakes that many make but are avoidable, and bad recommendations to avoid...
Duration:00:38:07
04: Allen Herzberg - How to Get Through the "Jungle of Probate"
4/12/2018
On our fourth episode of #ProbateNavigated we stop by to visit with Allen Herzberg, P.C. This discussion covers topics including how to prepare estate taxes, tips on choosing the right "tax guide," who to invite to be on your "pit crew", and a valuable resource to benefit from as you resolve your estate. I really enjoyed visiting with Allen as there’s a lot of actionable advice. I hope you enjoy this as much as I did.
Duration:00:22:47
03: Doneen Hoffman - How to Get Checks not Bills for Personal Property
3/12/2018
03: Doneen Hoffman - How to Get Checks not Bills for Personal Property by #ProbateNavigated by @iamjonathansmith
Duration:00:15:34
02: Bryan Aguirre — How to Mitigate Risk, Insurance Related Mistakes to Avoid, & More
3/5/2018
On our second episode of #ProbateNavigated we stop by to visit with Bryan Aguirre, the managing partner at Capital Insurance Partners. This discussion covers topics including how to ensure your estate assets have insurance coverage, mistakes to avoid, and a checklist to follow as you resolve your estate. I really enjoyed visiting with Bryan as there’s a lot of actionable advice. I hope you enjoy this as much as I did.
Duration:00:33:47
01 #ProbateNavigated Introduction
2/23/2018
01 #ProbateNavigated Introduction by #ProbateNavigated by @iamjonathansmith
Duration:00:06:10
01: Aaron Groen — Financial Advisor on How to Identify Best Financial Advisor & Bad Advice to Avoid
2/17/2018
Aaron Groen — Financial Advisor on How to Identify Best Financial Advisor, Bad Advice to Avoid, and Other Lessons Click here to explore Trust and Estate Settlement services that Aaron provides: https://goo.gl/MvXE4i
Duration:00:29:31