Tag: Probate

18 Dec

The Core Issues Concerning Estate Taxes – Hull on Estates and Succession Planning Podcast # 91

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Listen to The Core Issues Concerning Estate Taxes

This week on Hull on Estates and Succession Planning, Ian and Suzana discuss the core issues surrounding estate taxes.

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11 Dec

Probate Issues and Requirements – Hull on Estates #89

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Listen to Probate Issues and Requirements

In this week’s episode of Hull on Estates, David Smith and Allan Socken discuss probate issues, including the need for probate, when its avoidance is possible, and new developments relating to probate matters.

 

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04 Dec

Payment of Taxes on Death – Hull on Estates and Succession Planning Podcast #89

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Listen to Episode 89 – Payment of Taxes on Death

This week on Hull on Estates and Succession Planning, Ian and Suzana discuss the necessity of planning for the payment of taxes on death.

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17 Jul

Probate Fees – Hull on Estate and Succession Planning Podcast #69

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Listen to "Probate Fees"

Read the transcribed version of "Probate Fees"

During Hull on Estate and Succession Planning Podcast #69, Ian and Suzana discuss the topic of probate fees. They discuss probate fees, probate planning, and tax avoidance.

Click "Continue Reading" for the transcribed version of this podcast.

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10 Jul

Telling a Story and Probate Planning – Hull on Estate and Succession Planning Podcast #68

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Listen to "Telling a Story and Probate Planning"

Read the transcribed version of "Telling a Story and Probate Planning"

During Hull on Estate and Succession Planning Podcast #68, Ian and Suzana discuss a case found in Jordan Atin’s book The Family War. They also delve into the topic of probate planning.

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03 Jul

Probate Defined – Hull on Estate and Succession Planning Podcast #67

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Listen to "Probate Defined"

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During Hull on Estate and Succession Planning Podcast #67, Ian and Suzana discuss the topic of Probate. They throughly explain the concept and cover the different roles that Probate can play in a successful succession plan.

09 May

Hull on Estate and Succession Planning Podcast #7 – The Role of an Executor continued

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During this podcast on the role of the Executor, we discussed the following:

(i) applying for probate;

(ii) timing of distributions;

(iii) making funeral arrangements;

(iv) locating the will;

(v) filing the final tax return; and

(vi) providing information to beneficiaries. ——–

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