Cover of Wise Counsel: Effective Financial and Estate Planning

Wise Counsel: Effective Financial and Estate Planning

Wise Counsel: Effective Financial and Estate Planning

By: Jay Franz
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Estate planning is often delayed or misunderstood, yet the decisions you make today can have lasting consequences for your family, assets, and legacy. Wise Counsel: Effective Financial and Estate Planning provides clear, practical insights on estate planning, probate, elder care planning, and trust administration based on the experience and perspective of estate planning attorney Jay Franz. Each episode explains important topics such as wills and trusts, tax planning, asset protection, Medicaid planning, and how to keep your estate plan current over time. Designed for individuals, families, and financial professionals, this podcast focuses on real-world estate planning issues and helps listeners better understand their options, avoid costly mistakes, and make informed decisions. This podcast is for informational and educational purposes only and does not constitute legal advice. Listening does not create an attorney-client relationship. Please consult a qualified attorney regarding your specific situation. This podcast features AI-generated content created using original material, ideas, and guidance provided by the show’s owner, Jay Franz of Buchalter LLP. Episodes are produced using artificial intelligence with human oversight and editorial direction. Economics
Episodes
  • Charitable Giving and Philanthropy Planning

    Charitable Giving and Philanthropy Planning
    21 Oct 2026
    In episode 9, we explore how charitable giving and philanthropy can become an intentional part of a client's broader estate plan. The episode examines lifetime versus testamentary giving, the importance of considering which assets are donated, and why charitable planning should be coordinated with legal, financial, and tax professionals. The episode also explores charitable beneficiary designations, donor-advised funds, charitable trusts, private foundations, family involvement, communication, and the importance of making sure charitable intentions are properly implemented. The discussion emphasizes that tax considerations should support the client's philanthropic goals rather than become the sole reason for making a charitable gift. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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    12 min
  • Updating Your Estate Plan: Why Once Isn’t Enough

    Updating Your Estate Plan: Why Once Isn’t Enough
    14 Oct 2026
    In episode 8, we explore why creating an estate plan is only the beginning of the planning process. Families, finances, businesses, health, and personal goals can all change over time, potentially leaving an existing plan out of step with the client's current circumstances. The episode examines common events that should trigger an estate plan review, including marriage, divorce, the birth of children or grandchildren, changes in health, death in the family, business transactions, changes in wealth, relocation, and changes involving trustees or beneficiaries. It also highlights how financial advisors can proactively identify these changes and encourage clients to review their plans before outdated documents or uncoordinated assets create problems. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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    12 min
  • Medicaid and Elder Care Planning Essentials

    Medicaid and Elder Care Planning Essentials
    7 Oct 2026
    In this episode 7, we explore why Medicaid and elder care planning should begin before a family is facing an immediate care crisis. The episode examines the differences between healthcare and long-term care, the role Medicaid may play for eligible individuals, and why families should seek appropriate guidance before transferring assets or making major financial decisions. The episode also addresses incapacity planning, powers of attorney, the family home, long-term care insurance, spousal considerations, family communication, and the role financial advisors can play in identifying potential elder care planning needs. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: jfranz@buchalter.com Phone: (480) 383-1861
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    12 min
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