Good Intentions Aren’t Enough: How to Structure a Charitable Legacy
A “Henssler Money Talks” listener wants to create a trust to leave a legacy to his college fraternity but wonders how to structure annual 10% distributions without trustee fees eating up the gift. We explore the tradeoffs between giving vehicles and why the fraternity’s tax status could significantly shape the strategy.
Your Will, Your Way: Prevent Family Inheritance Feuds
What happens when your children don’t get along, but they all stand to inherit? Estate planning attorney Kyle Rinaudo of Reeves Law PC joins the “Henssler Money Talks” hosts to discuss one of the most emotionally charged financial topics: how to structure your estate plan when family relationships are strained. We cover choosing a neutral executor and even when it may make sense to disinherit a child.
Beneficiary Designations: Who Gets the Money?
As families gather for the holidays, take a moment to think about the future. Are your beneficiary designations up to date? Life changes fast—make sure your will, insurance, and accounts still reflect your wishes.
Are You Prepared for the High Cost of Dying?
End-of-life care and funeral expenses can create a heavy financial burden on top of emotional loss. From hospital bills and hospice to funeral arrangements and estate administration, the true costs are often higher than families expect.
Understanding the Estate and Gift Tax Changes Under the One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) reshapes estate and gift tax planning—permanently setting the exclusion at $15M starting in 2026. We explore what this mean for affluent families, wealth transfers, and long-term strategies.
How to Keep Your Business in the Family – Tax Traps and Solutions
Transferring a family business isn’t as simple as handing over the keys—it’s full of tax traps that could cost your kids the legacy you worked so hard to build. From gifting gone wrong to surprise capital gains, here’s what to know now before passing on the business.
Avoiding Probate with a TOD Deed and TOD Account
Want to leave your home or brokerage account to your heirs without the hassle of probate? A Transfer-on-Death (TOD) deed or account might be a simpler, cost-effective solution. But there are rules to know—especially when it comes to taxes and state laws.
You Can’t Take It With You—But You Can Decide Who Gets It
We sit down with estate planning attorney Christopher Reeves of Reeves Law, P.C. to break down the essentials of protecting and transferring wealth. From the core documents every estate plan needs — like wills and powers of attorney — to the differences between probate and non-probate assets, Chris explains it all in plain English.
Versatile 529 Plans Can Help with More than Just College
Think 529 plans are just for college? Think again. From K–12 tuition and apprenticeships to student loan repayment and even Roth IRA rollovers, today’s 529 plans offer more flexibility than ever — making them a powerful tool for education funding and estate planning.
Debt After Death: What Happens to Debt When Someone Dies?
Losing a loved one is difficult, and dealing with their financial matters can add stress to an already emotional time. Fortunately, in most cases, you are not personally responsible for their debts.