Splitting Heirs- Estate Planning Insights by Ron Blue
Release Date: 04/29/2025
How to Exit a Rental Property Without Getting Killed on Taxes
Stewardship Matters Podcast
Stick with me. I have eight smart strategies that can help you legally minimize, defer, or even eliminate those taxes depending on your goals.
info_outline
Rowing and Estate Planning Similarities
Stewardship Matters Podcast
The preparation for a crew race and personal legal preparation for estate planning, though fundamentally different activities, share several similarities in terms of strategy, organization, and execution. In this podcast I share some key parallels.
info_outline
Splitting Heirs- Estate Planning Insights by Ron Blue
Stewardship Matters Podcast
Splitting Heirs is considered a classic read in estate planning. Key themes: wealth transfer, family communication, tax considerations and philanthropy. This podcast I will focus on family communication and the role it plays and some practical examples.
info_outline
SBLOC
Stewardship Matters Podcast
What Is a Securities Backed Line of Credit? Specialized loan on your investments such as stocks, bonds and mutual funds. No 1099 to access funds, puts you in greater control and usually with more favorable rates as well.
info_outline
Eldercare, Next Steps and Some Solutions
Stewardship Matters Podcast
We discuss some recent studies on eldercare and its impacts then discuss some practical next steps and lastly some possible solutions.
info_outline
What is a Codicil and How It Benefits You
Stewardship Matters Podcast
A codicil is a legal document used to make changes or additions to an existing will without having to rewrite the entire will. Typical updates include: change beneficiaries, update executors, or modify specific requests. This is educational post and not to be considered legal advice.
info_outline
My Sprouting Lesson
Stewardship Matters Podcast
I stumbled upon something small but yet significant to my life and like to share it and some takeaways or lessons. Unexpected joy in doing something healthy and rewarding and now I love to share this with others.
info_outline
7 Habits of Highly Effective Families
Stewardship Matters Podcast
In this episode, I summarize for you Stephen Covey's 7 habits for highly effective families. I love sharing this with you and trust it will spark ideas and topics for conversation in your family. Be proactive. Begin with the end in mind. Put first things first. Think win-win. Seek first to understand, then to be understood. Synergize. Sharpen the saw.
info_outline
One Activity That Enhances Good Mental Health
Stewardship Matters Podcast
In this episode, I share 10 key emotional advantages of adding coloring to your activities. What good is it if we have only financial health and not the other forms of health? Consider again trying coloring for the many benefits on our mental health.
info_outline
Book Summary on Rich Kid Smart Kid
Stewardship Matters Podcast
In this podcast, I summarize a popular book that came out several years ago by author Robert Kiyosaki called Rich Kid Smart Kid. Cover 7 key points and I close with some practical advice from my own experience.
info_outline