Trusts & Estates with Zach Wiegand

Join us as we explore Trusts & Estates with our guest, attorney Zach Wiegand, at Gold Leaf Estate Planning and our own Trust and & Estate expert, principal Adam Thielen. Together, we unravel the complexities of Gift & Estate Exclusion Rates and guide first-time estate executors through the process of working with your advisors. We also aim to demystify the Probate process and shed light on some of the advantages of using a revocable trust. Along the way Zach shares many fascinating examples with us – including a discussion on Prince and Michael Jackson’s Probate cases. Tune in to find out more about:
  • Gift & Estate Exclusion Rates
  • First Steps for Estate Executors
  • Probate Process
  • Revocable Trusts – Pros/Cons
  • Real World Examples
Whether you’re considering establishing a trust or estate, or if you’re stepping into the role of executor, this episode is a must-listen. Relevant Resources: Olsen Thielen has multiple resources to help guide you through the estate planning process. Estate & Gift Tax Exclusion Article by Adam Thielen Estate Planning Strategies to Help Protect Wealth Video Properly Funding Your Living Trust Video
Zach Wiegand trusts and estates

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Note that the Q&A Over Coffee Podcast is provided for informational purposes only and is not a substitute for obtaining accounting, tax, or financial advice from a professional accountant. 

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