» Estate Planning

IRA Trust The Smartest Wa…

IRA Trust The Smartest Way to Pass Retirement Savings to Your Children | Repair The Roof Podcast

Covers protecting retirement accounts, avoiding taxes and risks, and using trusts to secure heirs’ inherited IRA benefits effectively. Listen to episode
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How to Start the Estate Planning Conversation with Your Aging Parents | Repair The Roof Podcast

Estate planning isn’t just about money—it’s about honoring your parents’ wishes. Learn how to start these conversations, which documents matter most, and why planning early protects family peace of mind. Listen to episode
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Revocable Trust Explained in 5 Minutes (No Legal Jargon) | Repair The Roof Podcast

Estate planning attorney Ted explains revocable trusts, how they work, why funding matters, and how they avoid probate, protect families, and prevent common estate planning mistake Listen to episode
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5 Living Trust Misconceptions That Could Destroy Your Estate Plan | Repair The Roof Podcast

Ted Gudorf explains why funding a living trust matters, clears up five common myths, and stresses coordination, updates, privacy, and retirement accounts. Listen to episode
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Estate Planning Case Study: Protecting a $3 Million Estate for Future Generations | Repair The Roof Podcast

Learn how estate planning can protect your assets, avoid probate, and address long-term care needs. Explore real-world strategies for securing your financial legacy. Listen to episode
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How To Build A Estate Plan That TRULY Reflects Your Values | Repair The Roof Podcast

Estate attorney Ted Gudorf shares how legacy planning goes beyond legal papers—passing values, preparing heirs, preserving assets, and using giving to strengthen family bonds. Listen to episode
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Why TOD & Joint Ownership Estate Plans Fail (And How a Trust Fixes It) | Repair The Roof Podcast

Attorney Ted Gudorf exposes risks of “simple” estate plans like TODs & joint ownership, urging revocable living trusts for true protection. Listen to episode
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What Happens to Your Family If You Die Without a Plan? | Repair The Roof Podcast

Estate attorney Ted Gudorf explains why everyone needs estate planning, sharing stories and key tools like trusts and powers of attorney. Listen to episode
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Do This Now to Avoid Massive Capital Gains Tax on Your Family's Inheritance | Repair The Roof Podcast

Ted Gudorf, estate planning attorney, stresses capital gains tax planning to protect family wealth using strategies like stepped-up basis, CRTs, and installment sales for lasting legacy. Listen to episode
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Estate Plan Delivery Meeting: What to Expect When You Sign Your Estate Planning Documents | Repair The Roof Podcast

Attorney Ted Gudorf demystifies the estate planning delivery meeting. Learn what to expect when signing documents and the crucial steps for funding your trust. Gain confidence in your legal journey. Listen to episode