The Legacy and Faith Show

Estate and tax attorney Paul Grant and co-host Mark Holland discuss the tax implications of holding an inherited trust versus receiving assets outright, focusing on beneficiaries in Washington state.

Estate and tax attorney Paul Grant and co-host Mark Holland open a multi-part series on the beneficiary's perspective in estate planning, covering beneficiary designations, wills, and the case for revocable living trusts.

This episode continues a series on estate planning foundations, focusing on issues that arise after both spouses have died and explaining how trusts provide better protection than wills and financial powers of attorney.

This episode continues a long-running series on estate planning foundations, focusing on what happens for married couples when one spouse passes away and the other remains.

This episode continues a series on estate planning, focusing on how trusts can help avoid estate taxes by reviewing valuation methods and exemption thresholds.

This episode continues a series on estate planning foundations, focusing on tax considerations and how to care for a spouse in trust and will creation.

This episode continues a series on estate planning, focusing on using trusts like AB or Q-tip trusts to ensure the financial security of a surviving spouse and family.

Paul Grant discusses foundational estate planning questions from a Christian perspective, emphasizing protecting wealth and family values for generations.

Paul Grant discusses foundational estate planning issues, focusing on how IRAs and beneficiaries are handled within a revocable living trust from a Christian perspective.

Paul Grant discusses foundational estate planning questions, focusing on how IRAs are handled within trusts versus beneficiary designations, from a Christian perspective.

Paul Grant discusses foundational questions for setting up a trust from a Christian perspective, emphasizing deeper planning beyond templated documents.

Paul Grant discusses foundational questions for creating trusts, focusing on successor trustees and protecting clients through proper documents from a Biblical perspective.

Paul Grant discusses the importance of up-to-date estate planning as an act of Christian stewardship, preparing for death and leaving a legacy aligned with biblical principles.

Estate and tax attorney Paul Grant and co-host Mark Holland open a new series on what actually happens to an estate when someone dies, examining how wills, trusts, beneficiary designations, and business documents interact — and where they fail.

Templates will not carry this work.

Unique assets need slower planning.

Paul Grant discusses the need for flexible estate plans that account for unknown future circumstances, grounded in Biblical principles.

Paul Grant discusses the basics of estate planning, emphasizing the use of revocable living trusts for flexibility and aligning plans with Biblical values.

Paul Grant discusses estate planning for singles without children, emphasizing the importance of choosing trustworthy agents and applying Biblical principles.

Paul Grant discusses estate planning considerations for single individuals without children, emphasizing biblical principles and purpose-driven planning.

Paul Grant discusses the three-pronged approach to legacy—monetary, spiritual, and personal—focusing on applying Biblical principles to estate planning for a smooth generational transition.

Paul Grant discusses the monetary aspect of legacy from a Biblical perspective, emphasizing seeking God's will for estate distribution.

Paul Grant discusses the three aspects of legacy—monetary, spiritual, and personal—and how to integrate biblical principles into estate planning.

Paul Grant discusses the importance of estate planning from a Christian perspective, covering how to protect wealth and family values for future generations.

Paul Grant discusses estate planning from a Christian perspective, emphasizing the importance of wills and trusts to protect wealth and family values.

This episode discusses the benefits of using a trust versus a will, focusing on recent updates to Washington State's estate tax law and how they impact beneficiaries.

This episode discusses the advantages of using a trust over a will for tax planning, focusing on revocable living trusts and recent changes to Washington state tax law.

This episode continues discussing the benefits of using a trust over a will for estate planning, emphasizing flexibility and avoiding conflicts with beneficiary designations.

Estate attorney Paul Grant discusses the benefits of using trusts versus wills in estate planning, focusing on client goals and practical applications.

Paul Grant dispels the myth that trusts are only for the rich, discussing the history and biblical perspective on estate planning.

Paul Grant debunks common myths about estate planning from a Christian perspective.

Paul Grant and Mark Holland discuss how to choose the right executor and compare probate laws across states, framed by Biblical principles.

Paul Grant and Mark Holland discuss myths and realities of the probate process from a Christian perspective.

Paul Grant and Mark Holland discuss the necessity of probate as a legal system to transfer assets after death, framed within a Christian perspective on legacy and stewardship.