Ep37: The Better the Estate Plan, the Less Work for the Family After Death

Greg Herman-Giddens is a partner in the Naples, Florida office of Galbraith, PLLC, maintaining an active practice in North Carolina as well as Florida. He has been practicing law for over 33 years, and is a Board Certified Specialist in Estate Planning and Probate Law (NC) as well as a Certified Financial Planner. Greg received a B.A. from the University of North Carolina, a J.D. from Tulane University Law School, and an LL.M. in Estate Planning from the University of Miami School of Law. He is a member of the North Carolina, Florida, Tennessee and New York Bars, as well as the U.S Tax Court and the Supreme Court of the United States. He is also licensed as a Solicitor in England and Wales, and a full member of the international Society of Trust and Estate Practitioners. Greg has presented continuing legal education programs on a local and national level and is the author of numerous articles on tax and estate planning topics.   Listen to this informative Tax-Alpha Solutions episode with Gregory Herman-Giddens about estate planning specifications. Here is what to expect on this week’s show: What is a revocable living trust? What is a pour-over will? Is estate tax exemption is going up in 2026? Different distributions for different purposes and different beneficiaries. What are some of the reasons why people move to Florida?   Connect with Gregory: https://www.galbraith.law/ Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices