← The Index

Topic

Estate planning

A guide to the best B2B podcast coverage of Estate planning - the shows and 37 episodes that go deepest, ranked by substance, not downloads.

Estate planning extends far beyond basic wills - it encompasses business transitions, life insurance claims, family office structures, and the financial coordination required after major life events like injury or loss of a spouse. These episodes explore why business transitions fail despite solid tax strategy, how lawyers and CPAs collaborate on comprehensive planning, and practical strategies for protecting families through everything from hourly billing models that don't serve planning complexity to building century-spanning family offices.

Best shows on Estate planning

Best episodes on Estate planning

  1. Buying the Family Business and the Flywheel Every Family Has

    Your Next Gen Friend · 2026-07-30

    78 / 100

    …They would use education around, uh, buy sell agreements and um, estate planning documents and trusts to help them reduce taxes, um, and fund their buy sell agreements and life insurance was.…

  2. Family Business Succession: The Conflict Legal Documents Cannot Resolve

    Business Beyond You · 2026-08-25

    78 / 100

    …We handle about 250 of the one to $30 million families a year for estate planning and about 50 a year of the 30 to 300, that's Strazeri Mancini.…

  3. Why Small Business Owners Are Saying No to Private Equity

    Private Equity Experience · 2026-04-02

    77 / 100

    …So there's estate planning, estate taxes, all the other kind of things that need to be dealt with at that point.…

  4. Advising Influencers, NIL Athletes, and Women with Madison Broyles

    The Active Advisor · 2025-01-08

    76 / 100

    …Other agents that are not financial advisors, they get paid your commission in the first year, and then you never hear from them again, which leads into the estate planning problem of a policy lapsing that should go to fund your tax liability.…

  5. Paper Walls - Jermaine Ee on Pushing Through the Limits You Think Exist

    Designing Successful Startups · 2026-04-15

    75 / 100

    …worked on a California gubernatorial campaign where he got a behind the scenes look at how power really works, scaled an education franchise to five locations before COVID hit, and now he's tackling estate planning with AI.…

  6. Rock Solid Estate Planning: Victoria Duke on Wills, Trusts & Protecting Assets

    Making Cents of It All · 2026-03-04

    75 / 100

    …So, we met, actually, at a presentation that you and Rock Solid Law were doing on estate planning, and I… 4 00:00:22.420 - > 00:00:40.309 Jesse Stakes: thought it would be fantastic to bring it to the audience.…

  7. Pathways to Scaling Financial Advice with Jamie Hopkins

    Heart of Advice Podcast, Presented by eMoney · 2025-10-29

    74 / 100

    …Right after that, business school, had my own estate planning firm that then morphed into that consulting firm.…

  8. 900: Rohit Punyani: How Business Owners Can Turn Tax Deductions Into Retirement Income

    Cashflow Ninja · 2026-06-10

    72 / 100

    …savvy investors and wealthy families by assets, not just investments because they're very different, right? And so they look at life insurance as future planning, they look at life insurance as estate planning.…

  9. A Conversation With Sergio Rodriguez, President and CEO, The Hector and Gloria Lopez Foundation

    The Failure Gap · 2026-06-02

    72 / 100

    …So I made that move to Austin, of finished my career with CGI here and really started to help them with their estate planning.…

  10. Danny Saucedo and Daniel Thompson - Real Estate, Taxes & Financial Planning - Episode 116

    One More Round Podcast · 2026-08-04

    71 / 100

    …We're planning for their estate planning and, and we're looking at where they can invest so that they can have the future that they want, um, and not just looking at one element of it.…

  11. S04E158 Navigating Complex Life Insurance Claims with Stephanie Prestridge

    Leadership In Law Podcast · 2026-06-16

    64 / 100

    …Stephanie is the founder of Lineage Law, an estate planning firm serving families across Louisiana.…

  12. He's a Lawyer AND a CPA. Here's the One Question That Changed His Sales | with Christopher Papin

    The Accounting Leads Now Podcast · 2026-07-02

    64 / 100

  13. Estate Planning for Widows and Widowers

    The Practical Planner · 2026-06-25

    64 / 100

    …⁓ so I'm excited to talk about this one, even though it's a really sad topic and just go between the You know, obviously there's like the how do you prepare? There's the estate planning, there's the financial planning.…

  14. Building a 100-Year Family Office: Strategies and Insights

    The UHNW Institute Podcast · 2026-05-27

    61 / 100

  15. OWL 703 Essential Estate Planning Tips to Protect Your Family and Avoid Probate

    Exit Coach Radio · 2026-05-14

    61 / 100

    …And Rod began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate experience when his dad, who had been ill for a while before he passed away, And, uh, although Rod knew that, you know, he needed to set up a trust, um, the…

  16. Spouses Don't Get It All - In Pennsylvania, If You Die Without a Will, Your Spouse Doesn't Get Everything

    Attorney Daniel J. Siegel's Legal Tech Podcast · 2023-04-18

    61 / 100

    …Draft your advanced directive for health care and draft other estate planning documents.…

  17. Settlement Isn’t The Finish Line: Protecting Your Family & Future After Injury With Priscilla Castlebary

    It’s Time For Moore Injury Funding · 2026-06-19

    60 / 100

    …I wanted to do estate planning for everybody.…

  18. Why 60% of Business Transitions Fail (And It's Not the Tax Strategy) | ft. Andrea Carpenter | Ep. 505

    The Site Shed · 2026-06-30

    57 / 100

  19. S04 E14: IPOs, executives and volatility: Equity trends to look out for

    Prosperity at Work · 2026-02-04

    57 / 100

    …And there's certain ways, even if an executive is very bullish on the stock and very bullish on the company overall, there's some estate planning things that they should be thinking about, funding estate planning trust for the benefit of their spouses, doing grant toward trusts to pass some of that wealth in a very tax efficient way to children or other heirs.…

  20. EP 296 - Joel Ankney - From Big Law to Solo Practice: Building a Law Firm That Works for You

    Legal Mastermind Podcast · 2025-03-24

    57 / 100

  21. The Path Less Traveled: Attorney Gary B. Howell-Walton

    The Right Hand · 2026-09-04

    57 / 100

    …Um, and my practice focuses on mainly estate planning and small business support.…

  22. Why I’ll Never Use Hourly Billing Again (And You Shouldn't Either)

    Profit with Law: Profitable Law Firm Growth · 2026-07-02

    55 / 100

    …Um, many criminal defense firms, many estate planning firms.…

  23. Jeffery Lamont on Building Wealth Strategies for Lawyers and Scaling to 8 Figures

    Founders Future · 2026-05-12

    55 / 100

    …Known as the advisor who helps lawyers build wealth, he focuses on cash flow management, retirement and estate planning, and long term strategy tailored specifically to the realities of legal careers.…

  24. The Impact Report - Episode 6 (Five Critical Mistakes of Successful Family Businesses)

    The Impact Report · 2022-03-21

    48 / 100

  25. Taylor Thompson - Empowering Women in Sales Through Door-to-Door Grit and Confidence - Episode 115

    One More Round Podcast · 2026-06-02

    46 / 100

    …But on the life only license, they can do life and annuity and estate planning.…

  26. KS 424 - Hope Is Not a Strategy: Family Planning for Christians

    Kingdom Success · 2025-09-16

    44 / 100

  27. Danny Brown - CEO Myriad Real Estate - Episode 109

    One More Round Podcast · 2026-01-13

  28. Navigating Impending Tax Cuts and Wealth Impact

    Law Talk with the Flock · 2024-02-07

  29. Cultivating Growth in the Ag Industry with Your Attorneys

    Law Talk with the Flock · 2023-08-22

  30. The Unique World of Estate Planning for Farmers & an Update on Iowa Tax Bill for Farmers

    Law Talk with the Flock · 2023-03-30

  31. Answering Your Questions About Estate Planning with Attorney Stefan Szwarc

    Law Talk with the Flock · 2023-01-04

  32. The Power of Life Insurance in Business and Estate Planning

    Law Talk with the Flock · 2023-10-26

  33. CEO Mistakes: No Succession Plan or Estate Plan

    Law Talk with the Flock · 2022-12-08

  34. Is the Government Going to Hijack Your Empire?

    Law Talk with the Flock · 2021-05-26

  35. Valuing the Future | Business Valuation Case Studies - Estate Planning Strategies

    ValuationPodcast.com · 2025-03-05

  36. Vertical SaaS for Independent Law Firms

    Vertical SaaS with Fexingo · 2026-08-01

  37. The 5 Stages of Building Wealth

    Jake & Gino: Real Estate Investing & Multifamily · 2026-06-10