Episodes

  • The 411: Avoiding Probate S4
    Feb 19 2026

    Probate....do not pass go, go directly to Probate. If you are planning your estate with a Last Will and Testament or you do not have a Last Will and Testament (50%+ individuals do not have their estate plan done) you are going to have to go through this antiquated legal process. Why should you avoid it:

    1. Lengthy legal process
    2. Expensive - think lawyer fees
    3. Public display of your financial information
    4. Ancillary Probate - if you have real property in another state

    Most lawyers will tell you "Probate is not a big thing" - I'm NOT most lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.

    I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.

    Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.

    A unique offering we are providing to our listeners: The Logical Plan™

    To a prosperous and happy 2026!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    14 mins
  • The 411: Avoiding Probate S3
    Feb 18 2026

    Probate....do not pass go, go directly to Probate. If you are planning your estate with a Last Will and Testament or you do not have a Last Will and Testament (50%+ individuals do not have their estate plan done) you are going to have to go through this antiquated legal process. Why should you avoid it:

    1. Lengthy legal process
    2. Expensive - think lawyer fees
    3. Public display of your financial information
    4. Ancillary Probate - if you have real property in another state

    Most lawyers will tell you "Probate is not a big thing" - I'm NOT most lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.

    I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.

    Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.

    A unique offering we are providing to our listeners: The Logical Plan™

    To a prosperous and happy 2026!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    15 mins
  • The 411: Avoiding Probate S2
    Feb 17 2026

    Probate....do not pass go, go directly to Probate. If you are planning your estate with a Last Will and Testament or you do not have a Last Will and Testament (50%+ individuals do not have their estate plan done) you are going to have to go through this antiquated legal process. Why should you avoid it:

    1. Lengthy legal process
    2. Expensive - think lawyer fees
    3. Public display of your financial information
    4. Ancillary Probate - if you have real property in another state

    Most lawyers will tell you "Probate is not a big thing" - I'm NOT most lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.

    I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.

    Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.

    A unique offering we are providing to our listeners: The Logical Plan™

    To a prosperous and happy 2026!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    14 mins
  • The 411: Avoiding Probate S1
    Feb 16 2026

    Probate....do not pass go, go directly to Probate. If you are planning your estate with a Last Will and Testament or you do not have a Last Will and Testament (50%+ individuals do not have their estate plan done) you are going to have to go through this antiquated legal process. Why should you avoid it:

    1. Lengthy legal process
    2. Expensive - think lawyer fees
    3. Public display of your financial information
    4. Ancillary Probate - if you have real property in another state

    Most lawyers will tell you "Probate is not a big thing" - I'm NOT most lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.

    I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.

    Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.

    A unique offering we are providing to our listeners: The Logical Plan™

    To a prosperous and happy 2026!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    13 mins
  • The 411 for Conservative Investors S4
    Dec 18 2025

    You don't know what you don't know. 2023, 2024 and very likely 2025 will return double digits stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED just announced another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation.

    Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.

    A unique offering we are providing to our listeners: The Logical Plan™

    To a prosperous and happy 2026!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    14 mins
  • The 411 for Conservative Investors S3
    Dec 17 2025

    You don't know what you don't know. 2023, 2024 and very likely 2025 will return double digits stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED just announced another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation.

    Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.

    A unique offering we are providing to our listeners: The Logical Plan™

    To a prosperous and happy 2026!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    14 mins
  • The 411 for Conservative Investors S2
    Dec 16 2025

    You don't know what you don't know. 2023, 2024 and very likely 2025 will return double digits stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED just announced another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation.

    Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.

    A unique offering we are providing to our listeners: The Logical Plan™

    To a prosperous and happy 2026!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    14 mins
  • The 411 for Conservative Investors S1
    Dec 15 2025

    You don't know what you don't know. 2023, 2024 and very likely 2025 will return double digits stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED just announced another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation.

    Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.

    A unique offering we are providing to our listeners: The Logical Plan™

    To a prosperous and happy 2026!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

    Show More Show Less
    14 mins