Lucas and Luna navigate the architecture of wealth transfer—wills, trusts, estate taxes, and the legal structures that govern inheritance. Every episode is built around a specific instrument or strategy: from revocable living trusts to generation-skipping transfer taxes, from charitable remainder trusts to the nuances of probate in different states. Lucas brings the regulatory precision, citing IRS code sections and recent court rulings; Luna pushes on the human side—how families actually make decisions, avoid conflict, and communicate intent across generations. The listener is the high-net-worth individual, the family office adviser, or the estate-planning attorney who wants to understand both the letter of the law and the art of the conversation. Together, they dissect real-case scenarios: a tech founder with illiquid equity, a blended family with competing heirs, a couple navigating Medicaid planning. No hypotheticals without numbers, no principles without examples. Each show ends w
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What is Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations?
Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations is a business podcast hosted by Fexingo, with 162 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
About the host
Fexingo hosts Estate Planning with Fexingo: Wills, Trusts, and Passing Wealth to Future Generations, a business show with 162 episodes published.
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Episode #167
How a Qualified Severance Splits a Trust Without Tax
Aug 26, 20269 minS4
In this episode of Estate Planning with Fexingo, Lucas and Luna dive into the qualified severance—a powerful but underused strategy that lets trustees split a trust into two or more pieces without triggering income or gift tax. Using a real-world example of a family trust holding both a vacation home and a portfolio of stocks, they explain how a severance can create separate trusts for different beneficiaries, lock in valuation discounts for estate planning, and even help with generation-skipping transfer tax allocation. They compare it to a simple division, highlight the IRS rules you must follow—like the 90-day deadline and the need for clear, proportional allocation—and walk through the steps to execute one properly. Whether you're a trustee facing family tension or an advisor looking for a flexible tax tool, this episode gives you a concrete understanding of how qualified severances work and why they matter. Tune in to learn how this strategy can preserve flexibility and minimize taxes for generations. #QualifiedSeverance #TrustSeverance #EstatePlanning #TrustLaw #TaxStrategy #WealthTransfer #GenerationSkippingTransferTax #TrusteeDuties #IRS #Finance #BusinessPodcast #FexingoBusiness #EstateTax #TrustAdministration #LegalStrategy #FamilyWealth #AssetProtection #SmartPlanning Keep every episode free: buymeacoffee.com/fexingo
How a Trust Can Hold Bitcoin Without the Estate Tax Trap
Aug 25, 20268 minS4
In this episode of Estate Planning with Fexingo, Lucas and Luna explore a cutting-edge angle: using a trust to hold cryptocurrency. With Bitcoin's growing role in portfolios, many investors wonder how digital assets fit into an estate plan. The hosts break down the specific challenge of transferring Bitcoin without triggering estate taxes, and how a grantor trust can offer a solution. They discuss the technicalities of funding a trust with crypto, the importance of using a qualified custodian, and the tax implications of moving assets in and out of the trust. The episode also touches on the IRS's stance on digital assets and the need for proper documentation. Lucas and Luna share practical examples and cautionary tales, emphasizing the need for professional guidance. Tune in to learn how to protect your digital legacy without losing it to taxes. #Bitcoin #Cryptocurrency #EstatePlanning #TrustLaw #GrantorTrust #DigitalAssets #TaxStrategy #WealthTransfer #Finance #Investing #CryptoEstate #BitcoinTrust #EstateTax #IRS #Legacy #FexingoBusiness #BusinessPodcast #EstatePlanningWithFexingo Keep every episode free: buymeacoffee.com/fexingo
How a Trust Can Own Art and Avoid the Estate Tax Trap
Aug 24, 202611 minS4
In this episode of Estate Planning with Fexingo, Lucas and Luna explore a niche but powerful strategy: using a trust to own fine art and collectibles. They dive into the specific case of a client who placed a valuable painting into an irrevocable trust, avoiding a potential estate tax hit of nearly 40 percent. The episode breaks down the mechanics: how a trust can hold art without triggering gift tax through a fractional interest discount, how the IRS views the transfer, and the common pitfalls like self-dealing and the 'retained enjoyment' rule. They also touch on the tricky issue of valuation — how do you value a Monet when it hasn't sold in decades? Listeners will learn one concrete takeaway: a properly structured trust can not only preserve wealth but also protect the art itself from a forced sale after death. Lucas and Luna keep it practical, with real-world examples and conversational honesty about the risks. No ads, just smart planning for families who want to pass down more than money. #EstatePlanning #TrustLaw #ArtCollecting #WealthTransfer #EstateTax #IrrevocableTrust #FamilyWealth #Finance #FexingoBusiness #BusinessPodcast #PassingWealth #ArtValuation #FractionalInterest #GiftTax #ProbateAvoidance #Collectibles #LegacyPlanning #IRS Keep every episode free: buymeacoffee.com/fexingo
In this episode, Lucas and Luna explore how a properly structured living trust can help families avoid the costly and time-consuming probate process. Using real-world scenarios, they break down the differences between probate and trust administration, explain why even modest estates can face five-figure legal fees, and share practical tips for funding a trust to ensure it actually works when it's needed. They also touch on the emotional cost of probate—how it can strain family relationships during an already difficult time—and why a trust can be a powerful tool for preserving both wealth and harmony. Whether you're considering a trust or already have one, this episode offers valuable insights into one of the most overlooked aspects of estate planning. #ProbateAvoidance #LivingTrust #EstatePlanning #TrustFunding #WealthTransfer #Finance #BusinessPodcast #FexingoBusiness #Inheritance #TaxPlanning #LegalFees #FamilyHarmony #TrustAdministration #ProbateCourt #ExecutorDuties #AssetProtection #EstateTax #LegacyPlanning Keep every episode free: buymeacoffee.com/fexingo
How a Charitable Remainder Trust Pays You and Gives Later
Aug 22, 20268 minS4
In this episode, Lucas and Luna dive into charitable remainder trusts, a tool that lets you sell appreciated assets without an immediate capital gains hit, generate income for life, and leave the remainder to a charity of your choice. They walk through a concrete example: a founder who bought stock for a dollar a share, watched it soar to a hundred dollars, and used a charitable remainder unitrust to avoid the tax bomb and keep a steady payout. You'll learn how the payout rate works, how the charitable deduction is calculated, and why this strategy shines in a year with big market gains or when you want to diversify a concentrated position. They also touch on the differences between a charitable remainder annuity trust and a unitrust, the 10 percent minimum remainder rule, and a word of caution about the 2017 tax law changes that made these trusts less popular. If you're charitably inclined and sitting on concentrated gains, this episode is for you. #CharitableRemainderTrust #CRT #EstatePlanning #Trusts #TaxPlanning #CapitalGains #WealthTransfer #Philanthropy #CharitableGiving #Unitrust #CharitableDeduction #ConcentratedStock #Diversify #EstateTax #Finance #FexingoBusiness #BusinessPodcast #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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