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Estate Planning Strategies

Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.

#350 When do you have to pay gift tax?

1 min; September 21, 2022

#349 Revocable living trust maintenance

1 min; September 20, 2022

#348 5 Estate Planning Attorney Red Flags

1 min; September 19, 2022

#347 Estate tax vs capital gains tax

1 min; September 16, 2022

#346 What estate plan do estate planning attorneys have?

1 min; September 15, 2022

#345 Estate planning if you are a green card holder

1 min; September 14, 2022

#344 Today’s estate planning PSA.

54 secs; September 13, 2022

#343 How LLCs and Trusts work together

1 min; September 12, 2022

#342 Do you need an attorney to make a Will?

1 min; September 07, 2022

#341 What is in a basic estate plan and why is it important?

6 mins; September 07, 2022

#340 What Does a Will Do?

1 min; September 06, 2022

#339 Why is estate planning so hard to get done?

1 min; September 02, 2022

#338 What is a general power of appointment?

5 mins; September 02, 2022

#337 Do you love your kids? A quiz.

57 secs; September 01, 2022

#337 5 estate planning attorney red flags

6 mins; September 01, 2022

#336 Estate planning 101 - quick and dirty.

44 secs; August 31, 2022

#335 My first post... just about sums it up. 🤣🤣🤣🤣🤷‍♂️🤷‍♂️🤦‍♂️🤦‍♂️🤦‍♂️

12 secs; August 30, 2022

#334 Probate is easy (not)

6 mins; August 30, 2022

#333 3 elements of a valid will

4 mins; August 26, 2022

#332 What is a Qtip trust?

4 mins; August 25, 2022

#331 What is probate and why do people want to avoid it?

3 mins; August 24, 2022

#330 Can the bank enforce due on sale clause for an inherited property?

5 mins; August 18, 2022

#329 How to transfer real estate with no probate, no trust, and no tax

5 mins; August 16, 2022

#328 Why avoid probate.

3 mins; August 10, 2022

#327 What is estate planning?

6 mins; August 03, 2022

#326 20% tax or 40% tax?

4 mins; August 02, 2022

#325 Downsides of a SLAT

6 mins; July 26, 2022

#324 What is a SLAT

4 mins; July 22, 2022

#323 What to do if your probate executor is behaving badly

5 mins; July 13, 2022

#322 How to avoid probate WITHOUT a trust

5 mins; July 06, 2022

#321 The WORST place to store your estate plan

8 mins; June 30, 2022

#320 How to create sub-trusts

4 mins; June 28, 2022

#319 3 reasons to have a revocable living trust

5 mins; June 14, 2022

#318 Limitation of a will

5 mins; June 10, 2022

#317 The WRONG way to update your estate plan.

4 mins; June 07, 2022

#316 Fancy estate planning binders are a distraction.

4 mins; May 27, 2022

#315 Do you need a business power of attorney?

4 mins; May 25, 2022

#314 Estate Taxes Explained (again)

5 mins; May 11, 2022

#313 Alternative to probate to transfer real estate

5 mins; May 06, 2022

#312 How to avoid probate with real estate

6 mins; May 03, 2022

#311 What is portability?

3 mins; April 28, 2022

#310 How to transfer NFTs to heirs

4 mins; April 25, 2022

#309 How much asset protection do you need?

4 mins; April 19, 2022

#308 The biggest creditor your estate will face

6 mins; April 08, 2022

#307 Who gets to see a will?

3 mins; April 01, 2022

#306 How long do your estate planning docs last?

4 mins; March 31, 2022

#305 What is a dynasty trust?

5 mins; March 29, 2022

#304 Estate planning document storage tips.

4 mins; March 25, 2022

#303 Don’t give your house to your kids to beat Medicaid

4 mins; March 24, 2022

#302 Why I’m rethinking my stance on medicaid trusts.

5 mins; March 22, 2022

#301 How much should you pay your executor and/or trustee?

4 mins; March 15, 2022

#300 Don’t give money to people for the benefit of other people

5 mins; March 09, 2022

#299 5 signs your estate planning attorney is no good

7 mins; March 08, 2022

#298 WA State Estate tax change that MATTERS

5 mins; February 24, 2022

#297 The 2 limitations of a will

4 mins; February 22, 2022

#296 Do I need a testamentary trust?

4 mins; February 15, 2022

#295 Your trust doesn’t own anything

3 mins; February 10, 2022

#294 Estate planning and divorce

3 mins; February 04, 2022

#293 Grantor Retained Annuity Trust - GRAT - Explained

5 mins; February 03, 2022

#292 How to gift to reduce estate taxes

4 mins; January 21, 2022

#291 Why are revocable living trusts so long?

4 mins; January 19, 2022

#290 3 reasons not to leave your kids an inheritance

5 mins; January 11, 2022

#289 Credit Shelter Trust in Pictures

8 mins; January 05, 2022

#288 Welcome to 2022!

4 mins; January 04, 2022

#287 How to Fund a Testamentary Trust

5 mins; December 22, 2021

#286 Another IRA + Estate Tax Strategy

7 mins; December 14, 2021

#285 How to stretch an IRA with a charitable remainder trust

5 mins; December 09, 2021

#284 What is the Unlimted Marital Deduction?

2 mins; December 03, 2021

#283 Real estate in trust - how to sell or refi.

4 mins; November 30, 2021

#283 Real estate in trust - how to sell or refi.

4 mins; November 30, 2021

#282 Estate Taxes and the Unlimited Marital Deduction.

4 mins; November 16, 2021

#281 Foreign Assets and US Estate Planning.

5 mins; November 15, 2021

#280 What is a QTIP Trust and Can It Help With Estate Taxes?

7 mins; November 09, 2021

#279 Update on Biden’s Proposed Estate Tax Law Changes

6 mins; November 02, 2021

#278 How to Give Retirement Accounts to Charity the Right Way

6 mins; October 26, 2021

#277 | What is a Ladybird Deed

4 mins; October 12, 2021

#276 Trust Distributions Gone Wrong

4 mins; October 08, 2021

#275 The Info Source Matters

4 mins; September 30, 2021

#274 Business Succession Planning 101

5 mins; September 29, 2021

#273 Right Place Wrong Time

6 mins; September 27, 2021

#272 How to Choose a Trustee

5 mins; September 23, 2021

#271 Green Card Holders and Probate

4 mins; September 21, 2021

#270 Avoid the Estate Planning Rabbit Hole

5 mins; September 14, 2021

#269 How to Dispose of Old Estate Planning Docs

4 mins; September 10, 2021

#268 Revocable Living Trust Maintenance Fees

4 mins; September 03, 2021

#267 Life Insurance and Estate Taxes

5 mins; September 01, 2021

#266 How Do You Close a Trust?

4 mins; August 25, 2021

#265 Can You Put Extra Assets Into a Trust?

7 mins; August 17, 2021

#264 Power of Attorney vs Executor

5 mins; August 13, 2021

#263 Does Marriage Affect Estate Planning?

6 mins; August 12, 2021

#262 Inheritances and Taxes

6 mins; August 10, 2021

#261 What Happens if You Die Without a Will

5 mins; August 05, 2021

#260 How to Own Real Estate Anonymously

5 mins; July 30, 2021

#259 Tax Implications of Gifting Real Estate

7 mins; July 29, 2021

#258 Where Should I Store My Estate Plan

5 mins; July 20, 2021

#257 Why Would a Single Person Want a Trust

4 mins; July 16, 2021

#256 It’s Not Your Money

4 mins; July 13, 2021

#255 Gifting in Washington State.

6 mins; July 08, 2021

#254 How Can You Be Sure the Trustee is Doing Their Job

4 mins; July 02, 2021

#253 How Long do You have to Contest a Will

4 mins; July 01, 2021

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