Estate Planning Strategies
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How to make a Will on a napkin.
40 secs; January 08, 2025
If this happens, the Will doesn’t matter.
43 secs; January 07, 2025
A Will won’t cut it for blended families.
47 secs; January 06, 2025
Inherited real estate with multiple liens - what to do.
41 secs; January 05, 2025
In probates there’s usually no secrets.
46 secs; December 24, 2024
The one time it is impossible to avoid probate.
46 secs; December 23, 2024
Transfer on Death Deeds Happen Instantly Upon Death.
49 secs; December 22, 2024
You’re Not the Executor Until Probate is Open.
51 secs; December 21, 2024
How Loving Your Spouse Can Help Qualify for Medicaid.
33 secs; December 20, 2024
Stop paying bills when someone dies.
48 secs; December 19, 2024
Did you know there are electronic Wills in WA?
49 secs; December 18, 2024
How to Unintentionally Wreck Your Child’s Inheritance.
6 mins; December 17, 2024
What to do when Inherited Real Estate is Paid Off.
54 secs; December 16, 2024
Joint Tenants vs Tenants in Common.
48 secs; December 15, 2024
How do you trigger a transfer on death deed?
39 secs; December 14, 2024
Thank you for 10,000 subscribers!
39 secs; December 13, 2024
Instructions instead of a Will is the worst thing you could do.
40 secs; December 12, 2024
True Story - Another Reason Not to Put Family on Your Bank Account
2 mins; December 10, 2024
What Rights to Future Beneficiaries Have?
56 secs; November 29, 2024
How Young Children Can Help Qualify for Medicaid
42 secs; November 28, 2024
A Time to NEVER Use Transfer on Death Deeds
52 secs; November 27, 2024
How Lack of Knowledge Can Help Qualify for Medicaid
49 secs; November 26, 2024
Why do companies take life insurance policies out on their employees?
1 min; November 21, 2024
Revocable living trusts do not give you asset protection.
1 min; November 20, 2024
Does a Will get filed before or after death?
1 min; November 19, 2024
Can you appoint non-US resident guardians for your kids?
1 min; November 18, 2024
How to deal with crazy people in probate - a story.
1 min; November 17, 2024
Forming an LLC? Get an Attorney!
45 secs; November 16, 2024
How to Tell if Your U.S. Estate Plan will Work Abroad.
44 secs; November 15, 2024
Future Beneficiary and Trust Visibility
56 secs; November 14, 2024
You’re Not the Executor Until this Happens (even with a Will).
46 secs; November 13, 2024
Do gift receivers pay income tax?
38 secs; November 05, 2024
Can a beneficiary see a Will or Trust before the creator dies?
1 min; November 04, 2024
Executors are not required to give you a copy of the Will.
39 secs; November 02, 2024
Tax consequences of giving too much in 2024.
47 secs; November 01, 2024
Warning! Trust + s-corp can equal trouble.
47 secs; October 31, 2024
Income tax exemptions only work while you are alive.
49 secs; October 30, 2024
ILIT - trust first or life insurance first?
50 secs; October 29, 2024
Can you redo an irrevocable trust?
2 mins; October 28, 2024
Real estate and death of spouse - probate required?
1 min; October 26, 2024
Do you have to use inheritance as directed?
48 secs; October 25, 2024
Is the executor required to give you a copy of the Will?
52 secs; October 24, 2024
Inherited real estate and mortgage rules.
59 secs; October 23, 2024
When is the Right Time to Create an Irrevocable Trust?
6 mins; October 14, 2024
How to get a Copy of a Will After Someone Dies.
47 secs; October 13, 2024
Do You Need Estate Planning If You have No Assets?
49 secs; October 12, 2024
Why do Health Care Directives Exist?
49 secs; October 11, 2024
How Business Owners Create a Power of Attorney.
42 secs; October 10, 2024
An Example of How NOT to Draft a Will
45 secs; October 09, 2024
Your Probate Questions Answered - Grandma’s Farm.
48 secs; October 08, 2024
The best place to store your estate plan.
2 mins; October 04, 2024
Can the Executor just Kick You Out of Your House?
43 secs; October 02, 2024
An Important Consideration if Creating a Medicaid Asset Protection Trust.
49 secs; October 01, 2024
How to Get Cash in a Probate with Only Real Estate.
47 secs; September 30, 2024
You do not have to give someone $1 to disinherit them.
2 mins; September 27, 2024
How Does a Will Work?
50 secs; September 26, 2024
Can You Add or Delete Beneficiaries from an Irrevocable Trust?
45 secs; September 25, 2024
Estate planning and AI don’t compute - yet.
41 secs; September 24, 2024
The best way to keep your home safe from a Medicaid lien.
46 secs; September 23, 2024
What does a guardian ad litem do in a probate?
1 min; September 20, 2024
Do not let your estate planning attorney keep your original docs.
44 secs; September 19, 2024
A revocable trust always travels with a will.
34 secs; September 18, 2024
What to do if your estate planning attorney retires.
30 secs; September 17, 2024
The best first irrevocable trust to create for estate tax avoidance.
56 secs; September 16, 2024
What do drug dealers, adult website owners, and the ultra-wealthy have in common?
54 secs; September 15, 2024
What happens to a car lease when someone dies?
58 secs; September 14, 2024
What is a foreign will?
2 mins; September 13, 2024
Two things you need to know to create an estate plan.
54 secs; September 12, 2024
Who pays estate taxes owed by an estate?
56 secs; September 11, 2024
QPRTs - qualified personal residence trusts - what you need to know.
4 mins; September 05, 2024
What to do when trustor dies.
3 mins; August 12, 2024
How to redo your trust without starting over.
2 mins; August 05, 2024
How does the gift tax work?
4 mins; July 25, 2024
How to pick a great Trustee.
5 mins; July 22, 2024
How much maintenance is required for a revocable living trust?
2 mins; July 18, 2024
Gift taxes explained.
4 mins; July 11, 2024
Estate planning with an ex-spouse - what NOT to do.
7 mins; July 08, 2024
What is a self-settled irrevocable trust?
2 mins; July 05, 2024
How to change an irrevocable trust - yes it’s possible.
1 min; July 04, 2024
How to keep random people from claiming they’re your kids for inheritance.
3 mins; July 03, 2024
Real estate upgrades when the first spouse dies.
1 min; July 03, 2024
Estate planning with an ex-spouse. An example of what not to do.
7 mins; July 02, 2024
Retirement account beneficiary must-dos.
2 mins; July 01, 2024
Do you even need a trust?
4 mins; June 28, 2024
Beneficiary designations and pension plans.
1 min; June 27, 2024
Trust assets and taxes explained.
1 min; June 26, 2024
What does a revocable living trust do?
1 min; June 25, 2024
Probate alternatives.
3 mins; June 25, 2024
How to pick a great Trustee.
5 mins; June 24, 2024
How to keep your house in the family FOREVER.
1 min; June 21, 2024
Beneficiary designation vs. Trust - here’s who wins.
1 min; June 20, 2024
Trust assets and taxes explained.
1 min; June 19, 2024
How to get access to a dead person’s email.
1 min; June 18, 2024
How to set up a trust for a blended family.
5 mins; June 18, 2024
How to transfer an inherited IRA to your own IRA.
1 min; June 17, 2024
Should you worry about the government taking all of your property when you die?
1 min; June 14, 2024
Should you put rental properties in separate LLCs and separate trusts?
6 mins; June 13, 2024
Estate planning attorney hiring guide.
2 mins; June 12, 2024
Divorcing? You MUST update your estate plan.
2 mins; June 11, 2024
What to do if your estate planning attorney retires.
1 min; June 10, 2024