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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.

House in Trust: When Does the Step-Up Occur?

1 min; June 07, 2024

Why Probate Sucks and How to Avoid It

3 mins; June 06, 2024

Inherited retirement accounts? Here’s what you need to know!

2 mins; June 05, 2024

A Trust is Not Always the Best Place to Put a House

1 min; June 03, 2024

What to do if an attorney says they are too busy.

2 mins; May 31, 2024

Probate strategy when there’s no family left.

2 mins; May 30, 2024

What is a self-settled irrevocable trust?

2 mins; May 29, 2024

Tax assessment for real estate valuation is BAD.

2 mins; May 28, 2024

Person dies - Someone living in the house How to get them out.

2 mins; May 27, 2024

Trust on a trust on trust is usually not a good idea.

2 mins; May 24, 2024

Here’s who pays irrevocable trust tax income.

1 min; May 23, 2024

3 common trust distributions provisions.

5 mins; May 22, 2024

What happens to your house when the first spouse dies?

53 secs; May 21, 2024

Calculating the tax basis of real estate when you combine gift and sale.

3 mins; May 20, 2024

Divorce - when you should update your estate plan.

2 mins; May 17, 2024

Gift to spouse - is there a tax on that?

2 mins; May 16, 2024

Here’s how to sell a property in a revocable trust.

3 mins; May 15, 2024

What happens to real estate - and the mortgage - when the first spouse dies?

2 mins; May 14, 2024

Why do legal documents cost so much - a story.

3 mins; May 13, 2024

Your kids probably won’t spend your money wisely.

52 secs; May 10, 2024

Is a dynasty trust an irrevocable trust?

1 min; May 09, 2024

How to get Will if old lawyer has it.

2 mins; May 08, 2024

Blended family - hope your step-parent doesn’t die last.

2 mins; May 06, 2024

Does moving your house into your trust increase insurance?

1 min; May 03, 2024

How many trusts are you allowed to have

1 min; May 02, 2024

In estate planning don’t look too far ahead.

2 mins; April 30, 2024

How to transfer assets outside the United States.

1 min; April 29, 2024

How long does it take to get paid in a probate?

59 secs; April 26, 2024

Divorce - the perfect time - and wrong time - to update your estate plan.

3 mins; April 26, 2024

How is separate property divided in probate?

58 secs; April 25, 2024

Don’t look to far ahead when estate planning.

5 mins; April 25, 2024

Do we have notaries at the firm?

59 secs; April 24, 2024

HOR - Why is a trust better than an LLC for real estate distributions?

3 mins; April 24, 2024

When dealing with a split family, is probate inevitable?

55 secs; April 23, 2024

HOR - 2026 estate tax reversion explained.

5 mins; April 23, 2024

What to do when family members steal after death?

1 min; April 22, 2024

The worst way to transfer assets to your minor children.

4 mins; April 22, 2024

What is the best way to leave your house to your kids when it’s paid off?

58 secs; April 19, 2024

What happens if you name Donald Trump as your executor?

2 mins; April 19, 2024

Trust question - what is the merger doctrine?

59 secs; April 18, 2024

How to sell a house with a mortgage on it.

3 mins; April 18, 2024

Trust question - what happens to trust property after you die?

58 secs; April 17, 2024

How do LLCs give you asset protection?

5 mins; April 17, 2024

Trust question - put both spouses’ names on it or just one?

1 min; April 16, 2024

Take care of your parents without messing up medicaid.

5 mins; April 16, 2024

Can you take real estate out of a revocable living trust?

41 secs; April 15, 2024

The end of anonymous LLCs in 2024!

4 mins; April 15, 2024

Should you update your estate plan when you get divorced?

50 secs; April 12, 2024

Death - inheritance - rise from the dead - what happens?

3 mins; April 12, 2024

Gift tax rules for spouses.

51 secs; April 11, 2024

Creative idea for an anonymous LLC.

3 mins; April 11, 2024

Is Trust income taxed to trust or beneficiary?

50 secs; April 10, 2024

Beneficiary of a beneficiary, a good will witness?

3 mins; April 10, 2024

What if you sue someone and they die?

3 mins; April 09, 2024

How long does a trust last?

1 min; April 08, 2024

How to transfer a business without having to go through probate.

54 secs; April 05, 2024

Who picks the trustees of a trust?

1 min; April 05, 2024

When estate planning, remember you cannot predict the future.

46 secs; April 04, 2024

How long can a house stay in a trust?

2 mins; April 04, 2024

Do overseas gifts have to pay gift tax?

59 secs; April 03, 2024

Estate planning for children with disabilities.

2 mins; April 03, 2024

Do you need a pourover will with a living trust?

59 secs; April 02, 2024

HOR - Don’t look to far ahead when estate planning.

5 mins; April 02, 2024

How to put a house into a trust.

54 secs; April 01, 2024

Divorce - the perfect time - and wrong time - to update your estate plan.

3 mins; April 01, 2024

The hard way to give a house to 3 people.

57 secs; March 29, 2024

Where did the $12.92 million estate tax exemption amount come from?

1 min; March 29, 2024

The best way to give a house to 3 people.

56 secs; March 28, 2024

Estate planning horror story #2?

3 mins; March 28, 2024

Real estate is 50-50 if community property even if not in your name.

58 secs; March 27, 2024

Can you disinherit someone by giving them $1?

3 mins; March 27, 2024

How probate attorneys get paid.

58 secs; March 26, 2024

HOR - Why is a trust better than an LLC for real estate distributions?

3 mins; March 26, 2024

House into trust - here’s one thing you should do.

55 secs; March 25, 2024

What if you can’t find the original will?

4 mins; March 25, 2024

Another reason I hate community property agreements.

54 secs; March 22, 2024

What happens if you get an inheritance while giver is still alive?

2 mins; March 22, 2024

Can you record a transfer on death deed after death?

58 secs; March 21, 2024

Probate alternatives.

3 mins; March 21, 2024

Beneficiary designations trump your Will.

59 secs; March 20, 2024

Cousins witnessed Will. Is it valid?

2 mins; March 20, 2024

What do you need to do to create a revocable trust?

2 mins; March 19, 2024

When a bad Will doesn’t matter.

59 secs; March 18, 2024

What deed is needed to transfer to an irrevocable trust?

3 mins; March 18, 2024

How to get an old dead person off of a property.

52 secs; March 15, 2024

How do you remove a deceased spouse from real estate?

2 mins; March 15, 2024

How an irrevocable life insurance trust (ILIT) works.

6 mins; March 14, 2024

Dead spouse. Income tax. Mortgage.

54 secs; March 13, 2024

Specificity in your estate plan is REALLY important.

3 mins; March 13, 2024

Can you put your house into an irrevocable trust?

51 secs; March 12, 2024

HOR - 2026 estate tax reversion explained.

5 mins; March 12, 2024

How long does it take to create a revocable trust?

56 secs; March 11, 2024

All the possible ways to avoid probate.

5 mins; March 11, 2024

Why I hate Community Property Agreements.

59 secs; March 08, 2024

3 things I hate about Community Property Agreements.

5 mins; March 08, 2024

When a bad Will doesn’t matter.

59 secs; March 07, 2024

Is a deed that’s not recorded valid?

1 min; March 06, 2024

The worst way to transfer assets to your minor children.

4 mins; March 06, 2024

Here’s how to use a Medicaid Trust well.

59 secs; March 05, 2024

What happens if you name Donald Trump as your executor?

2 mins; March 05, 2024

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