Estate Planning Strategies
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How to back out of a real estate deal.
59 secs; December 13, 2023
Do you have to pay capital gains when you put a house in a trust?
57 secs; December 12, 2023
What do you do with a revocable trust after the grantor dies?
1 min; December 11, 2023
What to do if you are listed in a Will but haven’t been contacted?
59 secs; December 08, 2023
Client profile #179 - Single | Revocable Trust - Keep it in the family.
2 mins; December 08, 2023
Here’s why parents need estate plans.
3 mins; December 07, 2023
Estate planning is a lot like wearing a seatbelt.
4 mins; December 06, 2023
When you give a house to someone do the contents go too?
59 secs; December 05, 2023
Can you have a separate revocable trust for each of your rental homes?
56 secs; December 04, 2023
PSA from Sheriff Chris.
51 secs; December 01, 2023
Client Profile #178 | Married - No Kids - Pets - Charity.
2 mins; December 01, 2023
You don’t need creative asset protection.
57 secs; November 30, 2023
Am I the owner of a rental house that I put into an LLC and then into a revocable trust?
58 secs; November 29, 2023
What is the purpose of a generation skipping trust?
58 secs; November 28, 2023
Specificity in your estate plan is REALLY important.
3 mins; November 28, 2023
What to do when a sick spouse is racking up huge medical bills?
58 secs; November 27, 2023
I need your feedback!
59 secs; November 24, 2023
Client Profile #177 | Keeping things in the family.
2 mins; November 24, 2023
How to open a probate when both executors die.
57 secs; November 23, 2023
If you put your kid on your property you’re giving up TREMENDOUS tax savings.
1 min; November 22, 2023
What does a Power of Attorney do?
6 mins; November 21, 2023
Should you ever say no to being the executor of an estate?
58 secs; November 21, 2023
Inherited property will not always go to your spouse.
58 secs; November 20, 2023
Do you need an attorney to do probate?
57 secs; November 17, 2023
Do you need a tax return form in this circumstance?
59 secs; November 16, 2023
Estate Planning Client Profile #175 | Married couple with minor children.
2 mins; November 15, 2023
Community property vs joint tenants vs tenants in common.
58 secs; November 15, 2023
Can you put stuff in a trust before it exists?
53 secs; November 14, 2023
Can the successor trustee be a beneficiary under the trust?
59 secs; November 13, 2023
How long does it take to get paid in a probate?
59 secs; November 10, 2023
How is separate property divided in probate?
58 secs; November 09, 2023
Estate Planning Client Profile #174 - Single - Widowed - Adult Kids.
4 mins; November 08, 2023
Do we have notaries at the firm?
59 secs; November 08, 2023
When dealing with a split family, is probate inevitable?
55 secs; November 07, 2023
What to do when family members steal after death?
1 min; November 06, 2023
What is the best way to leave your house to your kids when it’s paid off?
58 secs; November 03, 2023
Trust question - what is the merger doctrine?
59 secs; November 02, 2023
Trust question - what happens to trust property after you die?
58 secs; November 01, 2023
Trust question - put both spouses’ names on it or just one?
1 min; October 31, 2023
Real estate gifting questions answered.
1 min; October 30, 2023
Real estate - what happens if property owners can’t agree to sell or not?
1 min; October 27, 2023
Probate question - what happens when you give up your parental rights?
59 secs; October 26, 2023
Estate tax 101.
59 secs; October 25, 2023
Being married does NOT mean you don’t need a power of attorney.
59 secs; October 24, 2023
Will adding a kid to a deed trigger the due on sale clause?
1 min; October 23, 2023
When you move your house into a trust, do you have to note a sale?
59 secs; October 20, 2023
What is filial responsibility and should you be worried about it?
1 min; October 19, 2023
What happens to student loans when you die?
59 secs; October 18, 2023
What happens if a will becomes null and void?
58 secs; October 17, 2023
Is a will valid if made before marriage?
1 min; October 16, 2023
How to handle a rogue Trustee.
1 min; October 13, 2023
How do you keep them from claiming omitted spouse?
57 secs; October 12, 2023
How do you find out if there was a will?
1 min; October 11, 2023
How do beneficiaries find out they are part of a trust?
1 min; October 10, 2023
What happens if you sell something in a revocable living trust?
59 secs; October 09, 2023
What happens when there are minors in probate?
57 secs; October 06, 2023
Trust first or LLC first - does it matter?
1 min; October 05, 2023
Stopping putting your kids on your real estate.
1 min; October 04, 2023
How long do you have to contest a will?
57 secs; October 03, 2023
Are there any required actions when you receive an inheritance?
57 secs; October 02, 2023
Where I go for legal advice.
58 secs; September 29, 2023
When a parent dies with real estate, is probate required?
58 secs; September 28, 2023
Why am I talking so fast all the time?
52 secs; September 27, 2023
Is there annual maintenance when you have a trust?
58 secs; September 26, 2023
Is it normal for probate to last 3 years?
58 secs; September 25, 2023
How I organize LLCs with multiple rental properties.
1 min; September 22, 2023
How do you handle fraudulent real estate transactions?
55 secs; September 21, 2023
Your estate planning ideas will not save you.
58 secs; September 20, 2023
We are always looking for people to join the team!
52 secs; September 19, 2023
Stop getting mad at people for spending their own money.
58 secs; September 18, 2023
How to qualify for Medicaid if you’re already in a nursing home.
58 secs; September 15, 2023
What if the executor doesn’t create an inventory?
55 secs; September 14, 2023
All the possible ways to avoid probate.
5 mins; September 13, 2023
What happens if you sell a home in a revocable living trust?
49 secs; September 13, 2023
The hard way to give a house to 3 people.
57 secs; September 12, 2023
The best way to give a house to 3 people.
56 secs; September 11, 2023
Real estate is 50-50 if community property even if not in your name.
58 secs; September 08, 2023
How probate attorneys get paid.
58 secs; September 07, 2023
Another reason I hate community property agreements.
54 secs; September 05, 2023
Can you record a transfer on death deed after death?
58 secs; September 04, 2023
Beneficiary designations trump your Will.
59 secs; September 01, 2023
Why I hate Community Property Agreements.
59 secs; August 31, 2023
When a bad Will doesn’t matter.
59 secs; August 30, 2023
Is a deed that’s not recorded valid?
1 min; August 29, 2023
Here’s how to use a Medicaid Trust well.
59 secs; August 28, 2023
Death and reverse mortgages explained.
59 secs; August 27, 2023
Congratulations Maria!
51 secs; August 26, 2023
Do you have to pay capital gains tax on a transfer on a death deed?
59 secs; August 25, 2023
How does a house transfer after death with a mortgage on it?
1 min; August 24, 2023
3 things I hate about Community Property Agreements.
5 mins; August 23, 2023
How do you transfer property when multiple generations have died?
1 min; August 23, 2023
How do you contest a pay on death bank account?
59 secs; August 22, 2023
The executor of a Will can’t just do whatever they want.
59 secs; August 21, 2023
What happens with real estate and old deaths?
1 min; August 20, 2023
What happens when a newlywed dies?
1 min; August 19, 2023
What do you do when people are stealing from an estate?
59 secs; August 18, 2023
How do you cancel a life insurance policy someone takes out on you?
59 secs; August 17, 2023
What does a Power of Attorney do?
6 mins; August 16, 2023
What to do if the Executor dies before probate is over?
56 secs; August 16, 2023
How are assets split in a common-law marriage?
1 min; August 04, 2023