Estate Planning Strategies
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For estate planning success, do step one first.
1 min; August 03, 2023
Probate Notice Rules i.e. ’Who you have to tell about probate’.
1 min; August 02, 2023
Does WA State Assault Rifle Ban change estate planning?
1 min; July 31, 2023
What to do with bills after someone dies?
1 min; July 28, 2023
Cutting your spouse out of your estate? Remember this!
1 min; July 27, 2023
One thing NOT to ask your estate planning attorney to do.
1 min; July 26, 2023
If married with separate bank accounts, PAY ATTENTION!!!
1 min; July 25, 2023
What to do if you can’t afford an attorney for probate?
1 min; July 21, 2023
Do you need probate for a joint bank account?
1 min; July 20, 2023
A revocable living trust does NOT provide asset protection.
1 min; July 19, 2023
What is in a basic estate plan?
7 mins; July 18, 2023
A random reason to have a revocable trust.
1 min; July 18, 2023
What happens if not married, with kids, and dying without a will?
1 min; July 17, 2023
Can you put a house into a special needs trust?
1 min; July 14, 2023
Estate planning and inherited IRAs.
1 min; July 13, 2023
What to do if you think the will is fake?
1 min; July 12, 2023
Three reasons you need a revocable living trust.
6 mins; July 11, 2023
What to do if executor doesn’t report all assets?
1 min; July 11, 2023
What happens if the trustee resigns?
1 min; July 10, 2023
The one time to divorce even if you’re in love.
1 min; July 07, 2023
The best way to take care of kids with disabilities.
1 min; July 06, 2023
How to save money if huge medical bills comieup?
1 min; July 05, 2023
Does a revocable living trust give you asset protection?
2 mins; July 04, 2023
Who manages trust assets and distribution?
1 min; July 04, 2023
what type of insurance should you get for your house?
1 min; June 30, 2023
How to find out if someone had a will?
1 min; June 29, 2023
The wrong time to create your estate plan.
5 mins; June 27, 2023
Should you get an estate planning lawyer in your state?
1 min; June 27, 2023
Taylor Swift moved her house into a trust - should I?
1 min; June 26, 2023
Should you pay a decedent’s medical bills?
1 min; June 23, 2023
What happens if only one spouse is on real estate deed?
1 min; June 22, 2023
Capital gains tax with a personal residence in an LLC - an example.
1 min; June 21, 2023
What happens if you die without a will?
4 mins; June 20, 2023
Do-it-yourself estate planning is a BAD idea.
1 min; June 20, 2023
How do I challenge a trust?
1 min; June 19, 2023
How close to death can you change your will?
1 min; June 16, 2023
Should you pay a decedents medical bills?
1 min; June 15, 2023
Can you probate a bank account with a second account holder?
1 min; June 14, 2023
Estate taxes explained in 3 minutes or less.
4 mins; June 13, 2023
How do you contest a will?
1 min; June 13, 2023
What are probate vs non-probate assets?
1 min; June 12, 2023
Can the widow change an irrevocable trust?
1 min; June 09, 2023
What to do if the attorney charges more than agreed to?
1 min; June 08, 2023
What is a Roth 401k?
1 min; June 07, 2023
What is probate and why do people want to avoid it?
4 mins; June 06, 2023
What if the trustee is not doing the work?
1 min; June 06, 2023
Who is in charge of trust management and distribution?
1 min; June 05, 2023
The first thing to do when someone dies.
1 min; June 02, 2023
Probate isn’t always the answer.
1 min; June 01, 2023
How to avoid probate and taxes if someone has already died?
1 min; May 31, 2023
The worst beneficiary designation for retirement accounts.
1 min; May 30, 2023
How to keep your estate plan private?
3 mins; May 30, 2023
The executor of a will doesn’t have any power - at first.
1 min; May 29, 2023
I Need Your Help - Is this a Good Marketing Idea?
1 min; May 26, 2023
Can a husband sign a quit claim deed to his wife?
1 min; May 25, 2023
How to find a good attorney?
1 min; May 24, 2023
The right way to leave money to your kids when you die.
4 mins; May 23, 2023
How to give your house to your kids with no tax?
1 min; May 23, 2023
Income taxes and irrevocable trusts
1 min; May 22, 2023
Your plan is not the place to create a legacy.
1 min; May 19, 2023
Who can be a witness on a will?
1 min; May 18, 2023
What do you do if there are no assets in an estate and bills to pay?
1 min; May 17, 2023
What to do if an executor can’t find the will and you think they are lying?
1 min; May 16, 2023
Can you make trustees vote on things?
1 min; May 15, 2023
What’s the best way to transfer crypto after you die.
1 min; May 12, 2023
Non-resident alien estate tax rules.
1 min; May 11, 2023
How do you get the original trust document?
1 min; May 10, 2023
What to do if someone changes their estate plan right before they die?
1 min; May 09, 2023
No step-up in basis in a Roth IRA.
1 min; May 08, 2023
Are trustees liable for their decisions?
1 min; May 05, 2023
What happens if you inherit a house with a mortgage?
1 min; May 04, 2023
Can you contest a will if it’s just a draft?
1 min; May 03, 2023
Can a private trust company provide privacy for your trust?
1 min; May 02, 2023
What do you do if an heir dies shortly after the decedent is in probate?
1 min; May 01, 2023
What if you find a creditor bill in probate after probate is closed?
1 min; April 28, 2023
How I handle a non-responsive executor.
1 min; April 27, 2023
You’ve got gift taxes all wrong.
1 min; April 26, 2023
Traveling without kids and estate planning.
1 min; April 25, 2023
What is a beneficial interest clause in a will?
5 mins; April 25, 2023
Your retirement accounts are only half yours.
1 min; April 24, 2023
Don’t use a self-canceling installment note - PART 3
1 min; April 21, 2023
Don’t use a self-canceling installment note - PART 2
1 min; April 20, 2023
Don’t use a self-canceling installment note - PART 1
1 min; April 19, 2023
People do NOT have to follow your will.
1 min; April 18, 2023
Best trust distribution schedule.
10 mins; April 18, 2023
What does it mean to have a clean title?
1 min; April 17, 2023
Your kids are not going to do what you want.
1 min; April 14, 2023
Should you move your rental house into an LLC?
1 min; April 13, 2023
Alternatives to putting rental house into an LLC.
1 min; April 12, 2023
Never put your personal residence into an LLC.
1 min; April 11, 2023
No testamentary trusts for minor children.
4 mins; April 11, 2023
The state does not get your property under any circumstance.
1 min; April 10, 2023
An estate plan 99 percent of the way done is 0 percent of the way done.
1 min; April 07, 2023
Can the bank call the loan if you put your house in a trust?
1 min; April 06, 2023
You are not going to lose your house by putting it into a revocable trust.
1 min; April 05, 2023
How to leave one house to many people without causing problems?
1 min; April 04, 2023
Spouse dies and is on the deed - What should you do?
4 mins; April 04, 2023
If you do nothing else with estate planning do this.
1 min; April 03, 2023
Leaving money to friends or family for your kids is a terrible idea.
1 min; March 31, 2023
How to avoid capital gains tax?
1 min; March 24, 2023