Estate Planning Strategies
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The wrong way to make estate plan changes.
1 min; March 23, 2023
Should you put your car in your revocable trust?
1 min; March 22, 2023
The perfect trust distribution schedule for kids.
4 mins; March 21, 2023
Should you include foreign property in your US estate plan?
1 min; March 21, 2023
Tax rules for inherited 401Ks.
1 min; March 20, 2023
The perfect kid trust distribution schedule.
1 min; March 17, 2023
Are you in a community property state? Did your marriage end? Here’s a sneaky tip to escape sharing
1 min; March 16, 2023
What do revocable living trusts provide?
1 min; March 15, 2023
Just because they say you need probate doesn’t mean you need. Here are some sneaky tips.
1 min; March 14, 2023
There is no such thing as right or wrong in estate planning.
1 min; March 13, 2023
The downside of medicaid trusts.
1 min; March 07, 2023
If your estate planning attorney suggests anything that requires probate, they’re taking your money
1 min; March 02, 2023
What is probate? Why do people hate it? All of your answers here!
2 mins; March 01, 2023
What is in a foundational estate plan?
4 mins; February 28, 2023
How to find a dead person’s social security number
1 min; February 24, 2023
In estate planning, fairness doesn’t exist. It’s your money, your life, and you should give your mon
1 min; February 22, 2023
#359 3 ways to contest a will or trust
1 min; February 22, 2023
Estate Planning 101 - Generation Skipping Transfer
5 mins; February 21, 2023
A ninja way to create generational wealth.
3 mins; February 20, 2023
Don’t Add Your Kids Onto Your Bank Account for Estate Planning
2 mins; February 18, 2023
How do you find a dead persons social security number?
1 min; February 17, 2023
How to REALLY get privacy out of your trust.
1 min; February 16, 2023
What is spindrift clause?
1 min; February 16, 2023
Why does a trust need a name?
1 min; February 15, 2023
Domestic asset protection trusts are worthless.
1 min; February 13, 2023
How trusts are taxed.
1 min; February 10, 2023
Revocable living trust does NOT provide asset protection.
1 min; February 09, 2023
Probate isn’t always the answer.
1 min; February 08, 2023
Paying gift taxes is hard.
1 min; February 07, 2023
Estate planning and inherited IRAs.
1 min; February 02, 2023
There is no step up in basis on an IRA when you die.
1 min; February 01, 2023
Easy way to find out if your estate planning attorney sucks.
1 min; January 31, 2023
How to double state tax exemption in Washington.
1 min; January 25, 2023
Easiest way to mess up your estate plan.
1 min; January 24, 2023
In estate planning there is no right or wrong.
1 min; January 23, 2023
What is a spendthrift clause?
1 min; January 19, 2023
#505 | Estate planning with a blended family.
1 min; January 18, 2023
#504 | Estate planning when you have a new kid.
1 min; January 16, 2023
#503 | 3 ways to contest a will.
1 min; January 11, 2023
#502 | Long or short?
1 min; January 09, 2023
#501 | The truth about estate planning.
1 min; December 29, 2022
#500 | When should parents include kids in estate plan?
1 min; December 28, 2022
#499 | Why does a trust need a name?
1 min; December 27, 2022
#498 | Domestic asset protection trusts are worthless.
1 min; December 21, 2022
#497 | How to run your biz in an irrevocable trust.
1 min; December 20, 2022
#496 | How trusts are taxed.
1 min; December 19, 2022
#495 | When to create an irrevocable trust for a 4 year old.
1 min; December 15, 2022
#494 | What if someone dies with low assets and high debt?
1 min; December 14, 2022
#493 | The choice is yours in estate planning and in LIFE.
1 min; December 13, 2022
#492 | How to REALLY get privacy out of your trust.
1 min; December 12, 2022
#491 | Why do I wear a suit?
1 min; December 09, 2022
#490 | A sneaky way to pay estate taxes with life insurance.
1 min; December 08, 2022
#489 | How to cut people out of your will.
1 min; December 07, 2022
#488 | Estate planning when kid wants a house but cant afford it.
1 min; December 06, 2022
#487 | Why does a trust even need a name.
1 min; December 05, 2022
#486 | There is no step up in basis on an IRA when you die.
1 min; December 01, 2022
#485 | Easy way to find out if your estate planning attorney sucks.
1 min; November 30, 2022
#484 | How trusts are taxed.
1 min; November 29, 2022
#483 | Law firm success is measured in years.
1 min; November 28, 2022
#482 | Why a will always goes with a trust.
1 min; November 23, 2022
#481 | What should you name your revocable trust?
1 min; November 22, 2022
#480 | What is an irrevocable asset protection trust?
1 min; November 21, 2022
#479 | More fun IRA death facts.
1 min; November 17, 2022
$479 | dynasty trust vs generation skipping trust
5 mins; November 16, 2022
#478 | How to give one house to many people when you die.
1 min; November 16, 2022
#477 | Huge revocable living trust mistakes.
1 min; November 15, 2022
#476 | Huge revocable living trust mistakes.
1 min; November 14, 2022
#475 | If you have a trust why do you need a will?
1 min; November 11, 2022
#474 | Rental properties and LLC.
1 min; November 10, 2022
#473 | How to fix a messed up probate.
1 min; November 10, 2022
#472 | You’re not paying for the docs.
1 min; November 09, 2022
#471 | Who watched the trustee.
1 min; November 07, 2022
#470 | Another reason to have a will.
1 min; November 04, 2022
#469 | What is a gun trust?
1 min; November 03, 2022
#468 | Don’t name your kids trustee of your trust.
1 min; November 02, 2022
#467 | Generation skipping trust vs dynasty trust.
1 min; November 01, 2022
#466 | Do you have to pay your deceased spouse’s credit card bill?
1 min; October 31, 2022
#465 | Estate planning for business owners 101.
1 min; October 28, 2022
#464 | Who pays debts after death.
1 min; October 27, 2022
#463 | Who pays debts after death.
1 min; October 26, 2022
#462 | Property transfer nightmare
1 min; October 25, 2022
#461 | Copies of your will are useless - mostly.
1 min; October 24, 2022
#460 | Probate gone wrong
1 min; October 21, 2022
#459 |Infinite banking is GOOD.
1 min; October 20, 2022
#558 |Just because you’re name executor doesn’t mean you are in charge.
1 min; October 19, 2022
#457 |How to save thousands on estate tax by giving just a little. . . . .
1 min; October 18, 2022
#457 |Why are you waiting to do your estate plan?
1 min; October 17, 2022
#456 |Income tax and your revocable tax trust.
1 min; October 13, 2022
#361 Dont put your real estate in other peoples names
7 mins; October 10, 2022
#360 If you pay your estate planning attorney by the hour you’re a a sucker.
1 min; October 07, 2022
#359 Divorce + Estate planning
7 mins; October 06, 2022
#358 Three reasons to have a prenup.
1 min; October 03, 2022
#357 Estate planning and divorce.
1 min; September 30, 2022
#356 Should rich people have to pay estate taxes?
1 min; September 29, 2022
#355 What is a gun trust?
1 min; September 28, 2022
#354 Queen Elizabeth plays the game!
1 min; September 27, 2022
#353 Traveling without kids worry free.
1 min; September 26, 2022
#352 Even attorneys use attorneys.
1 min; September 23, 2022
#351 Estate planning with foreign property.
1 min; September 22, 2022
#350 When do you have to pay gift tax?
1 min; September 21, 2022