Estate Planning Strategies

By Christopher Small

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Subscribers: 15
Reviews: 0
Episodes: 1230

Description

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.

Episode Date
If You Have to Use Your Will You're Doing It Wrong
May 16, 2026
How to Transfer Bitcoin When You Die
May 01, 2026
The Worst Alternative to a Power of Attorney
Apr 30, 2026
Put Mortgaged Home in a Revocable Living Trust?
Apr 29, 2026
Downside of a Revocable Living Trust
Apr 28, 2026
Banks Are Not Estate Planning Attorneys
Apr 27, 2026
A $200k Estate Planning Tax Mistake
Apr 26, 2026
Revocable Trust Maintenance Schedule
Apr 25, 2026
The ONE Estate Planning Doc You Must Have
Apr 24, 2026
How Estate Planning Can Take Care of Mooching Siblings
Apr 23, 2026
How a Brain Tumor Drained This Parent's Bank Account
Apr 22, 2026
When You Should Start Worrying About WA Estate Taxes
Apr 10, 2026
The Hidden Secret to Keeping Your Land in the Family Forever
Apr 09, 2026
Wills Do Not Avoid Probate
Apr 08, 2026
Two Kids Don't Need Two Trusts
Apr 07, 2026
How to Fix One Spouse on the Deed
Apr 06, 2026
Estate Planning With Property in 2 Countries
Apr 05, 2026
Car Titles and Revocable Trusts
Apr 04, 2026
529 Plans and Revocable Trusts
Apr 03, 2026
I moved to another state - do I need to update my estate plan?
Mar 15, 2026
My Will is different than my beneficiary - who wins?
Mar 14, 2026
How to Dissolve a Revocable Trust.
Mar 13, 2026
What do people mean when they say estate plan?
Mar 12, 2026
Distribution schedule when there's no Will.
Mar 11, 2026
Can someone sell your home without your permission?
Mar 10, 2026
Does a Will help you avoid probate?
Mar 09, 2026
Why 67% of People are Making this Massive Mistake
Mar 05, 2026
The WA Estate Tax Trap for Out-of-State Property
Mar 05, 2026
Married in WA State? Your House Might Still Go to Probate
Mar 03, 2026
Power Of Attorney When You Don't Have Any Options
Mar 02, 2026
Is The WA Estate Tax Going Back Down?
Mar 01, 2026
Inheritances are divorce proof unless you do this.
Feb 28, 2026
What to do if people don't like your estate planning choices.
Feb 27, 2026
Use a Trust even if giving it all to charity.
Feb 26, 2026
How to purchase real estate with a Trust.
Feb 25, 2026
Estate planning and travelling out of the country
Feb 24, 2026
Estate planning and Love is Blind.
Feb 19, 2026
Do not put your Will inside your safety deposit box!
Feb 18, 2026
Guns and Death - Here's What to Do.
Feb 17, 2026
Student Loans and Death - Who's Responsible?
Feb 17, 2026
Friendly Reminder that Testamentary Trusts are Trash.
Feb 10, 2026
Do Spouses Need Medical Powers of Attorney?
Feb 08, 2026
Mortgages and Inherited Real Estate
Feb 07, 2026
Are Trusts Just for Rich People?
Feb 06, 2026
Contract Law Spendthrift Trusts - Everything You Need to Know (reaction)
Feb 05, 2026
Do Handwritten Wills Work?
Feb 04, 2026
Do Not Give Your House to Your Kids While Alive!
Feb 03, 2026
What Happens if You Die Without a Will?
Feb 02, 2026
Married? Significant other? Don't forget this!
Jan 30, 2026
What to do if you're uncertain about your estate planning.
Jan 29, 2026
Where (and Where Not) to Store Your Estate Plan
Jan 28, 2026
Revocable Trusts DO NOT Give You Asset Protection
Jan 27, 2026
The Biggest Misunderstanding About WA Estate Taxes
Jan 26, 2026
Revocable Trusts Don't Have Separate Tax Returns
Jan 25, 2026
Real Estate Anonymity with Revocable Trusts
Jan 25, 2026
You don't need a Wyoming LLC for asset protection!
Jan 22, 2026
Putting Rental Property in a Trust - Lender Rules
Jan 16, 2026
Medicaid Liens and Inherited Real Estate
Jan 15, 2026
How to Give More Than $19K Per Year With No Estate Tax Return
Jan 14, 2026
The Right Time to Think About Medicaid Planning
Jan 13, 2026
Minors Cannot Be Your Power of Attorney
Jan 12, 2026
New Real Estate and Your Estate Plan
Jan 11, 2026
Do Single Member LLCs Get Asset Protection?
Jan 10, 2026
Don't Pay Inheritances With Cashier's Checks
Jan 09, 2026
Estate Planning Demystified
Jan 09, 2026
When Do Estate Plans Get Too Old?
Jan 08, 2026
How to Avoid Millions in Estate Tax If You Can See the Future
Jan 07, 2026
The Difference Between a $1K Estate Plan and a $4K Estate Plan
Jan 06, 2026
How to Own WA Real Estate and Pay No Estate Tax
Jan 05, 2026
An Easy Way to Avoid WA Estate Taxes
Jan 04, 2026
How to Avoid Probate When You Own a Business
Jan 03, 2026
Unpopular Opinions From an Estate Planning Attorney #74: Don't Wait Until Death to Give
Jan 02, 2026
5 ways you can avoid probate.
Dec 31, 2025
Unpopular Opinions From an Estate Planning Attorney #217: Zero Tax Isn't the Goal
Dec 26, 2025
Unpopular Opinions From an Estate Planning Attorney #42: Crazy Trust Provisions Aren't Effective
Dec 24, 2025
Deathbed Real Estate Gifts Are BAD
Dec 23, 2025
NEWSFLASH! WA Couples Do Not Have $6M of WA Estate Tax Exemption
Dec 22, 2025
Do Not Put Your Family on Your Real Estate to Avoid Probate
Dec 20, 2025
Downsides to Probates That Take a Long Time
Dec 19, 2025
A Typical Minor Child Trust Distribution Schedule
Dec 18, 2025
The Unlikely Place High Net Worth People Should Start Estate Planning
Dec 17, 2025
How to gift over the annual limit with no gift tax return
Dec 16, 2025
Creative trust distribution schedule thoughts
Dec 15, 2025
End of the year estate tax strategy
Dec 14, 2025
Should you put your real estate in a trust
Dec 13, 2025
How credit shelter trusts work in under 90 seconds
Dec 12, 2025
Unmarried Couples - Estate Planning Beware!
Dec 11, 2025
The Downside of Putting Real Estate in a Trust.
Dec 10, 2025
Credit Shelter Trusts Explained
Dec 08, 2025
The One Time a Power of Attorney Does Not Work
Dec 07, 2025
A Costly Probate Mistake with Real Estate
Dec 06, 2025
A Story About Entitlement and Estate Planning
Dec 05, 2025
Need Probate? Just Say No to Credit Card Bills.
Dec 04, 2025
The Secret Language of Bank Beneficiary Designations.
Dec 03, 2025
4 Probate Rules Every Executor Needs to Know
Dec 02, 2025
Real Estate, Death, and Probate Notice
Dec 01, 2025
Friendly Reminder that Testamentary Trusts are Trash.
Nov 26, 2025
How Much Money Should You Leave Your Executor
Nov 25, 2025
Will vs. Trust: What's the Difference?
Nov 25, 2025
Probate, HOA Dues, and the Creditor Claim Process
Nov 24, 2025
The Best Way to Update a Medical Power of Attorney.
Nov 21, 2025
How to Revoke a Power of Attorney
Nov 20, 2025
The Wrong Way to Revoke a Will
Nov 19, 2025
How One Estate Planning Mistake Cost Six Figures
Nov 19, 2025
How to Open a Probate When the Debts Are More Than the Assets
Nov 18, 2025
Does the Notary on a Will Count as a Witness
Nov 17, 2025
The Only Way to Revoke a Revocable Trust
Nov 15, 2025
The Wrong Way to Update Your Will
Nov 14, 2025
No WA Estate Plan is Safe Unless You do This
Nov 14, 2025
How to Revoke a Medical Power of Attorney
Nov 13, 2025
The Best Way to Update an Irrevocable Trust
Nov 12, 2025
How to Revoke a Revocable Trust
Nov 11, 2025
How a WA LLC Can Decrease Your Estate Taxes
Nov 10, 2025
How a WA LLC Can Increase Your Estate Taxes
Nov 10, 2025
How to Update Your Power of Attorney.
Nov 07, 2025
No WA Estate Plan is Safe Unless You do This
Nov 06, 2025
How One Estate Planning Mistake Cost Six Figures
Nov 05, 2025
The Benefits and Costs of Irrevocable Trusts
Nov 05, 2025
The Right Time to Put Life Insurance in a Trust
Nov 04, 2025
What is TEDRA and How Can It Wreck Your Estate Plan
Nov 04, 2025
Verbal Promises are Not Estate Planning
Nov 02, 2025
The Only Time You're Required to Take Inherited IRA Distributions
Nov 01, 2025
Don't Judge Your Estate Planning Attorney by Their Binder Extravagance.
Oct 31, 2025
Irrevocable Trust - How Much Money Should You Have?
Oct 30, 2025
Unless You're Charlie Sheen, You Probably Don't Need an Irrevocable Trust.
Oct 29, 2025
Estate Planning with Assets Under $1M
Oct 25, 2025
The One Time Doing a Transfer on Death Deed is a Disaster
Oct 24, 2025
An Estate Planning Tip for the End of the Year
Oct 23, 2025
2 Reasons You Shouldn't Use willsandtrusts.com
Oct 22, 2025
Two Ways to Avoid Probate when Own Real Estate
Oct 21, 2025
Life Insurance Proceeds DO Count for Estate Taxes
Oct 20, 2025
Joint Tenancy vs Tenants in Common
Oct 20, 2025
Save Money in Probate with the Bill Strategy
Oct 20, 2025
How Much Money do You Need to Need a Trust?
Oct 18, 2025
If You Have this Type of Trust You are in Big Trouble!
Oct 18, 2025
Can Your Power of Attorney Sell Your Real Estate? Find Out!
Oct 17, 2025
Do Beneficiaries get Taxed on Inheritance?
Oct 16, 2025
When You are Required to File a WA Estate Tax Return?
Oct 14, 2025
Do You Have to Pay Off the Mortgage on Inherited Property?
Oct 13, 2025
How Long Should it Take to Make an Estate Plan
Oct 12, 2025
Can Your Power of Attorney Change Beneficiary Designations
Oct 11, 2025
No Inheritance for Common Law Marriages
Oct 10, 2025
Estate Planning Covers More than Death
Oct 09, 2025
No Inheritance for Step-Kids
Oct 08, 2025
The Problem with Joint Tenants with Rights of Suvivorship
Oct 07, 2025
Common Law Marriage Estate Planning Nightmare!
Oct 06, 2025
Moving Your House into Your LLC will NOT Trigger the Due on Sale Clause
Oct 06, 2025
Can You Update Transfer on Death Deed Without Telling Beneficiaries?
Oct 05, 2025
Where do Your Assets Go if You Die Without a Will?
Oct 04, 2025
How an LLC can Increase Your WA Estate Tax Liability
Oct 03, 2025
The Wrong Way to Make Changes to Your Trust
Oct 02, 2025
How to Have Multiple Successor Trustees
Oct 01, 2025
This Will Change How You Think About Disinheriting Your Family
Sep 30, 2025
LLC - Good for Asset Protection, Bad for WA Estate Taxes
Sep 29, 2025
I Don't Know Who Needs to Hear This, but You Don't Need a Trust to Avoid Probate
Sep 29, 2025
This May Change How You Think About Estate Planning
Sep 27, 2025
This Feels Illegal to Know About Revocable Trusts
Sep 26, 2025
The Real Reason for Revocable Living Trusts Is Not to Save on Estate Taxes
Sep 25, 2025
Who Gets Separate Property if There is a Will
Sep 23, 2025
5 estate planning myths that will lead you to make bad life choices
Sep 23, 2025
Why Do Probates Take SOOO Long
Sep 23, 2025
How to Replace a Trustee in a Revocable Trust
Sep 22, 2025
Estate Planning when Your Spouse Hates Your Kids
Sep 20, 2025
Estate Planning when Your Kids Hate Your Spouse
Sep 20, 2025
How to Transfer Real Estate into a Revocable Trust.
Sep 18, 2025
How to Value Inherited Real Estate to Lower Your Taxes.
Sep 17, 2025
How to Sell and Buy Real Estate Using a Revocable Trust.
Sep 16, 2025
Why do People Love Nevada Trusts so Much?
Sep 15, 2025
What Your Irrevocable Trust Guru Isn't Telling You...
Sep 14, 2025
Why do Probates Take So Long?
Sep 13, 2025
5 Reasons to Use a Big Law Firm.
Sep 12, 2025
Revocable Living Trusts Don't Save on Income Taxes.
Sep 11, 2025
Are South Dakota Trust Better than Other States?
Sep 10, 2025
Don't Make this Revocable Trust Mistake.
Sep 09, 2025
Estate Planning Do's and Don'ts.
Sep 08, 2025
Inherited Real Estate - You Don't Need To Refinance The Mortgage.
Sep 07, 2025
The Type of Deed I'd Use to Gift Real Estate.
Sep 06, 2025
5 Reasons To Use Big Law Instead Of Small Law.
Sep 05, 2025
Why the IRS makes Trustees Give their Social Security Number.
Sep 04, 2025
4 Advanced WA State Estate Tax Strategies
Aug 28, 2025
The CMS Estate Planning Process Step-by-Step
Aug 26, 2025
$8 Million Dollar Estate Plan Review
Aug 25, 2025
What is Support and Maintenance in a Revocable Living Trust?
Aug 23, 2025
Don't Give Your House to Your Kids - Do THIS Instead.
Aug 22, 2025
5 Things To Do Before You Die
Aug 21, 2025
Don't Make This Mistake
Aug 20, 2025
How to Give Your Kids Your House While You're Alive AND Save on Taxes.
Aug 19, 2025
The Big Beautiful Tax Bills effect on estate planning
Aug 19, 2025
4 Irrational Reasons to do Your Estate Plan.
Aug 18, 2025
If This is You then Don't Use a Transfer on Death Deed.
Aug 17, 2025
Do You Know What a Non-Grantor Trust is?
Aug 16, 2025
Credit Shelter Trusts are NOT Needed for Fed Estate Taxes
Aug 15, 2025
How To Tell How Wealthy Your Friends Are...
Aug 14, 2025
How I'd Build an Estate Plan from Nothing
Aug 12, 2025
Estate Planning and Your Home - Tax and Probate pitfalls
Jul 28, 2025
Creating A Will Doesn't Make You Die Faster
Jul 24, 2025
A Will is not the most important part of your estate plan
Jul 23, 2025
Don't give your house to your kids - yet revision
Jul 22, 2025
3 Common Living Trust Mistakes
Jul 22, 2025
How to Buy a House Anonymously
Jul 21, 2025
Don't Give Your House to Your Kids
Jul 18, 2025
LLCs with No Biz Purpose are NOT LLCs
Jul 17, 2025
15% Tax for Probate
Jul 16, 2025
5 ways to avoid probate revision
Jul 16, 2025
6 Asset Protection No-Nos
Jul 16, 2025
A Bolt-On WA State Estate Tax Strategy.
Jul 07, 2025
An Estate Planning Lesson from Jimmy Buffett.
Jul 06, 2025
A Sneaky WA State Estate Tax Strategy.
Jul 05, 2025
A Simple Irrevocable Trust WA State Estate Tax Strategy.
Jul 04, 2025
Attention! New Inherited IRA Rules.
Jul 03, 2025
Do Deathbed Gifts Avoid Estate Taxes?
Jul 02, 2025
Transfer on Death Deed Failure Story.
Jul 01, 2025
What is probate and why do people hate it?
Jun 11, 2025
Important Tax Reason Not To Give Your Kids Your House Before You Die.
Jun 10, 2025
When you die your assets will never go to the government.
Jun 09, 2025
The Washington State Estate Tax Is Changing!
Jun 08, 2025
The 2 Estate Taxes Washington Residents Need To Know About.
Jun 07, 2025
One Of The Easiest Ways To Avoid Washington State Estate Taxes.
Jun 06, 2025
How Estate Planning Can Save - Or Wreck - A Life.
Jun 05, 2025
What is a revocable trust and why should you have one?
Jun 04, 2025
The First Thing To Do When Someone Dies.
Jun 03, 2025
This Move Guarantees Probate Avoidance.
Jun 02, 2025
Powers of attorney only work while alive.
Jun 01, 2025
5 ways you can avoid probate.
May 31, 2025
An Estate Planning Fact You Did Not Know.
May 30, 2025
Estate Planning 101 in under 60 seconds.
May 29, 2025
The different types of trust distribution schedules.
May 28, 2025
Land Trusts are a scam.
May 27, 2025
Is It Okay To Move Real Estate With A Mortgage Into An LLC?
May 26, 2025
The best revocable trust provisions for kids.
May 23, 2025
The wrong way to leave your house to your kids.
May 22, 2025
5 Reasons to Create a Revocable Living Trust
May 21, 2025
Do-It-Yourself Estate Planning Gone Wrong.
May 21, 2025
3 Unexpected Reasons That Probate Sucks.
May 20, 2025
The Best Way To Prevent Kids From Blowing Their Inheritance.
May 19, 2025
When A Trust Is Appropriate For Real Estate Transfers.
May 16, 2025
What does estate planning even mean?
May 15, 2025
Estate Planning Case Study - Married with Young Kids
May 14, 2025
A trust is not the only way to avoid probate.
May 14, 2025
What are Non-Probate Assets?
May 13, 2025
Washington State Estate Tax Changes!
May 12, 2025
Why $2.2m in assets is the WA estate tax magic number.
May 09, 2025
Is a do-it-yourself estate plan good enough?
May 08, 2025
Are Inherited Roth IRA Account Required to be Distributed?
May 06, 2025
3 reasons you can contest a will.
May 05, 2025
Dead ex-spouse on the deed? Here's what to do.
May 04, 2025
The 3 main characters in a revocable living trust.
Apr 13, 2025
A Will will Not Keep You Out of Probate.
Apr 10, 2025
What is probate and why do people want to avoid it?
Apr 09, 2025
3 Reasons to Have a Revocable Living Trust.
Apr 08, 2025
Why a married couple might want two trusts.
Mar 29, 2025
Can a Step-Parent Prevent You from Seeing the Will?
Mar 27, 2025
What Happens if there is No Will?
Mar 26, 2025
Why Does Probate Suck so Much?
Mar 25, 2025
Who Keeps Attorneys Honest?
Mar 24, 2025
Revocable Trusts will Not Keep You Safe from Medicaid.
Mar 23, 2025
What are the Advantages of Having a Will?
Mar 22, 2025
How do you Transfer an LLC Interest Without Probate.
Mar 21, 2025
3 ways to handle greedy family members when a loved one dies.
Mar 20, 2025
Step one of a $7 million dollar estate plan.
Mar 19, 2025
Here's who to blame when you can't find a Will.
Mar 18, 2025
What makes a creditor claim valid in a probate?
Mar 16, 2025
How to get a law firm to give you a dead person's Will.
Mar 15, 2025
Why I'd rather pay WA estate taxes over capital gains taxes.
Mar 14, 2025
Inherited Roth IRA distribution rules.
Mar 13, 2025
If you inherit a house you don't have to tell the mortgage company.
Mar 12, 2025
There are no downsides to a revocable trust.
Mar 11, 2025
The New Rules for Inherited IRAs
Mar 09, 2025
No contest clauses only apply for bad faith contests.
Mar 08, 2025
Is the client the only one that can pay for estate planning?
Mar 06, 2025
Can your spouse create their own trust and put EVERYTHING in it?
Mar 06, 2025
Why won't my mom's attorney give me a copy of her Will?
Mar 02, 2025
A Will with no witnesses is not a Will.
Mar 01, 2025
Top 3 tips for transferring assets at death.
Feb 28, 2025
A transfer on death deed does not stop you from selling your house.
Feb 27, 2025
Irrevocable trust maintenance obligations.
Feb 26, 2025
How to remove or change a Power of Attorney.
Feb 25, 2025
How do you remove the executor from a probate?
Feb 24, 2025
What to do if a bank tells you they need a court order for a dead person's account.
Feb 23, 2025
Are you required to read the Will when someone dies?
Feb 22, 2025
How to handle property acquired AFTER you create a trust.
Feb 21, 2025
What to do when a parent refuses to go a to nursing home.
Feb 20, 2025
How to access a dead person's safety deposit box.
Feb 19, 2025
How to remove the trustee on a trust.
Feb 18, 2025
What are the Advantages of a Revocable Trust?
Feb 17, 2025
Can a revocable trust create an irrevocable trust?
Feb 16, 2025
Can you put a house with a mortgage in an irrevocable trust?
Feb 15, 2025
What does estate planning even mean?
Feb 14, 2025
How do You Write Off the Mortgage Interest Payments on an Inherited Home?
Feb 13, 2025
What to do if you think someone's Will is in their safety deposit box.
Feb 12, 2025
Distribution rules for inherited IRAs.
Feb 11, 2025
Can a Step-Parent Revise the Will After the Parent Dies?
Feb 10, 2025
How to remove or change a Medical Power of Attorney.
Feb 09, 2025
How to disinherit someone.
Feb 08, 2025
Can you leave your dog your entire estate?
Feb 07, 2025
Living trusts and nursing homes.
Feb 06, 2025
Can you dictate marriage decisions through your trust?
Feb 05, 2025
How often should you update your estate plan?
Feb 04, 2025
Inherited real estate and the mortgage - what to do.
Feb 02, 2025
Death of spouse and your mortgage - what to do.
Feb 01, 2025
What happens if you die without a Will?
Jan 31, 2025
Beneficiary designations and avoiding probate.
Jan 30, 2025
Reverse mortgage and death - what to do.
Jan 29, 2025
An estate planning attorney on why you shouldn't use an estate planning attorney.
Jan 28, 2025
Taxes an executor is in charge of paying.
Jan 28, 2025
Offsetting income tax from an inherited IRA.
Jan 19, 2025
Common gift tax inheritance problem and how to avoid it.
Jan 18, 2025
When it's okay to not get a Will.
Jan 17, 2025
Annual fees and maintenance on a revocable living trust.
Jan 16, 2025
Do you need to probate on manufactured homes?
Jan 15, 2025
When does the 10 year clock on an inherited IRA start?
Jan 14, 2025
Penalty for failing to file a Will on time.
Jan 13, 2025
How to fund a revocable living trust.
Jan 12, 2025
Real estate taxes from transfer on death deed inheritance.
Jan 11, 2025
Estate planning when you have no money.
Jan 10, 2025
A time when your Executor can be lazy.
Jan 09, 2025
How to make a Will on a napkin.
Jan 08, 2025
If this happens, the Will doesn't matter.
Jan 07, 2025
A Will won't cut it for blended families.
Jan 06, 2025
Inherited real estate with multiple liens - what to do.
Jan 05, 2025
In probates there's usually no secrets.
Dec 24, 2024
The one time it is impossible to avoid probate.
Dec 23, 2024
Transfer on Death Deeds Happen Instantly Upon Death.
Dec 22, 2024
You're Not the Executor Until Probate is Open.
Dec 21, 2024
How Loving Your Spouse Can Help Qualify for Medicaid.
Dec 20, 2024
Stop paying bills when someone dies.
Dec 19, 2024
Did you know there are electronic Wills in WA?
Dec 18, 2024
How to Unintentionally Wreck Your Child's Inheritance.
Dec 17, 2024
What to do when Inherited Real Estate is Paid Off.
Dec 16, 2024
Joint Tenants vs Tenants in Common.
Dec 15, 2024
How do you trigger a transfer on death deed?
Dec 14, 2024
Thank you for 10,000 subscribers!
Dec 13, 2024
Instructions instead of a Will is the worst thing you could do.
Dec 12, 2024
True Story - Another Reason Not to Put Family on Your Bank Account
Dec 10, 2024
What Rights to Future Beneficiaries Have?
Nov 29, 2024
How Young Children Can Help Qualify for Medicaid
Nov 28, 2024
A Time to NEVER Use Transfer on Death Deeds
Nov 27, 2024
How Lack of Knowledge Can Help Qualify for Medicaid
Nov 26, 2024
Why do companies take life insurance policies out on their employees?
Nov 21, 2024
Revocable living trusts do not give you asset protection.
Nov 20, 2024
Does a Will get filed before or after death?
Nov 19, 2024
Can you appoint non-US resident guardians for your kids?
Nov 18, 2024
How to deal with crazy people in probate - a story.
Nov 17, 2024
Forming an LLC? Get an Attorney!
Nov 16, 2024
How to Tell if Your U.S. Estate Plan will Work Abroad.
Nov 15, 2024
Future Beneficiary and Trust Visibility
Nov 14, 2024
You're Not the Executor Until this Happens (even with a Will).
Nov 13, 2024
Do gift receivers pay income tax?
Nov 05, 2024
Can a beneficiary see a Will or Trust before the creator dies?
Nov 04, 2024
Executors are not required to give you a copy of the Will.
Nov 02, 2024
Tax consequences of giving too much in 2024.
Nov 01, 2024
Warning! Trust + s-corp can equal trouble.
Oct 31, 2024
Income tax exemptions only work while you are alive.
Oct 30, 2024
ILIT - trust first or life insurance first?
Oct 29, 2024
Can you redo an irrevocable trust?
Oct 28, 2024
Real estate and death of spouse - probate required?
Oct 26, 2024
Do you have to use inheritance as directed?
Oct 25, 2024
Is the executor required to give you a copy of the Will?
Oct 24, 2024
Inherited real estate and mortgage rules.
Oct 23, 2024
When is the Right Time to Create an Irrevocable Trust?
Oct 14, 2024
How to get a Copy of a Will After Someone Dies.
Oct 13, 2024
Do You Need Estate Planning If You have No Assets?
Oct 12, 2024
Why do Health Care Directives Exist?
Oct 11, 2024
How Business Owners Create a Power of Attorney.
Oct 10, 2024
An Example of How NOT to Draft a Will
Oct 09, 2024
Your Probate Questions Answered - Grandma's Farm.
Oct 09, 2024
The best place to store your estate plan.
Oct 04, 2024
Can the Executor just Kick You Out of Your House?
Oct 02, 2024
An Important Consideration if Creating a Medicaid Asset Protection Trust.
Oct 01, 2024
How to Get Cash in a Probate with Only Real Estate.
Sep 30, 2024
You do not have to give someone $1 to disinherit them.
Sep 27, 2024
How Does a Will Work?
Sep 26, 2024
Can You Add or Delete Beneficiaries from an Irrevocable Trust?
Sep 25, 2024
Estate planning and AI don't compute - yet.
Sep 24, 2024
The best way to keep your home safe from a Medicaid lien.
Sep 23, 2024
What does a guardian ad litem do in a probate?
Sep 20, 2024
Do not let your estate planning attorney keep your original docs.
Sep 19, 2024
A revocable trust always travels with a will.
Sep 18, 2024
What to do if your estate planning attorney retires.
Sep 17, 2024
The best first irrevocable trust to create for estate tax avoidance.
Sep 16, 2024
What do drug dealers, adult website owners, and the ultra-wealthy have in common?
Sep 15, 2024
What happens to a car lease when someone dies?
Sep 14, 2024
What is a foreign will?
Sep 13, 2024
Two things you need to know to create an estate plan.
Sep 12, 2024
Who pays estate taxes owed by an estate?
Sep 11, 2024
QPRTs - qualified personal residence trusts - what you need to know.
Sep 05, 2024
What to do when trustor dies.
Aug 12, 2024
How to redo your trust without starting over.
Aug 05, 2024
How does the gift tax work?
Jul 25, 2024
How to pick a great Trustee.
Jul 22, 2024
How much maintenance is required for a revocable living trust?
Jul 18, 2024
Gift taxes explained.
Jul 11, 2024
Estate planning with an ex-spouse - what NOT to do.
Jul 08, 2024
What is a self-settled irrevocable trust?
Jul 05, 2024
How to change an irrevocable trust - yes it's possible.
Jul 04, 2024
How to keep random people from claiming they're your kids for inheritance.
Jul 03, 2024
Real estate upgrades when the first spouse dies.
Jul 03, 2024
Estate planning with an ex-spouse. An example of what not to do.
Jul 02, 2024
Retirement account beneficiary must-dos.
Jul 01, 2024
Do you even need a trust?
Jun 28, 2024
Beneficiary designations and pension plans.
Jun 27, 2024
Trust assets and taxes explained.
Jun 26, 2024
What does a revocable living trust do?
Jun 25, 2024
Probate alternatives.
Jun 25, 2024
How to pick a great Trustee.
Jun 25, 2024
How to keep your house in the family FOREVER.
Jun 21, 2024
Beneficiary designation vs. Trust - here's who wins.
Jun 20, 2024
Trust assets and taxes explained.
Jun 19, 2024
How to get access to a dead person's email.
Jun 18, 2024
How to set up a trust for a blended family.
Jun 18, 2024
How to transfer an inherited IRA to your own IRA.
Jun 17, 2024
Should you worry about the government taking all of your property when you die?
Jun 14, 2024
Should you put rental properties in separate LLCs and separate trusts?
Jun 13, 2024
Estate planning attorney hiring guide.
Jun 12, 2024
Divorcing? You MUST update your estate plan.
Jun 12, 2024
What to do if your estate planning attorney retires.
Jun 10, 2024
House in Trust: When Does the Step-Up Occur?
Jun 07, 2024
Why Probate Sucks and How to Avoid It
Jun 06, 2024
Inherited retirement accounts? Here's what you need to know!
Jun 05, 2024
A Trust is Not Always the Best Place to Put a House
Jun 04, 2024
What to do if an attorney says they are too busy.
May 31, 2024
Probate strategy when there's no family left.
May 30, 2024
What is a self-settled irrevocable trust?
May 29, 2024
Tax assessment for real estate valuation is BAD.
May 28, 2024
Person dies - Someone living in the house How to get them out.
May 27, 2024
Trust on a trust on trust is usually not a good idea.
May 24, 2024
Here's who pays irrevocable trust tax income.
May 23, 2024
3 common trust distributions provisions.
May 22, 2024
What happens to your house when the first spouse dies?
May 21, 2024
Calculating the tax basis of real estate when you combine gift and sale.
May 20, 2024
Divorce - when you should update your estate plan.
May 17, 2024
Gift to spouse - is there a tax on that?
May 16, 2024
Here's how to sell a property in a revocable trust.
May 15, 2024
What happens to real estate - and the mortgage - when the first spouse dies?
May 14, 2024
Why do legal documents cost so much - a story.
May 13, 2024
Your kids probably won't spend your money wisely.
May 10, 2024
Is a dynasty trust an irrevocable trust?
May 09, 2024
How to get Will if old lawyer has it.
May 08, 2024
Blended family - hope your step-parent doesn't die last.
May 06, 2024
Does moving your house into your trust increase insurance?
May 03, 2024
How many trusts are you allowed to have
May 02, 2024
In estate planning don't look too far ahead.
Apr 30, 2024
How to transfer assets outside the United States.
Apr 29, 2024
How long does it take to get paid in a probate?
Apr 26, 2024
Divorce - the perfect time - and wrong time - to update your estate plan.
Apr 26, 2024
How is separate property divided in probate?
Apr 25, 2024
Don't look to far ahead when estate planning.
Apr 25, 2024
Do we have notaries at the firm?
Apr 24, 2024
HOR - Why is a trust better than an LLC for real estate distributions?
Apr 24, 2024
When dealing with a split family, is probate inevitable?
Apr 23, 2024
HOR - 2026 estate tax reversion explained.
Apr 23, 2024
What to do when family members steal after death?
Apr 22, 2024
The worst way to transfer assets to your minor children.
Apr 22, 2024
What is the best way to leave your house to your kids when it's paid off?
Apr 19, 2024
What happens if you name Donald Trump as your executor?
Apr 19, 2024
Trust question - what is the merger doctrine?
Apr 18, 2024
How to sell a house with a mortgage on it.
Apr 18, 2024
Trust question - what happens to trust property after you die?
Apr 17, 2024
How do LLCs give you asset protection?
Apr 17, 2024
Trust question - put both spouses' names on it or just one?
Apr 16, 2024
Take care of your parents without messing up medicaid.
Apr 16, 2024
Can you take real estate out of a revocable living trust?
Apr 15, 2024
The end of anonymous LLCs in 2024!
Apr 15, 2024
Should you update your estate plan when you get divorced?
Apr 12, 2024
Death - inheritance - rise from the dead - what happens?
Apr 12, 2024
Gift tax rules for spouses.
Apr 11, 2024
Creative idea for an anonymous LLC.
Apr 11, 2024
Is Trust income taxed to trust or beneficiary?
Apr 10, 2024
Beneficiary of a beneficiary, a good will witness?
Apr 10, 2024
What if you sue someone and they die?
Apr 09, 2024
How long does a trust last?
Apr 08, 2024
How to transfer a business without having to go through probate.
Apr 05, 2024
Who picks the trustees of a trust?
Apr 05, 2024
When estate planning, remember you cannot predict the future.
Apr 04, 2024
How long can a house stay in a trust?
Apr 04, 2024
Do overseas gifts have to pay gift tax?
Apr 03, 2024
Estate planning for children with disabilities.
Apr 03, 2024
Do you need a pourover will with a living trust?
Apr 02, 2024
HOR - Don't look to far ahead when estate planning.
Apr 02, 2024
How to put a house into a trust.
Apr 01, 2024
Divorce - the perfect time - and wrong time - to update your estate plan.
Apr 01, 2024
The hard way to give a house to 3 people.
Mar 29, 2024
Where did the $12.92 million estate tax exemption amount come from?
Mar 29, 2024
The best way to give a house to 3 people.
Mar 28, 2024
Estate planning horror story #2?
Mar 28, 2024
Real estate is 50-50 if community property even if not in your name.
Mar 27, 2024
Can you disinherit someone by giving them $1?
Mar 27, 2024
How probate attorneys get paid.
Mar 26, 2024
HOR - Why is a trust better than an LLC for real estate distributions?
Mar 26, 2024
House into trust - here's one thing you should do.
Mar 25, 2024
What if you can't find the original will?
Mar 25, 2024
Another reason I hate community property agreements.
Mar 22, 2024
What happens if you get an inheritance while giver is still alive?
Mar 22, 2024
Can you record a transfer on death deed after death?
Mar 21, 2024
Probate alternatives.
Mar 21, 2024
Beneficiary designations trump your Will.
Mar 20, 2024
Cousins witnessed Will. Is it valid?
Mar 20, 2024
What do you need to do to create a revocable trust?
Mar 19, 2024
When a bad Will doesn't matter.
Mar 18, 2024
What deed is needed to transfer to an irrevocable trust?
Mar 18, 2024
How to get an old dead person off of a property.
Mar 15, 2024
How do you remove a deceased spouse from real estate?
Mar 15, 2024
How an irrevocable life insurance trust (ILIT) works.
Mar 14, 2024
Dead spouse. Income tax. Mortgage.
Mar 13, 2024
Specificity in your estate plan is REALLY important.
Mar 13, 2024
Can you put your house into an irrevocable trust?
Mar 12, 2024
HOR - 2026 estate tax reversion explained.
Mar 12, 2024
How long does it take to create a revocable trust?
Mar 11, 2024
All the possible ways to avoid probate.
Mar 11, 2024
Why I hate Community Property Agreements.
Mar 08, 2024
3 things I hate about Community Property Agreements.
Mar 08, 2024
When a bad Will doesn't matter.
Mar 07, 2024
Is a deed that's not recorded valid?
Mar 06, 2024
The worst way to transfer assets to your minor children.
Mar 06, 2024
Here's how to use a Medicaid Trust well.
Mar 05, 2024
What happens if you name Donald Trump as your executor?
Mar 05, 2024
Death and reverse mortgages explained.
Mar 04, 2024
How to sell a house with a mortgage on it.
Mar 04, 2024
How do LLCs give you asset protection?
Mar 01, 2024
Take care of your parents without messing up medicaid.
Feb 29, 2024
Do you have to pay capital gains tax on a transfer on a death deed?
Feb 28, 2024
The end of anonymous LLCs in 2024!
Feb 28, 2024
How does a house transfer after death with a mortgage on it?
Feb 27, 2024
Death - inheritance - rise from the dead - what happens?
Feb 27, 2024
How do you transfer property when multiple generations have died?
Feb 26, 2024
Creative idea for an anonymous LLC.
Feb 26, 2024
How do you cancel a life insurance policy someone takes out on you?
Feb 23, 2024
Beneficiary of a beneficiary, a good will witness?
Feb 23, 2024
What to do if the Executor dies before probate is over?
Feb 22, 2024
What if you sue someone and they die?
Feb 22, 2024
Is a revocable trust still revocable after grantor dies?
Feb 21, 2024
How long does a trust last?
Feb 21, 2024
Who gets an inheritance if an heir dies before the decedent?
Feb 20, 2024
Who picks the trustees of a trust?
Feb 20, 2024
Should the executor be the one to start probate?
Feb 19, 2024
How long can a house stay in a trust?
Feb 19, 2024
Who can start a probate?
Feb 16, 2024
Estate planning for children with disabilities.
Feb 16, 2024
Where to store your revocable living trust.
Feb 15, 2024
Where did the $12.92 million estate tax exemption amount come from?
Feb 15, 2024
Your estate planning ideas will not save you.
Feb 14, 2024
Estate planning horror story #2?
Feb 14, 2024
How do you handle fraudulent real estate transactions?
Feb 13, 2024
The worst way to transfer assets to your minor children.
Feb 13, 2024
How I organize LLCs with multiple rental properties.
Feb 12, 2024
Can you disinherit someone by giving them $1?
Feb 12, 2024
Is it normal for probate to last 3 years?
Feb 09, 2024
What if you can't find the original will?
Feb 09, 2024
Is there annual maintenance when you have a trust?
Feb 08, 2024
What happens if you get an inheritance while giver is still alive?
Feb 08, 2024
Why am I talking so fast all the time?
Feb 07, 2024
Probate alternatives.
Feb 07, 2024
When a parent dies with real estate, is probate required?
Feb 06, 2024
Where I go for legal advice.
Feb 05, 2024
How to get Will if old lawyer has it.
Feb 05, 2024
Estate tax 101.
Feb 02, 2024
Cousins witnessed Will. Is it valid?
Feb 02, 2024
What if forgot to record the transfer on death deed?
Feb 01, 2024
What do you need to do to create a revocable trust?
Feb 01, 2024
Real estate is 50-50 if community property even if not in your name.
Jan 31, 2024
What deed is needed to transfer to an irrevocable trust?
Jan 31, 2024
How probate attorneys get paid.
Jan 30, 2024
How an irrevocable life insurance trust (ILIT) works.
Jan 30, 2024
Estate Planning Horror Story #1.
Jan 29, 2024
What happens if you name Donald Trump as your executor?
Jan 29, 2024
When is creative asset protection a good idea?
Jan 26, 2024
Specificity in your estate plan is REALLY important.
Jan 26, 2024
How to back out of a real estate deal.
Jan 25, 2024
All the possible ways to avoid probate.
Jan 25, 2024
How to keep your estate plan private.
Jan 24, 2024
What happens if you get an inheritance while giver is still alive?
Jan 24, 2024
How do you transfer property when multiple generations have died?
Jan 23, 2024
3 things I hate about Community Property Agreements.
Jan 23, 2024
When you give a house to someone do the contents go too?
Jan 22, 2024
How to sell a house with a mortgage on it.
Jan 22, 2024
When you gift, are capital gains taxes due?
Jan 19, 2024
How do LLCs give you asset protection?
Jan 19, 2024
Take care of your parents without messing up medicaid.
Jan 18, 2024
Huge mistakes kids make helping elderly parents.
Jan 17, 2024
The end of anonymous LLCs in 2024!
Jan 17, 2024
What fee does the executor get in a probate?
Jan 16, 2024
Death - inheritance - rise from the dead - what happens?
Jan 16, 2024
Can the executor distribute assets any way they want?
Jan 15, 2024
Creative idea for an anonymous LLC.
Jan 15, 2024
Divorce and revocable trusts - what happens?
Jan 12, 2024
Beneficiary of a beneficiary, a good will witness?
Jan 12, 2024
Home + mortgage + LLC new rules.
Jan 11, 2024
What if you sue someone and they die?
Jan 11, 2024
If you need to update your estate plan DO NOT do this.
Jan 10, 2024
How long does a trust last?
Jan 10, 2024
What if your parents are incapable of managing their money?
Jan 09, 2024
Who picks the trustees of a trust?
Jan 09, 2024
Deed recording gone wrong!
Jan 09, 2024
How long can a house stay in a trust?
Jan 08, 2024
Transfer on death deed to an irrevocable trust?
Jan 05, 2024
Estate planning for children with disabilities.
Jan 05, 2024
What if your parents are bad with money?
Jan 04, 2024
Where did the $12.92 million estate tax exemption amount come from?
Jan 04, 2024
Does power of attorney give power now?
Jan 03, 2024
Estate planning horror story #2?
Jan 03, 2024
When is creative asset protection a good idea?
Jan 02, 2024
Can you disinherit someone by giving them $1?
Jan 02, 2024
What if you can't find the original will?
Jan 01, 2024
Probate alternatives.
Dec 28, 2023
How to keep random people from claiming they're your kids for inheritance.
Dec 27, 2023
How to get Will if old lawyer has it.
Dec 26, 2023
Cousins witnessed Will. Is it valid?
Dec 25, 2023
Client Profile #181 - Married - Adult kids - Trust.
Dec 22, 2023
What do you need to do to create a revocable trust?
Dec 22, 2023
What deed is needed to transfer to an irrevocable trust?
Dec 21, 2023
How do you remove a deceased spouse from real estate?
Dec 20, 2023
How an irrevocable life insurance trust (ILIT) works.
Dec 19, 2023
When do you have to pay capital gains tax?
Dec 18, 2023
What if forget to record the transfer on death deed?
Dec 15, 2023
Client Profile #180 | Married with minor kids - adding a trust.
Dec 15, 2023
How to keep your estate plan private.
Dec 14, 2023
How to back out of a real estate deal.
Dec 13, 2023
Do you have to pay capital gains when you put a house in a trust?
Dec 12, 2023
What do you do with a revocable trust after the grantor dies?
Dec 11, 2023
What to do if you are listed in a Will but haven't been contacted?
Dec 08, 2023
Client profile #179 - Single | Revocable Trust - Keep it in the family.
Dec 08, 2023
Here's why parents need estate plans.
Dec 07, 2023
Estate planning is a lot like wearing a seatbelt.
Dec 06, 2023
When you give a house to someone do the contents go too?
Dec 05, 2023
Can you have a separate revocable trust for each of your rental homes?
Dec 04, 2023
PSA from Sheriff Chris.
Dec 01, 2023
Client Profile #178 | Married - No Kids - Pets - Charity.
Dec 01, 2023
You don't need creative asset protection.
Nov 30, 2023
Am I the owner of a rental house that I put into an LLC and then into a revocable trust?
Nov 29, 2023
What is the purpose of a generation skipping trust?
Nov 28, 2023
Specificity in your estate plan is REALLY important.
Nov 28, 2023
What to do when a sick spouse is racking up huge medical bills?
Nov 27, 2023
I need your feedback!
Nov 24, 2023
Client Profile #177 | Keeping things in the family.
Nov 24, 2023
How to open a probate when both executors die.
Nov 23, 2023
If you put your kid on your property you're giving up TREMENDOUS tax savings.
Nov 22, 2023
What does a Power of Attorney do?
Nov 21, 2023
Should you ever say no to being the executor of an estate?
Nov 21, 2023
Inherited property will not always go to your spouse.
Nov 20, 2023
Do you need an attorney to do probate?
Nov 17, 2023
Do you need a tax return form in this circumstance?
Nov 16, 2023
Estate Planning Client Profile #175 | Married couple with minor children.
Nov 15, 2023
Community property vs joint tenants vs tenants in common.
Nov 15, 2023
Can you put stuff in a trust before it exists?
Nov 14, 2023
Can the successor trustee be a beneficiary under the trust?
Nov 13, 2023
How long does it take to get paid in a probate?
Nov 10, 2023
How is separate property divided in probate?
Nov 09, 2023
Estate Planning Client Profile #174 - Single - Widowed - Adult Kids.
Nov 08, 2023
Do we have notaries at the firm?
Nov 08, 2023
When dealing with a split family, is probate inevitable?
Nov 07, 2023
What to do when family members steal after death?
Nov 06, 2023
What is the best way to leave your house to your kids when it's paid off?
Nov 03, 2023
Trust question - what is the merger doctrine?
Nov 02, 2023
Trust question - what happens to trust property after you die?
Nov 01, 2023
Trust question - put both spouses' names on it or just one?
Oct 31, 2023
Real estate gifting questions answered.
Oct 30, 2023
Real estate - what happens if property owners can't agree to sell or not?
Oct 27, 2023
Probate question - what happens when you give up your parental rights?
Oct 26, 2023
Estate tax 101.
Oct 25, 2023
Being married does NOT mean you don't need a power of attorney.
Oct 24, 2023
Will adding a kid to a deed trigger the due on sale clause?
Oct 23, 2023
When you move your house into a trust, do you have to note a sale?
Oct 20, 2023
What is filial responsibility and should you be worried about it?
Oct 19, 2023
What happens to student loans when you die?
Oct 18, 2023
What happens if a will becomes null and void?
Oct 17, 2023
Is a will valid if made before marriage?
Oct 16, 2023
How to handle a rogue Trustee.
Oct 13, 2023
How do you keep them from claiming omitted spouse?
Oct 12, 2023
How do you find out if there was a will?
Oct 11, 2023
How do beneficiaries find out they are part of a trust?
Oct 10, 2023
What happens if you sell something in a revocable living trust?
Oct 09, 2023
What happens when there are minors in probate?
Oct 06, 2023
Trust first or LLC first - does it matter?
Oct 06, 2023
Stopping putting your kids on your real estate.
Oct 04, 2023
How long do you have to contest a will?
Oct 03, 2023
Are there any required actions when you receive an inheritance?
Oct 02, 2023
Where I go for legal advice.
Sep 29, 2023
When a parent dies with real estate, is probate required?
Sep 28, 2023
Why am I talking so fast all the time?
Sep 27, 2023
Is there annual maintenance when you have a trust?
Sep 26, 2023
Is it normal for probate to last 3 years?
Sep 25, 2023
How I organize LLCs with multiple rental properties.
Sep 22, 2023
How do you handle fraudulent real estate transactions?
Sep 21, 2023
Your estate planning ideas will not save you.
Sep 20, 2023
We are always looking for people to join the team!
Sep 19, 2023
Stop getting mad at people for spending their own money.
Sep 18, 2023
How to qualify for Medicaid if you're already in a nursing home.
Sep 15, 2023
What if the executor doesn't create an inventory?
Sep 14, 2023
All the possible ways to avoid probate.
Sep 13, 2023
What happens if you sell a home in a revocable living trust?
Sep 13, 2023
The hard way to give a house to 3 people.
Sep 12, 2023
The best way to give a house to 3 people.
Sep 11, 2023
Real estate is 50-50 if community property even if not in your name.
Sep 08, 2023
How probate attorneys get paid.
Sep 07, 2023
Another reason I hate community property agreements.
Sep 05, 2023
Can you record a transfer on death deed after death?
Sep 04, 2023
Beneficiary designations trump your Will.
Sep 01, 2023
Why I hate Community Property Agreements.
Aug 31, 2023
When a bad Will doesn't matter.
Aug 30, 2023
Is a deed that's not recorded valid?
Aug 29, 2023
Here's how to use a Medicaid Trust well.
Aug 28, 2023
Death and reverse mortgages explained.
Aug 27, 2023
Congratulations Maria!
Aug 26, 2023
Do you have to pay capital gains tax on a transfer on a death deed?
Aug 25, 2023
How does a house transfer after death with a mortgage on it?
Aug 24, 2023
3 things I hate about Community Property Agreements.
Aug 23, 2023
How do you transfer property when multiple generations have died?
Aug 23, 2023
How do you contest a pay on death bank account?
Aug 22, 2023
The executor of a Will can't just do whatever they want.
Aug 21, 2023
What happens with real estate and old deaths?
Aug 20, 2023
What happens when a newlywed dies?
Aug 19, 2023
What do you do when people are stealing from an estate?
Aug 18, 2023
How do you cancel a life insurance policy someone takes out on you?
Aug 17, 2023
What does a Power of Attorney do?
Aug 16, 2023
What to do if the Executor dies before probate is over?
Aug 16, 2023
How are assets split in a common-law marriage?
Aug 04, 2023
For estate planning success, do step one first.
Aug 03, 2023
Probate Notice Rules i.e. 'Who you have to tell about probate'.
Aug 02, 2023
Does WA State Assault Rifle Ban change estate planning?
Jul 31, 2023
What to do with bills after someone dies?
Jul 28, 2023
Cutting your spouse out of your estate? Remember this!
Jul 27, 2023
One thing NOT to ask your estate planning attorney to do.
Jul 26, 2023
If married with separate bank accounts, PAY ATTENTION!!!
Jul 25, 2023
What to do if you can't afford an attorney for probate?
Jul 21, 2023
Do you need probate for a joint bank account?
Jul 20, 2023
A revocable living trust does NOT provide asset protection.
Jul 19, 2023
What is in a basic estate plan?
Jul 18, 2023
A random reason to have a revocable trust.
Jul 18, 2023
What happens if not married, with kids, and dying without a will?
Jul 17, 2023
Can you put a house into a special needs trust?
Jul 14, 2023
Estate planning and inherited IRAs.
Jul 13, 2023
What to do if you think the will is fake?
Jul 12, 2023
Three reasons you need a revocable living trust.
Jul 11, 2023
What to do if executor doesn't report all assets?
Jul 11, 2023
What happens if the trustee resigns?
Jul 10, 2023
The one time to divorce even if you're in love.
Jul 07, 2023
The best way to take care of kids with disabilities.
Jul 06, 2023
How to save money if huge medical bills comieup?
Jul 05, 2023
Does a revocable living trust give you asset protection?
Jul 04, 2023
Who manages trust assets and distribution?
Jul 04, 2023
what type of insurance should you get for your house?
Jun 30, 2023
How to find out if someone had a will?
Jun 29, 2023
The wrong time to create your estate plan.
Jun 27, 2023
Should you get an estate planning lawyer in your state?
Jun 27, 2023
Taylor Swift moved her house into a trust - should I?
Jun 26, 2023
Should you pay a decedent's medical bills?
Jun 23, 2023
What happens if only one spouse is on real estate deed?
Jun 22, 2023
Capital gains tax with a personal residence in an LLC - an example.
Jun 21, 2023
What happens if you die without a will?
Jun 20, 2023
Do-it-yourself estate planning is a BAD idea.
Jun 20, 2023
How do I challenge a trust?
Jun 19, 2023
How close to death can you change your will?
Jun 16, 2023
Should you pay a decedents medical bills?
Jun 15, 2023
Can you probate a bank account with a second account holder?
Jun 14, 2023
Estate taxes explained in 3 minutes or less.
Jun 13, 2023
How do you contest a will?
Jun 13, 2023
What are probate vs non-probate assets?
Jun 12, 2023
Can the widow change an irrevocable trust?
Jun 09, 2023
What to do if the attorney charges more than agreed to?
Jun 08, 2023
What is a Roth 401k?
Jun 07, 2023
What is probate and why do people want to avoid it?
Jun 06, 2023
What if the trustee is not doing the work?
Jun 06, 2023
Who is in charge of trust management and distribution?
Jun 05, 2023
The first thing to do when someone dies.
Jun 02, 2023
Probate isn't always the answer.
Jun 01, 2023
How to avoid probate and taxes if someone has already died?
May 31, 2023
The worst beneficiary designation for retirement accounts.
May 30, 2023
How to keep your estate plan private?
May 30, 2023
The executor of a will doesn't have any power - at first.
May 29, 2023
I Need Your Help - Is this a Good Marketing Idea?
May 26, 2023
Can a husband sign a quit claim deed to his wife?
May 25, 2023
How to find a good attorney?
May 24, 2023
The right way to leave money to your kids when you die.
May 23, 2023
How to give your house to your kids with no tax?
May 23, 2023
Income taxes and irrevocable trusts
May 22, 2023
Your plan is not the place to create a legacy.
May 19, 2023
Who can be a witness on a will?
May 18, 2023
What do you do if there are no assets in an estate and bills to pay?
May 17, 2023
What to do if an executor can't find the will and you think they are lying?
May 16, 2023
Can you make trustees vote on things?
May 15, 2023
What's the best way to transfer crypto after you die.
May 12, 2023
Non-resident alien estate tax rules.
May 11, 2023
How do you get the original trust document?
May 10, 2023
What to do if someone changes their estate plan right before they die?
May 09, 2023
No step-up in basis in a Roth IRA.
May 08, 2023
Are trustees liable for their decisions?
May 05, 2023
What happens if you inherit a house with a mortgage?
May 04, 2023
Can you contest a will if it's just a draft?
May 03, 2023
Can a private trust company provide privacy for your trust?
May 02, 2023
What do you do if an heir dies shortly after the decedent is in probate?
May 01, 2023
What if you find a creditor bill in probate after probate is closed?
Apr 28, 2023
How I handle a non-responsive executor.
Apr 27, 2023
You've got gift taxes all wrong.
Apr 26, 2023
Traveling without kids and estate planning.
Apr 25, 2023
What is a beneficial interest clause in a will?
Apr 25, 2023
Your retirement accounts are only half yours.
Apr 24, 2023
Don't use a self-canceling installment note - PART 3
Apr 21, 2023
Don't use a self-canceling installment note - PART 2
Apr 20, 2023
Don't use a self-canceling installment note - PART 1
Apr 19, 2023
People do NOT have to follow your will.
Apr 18, 2023
Best trust distribution schedule.
Apr 18, 2023
What does it mean to have a clean title?
Apr 17, 2023
Your kids are not going to do what you want.
Apr 14, 2023
Should you move your rental house into an LLC?
Apr 13, 2023
Alternatives to putting rental house into an LLC.
Apr 12, 2023
Never put your personal residence into an LLC.
Apr 11, 2023
No testamentary trusts for minor children.
Apr 11, 2023
The state does not get your property under any circumstance.
Apr 10, 2023
An estate plan 99 percent of the way done is 0 percent of the way done.
Apr 07, 2023
Can the bank call the loan if you put your house in a trust?
Apr 06, 2023
You are not going to lose your house by putting it into a revocable trust.
Apr 05, 2023
How to leave one house to many people without causing problems?
Apr 04, 2023
Spouse dies and is on the deed - What should you do?
Apr 04, 2023
If you do nothing else with estate planning do this.
Apr 03, 2023
Leaving money to friends or family for your kids is a terrible idea.
Mar 31, 2023
How to avoid capital gains tax?
Mar 24, 2023
The wrong way to make estate plan changes.
Mar 23, 2023
Should you put your car in your revocable trust?
Mar 22, 2023
The perfect trust distribution schedule for kids.
Mar 21, 2023
Should you include foreign property in your US estate plan?
Mar 21, 2023
Tax rules for inherited 401Ks.
Mar 20, 2023
The perfect kid trust distribution schedule.
Mar 17, 2023
Are you in a community property state? Did your marriage end? Here's a sneaky tip to escape sharing
Mar 16, 2023
What do revocable living trusts provide?
Mar 15, 2023
Just because they say you need probate doesn't mean you need. Here are some sneaky tips.
Mar 14, 2023
There is no such thing as right or wrong in estate planning.
Mar 13, 2023
The downside of medicaid trusts.
Mar 08, 2023
If your estate planning attorney suggests anything that requires probate, they're taking your money
Mar 02, 2023
What is probate? Why do people hate it? All of your answers here!
Mar 01, 2023
What is in a foundational estate plan?
Mar 01, 2023
How to find a dead person's social security number
Feb 24, 2023
In estate planning, fairness doesn't exist. It's your money, your life, and you should give your mon
Feb 23, 2023
#359 3 ways to contest a will or trust
Feb 22, 2023
Estate Planning 101 - Generation Skipping Transfer
Feb 21, 2023
A ninja way to create generational wealth.
Feb 20, 2023
Don't Add Your Kids Onto Your Bank Account for Estate Planning
Feb 19, 2023
How do you find a dead persons social security number?
Feb 17, 2023
How to REALLY get privacy out of your trust.
Feb 16, 2023
What is spindrift clause?
Feb 16, 2023
Why does a trust need a name?
Feb 15, 2023
Domestic asset protection trusts are worthless.
Feb 13, 2023
How trusts are taxed.
Feb 10, 2023
Revocable living trust does NOT provide asset protection.
Feb 09, 2023
Probate isn't always the answer.
Feb 08, 2023
Paying gift taxes is hard.
Feb 07, 2023
Estate planning and inherited IRAs.
Feb 03, 2023
There is no step up in basis on an IRA when you die.
Feb 01, 2023
Easy way to find out if your estate planning attorney sucks.
Feb 01, 2023
How to double state tax exemption in Washington.
Jan 25, 2023
Easiest way to mess up your estate plan.
Jan 24, 2023
In estate planning there is no right or wrong.
Jan 23, 2023
What is a spendthrift clause?
Jan 19, 2023
#505 | Estate planning with a blended family.
Jan 18, 2023
#504 | Estate planning when you have a new kid.
Jan 16, 2023
#503 | 3 ways to contest a will.
Jan 11, 2023
#502 | Long or short?
Jan 09, 2023
#501 | The truth about estate planning.
Dec 29, 2022
#500 | When should parents include kids in estate plan?
Dec 28, 2022
#499 | Why does a trust need a name?
Dec 27, 2022
#498 | Domestic asset protection trusts are worthless.
Dec 21, 2022
#497 | How to run your biz in an irrevocable trust.
Dec 20, 2022
#496 | How trusts are taxed.
Dec 19, 2022
#495 | When to create an irrevocable trust for a 4 year old.
Dec 15, 2022
#494 | What if someone dies with low assets and high debt?
Dec 14, 2022
#493 | The choice is yours in estate planning and in LIFE.
Dec 13, 2022
#492 | How to REALLY get privacy out of your trust.
Dec 12, 2022
#491 | Why do I wear a suit?
Dec 09, 2022
#490 | A sneaky way to pay estate taxes with life insurance.
Dec 08, 2022
#489 | How to cut people out of your will.
Dec 07, 2022
#488 | Estate planning when kid wants a house but cant afford it.
Dec 06, 2022
#487 | Why does a trust even need a name.
Dec 05, 2022
#486 | There is no step up in basis on an IRA when you die.
Dec 01, 2022
#485 | Easy way to find out if your estate planning attorney sucks.
Nov 30, 2022
#484 | How trusts are taxed.
Nov 29, 2022
#482 | Why a will always goes with a trust.
Nov 23, 2022
#481 | What should you name your revocable trust?
Nov 22, 2022
#480 | What is an irrevocable asset protection trust?
Nov 21, 2022
#479 | More fun IRA death facts.
Nov 17, 2022
$479 | dynasty trust vs generation skipping trust
Nov 16, 2022
#478 | How to give one house to many people when you die.
Nov 16, 2022
#477 | Huge revocable living trust mistakes.
Nov 15, 2022
#476 | Huge revocable living trust mistakes.
Nov 14, 2022
#475 | If you have a trust why do you need a will?
Nov 11, 2022
#474 | Rental properties and LLC.
Nov 10, 2022
#473 | How to fix a messed up probate.
Nov 10, 2022
#472 | You're not paying for the docs.
Nov 09, 2022
#471 | Who watched the trustee.
Nov 07, 2022
#470 | Another reason to have a will.
Nov 04, 2022
#469 | What is a gun trust?
Nov 04, 2022
#468 | Don't name your kids trustee of your trust.
Nov 02, 2022
#467 | Generation skipping trust vs dynasty trust.
Nov 01, 2022
#466 | Do you have to pay your deceased spouse's credit card bill?
Oct 31, 2022
#465 | Estate planning for business owners 101.
Oct 28, 2022
#464 | Who pays debts after death.
Oct 27, 2022
#463 | Who pays debts after death.
Oct 26, 2022
#462 | Property transfer nightmare
Oct 25, 2022
#461 | Copies of your will are useless - mostly.
Oct 24, 2022
#460 | Probate gone wrong
Oct 21, 2022
#459 |Infinite banking is GOOD.
Oct 20, 2022
#558 |Just because you're name executor doesn't mean you are in charge.
Oct 19, 2022
#457 |How to save thousands on estate tax by giving just a little. . . . .
Oct 18, 2022
#457 |Why are you waiting to do your estate plan?
Oct 17, 2022
#456 |Income tax and your revocable tax trust.
Oct 13, 2022
#361 Dont put your real estate in other peoples names
Oct 10, 2022
#360 If you pay your estate planning attorney by the hour you're a a sucker.
Oct 07, 2022
#359 Divorce + Estate planning
Oct 06, 2022
#358 Three reasons to have a prenup.
Oct 03, 2022
#357 Estate planning and divorce.
Sep 30, 2022
#356 Should rich people have to pay estate taxes?
Sep 29, 2022
#355 What is a gun trust?
Sep 28, 2022
#354 Queen Elizabeth plays the game!
Sep 27, 2022
#353 Traveling without kids worry free.
Sep 26, 2022
#352 Even attorneys use attorneys.
Sep 23, 2022
#351 Estate planning with foreign property.
Sep 22, 2022
#350 When do you have to pay gift tax?
Sep 21, 2022
#349 Revocable living trust maintenance
Sep 20, 2022
#348 5 Estate Planning Attorney Red Flags
Sep 19, 2022
#347 Estate tax vs capital gains tax
Sep 16, 2022
#346 What estate plan do estate planning attorneys have?
Sep 15, 2022
#345 Estate planning if you are a green card holder
Sep 14, 2022
#344 Today's estate planning PSA.
Sep 13, 2022
#343 How LLCs and Trusts work together
Sep 12, 2022
#342 Do you need an attorney to make a Will?
Sep 07, 2022
#341 What is in a basic estate plan and why is it important?
Sep 07, 2022
#340 What Does a Will Do?
Sep 06, 2022
#339 Why is estate planning so hard to get done?
Sep 02, 2022
#338 What is a general power of appointment?
Sep 02, 2022
#337 Do you love your kids? A quiz.
Sep 01, 2022
#337 5 estate planning attorney red flags
Sep 01, 2022
#336 Estate planning 101 - quick and dirty.
Aug 31, 2022
#334 Probate is easy (not)
Aug 30, 2022
#333 3 elements of a valid will
Aug 26, 2022
#332 What is a Qtip trust?
Aug 25, 2022
#331 What is probate and why do people want to avoid it?
Aug 24, 2022
#330 Can the bank enforce due on sale clause for an inherited property?
Aug 18, 2022
#329 How to transfer real estate with no probate, no trust, and no tax
Aug 16, 2022
#328 Why avoid probate.
Aug 10, 2022
#327 What is estate planning?
Aug 03, 2022
#326 20% tax or 40% tax?
Aug 02, 2022
#325 Downsides of a SLAT
Jul 26, 2022
#324 What is a SLAT
Jul 22, 2022
#323 What to do if your probate executor is behaving badly
Jul 13, 2022
#322 How to avoid probate WITHOUT a trust
Jul 06, 2022
#321 The WORST place to store your estate plan
Jun 30, 2022
#320 How to create sub-trusts
Jun 28, 2022
#319 3 reasons to have a revocable living trust
Jun 14, 2022
#318 Limitation of a will
Jun 10, 2022
#317 The WRONG way to update your estate plan.
Jun 07, 2022
#316 Fancy estate planning binders are a distraction.
May 27, 2022
#315 Do you need a business power of attorney?
May 25, 2022
#314 Estate Taxes Explained (again)
May 11, 2022
#313 Alternative to probate to transfer real estate
May 06, 2022
#312 How to avoid probate with real estate
May 03, 2022
#311 What is portability?
Apr 28, 2022
#310 How to transfer NFTs to heirs
Apr 25, 2022
#309 How much asset protection do you need?
Apr 19, 2022
#308 The biggest creditor your estate will face
Apr 08, 2022
#307 Who gets to see a will?
Apr 01, 2022
#306 How long do your estate planning docs last?
Mar 31, 2022
#305 What is a dynasty trust?
Mar 29, 2022
#304 Estate planning document storage tips.
Mar 25, 2022
#303 Don't give your house to your kids to beat Medicaid
Mar 24, 2022
#302 Why I'm rethinking my stance on medicaid trusts.
Mar 22, 2022
#301 How much should you pay your executor and/or trustee?
Mar 15, 2022
#300 Don't give money to people for the benefit of other people
Mar 09, 2022
#299 5 signs your estate planning attorney is no good
Mar 08, 2022
#298 WA State Estate tax change that MATTERS
Feb 24, 2022
#297 The 2 limitations of a will
Feb 22, 2022
#296 Do I need a testamentary trust?
Feb 15, 2022
#295 Your trust doesn't own anything
Feb 10, 2022
#294 Estate planning and divorce
Feb 04, 2022
#293 Grantor Retained Annuity Trust - GRAT - Explained
Feb 03, 2022
#292 How to gift to reduce estate taxes
Jan 21, 2022
#291 Why are revocable living trusts so long?
Jan 19, 2022
#290 3 reasons not to leave your kids an inheritance
Jan 11, 2022
#289 Credit Shelter Trust in Pictures
Jan 05, 2022
#288 Welcome to 2022!
Jan 04, 2022
#287 How to Fund a Testamentary Trust
Dec 22, 2021
#286 Another IRA + Estate Tax Strategy
Dec 14, 2021
#285 How to stretch an IRA with a charitable remainder trust
Dec 09, 2021
#284 What is the Unlimted Marital Deduction?
Dec 03, 2021
#283 Real estate in trust - how to sell or refi.
Nov 30, 2021
#283 Real estate in trust - how to sell or refi.
Nov 30, 2021
#282 Estate Taxes and the Unlimited Marital Deduction.
Nov 16, 2021
#281 Foreign Assets and US Estate Planning.
Nov 15, 2021
#280 What is a QTIP Trust and Can It Help With Estate Taxes?
Nov 09, 2021
#279 Update on Biden's Proposed Estate Tax Law Changes
Nov 02, 2021
#278 How to Give Retirement Accounts to Charity the Right Way
Oct 26, 2021
#277 | What is a Ladybird Deed
Oct 12, 2021
#276 Trust Distributions Gone Wrong
Oct 08, 2021
#275 The Info Source Matters
Sep 30, 2021
#274 Business Succession Planning 101
Sep 29, 2021
#273 Right Place Wrong Time
Sep 27, 2021
#272 How to Choose a Trustee
Sep 23, 2021
#271 Green Card Holders and Probate
Sep 21, 2021
#270 Avoid the Estate Planning Rabbit Hole
Sep 14, 2021
#269 How to Dispose of Old Estate Planning Docs
Sep 10, 2021
#268 Revocable Living Trust Maintenance Fees
Sep 03, 2021
#267 Life Insurance and Estate Taxes
Sep 01, 2021
#266 How Do You Close a Trust?
Aug 25, 2021
#265 Can You Put Extra Assets Into a Trust?
Aug 17, 2021
#264 Power of Attorney vs Executor
Aug 13, 2021
#263 Does Marriage Affect Estate Planning?
Aug 12, 2021
#262 Inheritances and Taxes
Aug 10, 2021
#261 What Happens if You Die Without a Will
Aug 05, 2021
#260 How to Own Real Estate Anonymously
Jul 30, 2021
#259 Tax Implications of Gifting Real Estate
Jul 29, 2021
#258 Where Should I Store My Estate Plan
Jul 20, 2021
#257 Why Would a Single Person Want a Trust
Jul 16, 2021
#256 It's Not Your Money
Jul 13, 2021
#255 Gifting in Washington State.
Jul 08, 2021
#254 How Can You Be Sure the Trustee is Doing Their Job
Jul 02, 2021
#253 How Long do You have to Contest a Will
Jul 01, 2021
#252 Estate Planning for Non-Married Couples
Jun 30, 2021
#251 What if an Heir Dies While Probate Still Ongoing
Jun 25, 2021
#250 What is a Dynasty Trust?
Jun 23, 2021
#249 Are Mutual Wills a Good Idea?
Jun 22, 2021
#248 | General Power of Appointment vs Limited Power of Appointment
Jun 16, 2021
#247 Can a Joint Account Holder Change a Pay on Death Designation?
Jun 09, 2021
#246 Do Revocable and Irrevocable Trusts Work Together?
Jun 08, 2021
#245 When Someone Dies do You HAVE to Liquidate Investments?
Jun 07, 2021
#244 Should You be Worried About Biden's Estate Tax Proposal?
Jun 03, 2021
#243 Hold Property in Joint Tenancy or Tenants in Common
Jun 02, 2021
#242 What Happens with an IRA that goes through Probate?
May 28, 2021
#241 Is Do Not Resuscitate Part of Estate Planning?
May 26, 2021
#240 What Happens if No Beneficiary is on Your Account
May 25, 2021
#239 How Many Different Types of Irrevocable Trusts Are There
May 21, 2021
#238 Beneficiary Designations and Wills
May 18, 2021
#237 Don't Forget Sports Tickets and Points When Estate Planning
May 14, 2021
#236 Why are Trusts so Long
May 11, 2021
#235 Does Anyone Ever WANT a Probate?
May 07, 2021
#234 The WRONG Way to Update Your Estate Plan
May 04, 2021
#233 Is Trust Management Difficult?
Apr 28, 2021
#232 Are We Losing the Step-Up in Basis?
Apr 27, 2021
#231 Can the Probate Court Change Your Will
Apr 20, 2021
#230 You Don't Have to Stick with One Lawyer
Apr 19, 2021
#229 When is an Estate Tax Return Required
Apr 09, 2021
#228 Do We HAVE to Follow the Will or Trust?
Apr 08, 2021
#227 How to Distribute Assets to Match Someone's Wishes
Apr 07, 2021
#226 Estate Planning and Cryptocurrency
Mar 31, 2021
#225 There is No Inheritance Tax in WA State
Mar 30, 2021
#224 Charitable Remainder Trusts Part 2 - CRAT Requirements
Mar 26, 2021
#223 Charitable Remainder Trusts Part 1
Mar 24, 2021
#222 Remember - Retirement Accounts are Joint Property
Mar 19, 2021
#221 Capital Gains Tax vs Estate Tax
Mar 17, 2021
#220 Easy Way to Lower and Create Liquid Assets for Estate Taxes
Mar 12, 2021
#219 Who is in Charge when You Vacation without the Kids
Mar 10, 2021
#218 Separate property and trust planning
Mar 09, 2021
#217 Asset Protection in a Nutshell
Mar 05, 2021
#216 How does a prenup effect estate planning?
Mar 04, 2021
#215 Do you really need a community property agreement
Mar 03, 2021
#214 Attorney Expectations
Mar 02, 2021
#213 Two types of Special needs trusts
Mar 01, 2021
#212 Do I Ever Need Two Trusts?
Feb 26, 2021
#211 Why You Shouldn't Worry About Biden's Tax Proposals (yet)
Feb 17, 2021
#210 Why are Legal Services so Expensive?
Feb 12, 2021
#209 Do I Need a Will When I Have a Trust
Feb 09, 2021
#208 Do Beneficiary Designations in Estate Planning Negate a Will?
Feb 03, 2021
#207 Revocable Living Trusts Explained
Jan 27, 2021
#206 Estate Planning 101
Jan 26, 2021
#205 Estate Planning with Real Estate with Multiple Heirs
Jan 19, 2021
#204 Do You Owe Excise Taxes on Real Estate Transfers to You Trust.
Jan 15, 2021
#203 Divorce and Estate Planning
Jan 13, 2021
#202 |Why Revocable Living Trusts Do Not Provide Asset Protection
Jan 11, 2021
#201 | Will a Revocable Living Trust Mess Up My Refi
Jan 05, 2021
#203 | The best Christmas gift you can give
Dec 25, 2020
#202 | Three ways to contest a will or trust
Dec 23, 2020
#201 | Don't quitclaim deed your property to your kids
Dec 18, 2020
#200 | Banking and your revocable living trust
Dec 17, 2020
#199 | How estate planning can get complicated even when it seems simple
Dec 11, 2020
#198 | Zappos CEO Tony Hseih didn't have a will. Maybe he didn't need one
Dec 08, 2020
#197 | Reminder you are not the executor until the court appoints you
Dec 02, 2020
#196 | Estate planning and the "silent" real estate owner
Nov 30, 2020
#195 | What is a charitable remainder trust?
Nov 27, 2020
#194 | How to approach complex estate planning
Nov 26, 2020
#193 | Marital Trust vs. Credit Shelter Trust
Nov 12, 2020
#192 | What to do when you have a bad day
Nov 05, 2020
#191 | When to Worry About Estate Tax Laws Changing
Nov 04, 2020
#190 | What MOST People Do For Estate Planning
Nov 03, 2020
#189 | How Many Estate Plan Backups Do I Need?
Nov 02, 2020
#188 | Does the Will Automatically Make You the Personal Representative?
Oct 29, 2020
#187 | "Probate Estate" and the Small Estate Affidavit
Oct 28, 2020
#186 | Probate - Do I Owe Inheritance Tax?
Oct 27, 2020
#185 | Spouse or Boyfriend Dies - Do You Need Probate?
Oct 23, 2020
#184 | Probate - Do Have to Follow the Will?
Oct 22, 2020
#183 | A Simple (but not easy) Way to Avoid WA State Estate Taxes
Oct 21, 2020
#182 | How to Gently Let Down Your Second Choice for Guardian of Your Children
Oct 20, 2020
#181 | Important Trust Funding Considerations
Oct 15, 2020
#180 | Do Blended Families Need a Trust
Oct 14, 2020
#179 | The Probate Process Explained
Oct 12, 2020
#178 | The Probate Process Explained
Oct 09, 2020
#177 | In Probate What Happens When There is No Will
Oct 08, 2020
#176 | How does trust administration work?
Oct 07, 2020
#175 | In probate, what happens if there is no will
Sep 30, 2020
#174 | How does the probate process work?
Sep 29, 2020
#173 | Do blended families NEED a trust?
Sep 25, 2020
#172 | In Probate, What Are "Letters"?
Sep 23, 2020
#171 | Probate: what's it cost?
Sep 22, 2020
#170 | Probate - how much does it cost?
Sep 17, 2020
#169 | In probate is the executor personally responsible for the debts of the estate?
Sep 15, 2020
#168 | When is probate REQUIRED?
Sep 14, 2020
#167 | What is probate?
Sep 11, 2020
#166 | I just bought/sold a house. Do I need to update my estate plan?.
Sep 10, 2020
#165 | Who can open a probate?
Sep 02, 2020
#164 | Do you need to update your will when you have another kid?
Aug 28, 2020
#163 | How are retirement accounts treated for non-spouses in estate planning?
Aug 25, 2020
#162 | Considerations for gifts to the elderly.
Aug 12, 2020
#161 | Can you name different people to different estate planning positions?
Aug 07, 2020
#160 | The first step when updating your estate plan.
Jul 17, 2020
#159 | Purchasing property when you have a trust.
Jul 10, 2020
#158 | Estate planning for police officers.
Jul 07, 2020
#157 | If you're going to be the Personal Representative prepare to do the work.
Jul 01, 2020
#156 | Do you need to update your will when you get married?
Jun 24, 2020
#155 | Beware the estate planning rabbit hole.
Jun 23, 2020
#154 | Does my revocable trust give me asset protection?
Jun 18, 2020
#153 | How to handle grumpy beneficiaries.
Jun 16, 2020
#152 | Should I try to replace my parent's power of attorney?
Jun 12, 2020
#151 | To build a sound house, start with the foundation.
Jun 05, 2020
#150 | The kind of legacy money can't buy.
Jun 04, 2020
#149 | What's the asset minimum for needing a trust?
May 21, 2020
#148 | How to give access to bank accounts.
May 20, 2020
#147 | Blended family estate planning considerations.
May 19, 2020
#146 | Estate planning stress test?.
May 15, 2020
#145 | Thinking of giving money to someone to take care of someone else? Think again.
May 14, 2020
#144 | What if you're named executor and you don't want to do it?
May 12, 2020
#143 | Why I don't like testamentary trusts (and what to do about it).
May 11, 2020
#142 | Can you create a will if you're under 18?
May 08, 2020
#141 | Passing down safety deposit boxes.
May 06, 2020
#140 | Tip for real estate in trusts.
May 05, 2020
#139 | Do you REALLY have to follow the trust?
May 04, 2020
#138 | What is a Crummey letter?.
Apr 30, 2020
#137 | The importance of structuring your bequests prudently.
Apr 28, 2020
#136 | Be careful of looking too far out when estate planning..
Apr 24, 2020
#135 | Is it ever too late to do estate planning?
Apr 23, 2020
#134 | The dangers of holding real estate in one person's name.
Apr 21, 2020
#133 | How often should you update your estate plan?
Apr 15, 2020
#132 | Can you handwrite changes on your will?
Apr 14, 2020
#131 | Business owners and estate planning - two considerations.
Apr 10, 2020
#130 | What is a step-up in basis (and why is it important in estate planning)?
Apr 09, 2020
#129 | What is the generation skipping tax?
Apr 03, 2020
#128 | Don't forget the final step!
Mar 27, 2020
#127 | Should I even start estate planning right now given the "shelter at home" order?
Mar 26, 2020
#126 | The WRONG time to get estate planning.
Mar 25, 2020
#125 | Why is it so hard to create an estate plan?
Mar 24, 2020
#124 | Who needs estate planning?
Mar 23, 2020
#123 | 5 things a revocable trust can do that a Will can't.
Mar 20, 2020
#122 | Does everyone need a power of attorney?
Mar 19, 2020
#121 | What is probate and why do people want to avoid it?
Mar 18, 2020
#120 | Do I need to worry about estate taxes?
Mar 17, 2020
#119 | Does a revocable trust give you asset protection?
Mar 16, 2020
#118 | What goes into a basic estate plan?
Mar 12, 2020
#117 | How to keep your trust private.
Mar 11, 2020
#116 | Important tip if divorced but still want to give your ex something when you die.
Mar 10, 2020
#115 | Why estate planning is important if you're not married but have a significant other.
Mar 09, 2020
#114 | Rental properties and estate planning.
Mar 06, 2020
#113 | Do handwritten wills work?
Mar 05, 2020
#112 | How to get your inheritance faster.
Mar 04, 2020
#111 | Caronavirus just another reason to get your estate plan done.
Mar 03, 2020
#110 | Can a will be witnessed after the fact?
Feb 26, 2020
#109 | Estate planning and non-citizen spouses.
Feb 25, 2020
#108 | Is changing trustees of a trust hard?
Feb 24, 2020
#107 | Do I have to explain my estate planning choices?
Feb 21, 2020
#106 | Do I have to update my trust when I buy new property?
Feb 20, 2020
#105 | Life insurance beneficiary unintended consequences.
Feb 18, 2020
#104 | How do you sell your home if it's in a trust?
Feb 17, 2020
#103 | Sometimes you just want a trust.
Feb 14, 2020
#102 | Stop listening to people that don't know what they are talking about
Feb 13, 2020
#101 | What to do if your PR (executor) dies
Feb 12, 2020
#100 | What makes an estate insolvent? And why does it matter?
Feb 12, 2020
#099 | One way to make your estate planning easier.
Feb 07, 2020
#098 | Three elements of a valid will
Feb 05, 2020
#097 | Does everyone need a will?
Feb 04, 2020
#096 | An easy way to pay for Washington State estate taxes
Feb 03, 2020
#095 | The copter crash isn't the point
Jan 31, 2020
#094 | Don't worry about what other people are doing
Jan 30, 2020
Estate planning and bank accounts..
Nov 15, 2019
Two reasons to do your estate planning now (warning - sad, but for different reasons)
Nov 14, 2019
The most important estate planning document if you're over 65 years old
Nov 13, 2019
Benefits and costs of a living trust..
Nov 12, 2019
"People do it because they love their kids", I said in sarcasm (sort of)....
Nov 11, 2019
"People do it because they love their kids", I said in sarcasm (sort of)....
Nov 11, 2019
Why I don't do testamentary trusts..
Nov 08, 2019
Where should you store your will?
Nov 07, 2019
Are your people growing?
Nov 06, 2019
How much do you actually love your family?.
Nov 05, 2019
When can I start using my trust?
Oct 31, 2019
Execution is everything..
Oct 30, 2019
Execution is everything in estate planning.
Oct 29, 2019
An easy way to avoid Washington State Estate taxes..
Oct 29, 2019
What are you really paying an estate plannng attorney for?
Oct 28, 2019
The biggest mistake you can make with your trust
Oct 25, 2019
Am I on the hook personally for trust debts?
Oct 14, 2019
What happens if you lose your will?
Oct 11, 2019
Probate tip: stop paying (most) bills after death
Oct 10, 2019
Stop putting your kids on your deeds!
Oct 09, 2019
Does retitling your house in the name of your spouse give it to them?
Oct 08, 2019
Does retitling your house in the name of your spouse give it to them?.
Oct 08, 2019
Are you SURE my single member LLC provides asset protection?
Oct 08, 2019
I don't know everything...
Sep 27, 2019
Why we do all of this.
Sep 26, 2019
How to give gifts to people you don't trust with the gift?
Sep 25, 2019
Estate planning is NOT death planning..
Sep 24, 2019
Should you update old beneficiary designations?.
Sep 23, 2019
Look to the document for the answers
Sep 20, 2019
What happens if my estate plan burns up in a fire?
Sep 19, 2019
Are testamentary trusts a scam?
Sep 18, 2019
Do you need $10 million in assets to create a trust?
Sep 17, 2019
The two situations estate planning covers..
Sep 16, 2019
I don't understand legal jargon!!!
Sep 13, 2019
Do you have to know all of your assets to create an estate plan?
Sep 06, 2019
Avoiding probate when you have out of state property..
Sep 05, 2019
Elder law vs estate planning..
Sep 04, 2019
An important function of wills..
Sep 03, 2019
When does a power of attorney end?
Sep 02, 2019
how to make sure your people can get to your electronic stuff if they need to...
Aug 30, 2019
4th of July thoughts...
Aug 29, 2019
Thoughts on controlling your guardians from the grave...
Aug 28, 2019
How to take care of your non-biological peeps
Aug 27, 2019
Estate taxes explained quick and dirty.
Aug 23, 2019
Estate planning and retirement accounts
Aug 22, 2019
Is your power of attorney up to date?
Aug 21, 2019
One way to make sure your kid's crazy spouse doesn't spend all of the inheritance..
Aug 20, 2019
One big reason to do estate planning....
Aug 12, 2019
Instagram answer! Can you switch out a note for assets in a decedents trust?
Jul 24, 2019
5 ways to avoid probate that don't include a trust....
Jul 10, 2019
What happens if you don't have a will? .
Jul 09, 2019
A tragic story and lessons learned...
Jul 01, 2019
The fallacy of "fair."
Jun 27, 2019
How to avoid excise tax AND capital gains tax by gifting your house while you're alive (even if you
Jun 25, 2019
Where should you store your will?
Jun 25, 2019