Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
| Episode | Date |
|---|---|
|
#507 | How "Just a Will" Could Hurt Your Family
|
May 07, 2026 |
|
#506 | 30 Days That Could Destroy Everything
|
Apr 30, 2026 |
|
#505 | Why Most Estate Plans Fail While You're Still Alive
|
Apr 28, 2026 |
|
#504 | Big RED FLAG for Property Owner "Protection Planning"
|
Jan 06, 2026 |
|
#503 - Which Power of Attorney Should You Use?
|
Jan 05, 2026 |
|
#502 | Why "The Customer is Always Right" Doesn't Work in Estate Planning
|
Dec 24, 2025 |
|
#501 | This Will be the Hardest Thing for Them and You
|
Dec 23, 2025 |
|
#500 | What Busy People Do When Life Gifts Them Time
|
Dec 19, 2025 |
|
#499 | For Most Beneficiaries, It's Hurry Up & Wait
|
Dec 18, 2025 |
|
#498 | Planning for People Who Love Their Pets
|
Dec 17, 2025 |
|
#497 | Wake Up Call for People Who Own Property in Multiple States!
|
Dec 16, 2025 |
|
#496 | Everyone Hates Estate Planning Rubber Neckers
|
Dec 15, 2025 |
|
#495 | Is Your Property Protected From YOU?
|
Dec 12, 2025 |
|
#494 | You Can Learn From My Big Planning Mistake!
|
Dec 11, 2025 |
|
#493 | When They Can't Live Alone, Who Knows What to Do?
|
Dec 10, 2025 |
|
#492 | Is Your Property Safe? How Sure Are You?
|
Dec 10, 2025 |
|
#491 | Every Child Deserves This Protection
|
Dec 02, 2025 |
|
#490 | Disposition of Remains - A Simple, but Powerful Document
|
Dec 01, 2025 |
|
#489 | Probate Problems: Costly Court Appointments When Family Fights Over Property
|
Nov 28, 2025 |
|
#487 | If You Have a Retirement Account, We Have a Quick Question
|
Nov 26, 2025 |
|
#486 | Planning "Shortcuts" That Can Destroy Your Family's Future
|
Nov 25, 2025 |
|
#485 | If This is You, Good News. You DON'T NEED an Estate Plan!
|
Nov 24, 2025 |
|
#484 | Does Estate Planning Scare You? This Will Hellp.
|
Nov 21, 2025 |
|
#483 | Deed Dangers for Property Owners
|
Nov 20, 2025 |
|
#488 | Grateful for You!
|
Nov 20, 2025 |
|
#482 | What is the Best Trust for Me? (Replay)
|
Nov 13, 2025 |
|
#481 | A Solid Plan for When it All Hits the Fan
|
Nov 13, 2025 |
|
#480 | Estate Planning With Heart, Mind & Soul
|
Nov 12, 2025 |
|
#479 | How to Pay for Long Term Care Without Losing Everything
|
Nov 11, 2025 |
|
#478 | Avoid Probate in 2 Simple Steps!
|
Nov 10, 2025 |
|
#477 | Estate Planning for the Worrier
|
Nov 07, 2025 |
|
#476 | Buying a Property With a Trust is Simple IF Done Right!
|
Nov 06, 2025 |
|
#475 | What Would This Have Cost YOUR Family?
|
Nov 04, 2025 |
|
#474 | Can Your Spouse Lock You Out of Inherited Property?
|
Nov 03, 2025 |
|
#473 | Someone Needs YOUR Light Today
|
Oct 31, 2025 |
|
#472 | Harsh Truth: Having ONLY a Will OR a Trust Isn't Enough
|
Oct 30, 2025 |
|
#471 | Who Should Fund the Trust? Client or Attorney?
|
Oct 28, 2025 |
|
#470 | Too Late. I Already Got a TOD. Now What Can I Do?
|
Oct 27, 2025 |
|
#469 | Can Success Truly Be Defined?
|
Oct 24, 2025 |
|
#468 | Family Feuds Over Estat4es: A Growing Crisis You Can't Ignore
|
Oct 23, 2025 |
|
#467 | Can a CoTrustee Add Their Own Beneficiary?
|
Oct 22, 2025 |
|
#466 | Can You Inherit Over Family?
|
Oct 21, 2025 |
|
#465 | Is This a Misuse of Executive Power?
|
Oct 20, 2025 |
|
#464 | One Property. Multiple Owners. Can It Still Go In Trust?
|
Oct 18, 2025 |
|
#463 | Estate Planning With Investments, Trusts & Taxes
|
Oct 17, 2025 |
|
#462 | Got a Trust? Great! Buying Property? Listen Here First!
|
Oct 16, 2025 |
|
#461 | Can You Help With Your Ex's Estate Administration?
|
Oct 15, 2025 |
|
#460 | Have Your Parents Shared Their Plan With You Yet?
|
Oct 13, 2025 |
|
#459 | Special Needs Planning: The Right Way to Manage Funds
|
Oct 10, 2025 |
|
#458 | One Home. Multiple Children. The Decision That Could Divide Them All.
|
Oct 08, 2025 |
|
#457 | Occupant v Beneficiary: Who Truly Has Rights to the Home?
|
Oct 07, 2025 |
|
#456 | OMG! DON'T Give Your Kids The House!
|
Oct 06, 2025 |
|
#455 | Modern Estate Planning is Going Digital
|
Oct 03, 2025 |
|
#454 | Why Probate Seems to Take Forever
|
Oct 02, 2025 |
|
#453 | Can My Ex Be My Executor? Should They?
|
Oct 01, 2025 |
|
#452 | Estate Planning for Procrastinators
|
Sep 30, 2025 |
|
#451 | Options for Those Without Beneficiaries
|
Sep 29, 2025 |
|
#450 | Estate Planning: How to Quiet the Noise & Move Forward
|
Sep 26, 2025 |
|
#449 | Planning as a Couple? You Must Start Together.
|
Sep 25, 2025 |
|
#448 | Blended Families: Providing for Spouse & Children
|
Sep 24, 2025 |
|
#447 | Protection & Distribution of Digital Assets
|
Sep 23, 2025 |
|
#446 | Probate & Estate Administration: Help for Executors & Trustees
|
Sep 22, 2025 |
|
#445 | Estate Planning for Those Who Cannot Live Alone
|
Sep 19, 2025 |
|
#444 | Multiple Beneficiaries: Keeping it Fair & The Family From Fighting
|
Sep 18, 2025 |
|
#443 | Prevent Elder Abuse: TOD Scams, Coercion & Fraud
|
Sep 17, 2025 |
|
#442 | Half the Taxes...But Twice the Headache?
|
Sep 16, 2025 |
|
#441 | A Quick Guide to Pet Trusts
|
Sep 12, 2025 |
|
#440 | September 11th - Reflection, Resilience & Remembrance
|
Sep 11, 2025 |
|
#439 | Six Smart Steps Every Millennial Should Take
|
Sep 10, 2025 |
|
#438 | Navigating Probate: First Steps After Loss
|
Sep 09, 2025 |
|
#437 | Protecting the Balance Between Partners & Children
|
Sep 08, 2025 |
|
#436 | Inherited Property, A Suspicious Deed & Family Feuding - Who's Right?
|
Sep 05, 2025 |
|
#435 | Charitable Giving: Donor-Advised Fund an Excellent Tool
|
Sep 04, 2025 |
|
#434 | Guardianship: Why Family May NOT Be the Best Choice
|
Sep 03, 2025 |
|
#433 | Should Your Trust Be The Beneficiary of Your Retirement?
|
Sep 02, 2025 |
|
#432 | Your Circle of Friends Shapes Your Life
|
Sep 01, 2025 |
|
#431 | A Practical Guide for Every Life Plan
|
Aug 29, 2025 |
|
#430 | Grandparent Guardians are NOT Guaranteed
|
Aug 28, 2025 |
|
#429 | Years Later Estranged Spouses Can Still Get Your Money
|
Aug 27, 2025 |
|
#428 | When Disclaiming an Inheritance is Dangerous
|
Aug 26, 2025 |
|
#427 | Your Business is More Valuable Than You Think!
|
Aug 25, 2025 |
|
#426 | Calling ALL Fellow Attorneys in NY & NJ
|
Aug 22, 2025 |
|
#425 | This Can Seriously Backfire!
|
Aug 21, 2025 |
|
#424 | Can't Kids Just File a Deed After You're Gone?
|
Aug 20, 2025 |
|
#423 | When Should You Start Giving Stuff Away?
|
Aug 19, 2025 |
|
#422 | Will You Have to Pay Your Inheritance Back?!
|
Aug 18, 2025 |
|
#421 | Shifting Perspective - The Hidden Gains in Life's Setbacks
|
Aug 15, 2025 |
|
#420 | Estate Planning: ๐The Ultimate Gift for Your Partner
|
Aug 14, 2025 |
|
#419 | Estate Planning for the Traveler & Adventure Lover
|
Aug 13, 2025 |
|
#418 | Don't Make Your Estate Plan Too Specific
|
Aug 12, 2025 |
|
#417 | When to Dissolve Not Transfer an LLC to Trust
|
Aug 11, 2025 |
|
#416 | Big Beautiful Bill Expands Medicaid Recovery
|
Aug 08, 2025 |
|
#415 | Estate Planning - Every Adult Needs to Plan for This Critical Issue
|
Aug 07, 2025 |
|
#414 | Divorcing? Update Your Estate Plan NOW!
|
Aug 06, 2025 |
|
#413 | What if Your Attorney Dies or Retires Before You Do?
|
Aug 05, 2025 |
|
#412 | Estate Planning: When Your Partner Refuses to Discuss It
|
Aug 04, 2025 |
|
#411 | Estate Planning: What NOT To Leave Behind
|
Jul 31, 2025 |
|
#410 | Family, Finances, and Fallout: Untangling Shared Property
|
Jul 30, 2025 |
|
#409 | Transfer on Death (TOD) Deeds & Medicaid Recovery
|
Jul 29, 2025 |
|
#408 | ๐ง๐ฎ๐
๐ฒ๐ & ๐ง๐ฟ๐ฎ๐ป๐๐ถ๐๐ถ๐ผ๐ป - ๐ง๐ต๐ฒ ๐ข๐๐ฒ๐ฟ๐น๐ผ๐ผ๐ธ๐ฒ๐ฑ ๐ฅ๐ถ๐๐ธ๐ ๐ผ๐ณ ๐ ๐๐น๐๐ถ-๐ฃ๐ฟ๐ผ๐ฝ๐ฒ๐ฟ๐๐ ๐ข๐๐ป๐ฒ๐ฟ๐๐ต๐ถ๐ฝ
|
Jul 28, 2025 |
|
#407 | Big Beautiful...Estate Tax?
|
Jul 25, 2025 |
|
#406 | The #1 Estate Planning Secret No One Talks About
|
Jul 24, 2025 |
|
#405 | How Inheritance Could Disrupt Your Estate Plan (and How to Prevent It)
|
Jul 23, 2025 |
|
#404 | When Transfer on Death Deed is Not Available in Your State
|
Jul 22, 2025 |
|
#403 | Debt After Death - What Every Spouse Should Know
|
Jul 21, 2025 |
|
#402 | "One Today is Worth Two Tomorrows"
|
Jul 20, 2025 |
|
#401 | When NOT to Use a Trust
|
Jul 19, 2025 |
|
#400 | A Trust Doesn't Shield You From Capital Gains
|
Jul 18, 2025 |
|
#399 | Trusts: Not Just for the Wealthy
|
Jul 17, 2025 |
|
#398 | Do This Before, During & After You Plan!
|
Jul 16, 2025 |
|
#397 | โ ๏ธ Your Home. Your Legacy. Someone Else's Paycheck?
|
Jul 15, 2025 |
|
#396 | Inheritance Tax Secrets Every Family Should Know
|
Jul 09, 2025 |
|
#395 | Estate Planning for Beneficiaries: What is Taking So Long?
|
Jul 08, 2025 |
|
#394 | For Parents - When "What If?" Becomes "What Now?"
|
Jul 07, 2025 |
|
#393 | Bet. This Plan is Rizz.
|
Jul 04, 2025 |
|
#392 | Can You Sell a House in an Asset Protection Trust & Not Lose the Protection?
|
Jun 30, 2025 |
|
#391 | DIY Trust Dangers & Disasters
|
Jun 20, 2025 |
|
#390 | Multiple Property Owners: Serious Risks Part 2 of 2 - Family & Finances
|
Jun 19, 2025 |
|
#389 | Blended Family Crisis: Depleted Trusts & Broken Promises
|
Jun 17, 2025 |
|
#388 | Multiple Property Owners: Serious Risks Part 1 of 2 - Legal
|
Jun 17, 2025 |
|
#387 | Plan Your Life Like It's Your Next Vacation
|
Jun 16, 2025 |
|
#386 | How to Acquire Unclaimed Property
|
Jun 13, 2025 |
|
#385 | Disinheritance: Is "Something" Really Better Than Nothing?
|
Jun 12, 2025 |
|
#384 | Is Your Estate Plan Still Doing It's Job?
|
Jun 11, 2025 |
|
#383 | Would You Rather... Pay $1,000 or $10,000?
|
Jun 10, 2025 |
|
#382 | Guardianship: Protect Your Kids From Financial Abuse
|
Jun 09, 2025 |
|
#381 | Overwhelmed at the Thought of a Trust? We Make it Simple.
|
Jun 06, 2025 |
|
#380 | After Medicaid, Is Probate Even Worth It?
|
Jun 05, 2025 |
|
#379 | When Love Isn't Enough: Parenting Beyond Presence
|
Jun 04, 2025 |
|
#378 | Will Your Vacation Home Mean Extra Probate?
|
Jun 03, 2025 |
|
#377 | Estate Planning for Giving Families
|
Jun 02, 2025 |
|
#376 | Daily Baby Steps = Monumental Growth
|
May 30, 2025 |
|
#375 | How to Sell a House in an Irrevocable Trust
|
May 29, 2025 |
|
#374 | Estate Planning Information Overload - How to Sift Through It.
|
May 28, 2025 |
|
#373 | Disinheriting? Just a Will is NOT Enough!
|
May 27, 2025 |
|
#372 | A Real Estate Trend We Should All Pay Attention To
|
May 26, 2025 |
|
#371 | Estate Planning is Not a Takeout Menu
|
May 23, 2025 |
|
#370 | Don't Fall For This TOD Deed Misinformation
|
May 22, 2025 |
|
#369 | What if You Contribute to but Don't Own the Home?
|
May 21, 2025 |
|
#368 | When Long-Term Partners Have Zero Rights
|
May 20, 2025 |
|
#367 | Advisors - The Bigger Risk Your Clients Aren't Talking About
|
May 19, 2025 |
|
#366 | Estate Planning 101: A Crucial Distinction - Longevity vs Quality of Life
|
May 16, 2025 |
|
#365 | Two Widows - One Devastating Week
|
May 15, 2025 |
|
#364 | Adult Responsibly - When Should You Hire Your First Lawyer?
|
May 14, 2025 |
|
#363 | Estate Planning & Special Needs: One Mistake That Could Cost Them Everything
|
May 13, 2025 |
|
#362 | The Hidden Barrier to Estate Planning - It's Not What You Think.
|
May 12, 2025 |
|
#361 | Don't Take it Personally - A Lesson That Changes Everything
|
May 09, 2025 |
|
#360 | Estate Planning: Death Tax Repeal - What it Could Mean for Your Family
|
May 08, 2025 |
|
#359 | Can Inheritance Jeopardize Disability Benefits?
|
May 07, 2025 |
|
#358 | How Soon Should You Start Probate?
|
May 06, 2025 |
|
#357 | The Real Financial Risk No One's Talking About
|
May 05, 2025 |
|
#356 | Learn to Struggle Smarter - Not Harder!
|
May 02, 2025 |
|
#355 | The Biggest AI Mistake!
|
May 01, 2025 |
|
#354 | Peace of Mind to Travel Without the Kids
|
Apr 30, 2025 |
|
#353 | Co Ops in Estate Planning
|
Apr 29, 2025 |
|
#352 | Legacy That Lasts: The Giving Plan You Didn't Know You Could Create
|
Apr 28, 2025 |
|
#351 | It's Not Morbid. It's a Gift!
|
Apr 25, 2025 |
|
#350 | Purposeful Living. Intentional Spending. Estate Planning 101
|
Apr 24, 2025 |
|
#349 | Why Blended Families Need Crystal Clear Estate Plan
|
Apr 23, 2025 |
|
#348 | AI + Estate Planning: Smart Tool or Risky Shortcut?
|
Apr 22, 2025 |
|
#347 | Do This Before Meeting With an Attorney
|
Apr 21, 2025 |
|
#346 | "The Slight Edge" - The Power of Small Actions Done Daily
|
Apr 18, 2025 |
|
#345 | Does Irrevocable Always = Unchangeable?
|
Apr 17, 2025 |
|
#344 | For Baby Boomers & Their Adult Kids
|
Apr 16, 2025 |
|
#343 | Often Overlooked Tax Traps
|
Apr 15, 2025 |
|
#342 | DIgital Wills: Helpful Innovation or Unnecessary Hassle?
|
Apr 14, 2025 |
|
#341 | Are You Living In Your "Zone of Genius"?
|
Apr 11, 2025 |
|
#340 | Even Nice Families Fight Sometimes
|
Apr 10, 2025 |
|
#339 | Digital Assets After Death: You Could Lose Them Forever
|
Apr 09, 2025 |
|
#338 | New Trend With Young Married Couples
|
Apr 08, 2025 |
|
#337 | Your Oxygen Mask Goes On First!
|
Apr 07, 2025 |
|
#336 | Don't Put All Your Eggs in One Basket!
|
Apr 04, 2025 |
|
#335 | Landlords - One Claim Could Cost You Everything!
|
Apr 03, 2025 |
|
#334 | 53% of Small Businesses Will Get Sued!
|
Apr 02, 2025 |
|
#333 | Avoid These 8 Big Mistakes!
|
Apr 01, 2025 |
|
#332 | Best Options for Mortgage Free Homeowners
|
Mar 31, 2025 |
|
#331 | ๐ค Will a Trust Affect My Property Tax Rebate?
|
Mar 28, 2025 |
|
#330 | Disney Trip vs Estate Planning...One is Easier & Cheaper!
|
Mar 27, 2025 |
|
#329 | Mortgage Free? Do This Next!
|
Mar 26, 2025 |
|
#328 | ๐ก๏ธBusiness Owners: Is Your Legacy at Risk?
|
Mar 25, 2025 |
|
#327 | Don't Listen to This if You Love Red Tape!
|
Mar 24, 2025 |
|
#326 | Tenants Could Come After You, Personally!
|
Mar 21, 2025 |
|
#325 | The Conversation With Aging Parents You Can't Afford to Avoid
|
Mar 20, 2025 |
|
#324 | Hidden Risks for the Sandwich Generation
|
Mar 18, 2025 |
|
#323 | Multiple Properties Could Mean Multiple Probates!
|
Mar 17, 2025 |
|
#322 | POD/TOD Die Hards, Listen Up!
|
Mar 13, 2025 |
|
#321 | ๐ฐGot Gold? Don't Make This Estate Planning Mistake!
|
Mar 12, 2025 |
|
#320 | The Truth About Gifting Accounts - Don't Make This Mistake!
|
Mar 10, 2025 |
|
#319 | ๐ช๐ต๐ ๐ฃ๐ข๐ & ๐ง๐ข๐ ๐๐ฐ๐ฐ๐ผ๐๐ป๐๐ ๐๐ผ๐๐น๐ฑ ๐๐ฒ ๐ฎ ๐๐ผ๐๐๐น๐ ๐ ๐ถ๐๐๐ฎ๐ธ๐ฒ!
|
Mar 07, 2025 |
|
#318 | Estate Planning & AI - Game Changer or Just Hype?
|
Mar 06, 2025 |
|
#317 | How the Probate Process Affects Minor Children
|
Mar 05, 2025 |
|
#316 | You Earned It. Protect It!
|
Mar 04, 2025 |
|
#315 | You Doing This Benefits Everyone
|
Mar 03, 2025 |
|
#314 | Do I Have to Use the Sale Proceeds to Pay the Debt?
|
Feb 28, 2025 |
|
#313 | How to Propel the Probate Process
|
Feb 27, 2025 |
|
#312 | Can a Mortgaged Property Go In ANY Type of Trust?
|
Feb 26, 2025 |
|
#311 | Help Me Leave My Half to My Daughter
|
Feb 25, 2025 |
|
#310 | It Might Still be Valid & You May be Out of Luck
|
Feb 24, 2025 |
|
#309 | What if the Attorney Also Dies?
|
Feb 21, 2025 |
|
#308 | Where Do I Find the Estate's Debt?
|
Feb 20, 2025 |
|
#307 | Who's Looking Out For ME?
|
Feb 19, 2025 |
|
#306 | Can I Buy Gran's House Before She Dies?
|
Feb 18, 2025 |
|
#305 | How to (Properly) Transfer Real Property to a Trust
|
Feb 17, 2025 |
|
#304 | Stocks, Capital Gains & Sharing With Siblings
|
Feb 14, 2025 |
|
#303 | Can Funds from an Irrevocable Trust Cover Future Rent?
|
Feb 13, 2025 |
|
#302 | Pending Lawsuits & Probate
|
Feb 12, 2025 |
|
#301 | Does This Mean Probate is Unavoidable?
|
Feb 11, 2025 |
|
#300 | LLC Rentals & Trusts: Why Waiting Could Cost You!
|
Feb 10, 2025 |
|
#299 | My Sibling Sold Everything & Kept the Cash!
|
Feb 07, 2025 |
|
#298 | What if I Can't/Don't Want to Do It?
|
Feb 06, 2025 |
|
#297 | Do I Have to Sign My Will in Person?
|
Feb 05, 2025 |
|
#296 | This New Law Affects Every Business!
|
Feb 04, 2025 |
|
#295 | Can a Revocable Trust Protect Against Long Term Care Costs?
|
Feb 03, 2025 |
|
#294 | Should I Include the Date in My Trust Name?
|
Feb 01, 2025 |
|
#293 | How Can I Avoid Paying Taxes?
|
Jan 30, 2025 |
|
#292 | Will This New Tax Rule Impact Your Retirement?
|
Jan 29, 2025 |
|
#291 | What Goes Through Probate?
|
Jan 28, 2025 |
|
#290 | Your Family's Peace of Mind is Our Promise!
|
Jan 24, 2025 |
|
#289 | Which Is Better to Protect Inheritance - Trust or Will?
|
Jan 23, 2025 |
|
#288 | Can You Afford NOT to YIPPEEโข?
|
Jan 22, 2025 |
|
#287 | Answers to the Filial Law Freakout
|
Jan 21, 2025 |
|
#286 | Protecting Your Kids is Our Priority!
|
Jan 20, 2025 |
|
#285 | What's Wrong With Gifting the Kids Monthly?
|
Jan 15, 2025 |
|
#284 | ๐ก How to Insure a House in a Trust
|
Jan 14, 2025 |
|
#283 | Can You Replace/Remove an Administrator?
|
Jan 13, 2025 |
|
#282 | Can I Refuse Part or All of My Inheritance?
|
Jan 10, 2025 |
|
#281 | Not Planning Hurts Everyone
|
Jan 09, 2025 |
|
#280 | Digital Asset Disasters
|
Nov 27, 2024 |
|
#279 | The New Wife is Hiding My Kids' Inheritance. Help!
|
Nov 26, 2024 |
|
#278 | Do I Gotta' Tell the Kids About the Money?
|
Nov 25, 2024 |
|
#277 | Project 2025 & Same Sex Marriage Impacts
|
Nov 21, 2024 |
|
#276 | Can a Mortgaged Home Go in a Revocable Trust?
|
Nov 20, 2024 |
|
#275 | ๐๐ฎ๐ฟ โ ๐๐๐๐ถ๐ป๐ฒ๐๐ โ ๐ง๐ฟ๐๐๐
|
Nov 19, 2024 |
|
#274 | No, You Can't Use a Dead Person's Credit Card!
|
Nov 18, 2024 |
|
#273 | How to Help a Brother Out
|
Nov 14, 2024 |
|
#272 | ๐๐ง๐ต๐ฒ ๐๐ถ๐ด๐ด๐ฒ๐๐ ๐๐ถ๐ณ๐ ๐๐ผ๐ฟ ๐ฌ๐ผ๐๐ฟ ๐๐ถ๐ฑ๐ ๐๐...
|
Nov 06, 2024 |
|
#271 | ๐ฆ๐ฝ๐ฒ๐ป๐ฑ, ๐๐ผ๐ป'๐ ๐ฆ๐ฎ๐๐ฒ, ๐ฌ๐ผ๐๐ฟ ๐ฅ๐ฒ๐๐ถ๐ฟ๐ฒ๐บ๐ฒ๐ป๐!!
|
Oct 30, 2024 |
|
#270 | One Emergency Changed Everything ๐
|
Oct 16, 2024 |
|
#268 | Best Tax Options for Inherited Retirement
|
Oct 08, 2024 |
|
#267 | Special Needs: Avoid State Recovery
|
Oct 07, 2024 |
|
#266 | Yep. We Beat AI!!
|
Oct 03, 2024 |
|
#265 | What if An Inherited Property is Upside Down?
|
Oct 02, 2024 |
|
#264 | Can an Executor Earn Interest?
|
Oct 01, 2024 |
|
#263 | Just What Should You Name a Trust?
|
Sep 30, 2024 |
|
#262 | Probate Problems: Who Gets Paid First?
|
Sep 27, 2024 |
|
#261 | Kids in College? Nope. They DON'T Have To Tell You Anything!
|
Sep 26, 2024 |
|
#260 | How to Talk Estate Planning With Your BFF
|
Sep 25, 2024 |
|
#259 | Probate Problem: 2 Siblings + 1 House = ?
|
Sep 24, 2024 |
|
#258 | It's Much More Than Just a Bunch of Documents!
|
Sep 23, 2024 |
|
#257 | Can't My Mom Just Take My Kids?
|
Sep 20, 2024 |
|
#256 | Everyone Needs This, But Only 33% Are Doing It!
|
Sep 19, 2024 |
|
#255 | This Stuff DOESN'T Go in Your Trust
|
Sep 16, 2024 |
|
#254 | Can I Get a Step Up from Step Mom?
|
Aug 26, 2024 |
|
#253 | $70 Million is Out There. Is Some of it YOURS?
|
Aug 23, 2024 |
|
#252 | Can The Irrevocable be Revoked?
|
Aug 22, 2024 |
|
#251 | How Messy Could it Get?
|
Aug 21, 2024 |
|
#250 | What if My Beneficiary Passes Before I Do?
|
Aug 20, 2024 |
|
#249 | Is it an Asset or Income?
|
Aug 19, 2024 |
|
#248 | Where Should You Keep the Originals?
|
Aug 16, 2024 |
|
#247 | ๐ฃ๏ธ ๐ช๐ต๐ผ ๐ฆ๐ต๐ผ๐๐น๐ฑ ๐ฌ๐ผ๐ ๐ง๐ฒ๐น๐น ๐๐ฏ๐ผ๐๐ ๐ฌ๐ผ๐๐ฟ ๐๐๐๐ฎ๐๐ฒ ๐ฃ๐น๐ฎ๐ป?
|
Aug 15, 2024 |
|
#246 | What Happens if I Forget to Fund My Trust?
|
Aug 14, 2024 |
|
#245 | Do We Have to Create Our Own Trust Now?
|
Aug 13, 2024 |
|
#244 | Can I Sell a Home in a Living Trust?
|
Aug 12, 2024 |
|
#243 | Will Mom Inherit Dad's Debt?!
|
Aug 11, 2024 |
|
#242 | When Someone Dies, What Happens Next Legally?
|
Aug 08, 2024 |
|
#241 | Don't Put Your Kids on Your Accounts!
|
Aug 06, 2024 |
|
#240 | The Truth About the "Reading of the Will"
|
Aug 05, 2024 |
|
#239 | What if There are Two Different Wills?!
|
Aug 02, 2024 |
|
#238 | Why is Everyone So Freaked Out About Probate?!
|
Aug 01, 2024 |
|
#237 | What If There's No One I Trust?
|
Jul 31, 2024 |
|
#236 | Do We Have to Use the Same Attorney?
|
Jul 30, 2024 |
|
#235 | I Got Kids, A House & A Business - Where Do I Start?
|
Jul 26, 2024 |
|
#234 | My Attorney Died/Retired. Now What?!
|
Jul 25, 2024 |
|
#233 | Who Pays the Capital Gains Now?
|
Jul 22, 2024 |
|
#232 | Can the HOA Foreclose on a House in Trust?
|
Jul 19, 2024 |
|
#231 | I'm Dead Broke - Why Do I Need an Estate Plan?
|
Jul 18, 2024 |
|
#230 | Rentals, LLCs & Trusts - How Do They Work?
|
Jul 16, 2024 |
|
#229 | ๐ช๐ต๐ฎ๐ ๐ถ๐ณ ๐ ๐ ๐ง๐ฟ๐๐๐ ๐ถ๐ ๐ฆ๐๐ฝ๐ฒ๐ฟ ๐ข๐น๐ฑ?
|
Jul 12, 2024 |
|
#228 | ๐'๐ฑ ๐ฅ๐ฎ๐๐ต๐ฒ๐ฟ ๐ฃ๐ผ๐ธ๐ฒ ๐ ๐ ๐๐๐ฒ ๐ข๐๐ ๐ง๐ต๐ฎ๐ป ๐ง๐ฎ๐น๐ธ ๐๐ฏ๐ผ๐๐...
|
Jul 11, 2024 |
|
#227 | Are Joint Tenants on the Home OK?
|
Jul 10, 2024 |
|
#226 | It's the IRS - So It's Good News / Bad News
|
Jul 09, 2024 |
|
#225 | Can the Beneficiary Carry Capital Losses?
|
Jul 08, 2024 |
|
#224 | What About Timeshares?
|
Jul 05, 2024 |
|
#223 | So Who Gets What Now?
|
Jul 03, 2024 |
|
#222 | ๐๐ฎ๐ป ๐ฌ๐ผ๐ ๐๐ถ๐๐ถ๐ป๐ต๐ฒ๐ฟ๐ถ๐ ๐ฆ๐ผ๐บ๐ฒ๐ผ๐ป๐ฒ?
|
Jul 02, 2024 |
|
#221 | ๐๐ผ ๐ ๐๐ฎ๐๐ฒ ๐๐ผ ๐ฃ๐ฎ๐ ๐ง๐๐ถ๐ฐ๐ฒ?!
|
Jul 01, 2024 |
|
#220 | ๐ฌ๐๐ฝ! ๐๐'๐ ๐๐๐ผ๐ ๐บ๐๐ฐ๐ต ๐ฏ๐ฒ๐๐๐ฒ๐ฟ!
|
Jun 28, 2024 |
|
#219 | ๐๐ ๐ถ๐ ๐ง๐ผ๐ผ ๐๐ฎ๐๐ฒ ๐๐ผ ๐๐ฒ๐ ๐ฎ ๐ ๐ผ๐ฟ๐๐ด๐ฎ๐ด๐ฒ?
|
Jun 27, 2024 |
|
#218 | Can I Just Use a Transfer on Death Account?
|
Jun 25, 2024 |
|
#217 | Is It Too Late to Protect My Assets?
|
Jun 24, 2024 |
|
#216 | Who is the Best Beneficiary for a Retirement Plan?
|
Jun 20, 2024 |
|
#215 | It's an Administrative Nightmare!
|
Jun 19, 2024 |
|
#214 | Can the Nursing Home Sue ME as Power of Attorney?
|
Jun 18, 2024 |
|
#213 | Can My Siblings Just Gift Mom's House to Me?
|
Jun 17, 2024 |
|
#212 | Can I Make a Non-US Citizen Beneficiary?
|
Jun 14, 2024 |
|
#211 | ๐ ๐ ๐๐ผ๐๐๐ฒ ๐ถ๐ ๐ถ๐ป ๐ฎ ๐ง๐ฟ๐๐๐. ๐๐ฎ๐ป ๐ฎ ๐ก๐๐ฟ๐๐ถ๐ป๐ด ๐๐ผ๐บ๐ฒ ๐ง๐ฎ๐ธ๐ฒ ๐๐?
|
Jun 13, 2024 |
|
#210 | What's the Step Up Cost Basis if Appraisal is TOO Low?
|
Jun 12, 2024 |
|
#209 | Can't I Just Keep Paying Their Mortgage?
|
Jun 11, 2024 |
|
#208 | How Can I Get The House After 23 Years?
|
Jun 10, 2024 |
|
#207 | Can an LLC be Put in an Asset Protection Trust?
|
Jun 08, 2024 |