All Episodes
Episodes
Medicaid Whoopsies
When it comes to Medicaid Planning, there are tons of loopholes that can help a family preserve a lot of assets and have a loved one still qualify for nursing home Medicaid. On the other hand, this also means there...
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Schedule A is Missing!
You know a plan is broken into a thousand-piece puzzle when the pages of the trust were taken out of the binder, put back out of order, and some pages are missing. But what happens when the âall-importantâ (sarcasm...
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Should I Make My Parents Trustees?
One of the most important decisions you can make in estate planning is choosing the right trustees. A frequent question that comes up when speaking with my clients who have younger children is whether or not to name...
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FREE "Estate Planning Basics" Audiobook
Free audiobook for a limited time. The quality is not great, and the audiobook is being redone as part of an online revocable living trust planning system with better quality audio. In the meantime, enjoy this free...
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Health Care Power of Attorney vs Living Will vs DNR
The best topics for videos come from my clientsâ questions, and we have been getting this one quite a bit lately: whatâs the difference between a Health Care Power of Attorney, a Living Will, and a Do Not Resuscitate...
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Unnecessary Trust Provisions⌠And One BIG Reason to Keep Them Anyway
âBut this doesnât apply to us!â Itâs common enough to see lots of language in trusts and other legal documents that are âboilerplateâ that should stay in anyway. In this video, I review some of the most commonly...
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I'm Moving States... Is My Trust Still Good? The Documents You MUST Redo
Iâm Moving States⌠Is My Trust Still Good? The Documents You MUST Redo
I get this question all the time when clients move to my state, or when my clients are moving to other states. âIs my trust still good?â The...
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Who Should Be Your Trustee? And One Thing You Should NEVER Do!
One of the most important estate planning items on your checklist is choosing the right trustees to handle things if you become incapacitated or pass on. But how do you go about choosing them? Should you pick an...
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Car âAccidentâ Leads to $TD Case and $5.2 Million Bill to Car Insurance Company
The media loves a sensationalized story, especially once that gets people angry enough to share and comment on social media. When a woman won $5.2 million from car insurance company GEICO because she contracted an STD...
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The Kate Moss Moment Explained
Itâs spreading across the Internet that Amber Heard âblew itâ when she had her Kate Moss moment, and it really boosted Johnny Deppâs case. But why? In this podcast, I review this critical moment and what it actually...
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What's All This Hearsay Crap
"Hearsay is a statement, other than one made by the declarant while testifying at the trial or hearing, offered in evidence to prove the truth of the matter asserted.â In this reaction video, I explain in plain...
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The High Cost of Low Probate Fees
âProbate fees in our state are not that high.â Unfortunately, I hear this from some attorneys who focus their practice on handling probate, and probate is exactly what you get when you rely on a Last Will and...
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