All Episodes
Episodes
Seven Things to NOT Put in Your Will
A Last Will and Testament is supposed to be a way to communicate your wishes after you’re gone… but there are a lot of “extra” things DIY people (and even some attorneys) put into Wills that really don’t belong there...
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I’m Meeting With an Estate Attorney… What Should I Know?
You get what you pay for, especially when it comes to free legal services. In this reaction to a Reddit thread, Jeff reviews options and opinions from attorneys when someone asks about what they should know before...
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The Probate Court Process
The first chapter of my book Estate Planning Basics giving an overview of the probate court process. The full version is available for purchase at www.EstatePlanningBasicsAudiobook.com.
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My Parents are Doing an Estate Plan… What Should I Know?
In this reaction and commentary to a Reddit thread on estate planning, there’s a lot going on with lots of potential techniques that a son should be aware of when being asked to be involved when discussing things with...
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Special Needs Planning Myths
Special Needs Myths In this outtake from The Advanced Institute, a professional conference for estate planners, Jeff reviews the prevalent myths in special needs estate planning that need to be overcome when...
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In-Law Risks
Depending on your family situation, there may be a son-in-law or daughter-in-law you just don’t trust. But what risks need to be addressed when planning an estate? In this outtake from a recent conference Jeff taught...
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Health Care Power of Attorney vs Living Will vs DNR
The best topics for videos come from my clients’ questions, and we have been getting this one quite a bit lately: what’s the difference between a Health Care Power of Attorney, a Living Will, and a Do Not Resuscitate...
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The Disjointed Will Plan
People often wrongly assume that when they create a Last Will and Testament, that the Will controls where all of their assets go, when all of their assets are distributed, and who is in charge of handling all of their...
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Trust Maintenance
PODCAST--Using a revocable living trust in your estate plan to avoid probate can be one of the most effective ways to handle your own estate planning. Unfortunately, many people ignore the ongoing tasks and annual...
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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 “all-important” (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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