All Episodes
Episodes
EINs and Trusts
This question keeps coming up... "Does a trust need a separate taxpayer identification number?" It depends. In this podcast, I go over the three main trusts we utilize in my law practice with a focus on the "hybrid"...
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Family Limited Partnerships: How They Work in Generational Estate Planning
Family Limited Partnerships can be an extremely effective tool in protecting family businesses, transferring value to the next generation during life without transferring control, and providing for a clear...
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Probate Roundtable
Taking an estate through probate can be one of the most expensive, time-consuming, and frustrating experiences someone can go through. While a large part of my legal practice is focused on estate planning that avoids...
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The Big Probate Lie Financial Institutions Tell
There is one, big lie about probate that financial companies tell their clients all of the time. Unfortunately, many of the professionals at these banks and institutions have no idea that they are telling this lie or...
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Anatomy of a Destroyed Estate Plan
How do you destroy your own well-crafted, strategically created, solid estate plan in one move? In this video, I cover how one of our most airtight estate plans drafted specifically to benefit a grandson with special...
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Professionals Don't Care About Your Wishes After You're Gone
Professionals don’t care about your wishes after you’re gone, especially financial advisors, but there are some solid reasons for this. If you planned for your estate and left it outright to your children, then your...
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Three Don'ts of Medicaid Planning
This podcast was audio taken from a full Free webinar available at www.MedicaidPlanningWebinar.com. Check it out to find out what the other seven Don'ts are.
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Dealing with Real Estate in Revocable Living Trusts
As part of executing an estate strategy that helps avoid probate, real estate should be owned by your revocable living trust. But what difficulties might come up? In this episode, I review why real estate should be in...
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Do I Need a Taxpayer ID Number for My Living Trust?
Whether or not a trust needs a Taxpayer ID number is actually a pretty simple matter when you look at the basics. In this video, I review the basic concepts behind that question as well as review some instances when...
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