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Episodes
Panic at the Probate Court! Part 2 of 3
PART 2 OF 3
Probate can be complicated, and the proof a court requires can be arduous for most non-lawyers. But how do assets end up in probate? What happens to them when they do? Does the Will cover everything? Is...
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Panic at the Probate Court! Part 1 of 3
PART 1 OF 3 Probate can be complicated, and the proof a court requires can be arduous for most non-lawyers. But how do assets end up in probate?
What happens to them when they do?
Does the Will cover everything?
Is...
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Igniting a Charitable Planned Giving Program
Charities and Non-Profits are often so busy fundraising for existing costs that they "never get around to" creating a planned giving program that can provide long term financial stability.
This podcast reviews a way...
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Hibernation
Three weeks off sounds like a really long time to take a "vacation," but for what I do with my law firm, estate planning, and all of the educational materials I put out to the public, this type of break (and the time...
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Changing Course: 5 Concepts in Amending a Trust
Amending a trust should be an easy process, right?
In most cases and circumstances, it is easy but also easy for people to make mistakes. In even a few recent cases, these concepts are even eluding attorneys. A...
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5 Triggers for Estate Planning
People don’t always plan ahead the way they need to, and it’s pretty easy to put off uncomfortable topics like estate planning. That is, until one tragedy or another gives my clients that added push to come in and...
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Is The Power of Attorney is Defective?
We get the calls all of the time about how a power of attorney was "defective" because the bank wouldn't accept it. However, in many cases the power of attorney is just fine, but the person trying to use it isn't...
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Stretching an Inheritance Over a Lifetime--Part 2 of 2
The income taxes on a beneficiary when they inherit a retirement account can be astronomically high. A half a million IRA can add more than $50,000 a year to the beneficiary’s taxable income each year for a...
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Stretching an Inheritance Over a Lifetime--Part 1 of 2
The income taxes on a beneficiary when they inherit a retirement account can be astronomically high.
A half a million IRA can add more than $50,000 a year to the beneficiary’s taxable income each year for a decade....
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Stranded! 3 Planning Lessons From Hurricane Helene
The recent devastation in Western North Carolina, Eastern Tennessee, and other part of the country left a lot of people stranded without even the basic necessities.
I was personally caught up in that for about 48...
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Medicaid Planning 3 Steps Ahead
When it comes to Medicaid Planning for a family, many attorneys and planners look no further than the client needing care. This one-step thinking can often lead to the client’s original goal of protecting their home...
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Basics of Trust Funding--Part 2 of 2
One of the biggest problems in estate planning is client who want to avoid probate get a revocable living trust... and then fail to fund their trust the right way.
In this recorded session from a basic estate planning...
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