All Episodes
Episodes
Five Divorce Disasters
Getting the final divorce decree often isn’t the end of the marriage entanglements. There may be several loose ends to tie up that could have an extreme impact on your estate planning wishes, and you may never know...
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Wealth Forever?!
Creating and securing perpetual wealth for a family forever is possible, but it is not necessarily for everyone. Setting up the right trusts and structures can make sure that descendants you will never meet are...
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Irrevocable Life Insurance Trusts and How They Work
Irrevocable Life Insurance Trusts are making a comeback as a popular tool to help avoid estate taxes or help pay the taxes without having to liquidate assets.
But how do these irrevocable trusts work?
What needs to be...
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Can I Inherit a Tiger?
During our volunteering experience at Carolina Tiger Rescue, the issue of inheriting a pet tiger became a focal point, especially considering the new Big Cat Public Safety Act of 2022. In this week's episode, Jeff...
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Don't Frankenstein Your Trust
DIY changes to a solid estate plan can often cause unintended consequences or even revoke your entire plan.
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Breaking a Car Out of Probate
Dealing with a car in probate when there is a revocable living trust doesn’t need to be complicated to the point a vehicle needs to be retitled in the name of the trust, and then retitled again to the buyer or...
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You Want WHAT?! How Dare You?!
There is a lot of confusion over one of men’s biggest fears, and society tends to punish people to arriving at the obvious, simple solution that avoids years of wrongfully imposed child support payments: a paternity...
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5 Ways The Attorneys Destroyed This Estate
Using a revocable living trust as the core of an estate plan is a great way to avoid probate… as long as the attorneys don’t screw up the basics. In this installment, we review five exceedingly simple things that the...
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11 Red Flags of Estate Planning
11 Red Flags of Estate Planning When it comes to estate planning, there are a lot of red flags indicating a need for some specific protections. However, one of the biggest solutions is a well-drafted, optimally-funded...
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The Sole Beneficiary Disaster
“Oh, we’ll just leave everything to our oldest child and they’ll take care of dividing things up.” I hear this from time to time, and it is a disaster waiting to happen for several reasons. In this installment, Jeff...
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What the Heck is a Cestui Que Vie Trust?
Here is a trust that supposedly shelters you from all taxes, has no probate, and provides you a huge government pension for the rest of your life! Unfortunately, it is based on wishes and aspirations that has no basis...
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Seven Big Questions on Revocable vs Irrevocable Trusts
One of the more popular videos on revocable vs. irrevocable trusts brought out some great questions from a subscriber, and simply responding in the comments would not have done them justice. This video runs through...
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