All Episodes
Episodes
Selling a House DURING the Medicaid Planning Process
Medicaid Planning is complicated enough, but it is also a longer process than many think. But then life intrudes, and sometimes the question is “Can we sell the house during the Medicaid process, or will that mess up...
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5 Warning Signs Parents Might Need Long Term Care Planning
Thanksgiving is a common time of year for families to get together who may not have seen each other in person for months. It is also common for adult children with aging parents to notice a decline in memory and see a...
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DIY Estate Planning, No Logic Required
I frequently review questions and answers on the Reddit for Estate Planning. Many times, there are legitimate questions from people as well as good advice provided. However, I'm frequently reminded that there are a...
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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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