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Episodes
Trust 101 with Charitable Giving Presentation | Part 2 of 2
Now for PART 2! If you thought Part 1 was eye-opening, there’s more you need to know! I’m sharing a couple more of the most chaotic estate cases I’ve ever encountered. You need to hear these stories! They’re real-life...
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Trust 101 with Charitable Giving Presentation | Part 1 of 2
What happens when you don’t have an estate plan? The government steps in and trust me, their plan isn’t what you think! In this video, we emphasize the need for estate plans to avoid issues, explaining probate, wills,...
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The Big Probate Secret!
I’m pulling back the curtain on the #1 probate mistake that could cost your family time, money, and stress. Most people think a revocable living trust magically avoids probate, but the truth? It’s only half the...
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Debunking Myths of In-Home Care
People don't usually go from living independently straight to a nursing home needing skilled care. But can you receive care at home? Is it too expensive? Shouldn't the family just pitch in? What are the pros and...
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Worst Trust Funding Advice EVER!
Unfortunately, there’s a viral video out there with millions of views, spreading flat-out wrong or oversimplified information. Let's clear up one of the biggest estate planning misconceptions—bad advice about trust...
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Legal Hangovers
The outdated legal practices that continue to persist, often due to tradition or past influences. Much like going through the motions after a long night, the legal industry can sometimes operate on autopilot, holding...
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The Right Way to DIY an Estate Plan
Is doing your own revocable living trust online right for you?
A DIY Estate Plan isn't for everyone, but knowing the facts about revocable living trusts and having an estate plan in general can help you make smarter...
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When Obergefell Falls
There are potential changes to Supreme Court decisions coming, and, I'm referring to the marriage equality ruling for nationwide same gender marriage in 2015 Obergefell v. Hodges. When that does happen, domestic...
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Get What You Pay For? A Complete Package for an Estate or Hotel Room?
When you're promised a complete package, do you get what you pay for, or are you getting short-changed?
Should you get your money back?
In this episode, we go through what's included in a complete revocable living...
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5 Times When WHEN Matters in Trust Planning
The phrase "timing is everything" also applies to estate planning with a revocable living trust. When certain things happen can greatly change what happens in an estate plan, and people don't always look at things the...
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An Estate Check Up?
Many people look at estate planning as a “one and done” item on their checklist. However, keeping a solid estate plan, especially one with a revocable living trust as the base of the plan, requires an annual check-in...
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Whose to Blame?
When someone dies and an account goes somewhere it isn't supposed to, whose to blame for it?
The financial advisor?
The attorney?
Someone else?
When citizens use a revocable living trust in their estate plan to avoid...
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