All Episodes
Episodes
Inheritances in Blended Family Estate Planning
“What’s fair?” is a question I tend to hear in estate planning strategy sessions. This is particularly true when it comes to blended families, because assets brought to the marriage may not be equal and there are...
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Medicaid or Moneyball--Part 4 of 4
When faced with a long term care crisis and the accompanying astronomical monthly costs, families often push to keep doing things the same way they always have, just better or more efficiently. They keep pushing ahead...
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Medicaid or Moneyball--Part 3 of 4
When faced with a long term care crisis and the accompanying astronomical monthly costs, families often push to keep doing things the same way they always have, just better or more efficiently. They keep pushing ahead...
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Medicaid or Moneyball--Part 2 of 4
When faced with a long term care crisis and the accompanying astronomical monthly costs, families often push to keep doing things the same way they always have, just better or more efficiently. They keep pushing ahead...
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Medicaid or Moneyball--Part 1 of 4
When faced with a long term care crisis and the accompanying astronomical monthly costs, families often push to keep doing things the same way they always have, just better or more efficiently. They keep pushing ahead...
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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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