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Episodes
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 donât 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 clientsâ questions, and we have been getting this one quite a bit lately: whatâs 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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Medicaid Whoopsies
When it comes to Medicaid Planning, there are tons of loopholes that can help a family preserve a lot of assets and have a loved one still qualify for nursing home Medicaid. On the other hand, this also means there...
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Schedule A is Missing!
You know a plan is broken into a thousand-piece puzzle when the pages of the trust were taken out of the binder, put back out of order, and some pages are missing. But what happens when the âall-importantâ (sarcasm...
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Should I Make My Parents Trustees?
One of the most important decisions you can make in estate planning is choosing the right trustees. A frequent question that comes up when speaking with my clients who have younger children is whether or not to name...
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FREE "Estate Planning Basics" Audiobook
Free audiobook for a limited time. The quality is not great, and the audiobook is being redone as part of an online revocable living trust planning system with better quality audio. In the meantime, enjoy this free...
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Health Care Power of Attorney vs Living Will vs DNR
The best topics for videos come from my clientsâ questions, and we have been getting this one quite a bit lately: whatâs the difference between a Health Care Power of Attorney, a Living Will, and a Do Not Resuscitate...
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Unnecessary Trust Provisions⌠And One BIG Reason to Keep Them Anyway
âBut this doesnât apply to us!â Itâs common enough to see lots of language in trusts and other legal documents that are âboilerplateâ that should stay in anyway. In this video, I review some of the most commonly...
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I'm Moving States... Is My Trust Still Good? The Documents You MUST Redo
Iâm Moving States⌠Is My Trust Still Good? The Documents You MUST Redo
I get this question all the time when clients move to my state, or when my clients are moving to other states. âIs my trust still good?â The...
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