Estate Planning Strategies

#355 What is a gun trust?

28 Sep 2022

Contributed by Lukas

What is a gun trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ i...

#354 Queen Elizabeth plays the game!

27 Sep 2022

Contributed by Lukas

Queen Elizabeth plays the game! -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say...

#353 Traveling without kids worry free.

26 Sep 2022

Contributed by Lukas

Traveling without kids worry free. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and ...

#352 Even attorneys use attorneys.

23 Sep 2022

Contributed by Lukas

Even attorneys use attorneys. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...

#351 Estate planning with foreign property.

22 Sep 2022

Contributed by Lukas

Estate planning with foreign property. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second ...

#350 When do you have to pay gift tax?

21 Sep 2022

Contributed by Lukas

When do you have to pay gift tax? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and s...

#349 Revocable living trust maintenance

20 Sep 2022

Contributed by Lukas

Revocable living trust maintenance -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and ...

#348 5 Estate Planning Attorney Red Flags

19 Sep 2022

Contributed by Lukas

5 Estate Planning Attorney Red Flags -- I love comments. I make these videos specifically to help people with no expectations. Please take a second an...

#347 Estate tax vs capital gains tax

16 Sep 2022

Contributed by Lukas

Estate tax vs capital gains tax -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say...

#346 What estate plan do estate planning attorneys have?

15 Sep 2022

Contributed by Lukas

What estate plan do estate planning attorneys have? -- I love comments. I make these videos specifically to help people with no expectations. Please t...

#345 Estate planning if you are a green card holder

14 Sep 2022

Contributed by Lukas

Estate planning if you are a green card holder -- I love comments. I make these videos specifically to help people with no expectations. Please take a...

#344 Today’s estate planning PSA.

13 Sep 2022

Contributed by Lukas

Today’s estate planning PSA... -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and sa...

#343 How LLCs and Trusts work together

12 Sep 2022

Contributed by Lukas

How LLCs and Trusts work together -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and s...

#342 Do you need an attorney to make a Will?

07 Sep 2022

Contributed by Lukas

Do you need an attorney to make a Will? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second...

#341 What is in a basic estate plan and why is it important?

07 Sep 2022

Contributed by Lukas

What is in a basic estate plan and why is it important? -- I love comments. I make these videos specifically to help people with no expectations. Plea...

#340 What Does a Will Do?

06 Sep 2022

Contributed by Lukas

What Does a Will Do? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ i...

#339 Why is estate planning so hard to get done?

02 Sep 2022

Contributed by Lukas

Why is estate planning so hard to get done? -- I love comments. I make these videos specifically to help people with no expectations. Please take a se...

#338 What is a general power of appointment?

02 Sep 2022

Contributed by Lukas

What is a general power of appointment? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second...

#337 Do you love your kids? A quiz.

01 Sep 2022

Contributed by Lukas

Do you love your kids? A quiz. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ...

#337 5 estate planning attorney red flags

01 Sep 2022

Contributed by Lukas

5 estate planning attorney red flags -- I love comments. I make these videos specifically to help people with no expectations. Please take a second an...

#336 Estate planning 101 - quick and dirty.

31 Aug 2022

Contributed by Lukas

Estate planning 101 - quick and dirty. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second ...

#334 Probate is easy (not)

30 Aug 2022

Contributed by Lukas

Probate is easy (not) -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ ...

#333 3 elements of a valid will

26 Aug 2022

Contributed by Lukas

3 elements of a valid will -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘H...

#332 What is a Qtip trust?

25 Aug 2022

Contributed by Lukas

What is a Qtip trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ ...

#331 What is probate and why do people want to avoid it?

24 Aug 2022

Contributed by Lukas

What is probate and why do people want to avoid it? -- I love comments. I make these videos specifically to help people with no expectations. Please t...

#330 Can the bank enforce due on sale clause for an inherited property?

18 Aug 2022

Contributed by Lukas

Can the bank enforce due on sale clause for an inherited property? -- I love comments. I make these videos specifically to help people with no expecta...

#329 How to transfer real estate with no probate, no trust, and no tax

16 Aug 2022

Contributed by Lukas

How to transfer real estate with no probate, no trust, and no tax. -- I love comments. I make these videos specifically to help people with no expecta...

#328 Why avoid probate.

10 Aug 2022

Contributed by Lukas

Why avoid probate. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in ...

#327 What is estate planning?

03 Aug 2022

Contributed by Lukas

What is estate planning? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...

#326 20% tax or 40% tax?

02 Aug 2022

Contributed by Lukas

20% tax or 40% tax? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in...

#325 Downsides of a SLAT

26 Jul 2022

Contributed by Lukas

Downsides of a SLAT -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in...

#324 What is a SLAT

22 Jul 2022

Contributed by Lukas

What is a SLAT -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the ...

#323 What to do if your probate executor is behaving badly

13 Jul 2022

Contributed by Lukas

What to do if your probate executor is behaving badly -- I love comments. I make these videos specifically to help people with no expectations. Please...

#322 How to avoid probate WITHOUT a trust

06 Jul 2022

Contributed by Lukas

How to avoid probate WITHOUT a trust. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second a...

#321 The WORST place to store your estate plan

30 Jun 2022

Contributed by Lukas

The WORST place to store your estate plan -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...

#320 How to create sub-trusts

28 Jun 2022

Contributed by Lukas

How to create sub-trusts -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...

#319 3 reasons to have a revocable living trust

14 Jun 2022

Contributed by Lukas

3 reasons to have a revocable living trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a sec...

#318 Limitation of a will

10 Jun 2022

Contributed by Lukas

Limitation of a will -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ i...

#317 The WRONG way to update your estate plan.

07 Jun 2022

Contributed by Lukas

The WRONG way to update your estate plan. -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...

#316 Fancy estate planning binders are a distraction.

27 May 2022

Contributed by Lukas

Fancy estate planning binders are a distraction. -- I love comments. I make these videos specifically to help people with no expectations. Please take...

#315 Do you need a business power of attorney?

25 May 2022

Contributed by Lukas

Do you need a business power of attorney? -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...

#314 Estate Taxes Explained (again)

11 May 2022

Contributed by Lukas

Estate Taxes Explained (again) -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ...

#313 Alternative to probate to transfer real estate

06 May 2022

Contributed by Lukas

Alternative to probate to transfer real estate -- I love comments. I make these videos specifically to help people with no expectations. Please take a...

#312 How to avoid probate with real estate

03 May 2022

Contributed by Lukas

How to avoid probate with real estate -- I love comments. I make these videos specifically to help people with no expectations. Please take a second a...

#311 What is portability?

28 Apr 2022

Contributed by Lukas

What is portability? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ i...

#310 How to transfer NFTs to heirs

25 Apr 2022

Contributed by Lukas

How to transfer NFTs to heirs -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...

#309 How much asset protection do you need?

19 Apr 2022

Contributed by Lukas

How much asset protection do you need? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second ...

#308 The biggest creditor your estate will face

08 Apr 2022

Contributed by Lukas

The biggest creditor your estate will face -- I love comments. I make these videos specifically to help people with no expectations. Please take a sec...

#307 Who gets to see a will?

01 Apr 2022

Contributed by Lukas

Who gets to see a will? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...

#306 How long do your estate planning docs last?

31 Mar 2022

Contributed by Lukas

How long do your estate planning docs last -- I love comments. I make these videos specifically to help people with no expectations. Please take a sec...

#305 What is a dynasty trust?

29 Mar 2022

Contributed by Lukas

What is a dynasty trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...

#304 Estate planning document storage tips.

25 Mar 2022

Contributed by Lukas

Estate planning document storage tips -- I love comments. I make these videos specifically to help people with no expectations. Please take a second a...

#303 Don’t give your house to your kids to beat Medicaid

24 Mar 2022

Contributed by Lukas

Don’t give your house to your kids to beat Medicaid -- I love comments. I make these videos specifically to help people with no expectations. Please...

#302 Why I’m rethinking my stance on medicaid trusts.

22 Mar 2022

Contributed by Lukas

Why I’m rethinking my stance on medicaid trusts. -- I love comments. I make these videos specifically to help people with no expectations. Please ta...

#301 How much should you pay your executor and/or trustee?

15 Mar 2022

Contributed by Lukas

How much should you pay your executor and/or trustee? -- I love comments. I make these videos specifically to help people with no expectations. Please...

#300 Don’t give money to people for the benefit of other people

09 Mar 2022

Contributed by Lukas

Don’t give money to people for the benefit of other people -- I love comments. I make these videos specifically to help people with no expectations....

#299 5 signs your estate planning attorney is no good

08 Mar 2022

Contributed by Lukas

5 signs your estate planning attorney is no good -- I love comments. I make these videos specifically to help people with no expectations. Please take...

#298 WA State Estate tax change that MATTERS

24 Feb 2022

Contributed by Lukas

WA State Estate tax change that MATTERS -- I love comments. I make these videos specifically to help people with no expectations. Please take a second...

#297 The 2 limitations of a will

22 Feb 2022

Contributed by Lukas

The 2 limitations of a will -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...

#296 Do I need a testamentary trust?

15 Feb 2022

Contributed by Lukas

Do I need a testamentary trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say...

#295 Your trust doesn’t own anything

10 Feb 2022

Contributed by Lukas

Your trust doesn’t own anything -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and s...

#294 Estate planning and divorce

04 Feb 2022

Contributed by Lukas

Estate planning and divorce -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...

#293 Grantor Retained Annuity Trust - GRAT - Explained

03 Feb 2022

Contributed by Lukas

Grantor Retained Annuity Trust - GRAT - Explained -- I love comments. I make these videos specifically to help people with no expectations. Please tak...

#292 How to gift to reduce estate taxes

21 Jan 2022

Contributed by Lukas

How to gift to reduce estate taxes -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and ...

#291 Why are revocable living trusts so long?

19 Jan 2022

Contributed by Lukas

Why are revocable living trusts so long? -- I love comments. I make these videos specifically to help people with no expectations. Please take a secon...

#290 3 reasons not to leave your kids an inheritance

11 Jan 2022

Contributed by Lukas

3 reasons not to leave your kids an inheritance -- I love comments. I make these videos specifically to help people with no expectations. Please take ...

#289 Credit Shelter Trust in Pictures

05 Jan 2022

Contributed by Lukas

Credit Shelter Trust in Pictures -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and sa...

#288 Welcome to 2022!

04 Jan 2022

Contributed by Lukas

Welcome to 2022! -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in th...

#287 How to Fund a Testamentary Trust

22 Dec 2021

Contributed by Lukas

How to Fund a Testamentary Trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and sa...

#286 Another IRA + Estate Tax Strategy

14 Dec 2021

Contributed by Lukas

Another IRA + Estate Tax Strategy -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and s...

#285 How to stretch an IRA with a charitable remainder trust

09 Dec 2021

Contributed by Lukas

How to stretch an IRA with a charitable remainder trust. -- I love comments. I make these videos specifically to help people with no expectations. Ple...

#284 What is the Unlimted Marital Deduction?

03 Dec 2021

Contributed by Lukas

What is the Unlimted Marital Deduction? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second...

#283 Real estate in trust - how to sell or refi.

30 Nov 2021

Contributed by Lukas

Real estate in trust - how to sell or refi. -- I love comments. I make these videos specifically to help people with no expectations. Please take a se...

#283 Real estate in trust - how to sell or refi.

30 Nov 2021

Contributed by Lukas

Real estate in trust - how to sell or refi. -- I love comments. I make these videos specifically to help people with no expectations. Please take a se...

#282 Estate Taxes and the Unlimited Marital Deduction.

16 Nov 2021

Contributed by Lukas

Estate Taxes and the Unlimited Marital Deduction. -- I love comments. I make these videos specifically to help people with no expectations. Please tak...

#281 Foreign Assets and US Estate Planning.

15 Nov 2021

Contributed by Lukas

Foreign Assets and US Estate Planning -- I love comments. I make these videos specifically to help people with no expectations. Please take a second a...

#280 What is a QTIP Trust and Can It Help With Estate Taxes?

09 Nov 2021

Contributed by Lukas

What is a QTIP Trust and Can It Help With Estate Taxes? -- I love comments. I make these videos specifically to help people with no expectations. Plea...

#279 Update on Biden’s Proposed Estate Tax Law Changes

02 Nov 2021

Contributed by Lukas

Update on Biden’s Proposed Estate Tax Law Changes. -- I love comments. I make these videos specifically to help people with no expectations. Please ...

#278 How to Give Retirement Accounts to Charity the Right Way

26 Oct 2021

Contributed by Lukas

How to Give Retirement Accounts to Charity the Right Way -- I love comments. I make these videos specifically to help people with no expectations. Ple...

#277 | What is a Ladybird Deed

12 Oct 2021

Contributed by Lukas

What is a Ladybird Deed -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...

#276 Trust Distributions Gone Wrong

08 Oct 2021

Contributed by Lukas

Trust Distributions Gone Wrong -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ...

#275 The Info Source Matters

30 Sep 2021

Contributed by Lukas

The Info Source Matters -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...

#274 Business Succession Planning 101

29 Sep 2021

Contributed by Lukas

Business Succession Planning 101 -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and sa...

#273 Right Place Wrong Time

27 Sep 2021

Contributed by Lukas

Right Place Wrong Time -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...

#272 How to Choose a Trustee

23 Sep 2021

Contributed by Lukas

How to Choose a Trustee -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...

#271 Green Card Holders and Probate

21 Sep 2021

Contributed by Lukas

Green Card Holders and Probate -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ...

#270 Avoid the Estate Planning Rabbit Hole

14 Sep 2021

Contributed by Lukas

Avoid the Estate Planning Rabbit Hole -- I love comments. I make these videos specifically to help people with no expectations. Please take a second a...

#269 How to Dispose of Old Estate Planning Docs

10 Sep 2021

Contributed by Lukas

How to Dispose of Old Estate Planning Docs -- I love comments. I make these videos specifically to help people with no expectations. Please take a sec...

#268 Revocable Living Trust Maintenance Fees

03 Sep 2021

Contributed by Lukas

Revocable Living Trust Maintenance Fees -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...

#267 Life Insurance and Estate Taxes

01 Sep 2021

Contributed by Lukas

Life Insurance and Estate Taxes -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and s...

#266 How Do You Close a Trust?

25 Aug 2021

Contributed by Lukas

How Do You Close a Trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘H...

#265 Can You Put Extra Assets Into a Trust?

17 Aug 2021

Contributed by Lukas

Can You Put Extra Assets Into a Trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second ...

#264 Power of Attorney vs Executor

13 Aug 2021

Contributed by Lukas

Power of Attorney vs Executor -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...

#263 Does Marriage Affect Estate Planning?

12 Aug 2021

Contributed by Lukas

Does Marriage Affect Estate Planning? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second ...

#262 Inheritances and Taxes

10 Aug 2021

Contributed by Lukas

Inheritances and Taxes -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...

#261 What Happens if You Die Without a Will

05 Aug 2021

Contributed by Lukas

What Happens if You Die Without a Will -- I love comments. I make these videos specifically to help people with no expectations. Please take a second...

#260 How to Own Real Estate Anonymously

30 Jul 2021

Contributed by Lukas

How to Own Real Estate Anonymously -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and ...

#259 Tax Implications of Gifting Real Estate

29 Jul 2021

Contributed by Lukas

Tax Implications of Gifting Real Estate -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...

#258 Where Should I Store My Estate Plan

20 Jul 2021

Contributed by Lukas

Where Should I Store My Estate Plan -- I love comments. I make these videos specifically to help people with no expectations. Please take a second an...

#257 Why Would a Single Person Want a Trust

16 Jul 2021

Contributed by Lukas

Why Would a Single Person Want a Trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a second...