Estate Planning Strategies
Episodes
#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...
#256 It’s Not Your Money
13 Jul 2021
Contributed by Lukas
It’s Not Your Money -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...
#255 Gifting in Washington State.
08 Jul 2021
Contributed by Lukas
Gifting in Washington State -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...
#254 How Can You Be Sure the Trustee is Doing Their Job
02 Jul 2021
Contributed by Lukas
How Can You Be Sure the Trustee is Doing Their Job -- I love comments. I make these videos specifically to help people with no expectations. Please ta...
#253 How Long do You have to Contest a Will
01 Jul 2021
Contributed by Lukas
How Long do You have to Contest a Will -- I love comments. I make these videos specifically to help people with no expectations. Please take a secon...
#252 Estate Planning for Non-Married Couples
30 Jun 2021
Contributed by Lukas
Estate Planning for Non-Married Couples -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...
#251 What if an Heir Dies While Probate Still Ongoing
25 Jun 2021
Contributed by Lukas
What if an Heir Dies While Probate Still Ongoing -- I love comments. I make these videos specifically to help people with no expectations. Please ta...
#250 What is a Dynasty Trust?
23 Jun 2021
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 ‘H...
#249 Are Mutual Wills a Good Idea?
22 Jun 2021
Contributed by Lukas
Are Mutual Wills a Good Idea? I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...
#248 | General Power of Appointment vs Limited Power of Appointment
16 Jun 2021
Contributed by Lukas
General Power of Appointment vs Limited Power of Appointment -- I love comments. I make these videos specifically to help people with no expectation...
#247 Can a Joint Account Holder Change a Pay on Death Designation?
09 Jun 2021
Contributed by Lukas
Can a Joint Account Holder Change a Pay on Death Designation? -- I love comments. I make these videos specifically to help people with no expectatio...
#246 Do Revocable and Irrevocable Trusts Work Together?
08 Jun 2021
Contributed by Lukas
Do Revocable and Irrevocable Trusts Work Together? -- I love comments. I make these videos specifically to help people with no expectations. Please ...
#245 When Someone Dies do You HAVE to Liquidate Investments?
07 Jun 2021
Contributed by Lukas
When Someone Dies do You HAVE to Liquidate Investments? -- I love comments. I make these videos specifically to help people with no expectations. Pl...
#244 Should You be Worried About Biden’s Estate Tax Proposal?
03 Jun 2021
Contributed by Lukas
Should You be Worried About Biden’s Estate Tax Proposal? -- I love comments. I make these videos specifically to help people with no expectations....
#243 Hold Property in Joint Tenancy or Tenants in Common
02 Jun 2021
Contributed by Lukas
Hold Property in Joint Tenancy or Tenants in Common -- I love comments. I make these videos specifically to help people with no expectations. Please...
#242 What Happens with an IRA that goes through Probate?
28 May 2021
Contributed by Lukas
What Happens with an IRA that goes through Probate? -- I love comments. I make these videos specifically to help people with no expectations. Please ...
#241 Is Do Not Resuscitate Part of Estate Planning?
26 May 2021
Contributed by Lukas
Is Do Not Resuscitate Part of Estate Planning? -- I love comments. I make these videos specifically to help people with no expectations. Please tak...
#240 What Happens if No Beneficiary is on Your Account
25 May 2021
Contributed by Lukas
What Happens if No Beneficiary is on Your Account -- I love comments. I make these videos specifically to help people with no expectations. Please t...
#239 How Many Different Types of Irrevocable Trusts Are There
21 May 2021
Contributed by Lukas
How Many Different Types of Irrevocable Trusts Are There -- I love comments. I make these videos specifically to help people with no expectations. ...
#238 Beneficiary Designations and Wills
18 May 2021
Contributed by Lukas
Beneficiary Designations and Wills -- I love comments. I make these videos specifically to help people with no expectations. Please take a second an...
#237 Don’t Forget Sports Tickets and Points When Estate Planning
14 May 2021
Contributed by Lukas
Don’t Forget Sports Tickets and Points When Estate Planning -- I love comments. I make these videos specifically to help people with no expectation...
#236 Why are Trusts so Long
11 May 2021
Contributed by Lukas
Why are Trusts so Long -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...
#235 Does Anyone Ever WANT a Probate?
07 May 2021
Contributed by Lukas
Does Anyone Ever WANT a Probate? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and s...
#234 The WRONG Way to Update Your Estate Plan
04 May 2021
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 sec...
#233 Is Trust Management Difficult?
28 Apr 2021
Contributed by Lukas
Is Trust Management Difficult? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say...
#232 Are We Losing the Step-Up in Basis?
27 Apr 2021
Contributed by Lukas
Are We Losing the Step-Up in Basis -- I love comments. I make these videos specifically to help people with no expectations. Please take a second an...
#231 Can the Probate Court Change Your Will
20 Apr 2021
Contributed by Lukas
Can the Probate Court Change Your Will -- I love comments. I make these videos specifically to help people with no expectations. Please take a second...
#230 You Don’t Have to Stick with One Lawyer
19 Apr 2021
Contributed by Lukas
You Don’t Have to Stick with One Lawyer -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...
#229 When is an Estate Tax Return Required
09 Apr 2021
Contributed by Lukas
When is an Estate Tax Return Required -- I love comments. I make these videos specifically to help people with no expectations. Please take a second a...
#228 Do We HAVE to Follow the Will or Trust?
08 Apr 2021
Contributed by Lukas
Do We HAVE to Follow the Will or Trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second...
#227 How to Distribute Assets to Match Someone’s Wishes
07 Apr 2021
Contributed by Lukas
How to Distribute Assets to Match Someone’s Wishes -- I love comments. I make these videos specifically to help people with no expectations. Please ...
#226 Estate Planning and Cryptocurrency
31 Mar 2021
Contributed by Lukas
Estate Planning and Cryptocurrency -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and...
#225 There is No Inheritance Tax in WA State
30 Mar 2021
Contributed by Lukas
There is No Inheritance Tax in WA State -- I love comments. I make these videos specifically to help people with no expectations. Please take a secon...
#224 Charitable Remainder Trusts Part 2 - CRAT Requirements
26 Mar 2021
Contributed by Lukas
Charitable Remainder Trusts Part 2 - CRAT Requirements -- I love comments. I make these videos specifically to help people with no expectations. Pleas...
#223 Charitable Remainder Trusts Part 1
24 Mar 2021
Contributed by Lukas
Charitable Remainder Trusts Part 1 -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and ...
#222 Remember - Retirement Accounts are Joint Property
19 Mar 2021
Contributed by Lukas
Remember - Retirement Accounts are Joint Property -- I love comments. I make these videos specifically to help people with no expectations. Please tak...
#221 Capital Gains Tax vs Estate Tax
17 Mar 2021
Contributed by Lukas
Capital Gains Tax vs Estate Tax -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say...
#220 Easy Way to Lower and Create Liquid Assets for Estate Taxes
12 Mar 2021
Contributed by Lukas
Easy Way to Lower and Create Liquid Assets for Estate Taxes -- I love comments. I make these videos specifically to help people with no expectations. ...
#219 Who is in Charge when You Vacation without the Kids
10 Mar 2021
Contributed by Lukas
Who is in Charge when You Vacation without the Kids -- I love comments. I make these videos specifically to help people with no expectations. Please ...
#218 Separate property and trust planning
09 Mar 2021
Contributed by Lukas
Separate property and trust planning -- I love comments. I make these videos specifically to help people with no expectations. Please take a second an...
#217 Asset Protection in a Nutshell
05 Mar 2021
Contributed by Lukas
Asset Protection in a Nutshell -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ...
#216 How does a prenup effect estate planning?
04 Mar 2021
Contributed by Lukas
How does a prenup effect estate planning? -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...
#215 Do you really need a community property agreement
03 Mar 2021
Contributed by Lukas
Do you really need a community property agreement -- I love comments. I make these videos specifically to help people with no expectations. Please tak...
#214 Attorney Expectations
02 Mar 2021
Contributed by Lukas
Attorney Expectations -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ ...
#213 Two types of Special needs trusts
01 Mar 2021
Contributed by Lukas
Two Types of Special Needs Trusts -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and s...
#212 Do I Ever Need Two Trusts?
26 Feb 2021
Contributed by Lukas
Do I Ever Need Two Trusts? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘H...
#211 Why You Shouldn’t Worry About Biden’s Tax Proposals (yet)
17 Feb 2021
Contributed by Lukas
Why You Shouldn’t Worry About Biden’s Tax Proposals (yet) . I love comments. I make these videos specifically to help people with no expectations....
#210 Why are Legal Services so Expensive?
12 Feb 2021
Contributed by Lukas
Why are Legal Services so Expensive? . I love comments. I make these videos specifically to help people with no expectations. Please take a second a...
#209 Do I Need a Will When I Have a Trust
09 Feb 2021
Contributed by Lukas
Do I Need a Will When I Have a Trust . I love comments. I make these videos specifically to help people with no expectations. Please take a second an...
#208 Do Beneficiary Designations in Estate Planning Negate a Will?
03 Feb 2021
Contributed by Lukas
Do Beneficiary Designations in Estate Planning Negate a Will . I love comments. I make these videos specifically to help people with no expectations....
#207 Revocable Living Trusts Explained
27 Jan 2021
Contributed by Lukas
Revocable Living Trusts Explained . I love comments. I make these videos specifically to help people with no expectations. Please take a second and s...
#206 Estate Planning 101
26 Jan 2021
Contributed by Lukas
Estate Planning 101 . I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in...
#205 Estate Planning with Real Estate with Multiple Heirs
19 Jan 2021
Contributed by Lukas
Estate Planning with Real Estate with Multiple Heirs . I love comments. I make these videos specifically to help people with no expectations. Please t...
#204 Do You Owe Excise Taxes on Real Estate Transfers to You Trust.
15 Jan 2021
Contributed by Lukas
Do You Owe Excise Taxes on Real Estate Transfers to You Trust.
#203 Divorce and Estate Planning
13 Jan 2021
Contributed by Lukas
Divorce and Estate Planning . I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘H...
#202 |Why Revocable Living Trusts Do Not Provide Asset Protection
11 Jan 2021
Contributed by Lukas
Why Revocable Living Trusts Do Not Provide Asset Protection
#201 | Will a Revocable Living Trust Mess Up My Refi
05 Jan 2021
Contributed by Lukas
Will a Revocable Living Trust Mess Up My Refi
#203 | The best Christmas gift you can give
25 Dec 2020
Contributed by Lukas
The best Christmas gift you can give -- I love comments. I make these videos specifically to help people with no expectations. Please take a second an...
#202 | Three ways to contest a will or trust
23 Dec 2020
Contributed by Lukas
Three ways to contest a will or trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a second a...
#201 | Don’t quitclaim deed your property to your kids
18 Dec 2020
Contributed by Lukas
Don’t quitclaim deed your property to your kids -- I love comments. I make these videos specifically to help people with no expectations. Please tak...
#200 | Banking and your revocable living trust
17 Dec 2020
Contributed by Lukas
Banking and your recoverable living trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...
#199 | How estate planning can get complicated even when it seems simple
11 Dec 2020
Contributed by Lukas
How estate planning can get complicated even when it seems simple -- I love comments. I make these videos specifically to help people with no expectat...
#198 | Zappos CEO Tony Hseih didn’t have a will. Maybe he didn’t need one
08 Dec 2020
Contributed by Lukas
Zappos CEO Tony Hseih didn’t have a will. Maybe he didn’t need one -- I love comments. I make these videos specifically to help people with no exp...
#197 | Reminder you are not the executor until the court appoints you
02 Dec 2020
Contributed by Lukas
Reminder you are not the executor until the court appoints you -- I love comments. I make these videos specifically to help people with no expectation...
#196 | Estate planning and the "silent" real estate owner
30 Nov 2020
Contributed by Lukas
Estate planning and the "silent" real estate owner -- I love comments. I make these videos specifically to help people with no expectations. Please ta...