Estate Planning Strategies
Episodes
#195 | What is a charitable remainder trust?
27 Nov 2020
Contributed by Lukas
What is a charitable remainder trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second a...
#194 | How to approach complex estate planning
26 Nov 2020
Contributed by Lukas
How to approach complex estate planning -- I love comments. I make these videos specifically to help people with no expectations. Please take a second...
#193 | Marital Trust vs. Credit Shelter Trust
12 Nov 2020
Contributed by Lukas
Marital Trust vs. Credit Shelter Trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a second ...
#192 | What to do when you have a bad day
05 Nov 2020
Contributed by Lukas
What to do when you have a bad day -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and ...
#191 | When to Worry About Estate Tax Laws Changing
04 Nov 2020
Contributed by Lukas
When to Worry About Estate Tax Laws Changing -- I love comments. I make these videos specifically to help people with no expectations. Please take a s...
#190 | What MOST People Do For Estate Planning
03 Nov 2020
Contributed by Lukas
What MOST People Do For Estate Planning -- I love comments. I make these videos specifically to help people with no expectations. Please take a second...
#189 | How Many Estate Plan Backups Do I Need?
02 Nov 2020
Contributed by Lukas
How Many Estate Plan Backups Do I Need? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second...
#188 | Does the Will Automatically Make You the Personal Representative?
29 Oct 2020
Contributed by Lukas
Does the Will Automatically Make You the Personal Representative? -- I love comments. I make these videos specifically to help people with no expectat...
#187 | "Probate Estate" and the Small Estate Affidavit
28 Oct 2020
Contributed by Lukas
"Probate Estate" and the Small Estate Affidavit -- I love comments. I make these videos specifically to help people with no expectations. Please take ...
#186 | Probate - Do I Owe Inheritance Tax?
27 Oct 2020
Contributed by Lukas
Probate - Do I Owe Inheritance Tax? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and...
#185 | Spouse or Boyfriend Dies - Do You Need Probate?
23 Oct 2020
Contributed by Lukas
Spouse or Boyfriend Dies - Do You Need Probate? -- I love comments. I make these videos specifically to help people with no expectations. Please take ...
#184 | Probate - Do Have to Follow the Will?
22 Oct 2020
Contributed by Lukas
Probate - Do Have to Follow the Will? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second a...
#183 | A Simple (but not easy) Way to Avoid WA State Estate Taxes
21 Oct 2020
Contributed by Lukas
A Simple (but not easy) Way to Avoid WA State Estate Taxes -- I love comments. I make these videos specifically to help people with no expectations. P...
#182 | How to Gently Let Down Your Second Choice for Guardian of Your Children
20 Oct 2020
Contributed by Lukas
How to Gently Let Down Your Second Choice for Guardian of Your Children -- I love comments. I make these videos specifically to help people with no ex...
#181 | Important Trust Funding Considerations
15 Oct 2020
Contributed by Lukas
Important Trust Funding Considerations -- I love comments. I make these videos specifically to help people with no expectations. Please take a second ...
#180 | Do Blended Families Need a Trust
14 Oct 2020
Contributed by Lukas
Do Blended Families Need a Trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and sa...
#179 | The Probate Process Explained
12 Oct 2020
Contributed by Lukas
The Probate Process Explained -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...
#178 | The Probate Process Explained
09 Oct 2020
Contributed by Lukas
The Probate Process Explained -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...
#177 | In Probate What Happens When There is No Will
08 Oct 2020
Contributed by Lukas
In Probate What Happens When There is No Will -- I love comments. I make these videos specifically to help people with no expectations. Please take a ...
#176 | How does trust administration work?
07 Oct 2020
Contributed by Lukas
How does trust administration work? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and...
#175 | In probate, what happens if there is no will
30 Sep 2020
Contributed by Lukas
In probate, what happens if there is no will -- I love comments. I make these videos specifically to help people with no expectations. Please take a s...
#174 | How does the probate process work?
29 Sep 2020
Contributed by Lukas
How does the probate process work? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and ...
#173 | Do blended families NEED a trust?
25 Sep 2020
Contributed by Lukas
Do blended families NEED a trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and s...
#172 | In Probate, What Are “Letters”?
23 Sep 2020
Contributed by Lukas
In probate, what are “letters”? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and...
#171 | Probate: what’s it cost?
22 Sep 2020
Contributed by Lukas
Probate: what’s it cost? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘H...
#170 | Probate - how much does it cost?
17 Sep 2020
Contributed by Lukas
Probate - how much does it cost? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and sa...
#169 | In probate is the executor personally responsible for the debts of the estate?
15 Sep 2020
Contributed by Lukas
In probate is the executor personally responsible for the debts of the estate? -- I love comments. I make these videos specifically to help people wit...
#168 | When is probate REQUIRED?
14 Sep 2020
Contributed by Lukas
When is probate REQUIRED? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi...
#167 | What is probate?
11 Sep 2020
Contributed by Lukas
What is probate? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in th...
#166 | I just bought/sold a house. Do I need to update my estate plan?.
10 Sep 2020
Contributed by Lukas
I just bought/sold a house. Do I need to update my estate plan? -- I love comments. I make these videos specifically to help people with no expectatio...
#165 | Who can open a probate?
02 Sep 2020
Contributed by Lukas
Who can open a probate? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...
#164 | Do you need to update your will when you have another kid?
28 Aug 2020
Contributed by Lukas
Do you need to update your will when you have another kid? -- I love comments. I make these videos specifically to help people with no expectations. P...
#163 | How are retirement accounts treated for non-spouses in estate planning?
25 Aug 2020
Contributed by Lukas
How are retirement accounts treated for non-spouses in estate planning? .
#162 | Considerations for gifts to the elderly.
12 Aug 2020
Contributed by Lukas
Considerations for gifts to the elderly. -- I love comments. I make these videos specifically to help people with no expectations. Please take a secon...
#161 | Can you name different people to different estate planning positions?
07 Aug 2020
Contributed by Lukas
Can you name different people to different estate planning positions? -- I love comments. I make these videos specifically to help people with no expe...
#160 | The first step when updating your estate plan.
17 Jul 2020
Contributed by Lukas
The first step when updating your estate plan. -- I love comments. I make these videos specifically to help people with no expectations. Please take a...
#159 | Purchasing property when you have a trust.
10 Jul 2020
Contributed by Lukas
Purchasing property when you have a trust. -- I love comments. I make these videos specifically to help people with no expectations. Please take a sec...
#158 | Estate planning for police officers.
07 Jul 2020
Contributed by Lukas
Estate planning for police officers. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second an...
#157 | If you’re going to be the Personal Representative prepare to do the work.
01 Jul 2020
Contributed by Lukas
If you’re going to be the Personal Representative prepare to do the work. -- I love comments. I make these videos specifically to help people with n...
#156 | Do you need to update your will when you get married?
24 Jun 2020
Contributed by Lukas
Do you need to update your will when you get married? -- I love comments. I make these videos specifically to help people with no expectations. Please...
#155 | Beware the estate planning rabbit hole.
23 Jun 2020
Contributed by Lukas
Beware the estate planning rabbit hole.
#154 | Does my revocable trust give me asset protection?
18 Jun 2020
Contributed by Lukas
Does my revocable trust give me asset protection? -- I love comments. I make these videos specifically to help people with no expectations. Please tak...
#153 | How to handle grumpy beneficiaries.
16 Jun 2020
Contributed by Lukas
How to handle grumpy beneficiaries. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and...
#152 | Should I try to replace my parent’s power of attorney?
12 Jun 2020
Contributed by Lukas
Should I try to replace my parent’s power of attorney? As our loved ones age, caring for them becomes emotional and creates issues among family mem...
#151 | To build a sound house, start with the foundation.
05 Jun 2020
Contributed by Lukas
To build a sound house, start with the foundation. -- I love comments. I make this content specifically to help people, with no expectations. Please t...
#150 | The kind of legacy money can’t buy.
04 Jun 2020
Contributed by Lukas
The kind of legacy money can’t buy. -- I love comments. I make this content specifically to help people, with no expectations. Please take a second ...
#149 | What’s the asset minimum for needing a trust?
21 May 2020
Contributed by Lukas
What’s the asset minimum for needing a trust? -- I love comments. I make this content specifically to help people, with no expectations. Please take...
#148 | How to give access to bank accounts.
20 May 2020
Contributed by Lukas
How to give access to bank accounts. -- I love comments. I make this content specifically to help people, with no expectations. Please take a second a...
#147 | Blended family estate planning considerations.
19 May 2020
Contributed by Lukas
Blended family estate planning considerations. -- I love comments. I make these videos specifically to help people with no expectations. Please take a...
#146 | Estate planning stress test?.
15 May 2020
Contributed by Lukas
Estate planning stress test? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say ‘...
#145 | Thinking of giving money to someone to take care of someone else? Think again.
14 May 2020
Contributed by Lukas
Thinking of giving money to someone to take care of someone else? Think again. -- I love comments. I make this content specifically to help people, wi...
#144 | What if you’re named executor and you don’t want to do it?
12 May 2020
Contributed by Lukas
What if you’re named executor and you don’t want to do it? -- I love comments. I make this content specifically to help people, with no expectatio...
#143 | Why I don’t like testamentary trusts (and what to do about it).
11 May 2020
Contributed by Lukas
Why I don’t like testamentary trusts (and what to do about it). -- I love comments. I make this content specifically to help people, with no expecta...
#142 | Can you create a will if you’re under 18?
08 May 2020
Contributed by Lukas
Can you create a will if you’re under 18? -- I love comments. I make this content specifically to help people, with no expectations. Please take a s...
#141 | Passing down safety deposit boxes.
06 May 2020
Contributed by Lukas
Passing down safety deposit boxes. -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and...
#140 | Tip for real estate in trusts.
05 May 2020
Contributed by Lukas
Tip for real estate in trusts. -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say...
#139 | Do you REALLY have to follow the trust?
04 May 2020
Contributed by Lukas
Do you REALLY have to follow the trust? -- I love comments. I make this content specifically to help people, with no expectations. Please take a secon...
#138 | What is a Crummey letter?.
30 Apr 2020
Contributed by Lukas
What is a Crummey letter? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say ‘H...
#137 | The importance of structuring your bequests prudently.
28 Apr 2020
Contributed by Lukas
The importance of structuring your bequests prudently. -- I love comments. I make these videos specifically to help people with no expectations. Pleas...
#136 | Be careful of looking too far out when estate planning..
24 Apr 2020
Contributed by Lukas
Be careful of looking too far out when estate planning. -- I love comments. I make this content specifically to help people, with no expectations. Ple...
#135 | Is it ever too late to do estate planning?
23 Apr 2020
Contributed by Lukas
Is it ever too late to do estate planning? -- I love comments. I make this content specifically to help people, with no expectations. Please take a se...
#134 | The dangers of holding real estate in one person’s name.
21 Apr 2020
Contributed by Lukas
The dangers of holding real estate in one person’s name. -- I love comments. I make this content specifically to help people, with no expectations. ...
#133 | How often should you update your estate plan?
15 Apr 2020
Contributed by Lukas
How often should you update your estate plan? -- I love comments. I make this content specifically to help people, with no expectations. Please take a...
#132 | Can you handwrite changes on your will?
14 Apr 2020
Contributed by Lukas
Can you handwrite changes on your will? -- I love comments. I make this content specifically to help people, with no expectations. Please take a secon...
#131 | Business owners and estate planning - two considerations.
10 Apr 2020
Contributed by Lukas
Business owners and estate planning - two considerations. -- I love comments. I make this content specifically to help people, with no expectations. P...
#130 | What is a step-up in basis (and why is it important in estate planning)?
09 Apr 2020
Contributed by Lukas
What is a step-up in basis (and why is it important in estate planning)? -- I love comments. I make this content specifically to help people, with no ...
#129 | What is the generation skipping tax?
03 Apr 2020
Contributed by Lukas
What is the generation skipping tax? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second a...
#128 | Don’t forget the final step!
27 Mar 2020
Contributed by Lukas
Don’t forget the final step! -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say...
#127 | Should I even start estate planning right now given the “shelter at home” order?
26 Mar 2020
Contributed by Lukas
Should I even start estate planning right now given the “shelter at home” order? -- I love comments. I make this content specifically to help peop...
#126 | The WRONG time to get estate planning.
25 Mar 2020
Contributed by Lukas
The WRONG time to get estate planning. -- I love comments. I make this content specifically to help people, with no expectations. Please take a second...
#125 | Why is it so hard to create an estate plan?
24 Mar 2020
Contributed by Lukas
Why is it so hard to create an estate plan? -- I love comments. I make this content specifically to help people, with no expectations. Please take a s...
#124 | Who needs estate planning?
23 Mar 2020
Contributed by Lukas
Who needs estate planning? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say ‘...
#123 | 5 things a revocable trust can do that a Will can’t.
20 Mar 2020
Contributed by Lukas
5 things a revocable trust can do that a Will can’t. -- I love comments. I make this content specifically to help people, with no expectations. Plea...
#122 | Does everyone need a power of attorney?
19 Mar 2020
Contributed by Lukas
Does everyone need a power of attorney? -- I love comments. I make this content specifically to help people, with no expectations. Please take a secon...
#121 | What is probate and why do people want to avoid it?
18 Mar 2020
Contributed by Lukas
What is probate and why do people want to avoid it? -- I love comments. I make this content specifically to help people, with no expectations. Please ...
#120 | Do I need to worry about estate taxes?
17 Mar 2020
Contributed by Lukas
Do I need to worry about estate taxes? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second...
#119 | Does a revocable trust give you asset protection?
16 Mar 2020
Contributed by Lukas
Does a revocable trust give you asset protection? -- I love comments. I make this content specifically to help people, with no expectations. Please ta...
#118 | What goes into a basic estate plan?
12 Mar 2020
Contributed by Lukas
What goes into a basic estate plan? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second an...
#117 | How to keep your trust private.
11 Mar 2020
Contributed by Lukas
How to keep your trust private. -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and sa...
#116 | Important tip if divorced but still want to give your ex something when you die.
10 Mar 2020
Contributed by Lukas
Important tip if divorced but still want to give your ex something when you die -- I love comments. I make this content specifically to help people, w...
#115 | Why estate planning is important if you’re not married but have a significant other.
09 Mar 2020
Contributed by Lukas
Why estate planning is important if you’re not married but have a significant other. -- I love comments. I make this content specifically to help pe...
#114 | Rental properties and estate planning.
06 Mar 2020
Contributed by Lukas
Rental properties and estate planning. -- I love comments. I make this content specifically to help people, with no expectations. Please take a second...
#113 | Do handwritten wills work?
05 Mar 2020
Contributed by Lukas
Do handwritten wills work? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say ‘...
#112 | How to get your inheritance faster.
04 Mar 2020
Contributed by Lukas
How to get your inheritance faster. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and...
#111 | Caronavirus just another reason to get your estate plan done.
03 Mar 2020
Contributed by Lukas
Caronavirus just another reason to get your estate plan done. -- I love comments. I make this content specifically to help people, with no expectation...
#110 | Can a will be witnessed after the fact?
26 Feb 2020
Contributed by Lukas
Can a will be witnessed after the fact? -- I love comments. I make this content specifically to help people, with no expectations. Please take a secon...
#109 | Estate planning and non-citizen spouses.
25 Feb 2020
Contributed by Lukas
Estate planning and non-citizen spouses. -- I love comments. I make this content specifically to help people, with no expectations. Please take a seco...
#108 | Is changing trustees of a trust hard?
24 Feb 2020
Contributed by Lukas
Is changing trustees of a trust hard? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second ...
#107 | Do I have to explain my estate planning choices?
21 Feb 2020
Contributed by Lukas
Do I have to explain my estate planning choices? -- I love comments. I make this content specifically to help people, with no expectations. Please tak...
#106 | Do I have to update my trust when I buy new property?
20 Feb 2020
Contributed by Lukas
Do o have to update my trust when I buy new property? -- I love comments. I make these videos specifically to help people with no expectations. Please...
#105 | Life insurance beneficiary unintended consequences.
18 Feb 2020
Contributed by Lukas
Life insurance beneficiary unintended consequences. -- I love comments. I make this content specifically to help people, with no expectations. Please ...
#104 | How do you sell your home if it’s in a trust?
17 Feb 2020
Contributed by Lukas
How do you sell your home if it’s in a trust? -- I love comments. I make this content specifically to help people, with no expectations. Please take...
#103 | Sometimes you just want a trust.
14 Feb 2020
Contributed by Lukas
Sometimes you just want a trust. -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and s...
#102 | Stop listening to people that don’t know what they are talking about
13 Feb 2020
Contributed by Lukas
Stop listening to people that don’t know what they are talking about. -- I love comments. I make this content specifically to help people, with no e...
#101 | What to do if your PR (executor) dies
12 Feb 2020
Contributed by Lukas
What to do if your PR (executor) dies. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second ...
#100 | What makes an estate insolvent? And why does it matter?
12 Feb 2020
Contributed by Lukas
What makes an estate insolvent? And why does it matter? -- I love comments. I make this content specifically to help people, with no expectations. Ple...
#099 | One way to make your estate planning easier.
07 Feb 2020
Contributed by Lukas
One way to make your estate planning easier. -- I love comments. I make this content specifically to help people, with no expectations. Please take a ...
#098 | Three elements of a valid will
05 Feb 2020
Contributed by Lukas
Three elements of a valid will. -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and sa...
#097 | Does everyone need a will?
04 Feb 2020
Contributed by Lukas
Does everyone need a will? -- I love comments. I make this content specifically to help people, with no expectations. Please take a second and say ‘...
#096 | An easy way to pay for Washington State estate taxes
03 Feb 2020
Contributed by Lukas
An easy way to pay for Washington State estate taxes. -- I love comments. I make this content specifically to help people, with no expectations. Pleas...