Estate Planning Strategies

#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...

#095 | The copter crash isn’t the point

31 Jan 2020

Contributed by Lukas

The copter crash isn’t the point. -- I love comments. I make this content specifically to help people, with no expectations. Please take a second an...

#094 | Don’t worry about what other people are doing

30 Jan 2020

Contributed by Lukas

Don’t worry about what other people are doing. -- I love comments. I make this content specifically to help people, with no expectations. Please tak...

Estate planning and bank accounts..

15 Nov 2019

Contributed by Lukas

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

Two reasons to do your estate planning now (warning - sad, but for different reasons)

14 Nov 2019

Contributed by Lukas

Two reasons to do your estate planning now (warning - sad, but for different reasons)... -- I love comments. I make these videos specifically to help ...

The most important estate planning document if you’re over 65 years old

13 Nov 2019

Contributed by Lukas

The most important estate planning document if you’re over 65 years old. -- I love comments. I make these videos specifically to help people with no...

Benefits and costs of a living trust..

12 Nov 2019

Contributed by Lukas

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

“People do it because they love their kids”, I said in sarcasm (sort of)....

11 Nov 2019

Contributed by Lukas

“People do it because they love their kids”, I said in sarcasm (sort of)... -- I love comments. I make these videos specifically to help people wi...

“People do it because they love their kids”, I said in sarcasm (sort of)....

11 Nov 2019

Contributed by Lukas

“People do it because they love their kids”, I said in sarcasm (sort of)... -- I love comments. I make these videos specifically to help people wi...

Why I don’t do testamentary trusts..

08 Nov 2019

Contributed by Lukas

Why I don’t do testamentary trusts. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second a...

Where should you store your will?

07 Nov 2019

Contributed by Lukas

Where should you store your will? The options are endless: filing cabinet; safe; fireproof safe; safety deposit box; freezer... but where is the RIGH...

Are your people growing?

06 Nov 2019

Contributed by Lukas

Are your people growing? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi...

How much do you actually love your family?.

05 Nov 2019

Contributed by Lukas

How much do you actually love your family? -- I love comments. I make these videos specifically to help people with no expectations. Please take a sec...

When can I start using my trust?

31 Oct 2019

Contributed by Lukas

When can I start using my trust? -- I love ratings and reviews. I make these episodes specifically to help people with no expectations. Please take a ...

Execution is everything..

30 Oct 2019

Contributed by Lukas

Execution is everything. --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests on three...

Execution is everything in estate planning.

29 Oct 2019

Contributed by Lukas

Execution is everything in estate planning. -- I love ratings and reviews. I make these episodes specifically to help people with no expectations. Ple...

An easy way to avoid Washington State Estate taxes..

29 Oct 2019

Contributed by Lukas

An easy way to avoid Washington State Estate taxes. . https://estatemeeting.com --------------------------------------- We do estate planning. We do...

What are you really paying an estate plannng attorney for?

28 Oct 2019

Contributed by Lukas

What are you really paying an estate planning attorney for? --------------------------------------- We do estate planning. We do probate. And we do ...

The biggest mistake you can make with your trust

25 Oct 2019

Contributed by Lukas

The biggest mistake you can make with your trust. --------------------------------------- We do estate planning. We do probate. And we do it well. ...

Am I on the hook personally for trust debts?

14 Oct 2019

Contributed by Lukas

Am I on the hook personally for trust debts? https://estatemeeting.com --------------------------------------- We do estate planning. We do probate...

What happens if you lose your will?

11 Oct 2019

Contributed by Lukas

What happens if you lose your will? --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm rests...

Probate tip: stop paying (most) bills after death

10 Oct 2019

Contributed by Lukas

Probate tip: stop paying (most) bills after death. --------------------------------------- We do estate planning. We do probate. And we do it well. ...

Stop putting your kids on your deeds!

09 Oct 2019

Contributed by Lukas

Stop putting your kids on your deeds! --------------------------------------- We do estate planning. We do probate. And we do it well. Our firm res...

Does retitling your house in the name of your spouse give it to them?

08 Oct 2019

Contributed by Lukas

Does retitling your house in the name of your spouse give it to them? --------------------------------------- We do estate planning. We do probate. ...

Does retitling your house in the name of your spouse give it to them?.

08 Oct 2019

Contributed by Lukas

Does retitling your house in the name of your spouse give it to them? --------------------------------------- We do estate planning. We do probate. ...

Are you SURE my single member LLC provides asset protection?

08 Oct 2019

Contributed by Lukas

Are you SURE my single member LLC provides asset protection? --------------------------------------- We do estate planning. We do probate. And we do...

I don’t know everything...

27 Sep 2019

Contributed by Lukas

I don’t know everything... . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it ...

Why we do all of this.

26 Sep 2019

Contributed by Lukas

Why we do all of this. . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it well. ...

How to give gifts to people you don’t trust with the gift?

25 Sep 2019

Contributed by Lukas

How to give gifts to people you don’t trust with the gift? . https://estatemeeting.com --------------------------------------- We do estate planni...

Estate planning is NOT death planning..

24 Sep 2019

Contributed by Lukas

Estate planning is NOT death planning. . https://estatemeeting.com --------------------------------------- ARE YOU A LAW FIRM OWNER? Me too. I work ...

Should you update old beneficiary designations?.

23 Sep 2019

Contributed by Lukas

Should you update old beneficiary designations? . https://estatemeeting.com --------------------------------------- ARE YOU A LAW FIRM OWNER? Me too...

Look to the document for the answers

20 Sep 2019

Contributed by Lukas

Look to the document for the answers. . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And ...

What happens if my estate plan burns up in a fire?

19 Sep 2019

Contributed by Lukas

What happens if my estate plan burns up in a fire? . https://estatemeeting.com --------------------------------------- We do estate planning. We do ...

Are testamentary trusts a scam?

18 Sep 2019

Contributed by Lukas

Are testamentary trusts a scam? . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do ...

Do you need $10 million in assets to create a trust?

17 Sep 2019

Contributed by Lukas

Do you need $10 million in assets to create a trust? . https://estatemeeting.com --------------------------------------- We do estate planning. We d...

The two situations estate planning covers..

16 Sep 2019

Contributed by Lukas

The two situations estate planning covers. . https://estatemeeting.com --------------------------------------- ARE YOU A LAW FIRM OWNER? Me too. I w...

I don’t understand legal jargon!!!

13 Sep 2019

Contributed by Lukas

I don’t understand legal jargon!!! . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And w...