Estate Planning Strategies
Episodes
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...
Do you have to know all of your assets to create an estate plan?
06 Sep 2019
Contributed by Lukas
Do you have to know all of your assets to create an estate plan? . https://estatemeeting.com --------------------------------------- We do estate pl...
Avoiding probate when you have out of state property..
05 Sep 2019
Contributed by Lukas
Avoiding probate when you have out of state property. . https://estatemeeting.com --------------------------------------- We do estate planning. We ...
Elder law vs estate planning..
04 Sep 2019
Contributed by Lukas
Elder law vs estate planning. . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it...
An important function of wills..
03 Sep 2019
Contributed by Lukas
An important function of wills. . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do ...
When does a power of attorney end?
02 Sep 2019
Contributed by Lukas
When does a power of attorney end? . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we ...
how to make sure your people can get to your electronic stuff if they need to...
30 Aug 2019
Contributed by Lukas
How to make sure your people can get to your electronic stuff if they need to... . https://estatemeeting.com --------------------------------------- ...
4th of July thoughts...
29 Aug 2019
Contributed by Lukas
4th of July thoughts and a tip on how to win an argument with someone you don’t agree with... . https://estatemeeting.com -------------------------...
Thoughts on controlling your guardians from the grave...
28 Aug 2019
Contributed by Lukas
Thoughts on controlling your guardians from the grave... . https://estatemeeting.com --------------------------------------- We do estate planning....
How to take care of your non-biological peeps
27 Aug 2019
Contributed by Lukas
How to take care of your non-biological peeps... . https://estatemeeting.com --------------------------------------- We do estate planning. We do pr...
Estate taxes explained quick and dirty.
23 Aug 2019
Contributed by Lukas
Estate taxes explained quick and dirty. https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And...
Estate planning and retirement accounts
22 Aug 2019
Contributed by Lukas
Estate planning and your retirement accounts. https://estatemeeting.com --------------------------------------- We do estate planning. We do probat...
Is your power of attorney up to date?
21 Aug 2019
Contributed by Lukas
Is your power of attorney up to date? . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And ...
One way to make sure your kid’s crazy spouse doesn’t spend all of the inheritance..
20 Aug 2019
Contributed by Lukas
One way to make sure your kid’s crazy spouse doesn’t spend all of the inheritance. . https://estatemeeting.com ----------------------------------...
One big reason to do estate planning....
12 Aug 2019
Contributed by Lukas
One big reason to do estate planning... . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. An...
Instagram answer! Can you switch out a note for assets in a decedents trust?
24 Jul 2019
Contributed by Lukas
Instagram answer! Can you switch out a note for assets in a decedents trust? . https://estateplanningmeeting.com ------------------------------------...
5 ways to avoid probate that don’t include a trust....
10 Jul 2019
Contributed by Lukas
5 ways to avoid probate that don’t include a trust... . https://estatemeeting.com --------------------------------------- We do estate planning. W...
What happens if you don’t have a will? .
09 Jul 2019
Contributed by Lukas
What happens if you don’t have a will? . https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. A...
A tragic story and lessons learned...
01 Jul 2019
Contributed by Lukas
A tragic story and lessons learned... https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And w...
The fallacy of “fair.”
27 Jun 2019
Contributed by Lukas
The fallacy of “fair.” https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do it wel...
How to avoid excise tax AND capital gains tax by gifting your house while you’re alive (even if you
25 Jun 2019
Contributed by Lukas
How to avoid excise tax AND capital gains tax by gifting your house while you’re alive (even if you have a mortgage). https://estatemeeting.com --...
Where should you store your will?
25 Jun 2019
Contributed by Lukas
Where should you store your will? https://estatemeeting.com --------------------------------------- We do estate planning. We do probate. And we do...