Estate Planning Strategies

How to give your house to your kids with no tax?

23 May 2023

Contributed by Lukas

How to give your house to your kids with no tax? If you have questions about this or anything else related to probate, and you want to talk with us, ...

Income taxes and irrevocable trusts

22 May 2023

Contributed by Lukas

Estate Planning Tip #240 - Income Taxes and Irrecovable Trusts If you have questions about this or anything else related to probate, and you want to ...

Your plan is not the place to create a legacy.

19 May 2023

Contributed by Lukas

Your plan is not the place to create a legacy. If you have questions about this or anything else related to probate, and you want to talk with us, ov...

Who can be a witness on a will?

18 May 2023

Contributed by Lukas

Who can be a witness on a will? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, f...

What do you do if there are no assets in an estate and bills to pay?

17 May 2023

Contributed by Lukas

What do you do if there are no assets in an estate and bills to pay? If you have questions about this or anything else related to probate, and you wa...

What to do if an executor can’t find the will and you think they are lying?

16 May 2023

Contributed by Lukas

What to do if an executor can’t find the will and you think they are lying? If you have questions about this or anything else related to probate, a...

Can you make trustees vote on things?

15 May 2023

Contributed by Lukas

Can you make trustees vote on things? If you have questions about this or anything else related to probate, and you want to talk with us, over the ph...

What’s the best way to transfer crypto after you die.

12 May 2023

Contributed by Lukas

What’s the best way to transfer crypto after you die. If you have questions about this or anything else related to probate, and you want to talk wi...

Non-resident alien estate tax rules.

11 May 2023

Contributed by Lukas

Non-resident alien estate tax rules. If you have questions about this or anything else related to probate, and you want to talk with us, over the pho...

How do you get the original trust document?

10 May 2023

Contributed by Lukas

How do you get the original trust document? If you have questions about this or anything else related to probate, and you want to talk with us, over ...

What to do if someone changes their estate plan right before they die?

09 May 2023

Contributed by Lukas

What to do if someone changes their estate plan right before they die? If you have questions about this or anything else related to probate, and you ...

No step-up in basis in a Roth IRA.

08 May 2023

Contributed by Lukas

No step-up in basis in a Roth IRA. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone...

Are trustees liable for their decisions?

05 May 2023

Contributed by Lukas

Are trustees liable for their decisions? If you have questions about this or anything else related to probate, and you want to talk with us, over the...

What happens if you inherit a house with a mortgage?

04 May 2023

Contributed by Lukas

What happens if you inherit a house with a mortgage? If you have questions about this or anything else related to probate, and you want to talk with ...

Can you contest a will if it’s just a draft?

03 May 2023

Contributed by Lukas

Can you contest a will if it’s just a draft? If you have questions about this or anything else related to probate, and you want to talk with us, ov...

Can a private trust company provide privacy for your trust?

02 May 2023

Contributed by Lukas

Can a private trust company provide privacy for your trust? If you have questions about this or anything else related to probate, and you want to tal...

What do you do if an heir dies shortly after the decedent is in probate?

01 May 2023

Contributed by Lukas

What do you do if an heir dies shortly after the decedent is in probate? If you have questions about this or anything else related to probate, and yo...

What if you find a creditor bill in probate after probate is closed?

28 Apr 2023

Contributed by Lukas

What if you find a creditor bill in probate after probate is closed? If you have questions about this or anything else related to probate, and you wa...

How I handle a non-responsive executor.

27 Apr 2023

Contributed by Lukas

How I handle a non-responsive executor. If you have questions about this or anything else related to probate, and you want to talk with us, over the ...

You’ve got gift taxes all wrong.

26 Apr 2023

Contributed by Lukas

You’ve got gift taxes all wrong. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone...

Traveling without kids and estate planning.

25 Apr 2023

Contributed by Lukas

Traveling without kids and estate planning. If you have questions about this or anything else related to probate, and you want to talk with us, over ...

What is a beneficial interest clause in a will?

25 Apr 2023

Contributed by Lukas

What is a beneficial interest clause in a will? If you have questions about this or anything else related to probate, and you want to talk with us, o...

Your retirement accounts are only half yours.

24 Apr 2023

Contributed by Lukas

Your retirement accounts are only half yours. If you have questions about this or anything else related to probate, and you want to talk with us, ove...

Don’t use a self-canceling installment note - PART 3

21 Apr 2023

Contributed by Lukas

Don’t use a self-canceling installment note - PART 3 If you have questions about this or anything else related to probate, and you want to talk wit...

Don’t use a self-canceling installment note - PART 2

20 Apr 2023

Contributed by Lukas

Don’t use a self-canceling installment note - PART 2 If you have questions about this or anything else related to probate, and you want to talk wit...

Don’t use a self-canceling installment note - PART 1

19 Apr 2023

Contributed by Lukas

Don’t use a self-canceling installment note - PART 1 If you have questions about this or anything else related to probate, and you want to talk wit...

People do NOT have to follow your will.

18 Apr 2023

Contributed by Lukas

People do NOT have to follow your will. If you have questions about this or anything else related to probate, and you want to talk with us, over the ...

Best trust distribution schedule.

18 Apr 2023

Contributed by Lukas

Best trust distribution schedule. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone,...

What does it mean to have a clean title?

17 Apr 2023

Contributed by Lukas

What does it mean to have a clean title? If you have questions about this or anything else related to probate, and you want to talk with us, over the...

Your kids are not going to do what you want.

14 Apr 2023

Contributed by Lukas

Your kids are not going to do what you want. If you have questions about this or anything else related to probate, and you want to talk with us, over...

Should you move your rental house into an LLC?

13 Apr 2023

Contributed by Lukas

Should you move your rental house into an LLC? If you have questions about this or anything else related to probate, and you want to talk with us, ov...

Alternatives to putting rental house into an LLC.

12 Apr 2023

Contributed by Lukas

Alternatives to putting rental house into an LLC. If you have questions about this or anything else related to probate, and you want to talk with us,...

Never put your personal residence into an LLC.

11 Apr 2023

Contributed by Lukas

Never put your personal residence into an LLC. If you have questions about this or anything else related to probate, and you want to talk with us, ov...

No testamentary trusts for minor children.

11 Apr 2023

Contributed by Lukas

No testamentary trusts for minor children. If you have questions about this or anything else related to probate, and you want to talk with us, over t...

The state does not get your property under any circumstance.

10 Apr 2023

Contributed by Lukas

The state does not get your property under any circumstance. If you have questions about this or anything else related to probate, and you want to ta...

An estate plan 99 percent of the way done is 0 percent of the way done.

07 Apr 2023

Contributed by Lukas

An estate plan 99 percent of the way done is 0 percent of the way done. If you have questions about this or anything else related to probate, and you...

Can the bank call the loan if you put your house in a trust?

06 Apr 2023

Contributed by Lukas

Can the bank call the loan if you put your house in a trust? If you have questions about this or anything else related to probate, and you want to ta...

You are not going to lose your house by putting it into a revocable trust.

05 Apr 2023

Contributed by Lukas

You are not going to lose your house by putting it into a revocable trust. If you have questions about this or anything else related to probate, and ...

How to leave one house to many people without causing problems?

04 Apr 2023

Contributed by Lukas

How to leave one house to many people without causing problems? If you have questions about this or anything else related to probate, and you want to...

Spouse dies and is on the deed - What should you do?

04 Apr 2023

Contributed by Lukas

Spouse dies and is on the deed - What should you do? If you have questions about this or anything else related to probate, and you want to talk with ...

If you do nothing else with estate planning do this.

03 Apr 2023

Contributed by Lukas

If you do nothing else with estate planning do this. If you have questions about this or anything else related to probate, and you want to talk with ...

Leaving money to friends or family for your kids is a terrible idea.

31 Mar 2023

Contributed by Lukas

Leaving money to friends or family for your kids is a terrible idea. If you have questions about this or anything else related to probate, and you wa...

How to avoid capital gains tax?

24 Mar 2023

Contributed by Lukas

How to avoid capital gains tax? If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, f...

The wrong way to make estate plan changes.

23 Mar 2023

Contributed by Lukas

The wrong way to make estate plan changes. If you have questions about this or anything else related to probate, and you want to talk with us, over t...

Should you put your car in your revocable trust?

22 Mar 2023

Contributed by Lukas

Should you put your car in your revocable trust? If you have questions about this or anything else related to probate, and you want to talk with us, ...

The perfect trust distribution schedule for kids.

21 Mar 2023

Contributed by Lukas

The perfect trust distribution schedule for kids. If you have questions about this or anything else related to probate, and you want to talk with us,...

Should you include foreign property in your US estate plan?

21 Mar 2023

Contributed by Lukas

Should you include foreign property in your US estate plan? If you have questions about this or anything else related to probate, and you want to tal...

Tax rules for inherited 401Ks.

20 Mar 2023

Contributed by Lukas

Tax rules for inherited 401Ks. If you have questions about this or anything else related to probate, and you want to talk with us, over the phone, fo...

The perfect kid trust distribution schedule.

17 Mar 2023

Contributed by Lukas

The perfect kid trust distribution schedule. If you have questions about this or anything else related to probate, and you want to talk with us, over...

Are you in a community property state? Did your marriage end? Here’s a sneaky tip to escape sharing

16 Mar 2023

Contributed by Lukas

Are you in a community property state? Did your marriage end? Here’s a sneaky tip to escape sharing with an ex🫣🤫 -- I love comments. I make t...

What do revocable living trusts provide?

15 Mar 2023

Contributed by Lukas

What do revocable living trusts provide? Warning! Revocable living trusts do NOT provide asset protection. What can they provide? Let’s talk about ...

Just because they say you need probate doesn’t mean you need. Here are some sneaky tips.

14 Mar 2023

Contributed by Lukas

Just because they say you need probate doesn’t mean you need. Here are some sneaky tips. -- I love comments. I make these videos specifically to he...

There is no such thing as right or wrong in estate planning.

13 Mar 2023

Contributed by Lukas

There is no such thing as right or wrong in estate planning. -- I love comments. I make these videos specifically to help people with no expectations....

The downside of medicaid trusts.

08 Mar 2023

Contributed by Lukas

The downside of medicaid trusts. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and sa...

If your estate planning attorney suggests anything that requires probate, they’re taking your money

02 Mar 2023

Contributed by Lukas

If your estate planning attorney suggests anything that requires probate, theyre taking youre money twice, and you’re a sucker. -- I love comments....

What is probate? Why do people hate it? All of your answers here!

01 Mar 2023

Contributed by Lukas

What is probate? Why do people hate it? All of your answers here! -- I love comments. I make these videos specifically to help people with no expecta...

What is in a foundational estate plan?

01 Mar 2023

Contributed by Lukas

What is in a foundational estate plan? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second...

How to find a dead person’s social security number

24 Feb 2023

Contributed by Lukas

Searching for a dead person’s social security number can be a tedious struggle. Listen up to avoid this problem! -- I love comments. I make these v...

In estate planning, fairness doesn’t exist. It’s your money, your life, and you should give your mon

23 Feb 2023

Contributed by Lukas

In estate planning, fairness doesn’t exist. It’s your money, your life, and you should give your money to whomever you want. Don’t succumb to th...

#359 3 ways to contest a will or trust

22 Feb 2023

Contributed by Lukas

3 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 and s...

Estate Planning 101 - Generation Skipping Transfer

21 Feb 2023

Contributed by Lukas

Estate Planning 101 - Generation Skipping Transfer -- I love comments. I make these videos specifically to help people with no expectations. Please t...

A ninja way to create generational wealth.

20 Feb 2023

Contributed by Lukas

A ninja way to create generational wealth. -- I love comments. I make these videos specifically to help people with no expectations. Please take a se...

Don’t Add Your Kids Onto Your Bank Account for Estate Planning

19 Feb 2023

Contributed by Lukas

Don’t Add Your Kids Onto Your Bank Account -- I love comments. I make these videos specifically to help people with no expectations. Please take a s...

How do you find a dead persons social security number?

17 Feb 2023

Contributed by Lukas

How do you find a dead persons social security number? -- I love comments. I make these videos specifically to help people with no expectations. Plea...

How to REALLY get privacy out of your trust.

16 Feb 2023

Contributed by Lukas

How to REALLY get privacy out of your trust. -- I love comments. I make these videos specifically to help people with no expectations. Please take a ...

What is spindrift clause?

16 Feb 2023

Contributed by Lukas

What is spindrift clause? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘H...

Why does a trust need a name?

15 Feb 2023

Contributed by Lukas

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

Domestic asset protection trusts are worthless.

13 Feb 2023

Contributed by Lukas

Domestic asset protection trusts are worthless. -- I love comments. I make these videos specifically to help people with no expectations. Please take...

How trusts are taxed.

10 Feb 2023

Contributed by Lukas

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

Revocable living trust does NOT provide asset protection.

09 Feb 2023

Contributed by Lukas

Revocable living trust does NOT provide asset protection. -- I love comments. I make these videos specifically to help people with no expectations. P...

Probate isn’t always the answer.

08 Feb 2023

Contributed by Lukas

Probate isn’t always the answer. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and...

Paying gift taxes is hard.

07 Feb 2023

Contributed by Lukas

Paying gift taxes is hard. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...

Estate planning and inherited IRAs.

03 Feb 2023

Contributed by Lukas

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

There is no step up in basis on an IRA when you die.

01 Feb 2023

Contributed by Lukas

There is no step up in basis on an IRA when you die. -- I love comments. I make these videos specifically to help people with no expectations. Please...

Easy way to find out if your estate planning attorney sucks.

01 Feb 2023

Contributed by Lukas

Easy way to find out if your estate planning attorney sucks. -- I love comments. I make these videos specifically to help people with no expectations...

How to double state tax exemption in Washington.

25 Jan 2023

Contributed by Lukas

How to double state tax exemption in Washington. -- I love comments. I make these videos specifically to help people with no expectations. Please tak...

Easiest way to mess up your estate plan.

24 Jan 2023

Contributed by Lukas

Easiest way to mess up your estate plan. -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...

In estate planning there is no right or wrong.

23 Jan 2023

Contributed by Lukas

In estate planning there is no right or wrong. -- I love comments. I make these videos specifically to help people with no expectations. Please take ...

What is a spendthrift clause?

19 Jan 2023

Contributed by Lukas

What is a spendthrift clause? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ...

#505 | Estate planning with a blended family.

18 Jan 2023

Contributed by Lukas

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

#504 | Estate planning when you have a new kid.

16 Jan 2023

Contributed by Lukas

Estate planning when you have a new kid. -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...

#503 | 3 ways to contest a will.

11 Jan 2023

Contributed by Lukas

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

#502 | Long or short?

09 Jan 2023

Contributed by Lukas

Long or short? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the...

#501 | The truth about estate planning.

29 Dec 2022

Contributed by Lukas

The truth about estate planning. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and s...

#500 | When should parents include kids in estate plan?

28 Dec 2022

Contributed by Lukas

When should parents include kids in estate plan? -- I love comments. I make these videos specifically to help people with no expectations. Please tak...

#499 | Why does a trust need a name?

27 Dec 2022

Contributed by Lukas

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

#498 | Domestic asset protection trusts are worthless.

21 Dec 2022

Contributed by Lukas

Domestic asset protection trusts are worthless. -- I love comments. I make these videos specifically to help people with no expectations. Please take...

#497 | How to run your biz in an irrevocable trust.

20 Dec 2022

Contributed by Lukas

How to run your biz in an irrevocable trust. -- I love comments. I make these videos specifically to help people with no expectations. Please take a ...

#496 | How trusts are taxed.

19 Dec 2022

Contributed by Lukas

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

#495 | When to create an irrevocable trust for a 4 year old.

15 Dec 2022

Contributed by Lukas

When to create an irrevocable trust for a 4 year old. -- I love comments. I make these videos specifically to help people with no expectations. Pleas...

#494 | What if someone dies with low assets and high debt?

14 Dec 2022

Contributed by Lukas

What if someone dies with low assets and high debt? -- I love comments. I make these videos specifically to help people with no expectations. Please ...

#493 | The choice is yours in estate planning and in LIFE.

13 Dec 2022

Contributed by Lukas

The choice is yours in estate planning and in LIFE. -- I love comments. I make these videos specifically to help people with no expectations. Please ...

#492 | How to REALLY get privacy out of your trust.

12 Dec 2022

Contributed by Lukas

How to REALLY get privacy out of your trust. -- I love comments. I make these videos specifically to help people with no expectations. Please take a ...

#491 | Why do I wear a suit?

09 Dec 2022

Contributed by Lukas

Why do I wear a suit? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...

#490 | A sneaky way to pay estate taxes with life insurance.

08 Dec 2022

Contributed by Lukas

A sneaky way to pay estate taxes with life insurance. -- I love comments. I make these videos specifically to help people with no expectations. Pleas...

#489 | How to cut people out of your will.

07 Dec 2022

Contributed by Lukas

How to cut people out of your will. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second an...

#488 | Estate planning when kid wants a house but cant afford it.

06 Dec 2022

Contributed by Lukas

Estate planning when kid wants a house but cant afford it. -- I love comments. I make these videos specifically to help people with no expectations. ...

#487 | Why does a trust even need a name.

05 Dec 2022

Contributed by Lukas

Why does a trust even need a name. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and...

#486 | There is no step up in basis on an IRA when you die.

01 Dec 2022

Contributed by Lukas

There is no step up in basis on an IRA when you die. -- I love comments. I make these videos specifically to help people with no expectations. Please...

#485 | Easy way to find out if your estate planning attorney sucks.

30 Nov 2022

Contributed by Lukas

Easy way to find out if your estate planning attorney sucks. -- I love comments. I make these videos specifically to help people with no expectations...