Estate Planning Strategies

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...

#484 | How trusts are taxed.

29 Nov 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’...

#482 | Why a will always goes with a trust.

23 Nov 2022

Contributed by Lukas

Why a will always goes with a trust. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second a...

#481 | What should you name your revocable trust?

22 Nov 2022

Contributed by Lukas

What should you name your revocable trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a se...

#480 | What is an irrevocable asset protection trust?

21 Nov 2022

Contributed by Lukas

What is an irrevocable asset protection trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take ...

#479 | More fun IRA death facts.

17 Nov 2022

Contributed by Lukas

More fun IRA death facts. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘H...

$479 | dynasty trust vs generation skipping trust

16 Nov 2022

Contributed by Lukas

dynasty trust vs generation skipping trust

#478 | How to give one house to many people when you die.

16 Nov 2022

Contributed by Lukas

How to give one house to many people when you die. -- I love comments. I make these videos specifically to help people with no expectations. Please t...

#477 | Huge revocable living trust mistakes.

15 Nov 2022

Contributed by Lukas

There is no such thing as fair distributions. -- I love comments. I make these videos specifically to help people with no expectations. Please take a...

#476 | Huge revocable living trust mistakes.

14 Nov 2022

Contributed by Lukas

Huge revocable living trust mistakes. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second ...

#475 | If you have a trust why do you need a will?

11 Nov 2022

Contributed by Lukas

If you have a trust why do you need a will? -- I love comments. I make these videos specifically to help people with no expectations. Please take a s...

#474 | Rental properties and LLC.

10 Nov 2022

Contributed by Lukas

Rental properties and LLC. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...

#473 | How to fix a messed up probate.

10 Nov 2022

Contributed by Lukas

How to fix a messed up probate. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and sa...

#472 | You’re not paying for the docs.

09 Nov 2022

Contributed by Lukas

You’re not paying for the docs. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and ...

#471 | Who watched the trustee.

07 Nov 2022

Contributed by Lukas

Who watched the trustee. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi...

#470 | Another reason to have a will.

04 Nov 2022

Contributed by Lukas

Another reason to have a will. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say...

#469 | What is a gun trust?

04 Nov 2022

Contributed by Lukas

What is a gun trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ ...

#468 | Don’t name your kids trustee of your trust.

02 Nov 2022

Contributed by Lukas

Don’t name your kids trustee of your trust. -- I love comments. I make these videos specifically to help people with no expectations. Please take a...

#467 | Generation skipping trust vs dynasty trust.

01 Nov 2022

Contributed by Lukas

Generation skipping trust vs dynasty trust. -- I love comments. I make these videos specifically to help people with no expectations. Please take a s...

#466 | Do you have to pay your deceased spouse’s credit card bill?

31 Oct 2022

Contributed by Lukas

Do you have to pay your deceased spouse’s credit card bill? -- I love comments. I make these videos specifically to help people with no expectation...

#465 | Estate planning for business owners 101.

28 Oct 2022

Contributed by Lukas

Estate planning for business owners 101. -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...

#464 | Who pays debts after death.

27 Oct 2022

Contributed by Lukas

What makes a will valid. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi...

#463 | Who pays debts after death.

26 Oct 2022

Contributed by Lukas

Who pays debts after death. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...

#462 | Property transfer nightmare

25 Oct 2022

Contributed by Lukas

Property transfer nightmare -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...

#461 | Copies of your will are useless - mostly.

24 Oct 2022

Contributed by Lukas

Copies of your will are useless - mostly. -- I love comments. I make these videos specifically to help people with no expectations. Please take a sec...

#460 | Probate gone wrong

21 Oct 2022

Contributed by Lukas

Probate gone wrong -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in...

#459 |Infinite banking is GOOD.

20 Oct 2022

Contributed by Lukas

Infinite banking is GOOD. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘H...

#558 |Just because you’re name executor doesn’t mean you are in charge.

19 Oct 2022

Contributed by Lukas

Just because you’re name executor doesn’t mean you are in charge. -- I love comments. I make these videos specifically to help people with no exp...

#457 |How to save thousands on estate tax by giving just a little. . . . .

18 Oct 2022

Contributed by Lukas

How to save thousands on estate tax by giving just a little. . . . . -- I love comments. I make these videos specifically to help people with no expe...

#457 |Why are you waiting to do your estate plan?

17 Oct 2022

Contributed by Lukas

Why are you waiting to do your estate plan? -- I love comments. I make these videos specifically to help people with no expectations. Please take a s...

#456 |Income tax and your revocable tax trust.

13 Oct 2022

Contributed by Lukas

Income tax and your revocable tax trust. -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...

#361 Dont put your real estate in other peoples names

10 Oct 2022

Contributed by Lukas

Don’t put your real estate in other people’s names -- I love comments. I make these videos specifically to help people with no expectations. Pleas...

#360 If you pay your estate planning attorney by the hour you’re a a sucker.

07 Oct 2022

Contributed by Lukas

If you pay your estate planning attorney by the hour you’re a a sucker. -- I love comments. I make these videos specifically to help people with no ...

#359 Divorce + Estate planning

06 Oct 2022

Contributed by Lukas

Divorce + estate planning -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi...

#358 Three reasons to have a prenup.

03 Oct 2022

Contributed by Lukas

Three reasons to have a prenup. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say...

#357 Estate planning and divorce.

30 Sep 2022

Contributed by Lukas

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

#356 Should rich people have to pay estate taxes?

29 Sep 2022

Contributed by Lukas

Should rich people have to pay estate taxes? -- I love comments. I make these videos specifically to help people with no expectations. Please take a s...