Estate Planning Strategies
Episodes
#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...
#355 What is a gun trust?
28 Sep 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’ i...
#354 Queen Elizabeth plays the game!
27 Sep 2022
Contributed by Lukas
Queen Elizabeth plays the game! -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say...
#353 Traveling without kids worry free.
26 Sep 2022
Contributed by Lukas
Traveling without kids worry free. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and ...
#352 Even attorneys use attorneys.
23 Sep 2022
Contributed by Lukas
Even attorneys use attorneys. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...
#351 Estate planning with foreign property.
22 Sep 2022
Contributed by Lukas
Estate planning with foreign property. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second ...
#350 When do you have to pay gift tax?
21 Sep 2022
Contributed by Lukas
When do you have to pay gift tax? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and s...
#349 Revocable living trust maintenance
20 Sep 2022
Contributed by Lukas
Revocable living trust maintenance -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and ...
#348 5 Estate Planning Attorney Red Flags
19 Sep 2022
Contributed by Lukas
5 Estate Planning Attorney Red Flags -- I love comments. I make these videos specifically to help people with no expectations. Please take a second an...
#347 Estate tax vs capital gains tax
16 Sep 2022
Contributed by Lukas
Estate tax vs capital gains tax -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say...
#346 What estate plan do estate planning attorneys have?
15 Sep 2022
Contributed by Lukas
What estate plan do estate planning attorneys have? -- I love comments. I make these videos specifically to help people with no expectations. Please t...
#345 Estate planning if you are a green card holder
14 Sep 2022
Contributed by Lukas
Estate planning if you are a green card holder -- I love comments. I make these videos specifically to help people with no expectations. Please take a...
#344 Today’s estate planning PSA.
13 Sep 2022
Contributed by Lukas
Today’s estate planning PSA... -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and sa...
#343 How LLCs and Trusts work together
12 Sep 2022
Contributed by Lukas
How LLCs and Trusts work together -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and s...
#342 Do you need an attorney to make a Will?
07 Sep 2022
Contributed by Lukas
Do you need an attorney to make a Will? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second...
#341 What is in a basic estate plan and why is it important?
07 Sep 2022
Contributed by Lukas
What is in a basic estate plan and why is it important? -- I love comments. I make these videos specifically to help people with no expectations. Plea...
#340 What Does a Will Do?
06 Sep 2022
Contributed by Lukas
What Does a Will Do? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ i...
#339 Why is estate planning so hard to get done?
02 Sep 2022
Contributed by Lukas
Why is estate planning so hard to get done? -- I love comments. I make these videos specifically to help people with no expectations. Please take a se...
#338 What is a general power of appointment?
02 Sep 2022
Contributed by Lukas
What is a general power of appointment? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second...
#337 Do you love your kids? A quiz.
01 Sep 2022
Contributed by Lukas
Do you love your kids? A quiz. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ...
#337 5 estate planning attorney red flags
01 Sep 2022
Contributed by Lukas
5 estate planning attorney red flags -- I love comments. I make these videos specifically to help people with no expectations. Please take a second an...
#336 Estate planning 101 - quick and dirty.
31 Aug 2022
Contributed by Lukas
Estate planning 101 - quick and dirty. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second ...
#334 Probate is easy (not)
30 Aug 2022
Contributed by Lukas
Probate is easy (not) -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ ...
#333 3 elements of a valid will
26 Aug 2022
Contributed by Lukas
3 elements of a valid will -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘H...
#332 What is a Qtip trust?
25 Aug 2022
Contributed by Lukas
What is a Qtip trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ ...
#331 What is probate and why do people want to avoid it?
24 Aug 2022
Contributed by Lukas
What is probate and why do people want to avoid it? -- I love comments. I make these videos specifically to help people with no expectations. Please t...
#330 Can the bank enforce due on sale clause for an inherited property?
18 Aug 2022
Contributed by Lukas
Can the bank enforce due on sale clause for an inherited property? -- I love comments. I make these videos specifically to help people with no expecta...
#329 How to transfer real estate with no probate, no trust, and no tax
16 Aug 2022
Contributed by Lukas
How to transfer real estate with no probate, no trust, and no tax. -- I love comments. I make these videos specifically to help people with no expecta...
#328 Why avoid probate.
10 Aug 2022
Contributed by Lukas
Why avoid probate. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in ...
#327 What is estate planning?
03 Aug 2022
Contributed by Lukas
What is estate planning? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...
#326 20% tax or 40% tax?
02 Aug 2022
Contributed by Lukas
20% tax or 40% tax? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in...
#325 Downsides of a SLAT
26 Jul 2022
Contributed by Lukas
Downsides of a SLAT -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in...
#324 What is a SLAT
22 Jul 2022
Contributed by Lukas
What is a SLAT -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the ...
#323 What to do if your probate executor is behaving badly
13 Jul 2022
Contributed by Lukas
What to do if your probate executor is behaving badly -- I love comments. I make these videos specifically to help people with no expectations. Please...
#322 How to avoid probate WITHOUT a trust
06 Jul 2022
Contributed by Lukas
How to avoid probate WITHOUT a trust. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second a...
#321 The WORST place to store your estate plan
30 Jun 2022
Contributed by Lukas
The WORST place to store your estate plan -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...
#320 How to create sub-trusts
28 Jun 2022
Contributed by Lukas
How to create sub-trusts -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...
#319 3 reasons to have a revocable living trust
14 Jun 2022
Contributed by Lukas
3 reasons to have a revocable living trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a sec...
#318 Limitation of a will
10 Jun 2022
Contributed by Lukas
Limitation of a will -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ i...
#317 The WRONG way to update your estate plan.
07 Jun 2022
Contributed by Lukas
The WRONG way to update your estate plan. -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...
#316 Fancy estate planning binders are a distraction.
27 May 2022
Contributed by Lukas
Fancy estate planning binders are a distraction. -- I love comments. I make these videos specifically to help people with no expectations. Please take...
#315 Do you need a business power of attorney?
25 May 2022
Contributed by Lukas
Do you need a business power of attorney? -- I love comments. I make these videos specifically to help people with no expectations. Please take a seco...
#314 Estate Taxes Explained (again)
11 May 2022
Contributed by Lukas
Estate Taxes Explained (again) -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ...
#313 Alternative to probate to transfer real estate
06 May 2022
Contributed by Lukas
Alternative to probate to transfer real estate -- I love comments. I make these videos specifically to help people with no expectations. Please take a...
#312 How to avoid probate with real estate
03 May 2022
Contributed by Lukas
How to avoid probate with real estate -- I love comments. I make these videos specifically to help people with no expectations. Please take a second a...
#311 What is portability?
28 Apr 2022
Contributed by Lukas
What is portability? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ i...
#310 How to transfer NFTs to heirs
25 Apr 2022
Contributed by Lukas
How to transfer NFTs to heirs -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...
#309 How much asset protection do you need?
19 Apr 2022
Contributed by Lukas
How much asset protection do you need? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second ...
#308 The biggest creditor your estate will face
08 Apr 2022
Contributed by Lukas
The biggest creditor your estate will face -- I love comments. I make these videos specifically to help people with no expectations. Please take a sec...
#307 Who gets to see a will?
01 Apr 2022
Contributed by Lukas
Who gets to see a will? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...
#306 How long do your estate planning docs last?
31 Mar 2022
Contributed by Lukas
How long do your estate planning docs last -- I love comments. I make these videos specifically to help people with no expectations. Please take a sec...
#305 What is a dynasty trust?
29 Mar 2022
Contributed by Lukas
What is a dynasty trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’...
#304 Estate planning document storage tips.
25 Mar 2022
Contributed by Lukas
Estate planning document storage tips -- I love comments. I make these videos specifically to help people with no expectations. Please take a second a...
#303 Don’t give your house to your kids to beat Medicaid
24 Mar 2022
Contributed by Lukas
Don’t give your house to your kids to beat Medicaid -- I love comments. I make these videos specifically to help people with no expectations. Please...
#302 Why I’m rethinking my stance on medicaid trusts.
22 Mar 2022
Contributed by Lukas
Why I’m rethinking my stance on medicaid trusts. -- I love comments. I make these videos specifically to help people with no expectations. Please ta...
#301 How much should you pay your executor and/or trustee?
15 Mar 2022
Contributed by Lukas
How much should you pay your executor and/or trustee? -- I love comments. I make these videos specifically to help people with no expectations. Please...
#300 Don’t give money to people for the benefit of other people
09 Mar 2022
Contributed by Lukas
Don’t give money to people for the benefit of other people -- I love comments. I make these videos specifically to help people with no expectations....
#299 5 signs your estate planning attorney is no good
08 Mar 2022
Contributed by Lukas
5 signs your estate planning attorney is no good -- I love comments. I make these videos specifically to help people with no expectations. Please take...
#298 WA State Estate tax change that MATTERS
24 Feb 2022
Contributed by Lukas
WA State Estate tax change that MATTERS -- I love comments. I make these videos specifically to help people with no expectations. Please take a second...
#297 The 2 limitations of a will
22 Feb 2022
Contributed by Lukas
The 2 limitations of a will -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘...
#296 Do I need a testamentary trust?
15 Feb 2022
Contributed by Lukas
Do I need a testamentary trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say...
#295 Your trust doesn’t own anything
10 Feb 2022
Contributed by Lukas
Your trust doesn’t own anything -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and s...
#294 Estate planning and divorce
04 Feb 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 ‘...
#293 Grantor Retained Annuity Trust - GRAT - Explained
03 Feb 2022
Contributed by Lukas
Grantor Retained Annuity Trust - GRAT - Explained -- I love comments. I make these videos specifically to help people with no expectations. Please tak...
#292 How to gift to reduce estate taxes
21 Jan 2022
Contributed by Lukas
How to gift to reduce estate taxes -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and ...