Estate Planning with Guy DiMartino
by Guy DiMartino
Estate Planning with Guy DiMartino is an INDIANA based podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
Episodes
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Do Banks Freeze Joint Bank Accounts At The Death Of One Account Holder?
Estate Planning with Guy DiMartino
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What Kind of Estate is Required in Order to Have a Trust
Discussion of when a trust is appropriate
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Can I Write My Family Members Out of My Will?
This podcast discusses the ways to disinherit a family member in a will and/or trust.
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How life insurance can be an important part of your estate plan
How life insurance can be an important part of your estate plan -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if...
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A few more mistakes that Personal Representatives make during Probate
A few more mistakes that Personal Representatives make during Probate -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to…
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Limited Power of Attorney for a Real Estate Transaction?
Limited Power of Attorney for a Real Estate Transaction? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit...
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3 common probate mistakes
3 common probate mistakes -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If...
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4 mistakes to avoid in your estate plan
4 mistakes to avoid in your estate plan -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe...
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WHEN DOES AN ASSET NEED TO BE PROBATED?
WHEN DOES AN ASSET NEED TO BE PROBATED? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe...
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4 common mistakes to avoid in your estate plan
4 common mistakes to avoid in your estate plan -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the...
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A Revocable Living Trust Will Not Protect Your Stuff From A Nursing Home
A Revocable Living Trust Will Not Protect Your Stuff From A Nursing Home -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world…
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What happens when person who set up trust dies?
What happens when person who set up trust dies? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the...
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July 1st - New Signature Requirements on Deeds
New signature requirements for deeds goes into effect on July 1st.
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LIVING IN MOM'S HOUSE AFTER SHE PASSES AWAY?
LIVING IN MOM'S HOUSE AFTER SHE PASSES AWAY? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the…
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Estate Planning? Be sure to take a look at your bank accounts
Estate Planning? Be sure to take a look at your bank accounts -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if…
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Can I appoint professionals to handle my estate, trust etc?
Can I appoint professionals to handle my estate, trust etc? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you...
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Setting up an Estate Plan, you must have uncomfortable conversations
Struggles trying to decide who will assist you in your time of need?
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June 18th virtual discussion financial and estate planning IQ
June 18th virtual discussion financial and estate planning IQ -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if…
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Estate Plan Gone Bad!
Estate Plan Gone Bad! -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you...
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Don't Ask Me to Prepare a Power of Attorney if Your Family Member is Not With It!
Don't Ask Me to Prepare a Power of Attorney if Your Family Member is Not With It!
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Can I set up my estate so I'm not supporting my surviving spouse's boyfriend?
Can I set up my estate so I'm not supporting my surviving spouse's boyfriend? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the...
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What happens to Your Estate Plan when you move to another state?
What happens to Your Estate Plan when you move to another state? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if...
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Trusts & Taxes!
Trusts & Taxes! -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂 -- If you want…
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Guy, I Ain't Going to NO Nursing Home?
Guy, I Ain't Going to NO Nursing Home? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe...
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Do you need a lawyer to administer a trust?
Do you need a lawyer to administer a trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the…
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Is a copy of your Power of Attorney valid?
Is a copy of your Power of Attorney valid? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe...
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What happens if an heir predeceases me?
What happens if an heir predeceases me? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe...
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Should I leave my stuff to my heirs outright?
Should I leave my stuff to my heirs outright? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the...
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Is a Living Trust Private?
Is a Living Trust Private? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂…
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How does a personal representative sell a home
How does a personal representative sell a home -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the...
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How does a personal representative sell ahome
How does a personal representative sell ahome -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the...
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Handling estate planning with second and third marriages
Handling estate planning with second and third marriages -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit...
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How do you handle your IRA in your Estate Plan?
How do you handle your IRA in your Estate Plan? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the...
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What and how much information do you share with your heirs
What and how much information do you share with your heirs -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you…
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The difference between an estate planning lawyer and Legal Zoom
The difference between an estate planning lawyer and Legal Zoom -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if...
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Transferring property at death by deed
Transferring property at death by deed -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe...
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What is a testamentary trust and why would you use one?
What is a testamentary trust and why would you use one? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit...
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What if you do not want to be the personal representative of an Indiana estate?
What if you do not want to be the personal representative of an Indiana estate? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the...
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Don't forget to actually fund your trust!
Don't forget to actually fund your trust! -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe...
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Must a Successor Trustee Follow the Terms of a Trust in Indiana?
Must a Successor Trustee Follow the Terms of a Trust in Indiana? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if...
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Can you handwrite changes to you will in Indiana?
Can you handwrite changes to you will in Indiana? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say 'Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the...
Topics in this show
About this show
Estate Planning with Guy DiMartino is an INDIANA based podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.
Hosted by
Guy DiMartino