All Episodes
Complete Estate Planning — 195 episodes
Can I Get Paid For Being Executor or Trustee? SHOULD I Get Paid?
Who Should You Name as Executor? What Matters Most
My Spouse or Parent Died Years Ago and I Never Changed the House or Accounts. Is That a Problem?
I Bought My Son a House—How Do I Keep the Inheritance Fair?
If Every Account Has a Beneficiary, Do I REALLY Need an Estate Plan?
The Hardest Estate Planning Decision for New Parents
Selling a House That’s Stuck in Probate
No Inheritance For Sibling: Am I Legally Obligated To Tell Her?
Can You Really Disinherit Someone? Myths, Rights, and Better Alternatives
Your Child Turned 18… Is Your Estate Plan Still Valid?
What Happens If a Beneficiary Passes Away Before You?
Trust Was Done Right and Funded — Do I Really Need a Lawyer?
Dead or Alive: What Estate Planning Documents Help When Someone Is Sick and What Only Works After You Die?
My Dad Passed Away… But We Can’t Find a Will
How To Leave Money To My Grandkids When Each Family Size Is Different?
I Was Named Executor… Do I Have to Say Yes?
Can My Kids Inherit My Season Tickets?
My Parents Won’t Do Their Estate Plan. Can I Do It For Them?
Can You Name a Minor as Executor, Trustee, or Power of Attorney?
The Hidden Risks of Outdated Estate Plans
Siblings, Partners, and Parents: When Property Ownership Gets Complicated
What Happens to Your Pets When You Die?
Dad Just Got Diagnosed With Dementia? Is It Too Late To Do His Estate Plan?
What Happens to Your Debt When You Pass Away?
Do I Really NEED A Lawyer To Prepare My Estate Plan? It’s Just Documents!
Separate Finances, One Estate Plan? What Couples Need to Know
I Just Asked for a Will. Why Is My Lawyer Preparing All These Other Documents?
Do You Really Need a Trust or Is a Will Enough?
Do I Really NEED A Lawyer To Handle My Probate Case?
Are Trust Verification Letters from Your Bank Legit? What You Need to Know
Trustee's Guide: What Goes Through Probate (and What Doesn't)
How to Protect Your Home From Property Deed Fraud
The Prodigal Son Approach: Advancing an Inheritance While You Are Still Alive
What If Your Adult Kids Can’t Handle Money?
Common Executor Mistakes When Handling A Probate Estate
When the Bank Says No: Executor Roadblocks & Probate Solutions
So…You’re In Charge of Administering Your Parents’ Trust
Outdated Wills: What Happens When You’re Named Executor Unexpectedly?
When Siblings Inherit a House and Can’t Agree: What Happens Next?
Estate Planning for First-Timers: What to Expect & How to Prepare
How Do I Protect My New Wife Without Disinheriting the Kids?
My Parents Refuse to Write a Will — What Happens When They’re Gone?
Beneficiaries, TODs, PODs, and Joint Ownership, How They Interact With Wills and Trusts
Getting Hospitals & Banks To Actually Honor Your Estate Plan
Choosing Which Child Should Be Your Executor
Springing vs. Immediate Power of Attorney – Watch Out For The Wrong Choice
Who Chooses Your Kids’ Guardian If You Don’t?
Why Some Inheritances Happen Early
Dementia & Estate Planning: How Late Is Too Late?
When Your Children Are Bad with Money – What You Can Do About It?
Do I Need a Trust or Is the Lawyer Just After Money?
Free Wills from Your Bank - What Will It Actually Cost You?
Mailbag: Can I Disinherit a Child Without Causing Drama?
What to Do When You Receive Court Paperwork After a Family Member Dies
Mailbag: Big Changes Coming—Should You Wait To Make Future Plans?
Trouble in Margaritaville – The Jimmy Buffett $275 Million Estate Dispute
When Your Beneficiary Dies First - What Happens Now?
How to Pass On a Family Business Without Creating a Family Feud
Mailbag: Can My Daughter Handle Everything?
What to Do With Your Estate Plan After Losing a Spouse
Building Flexibility Into a Trust for Life Milestones
Why You Need Two Powers of Attorney -- Not Just One
Who Should Be Your Corporate Trustee?
What Happens to Bills and Debts After Someone Dies? (A Guide for Families and Executors)
What Options Do You Have for Dividing Your Home?
One of My Children Owes Me Money—How Do I Account for That in My Estate Plan?
Ethical vs. Legal: The Co-Owner Inheritance Debate
Do I Really Need an Estate Plan If I Only Have One Heir?
Estate Planning Mistakes: When Assets in Your Name Aren’t Really Yours
Mistakes Your Attorney Might Be Making – What You Need to Watch Out For
Estate Planning: Fairness vs Equality for Your Kids
Joint Trust vs. Separate Trusts – Which is Right for Married Couples?
5 Ways To Screw Up When Receiving An Inheritance
When It Might Be A Good Time To “Upgrade” To A Trust
Do I Still Need A Special Needs Trust If My Child Is Not Receiving Social Security Disability Benefits?
I Want To Take Care Of My Partner, But We Aren’t Going To Get Married
I’m About To Have Surgery, What If I Don’t Make It?
My Spouse Passed Away, What Do I Do Now?
How Many “What If”s Do I Need? - Understanding Contingencies in Estate Planning
Your Estate Planning Attorney Might Be Screwing These Things Up
Dangers of DIY Estate Planning (not everything is in plain sight)
Harris vs. Trump: Estate Planning Concerns & The 2024 Election
When to Review and Update Your Estate Plan: Keeping it Current for Life's Changes
Estate Planning for Privacy: Strategies to Protect Your Family's Confidentiality
Springing Power of Attorney vs Immediate Power of Attorney: Why Immediate Might Be the Better Choice
Leaving an Inheritance to Your Child's Spouse: Pros and Cons as a Lapse Beneficiary
Taxes Executors or Trustees Need to be Aware of When Settling an Estate
Considerations for Executors or Trustees When Selling Estate Assets
Considerations and Options for Passing a Family Business or Farm to One Child
The Pros & Cons of Itemizing Invidiual Accounts vs. Dividing a Percentage of the Entire Estate
Mailbag: Lifetime Gifts, Beneficiary Designations, and Retirement Account Planning
The Estate Battle After OJ Simpson's Death
Settling A Trust After Death (Part 2)
The Probate Process From Start To Finish (Part 1)
I'm Single With No Children- Do I Need An Estate Plan? Mailbag Episode
Inheritance Conversations With Your Children: What They Don’t Know CAN Hurt Them
The House I Inherited Has A Mortgage. Do I Have To Pay It?
The Corporate Transparency Act (CTA): New Fines & Rules For Business Owners To Follow
No Money, Still Problems
Medical Decisions: Is It Smart To Rely On Others?
Partial Business Ownership, Donations to Charity, and More: Mailbag Episode
The Path Of Least Resistance – When Institutions Hassle You During Trust Funding
Stock Options, Family Businesses, and Other Restricted Interests
What Other Arrangements Should I Make After My Estate Planning Documents Are Complete?
I’m Dead. Should My Spouse Keep Everything?
I Have Assets In A Land Far, Far Away
How To Handle Rare Or Expensive Gifts?
How Many Backups Do I Need?
Should Your Lawyer Store Your Estate Planning Documents For You?
The Last Will & Testament in Aretha Franklin’s Couch
Common Pot Trusts: The Fairest of Them All?
Settlement Reached In Lisa Marie Presley’s Estate
The False Sense of Security with Joint Ownership
Do You Really Need to Like Your Attorney?
Ep 81: High Risk, High Reward Shortcuts For Real Estate (do NOT try this at home!)
Ep 80: What To Do With Digital Assets
Ep 79: For Those Who Live In Multiple States Or Travel Frequently
Ep 78: Watch Out For Financial Abuse!
Ep 77: Should You Micromanage Your Trustee?
Ep 76: Preparing For Your Estate Plan Review Meeting
Ep 75: When Your Child Has A Drug Or Alcohol Problem
Ep 74: The Fight Over Lisa Marie Presley’s Estate Plan
Ep 73: What The *** Am I Going To Do With My House?
Ep 72: Should Everyone Get An Equal Share?
Ep 71: ”I Didn’t Realize There Would Be a Medical Test!”
Ep 70: When the End is Near...
Ep 69: Giving Gifts As We Approach The Holidays
Ep 68: Acquiring New Assets AFTER You Set Up Your Estate Plan
Ep 67: Show Me The Money……Later? Advantages To Leaving Your Inheritance In Trust
Ep 66: What Happens When The First Spouse Dies? (The False Sense Of Security)
Ep 65: Does Your Estate Plan Have An Expiration Date?
Ep 64: Future-Proofing Your Estate Plan
Ep 63: Mailbag Episode: Questions Submitted From Audience
Ep 62: How To Attack/Challenge A Vulnerable Estate Plan
Ep 61: When Death = Taxes
Ep 60: Beneficiary Designations: The Halfway House Estate Plan
Ep 59: Using a Trust as a Utility Knife
Ep 58: Why Your Investments Matter in Your Estate Plan
Ep 57: Filling The Box - How To Make Sure Your Trust Actually Protects Your Assets
Ep 56: Why Every Trust Needs A Will
Ep 55: When Should I Give My Children Their Money?
Ep 54: What If Someone Puts You In Charge Of Their Estate Plan?
Ep 53: Estate Planning Battle Royale: The Commodity vs. The Professional Service
Ep 52: Student Loans After You Die
Ep 51: “Thanks But No Thanks”… The Worst Assets To Inherit
Ep 50: What Should I Tell My Executors, Trustees, Power of Attorney Agents, and Guardians?
Ep 49: Who Can You Trust? Picking Guardians, Trustees, Executors, and Agents
Ep 48: Hidden Dangers With Transfer-on-Death and Beneficiary Designations
Ep 47: What to Do With the Family Vacation Home
Ep 46: How Many Trusts Do I Need?
Ep 45: Planning For A Child With Special Needs
Ep 44: Facebook & Bitcoin - Estate Planning For Your Digital Assets
Ep 43: Save The Animals: Estate Planning For Pets
Ep 42: Estate Planning If You Hate Your Family
Ep 41: Estate Planning If You’re Already Dead
Ep 40: Hidden Dangers From Probate & Real Estate: Scams, Rip-Offs, and Identity Theft
Ep 39: You Might Want To Avoid Probate Court If…
Ep 38: Your Estate Planning Documents Are The Same As Your Kitchen Appliances: How All The Pieces Work Together
Ep 37: Planning During an Emergency
Ep 36: What If Charitable Giving is a Priority for You?
Ep 35: Estate Planning For Families Without Children
Ep 34: When To Consider Using A Professional Trustee Or Executor
Ep 33: Estate Planning For Unmarried Partners
Ep 32: Dealing With Credit Cards After Death
Ep 31: Estate Planning Issues For Business Owners
Ep 30: Why Owning A Home May Complicate Your Estate Plan
Ep 29: Larry King – Secret, Handwritten Will, Probate Contests, An (almost) ex-wife, and Unfunded Trusts
Ep 28: Britney Spears – A Lesson In Bad Estate Planning
Ep 27: I’ve Moved. Does My Estate Plan Still Work?
Ep 26: There Will Be Fighting After I’m Gone. What Do I Do?
Ep 25: What to Do If Your Attorney is Hiding from Your or Missing in Action?
Ep 24: What to Do After Someone Passes Away
Ep 23: When Your Attorney's Price SHOULD Scare You
Ep 22: A Local Organization Providing Grief Support
Ep 21: Estate Planning for Blended Families
Ep 20: Case Study - Not Very Power of Attorney
Ep 19: Estate Planning For The Self-Made
Ep 18: My Estate Plan Is Done. Who Needs To Know About It?
Ep 17: Estate Planning Is Under Attack
Ep 16: When Is The Best Time To Get Estate Plan Done?
Ep 15: Does You Estate Plan Need A Check-Up?
Ep 14: An Insider’s Look At The Dangers Of ARAG And Other Legal Insurance Plans
Ep 13: Why Young Adults Need Estate Planning
Ep 12: You Might Want To Run Away From Your Lawyer If…
Ep 11: 5 Things You Needs To Know About Your Parents’ Estate Plan
Ep 10: 4 Things New Parents MUST Do With Their Estate Planning
Ep 9: The Right (and Wrong) Way To Avoid The Probate Process
Ep 8: The Problems with Do It Yourself Online Estate Planning
Ep 7: The 5 Steps to the Probate Process
Ep 6: How to Protect Your Child's Inheritance from Their Spouse
Ep 5: Comparing A Last Will & Testament To A Living Trust
Ep 4: The 3 Mistakes Most Attorneys Make With Clients’ Trusts
Ep 3: 3 Questions to Ask Before Hiring an Estate Planning Attorney
Ep 2: The 5 Essential Documents of a Complete Estate Plan
Ep 1: Getting to Know Nick & the Podcast