All Episodes
Estate Planning Strategies — 1000 episodes
If You Have to Use Your Will You're Doing It Wrong
How to Transfer Bitcoin When You Die
The Worst Alternative to a Power of Attorney
Put Mortgaged Home in a Revocable Living Trust?
Downside of a Revocable Living Trust
Banks Are Not Estate Planning Attorneys
A $200k Estate Planning Tax Mistake
Revocable Trust Maintenance Schedule
The ONE Estate Planning Doc You Must Have
How Estate Planning Can Take Care of Mooching Siblings
How a Brain Tumor Drained This Parent's Bank Account
When You Should Start Worrying About WA Estate Taxes
The Hidden Secret to Keeping Your Land in the Family Forever
Wills Do Not Avoid Probate
Two Kids Don't Need Two Trusts
How to Fix One Spouse on the Deed
Estate Planning With Property in 2 Countries
Car Titles and Revocable Trusts
529 Plans and Revocable Trusts
I moved to another state - do I need to update my estate plan?
My Will is different than my beneficiary - who wins?
How to Dissolve a Revocable Trust.
What do people mean when they say estate plan?
Distribution schedule when there's no Will.
Can someone sell your home without your permission?
Does a Will help you avoid probate?
Why 67% of People are Making this Massive Mistake
The WA Estate Tax Trap for Out-of-State Property
Married in WA State? Your House Might Still Go to Probate
Power Of Attorney When You Don't Have Any Options
Is The WA Estate Tax Going Back Down?
Inheritances are divorce proof unless you do this.
What to do if people don't like your estate planning choices.
Use a Trust even if giving it all to charity.
How to purchase real estate with a Trust.
Estate planning and travelling out of the country
Estate planning and Love is Blind.
Do not put your Will inside your safety deposit box!
Guns and Death - Here's What to Do.
Student Loans and Death - Who's Responsible?
Friendly Reminder that Testamentary Trusts are Trash.
Do Spouses Need Medical Powers of Attorney?
Mortgages and Inherited Real Estate
Are Trusts Just for Rich People?
Contract Law Spendthrift Trusts - Everything You Need to Know (reaction)
Do Handwritten Wills Work?
Do Not Give Your House to Your Kids While Alive!
What Happens if You Die Without a Will?
Married? Significant other? Don't forget this!
What to do if you're uncertain about your estate planning.
Where (and Where Not) to Store Your Estate Plan
Revocable Trusts DO NOT Give You Asset Protection
The Biggest Misunderstanding About WA Estate Taxes
Revocable Trusts Don't Have Separate Tax Returns
Real Estate Anonymity with Revocable Trusts
You don't need a Wyoming LLC for asset protection!
Putting Rental Property in a Trust - Lender Rules
Medicaid Liens and Inherited Real Estate
How to Give More Than $19K Per Year With No Estate Tax Return
The Right Time to Think About Medicaid Planning
Minors Cannot Be Your Power of Attorney
New Real Estate and Your Estate Plan
Do Single Member LLCs Get Asset Protection?
Don't Pay Inheritances With Cashier's Checks
Estate Planning Demystified
When Do Estate Plans Get Too Old?
How to Avoid Millions in Estate Tax If You Can See the Future
The Difference Between a $1K Estate Plan and a $4K Estate Plan
How to Own WA Real Estate and Pay No Estate Tax
An Easy Way to Avoid WA Estate Taxes
How to Avoid Probate When You Own a Business
Unpopular Opinions From an Estate Planning Attorney #74: Don't Wait Until Death to Give
5 ways you can avoid probate.
Unpopular Opinions From an Estate Planning Attorney #217: Zero Tax Isn't the Goal
Unpopular Opinions From an Estate Planning Attorney #42: Crazy Trust Provisions Aren't Effective
Deathbed Real Estate Gifts Are BAD
NEWSFLASH! WA Couples Do Not Have $6M of WA Estate Tax Exemption
Do Not Put Your Family on Your Real Estate to Avoid Probate
Downsides to Probates That Take a Long Time
A Typical Minor Child Trust Distribution Schedule
The Unlikely Place High Net Worth People Should Start Estate Planning
How to gift over the annual limit with no gift tax return
Creative trust distribution schedule thoughts
End of the year estate tax strategy
Should you put your real estate in a trust
How credit shelter trusts work in under 90 seconds
Unmarried Couples - Estate Planning Beware!
The Downside of Putting Real Estate in a Trust.
Credit Shelter Trusts Explained
The One Time a Power of Attorney Does Not Work
A Costly Probate Mistake with Real Estate
A Story About Entitlement and Estate Planning
Need Probate? Just Say No to Credit Card Bills.
The Secret Language of Bank Beneficiary Designations.
4 Probate Rules Every Executor Needs to Know
Real Estate, Death, and Probate Notice
Friendly Reminder that Testamentary Trusts are Trash.
How Much Money Should You Leave Your Executor
Will vs. Trust: What's the Difference?
Probate, HOA Dues, and the Creditor Claim Process
The Best Way to Update a Medical Power of Attorney.
How to Revoke a Power of Attorney
The Wrong Way to Revoke a Will
How One Estate Planning Mistake Cost Six Figures
How to Open a Probate When the Debts Are More Than the Assets
Does the Notary on a Will Count as a Witness
The Only Way to Revoke a Revocable Trust
The Wrong Way to Update Your Will
No WA Estate Plan is Safe Unless You do This
How to Revoke a Medical Power of Attorney
The Best Way to Update an Irrevocable Trust
How to Revoke a Revocable Trust
How a WA LLC Can Decrease Your Estate Taxes
How a WA LLC Can Increase Your Estate Taxes
How to Update Your Power of Attorney.
No WA Estate Plan is Safe Unless You do This
How One Estate Planning Mistake Cost Six Figures
The Benefits and Costs of Irrevocable Trusts
The Right Time to Put Life Insurance in a Trust
What is TEDRA and How Can It Wreck Your Estate Plan
Verbal Promises are Not Estate Planning
The Only Time You're Required to Take Inherited IRA Distributions
Don't Judge Your Estate Planning Attorney by Their Binder Extravagance.
Irrevocable Trust - How Much Money Should You Have?
Unless You're Charlie Sheen, You Probably Don't Need an Irrevocable Trust.
Estate Planning with Assets Under $1M
The One Time Doing a Transfer on Death Deed is a Disaster
An Estate Planning Tip for the End of the Year
2 Reasons You Shouldn't Use willsandtrusts.com
Two Ways to Avoid Probate when Own Real Estate
Life Insurance Proceeds DO Count for Estate Taxes
Joint Tenancy vs Tenants in Common
Save Money in Probate with the Bill Strategy
How Much Money do You Need to Need a Trust?
If You Have this Type of Trust You are in Big Trouble!
Can Your Power of Attorney Sell Your Real Estate? Find Out!
Do Beneficiaries get Taxed on Inheritance?
When You are Required to File a WA Estate Tax Return?
Do You Have to Pay Off the Mortgage on Inherited Property?
How Long Should it Take to Make an Estate Plan
Can Your Power of Attorney Change Beneficiary Designations
No Inheritance for Common Law Marriages
Estate Planning Covers More than Death
No Inheritance for Step-Kids
The Problem with Joint Tenants with Rights of Suvivorship
Common Law Marriage Estate Planning Nightmare!
Moving Your House into Your LLC will NOT Trigger the Due on Sale Clause
Can You Update Transfer on Death Deed Without Telling Beneficiaries?
Where do Your Assets Go if You Die Without a Will?
How an LLC can Increase Your WA Estate Tax Liability
The Wrong Way to Make Changes to Your Trust
How to Have Multiple Successor Trustees
This Will Change How You Think About Disinheriting Your Family
LLC - Good for Asset Protection, Bad for WA Estate Taxes
I Don't Know Who Needs to Hear This, but You Don't Need a Trust to Avoid Probate
This May Change How You Think About Estate Planning
This Feels Illegal to Know About Revocable Trusts
The Real Reason for Revocable Living Trusts Is Not to Save on Estate Taxes
Who Gets Separate Property if There is a Will
5 estate planning myths that will lead you to make bad life choices
Why Do Probates Take SOOO Long
How to Replace a Trustee in a Revocable Trust
Estate Planning when Your Spouse Hates Your Kids
Estate Planning when Your Kids Hate Your Spouse
How to Transfer Real Estate into a Revocable Trust.
How to Value Inherited Real Estate to Lower Your Taxes.
How to Sell and Buy Real Estate Using a Revocable Trust.
Why do People Love Nevada Trusts so Much?
What Your Irrevocable Trust Guru Isn't Telling You...
Why do Probates Take So Long?
5 Reasons to Use a Big Law Firm.
Revocable Living Trusts Don't Save on Income Taxes.
Are South Dakota Trust Better than Other States?
Don't Make this Revocable Trust Mistake.
Estate Planning Do's and Don'ts.
Inherited Real Estate - You Don't Need To Refinance The Mortgage.
The Type of Deed I'd Use to Gift Real Estate.
5 Reasons To Use Big Law Instead Of Small Law.
Why the IRS makes Trustees Give their Social Security Number.
4 Advanced WA State Estate Tax Strategies
The CMS Estate Planning Process Step-by-Step
$8 Million Dollar Estate Plan Review
What is Support and Maintenance in a Revocable Living Trust?
Don't Give Your House to Your Kids - Do THIS Instead.
5 Things To Do Before You Die
Don't Make This Mistake
How to Give Your Kids Your House While You're Alive AND Save on Taxes.
The Big Beautiful Tax Bills effect on estate planning
4 Irrational Reasons to do Your Estate Plan.
If This is You then Don't Use a Transfer on Death Deed.
Do You Know What a Non-Grantor Trust is?
Credit Shelter Trusts are NOT Needed for Fed Estate Taxes
How To Tell How Wealthy Your Friends Are...
How I'd Build an Estate Plan from Nothing
Estate Planning and Your Home - Tax and Probate pitfalls
Creating A Will Doesn't Make You Die Faster
A Will is not the most important part of your estate plan
Don't give your house to your kids - yet revision
3 Common Living Trust Mistakes
How to Buy a House Anonymously
Don't Give Your House to Your Kids
LLCs with No Biz Purpose are NOT LLCs
15% Tax for Probate
5 ways to avoid probate revision
6 Asset Protection No-Nos
A Bolt-On WA State Estate Tax Strategy.
An Estate Planning Lesson from Jimmy Buffett.
A Sneaky WA State Estate Tax Strategy.
A Simple Irrevocable Trust WA State Estate Tax Strategy.
Attention! New Inherited IRA Rules.
Do Deathbed Gifts Avoid Estate Taxes?
Transfer on Death Deed Failure Story.
What is probate and why do people hate it?
Important Tax Reason Not To Give Your Kids Your House Before You Die.
When you die your assets will never go to the government.
The Washington State Estate Tax Is Changing!
The 2 Estate Taxes Washington Residents Need To Know About.
One Of The Easiest Ways To Avoid Washington State Estate Taxes.
How Estate Planning Can Save - Or Wreck - A Life.
What is a revocable trust and why should you have one?
The First Thing To Do When Someone Dies.
This Move Guarantees Probate Avoidance.
Powers of attorney only work while alive.
5 ways you can avoid probate.
An Estate Planning Fact You Did Not Know.
Estate Planning 101 in under 60 seconds.
The different types of trust distribution schedules.
Land Trusts are a scam.
Is It Okay To Move Real Estate With A Mortgage Into An LLC?
The best revocable trust provisions for kids.
The wrong way to leave your house to your kids.
5 Reasons to Create a Revocable Living Trust
Do-It-Yourself Estate Planning Gone Wrong.
3 Unexpected Reasons That Probate Sucks.
The Best Way To Prevent Kids From Blowing Their Inheritance.
When A Trust Is Appropriate For Real Estate Transfers.
What does estate planning even mean?
Estate Planning Case Study - Married with Young Kids
A trust is not the only way to avoid probate.
What are Non-Probate Assets?
Washington State Estate Tax Changes!
Why $2.2m in assets is the WA estate tax magic number.
Is a do-it-yourself estate plan good enough?
Are Inherited Roth IRA Account Required to be Distributed?
3 reasons you can contest a will.
Dead ex-spouse on the deed? Here's what to do.
The 3 main characters in a revocable living trust.
A Will will Not Keep You Out of Probate.
What is probate and why do people want to avoid it?
3 Reasons to Have a Revocable Living Trust.
Why a married couple might want two trusts.
Can a Step-Parent Prevent You from Seeing the Will?
What Happens if there is No Will?
Why Does Probate Suck so Much?
Who Keeps Attorneys Honest?
Revocable Trusts will Not Keep You Safe from Medicaid.
What are the Advantages of Having a Will?
How do you Transfer an LLC Interest Without Probate.
3 ways to handle greedy family members when a loved one dies.
Step one of a $7 million dollar estate plan.
Here's who to blame when you can't find a Will.
What makes a creditor claim valid in a probate?
How to get a law firm to give you a dead person's Will.
Why I'd rather pay WA estate taxes over capital gains taxes.
Inherited Roth IRA distribution rules.
If you inherit a house you don't have to tell the mortgage company.
There are no downsides to a revocable trust.
The New Rules for Inherited IRAs
No contest clauses only apply for bad faith contests.
Is the client the only one that can pay for estate planning?
Can your spouse create their own trust and put EVERYTHING in it?
Why won't my mom's attorney give me a copy of her Will?
A Will with no witnesses is not a Will.
Top 3 tips for transferring assets at death.
A transfer on death deed does not stop you from selling your house.
Irrevocable trust maintenance obligations.
How to remove or change a Power of Attorney.
How do you remove the executor from a probate?
What to do if a bank tells you they need a court order for a dead person's account.
Are you required to read the Will when someone dies?
How to handle property acquired AFTER you create a trust.
What to do when a parent refuses to go a to nursing home.
How to access a dead person's safety deposit box.
How to remove the trustee on a trust.
What are the Advantages of a Revocable Trust?
Can a revocable trust create an irrevocable trust?
Can you put a house with a mortgage in an irrevocable trust?
What does estate planning even mean?
How do You Write Off the Mortgage Interest Payments on an Inherited Home?
What to do if you think someone's Will is in their safety deposit box.
Distribution rules for inherited IRAs.
Can a Step-Parent Revise the Will After the Parent Dies?
How to remove or change a Medical Power of Attorney.
How to disinherit someone.
Can you leave your dog your entire estate?
Living trusts and nursing homes.
Can you dictate marriage decisions through your trust?
How often should you update your estate plan?
Inherited real estate and the mortgage - what to do.
Death of spouse and your mortgage - what to do.
What happens if you die without a Will?
Beneficiary designations and avoiding probate.
Reverse mortgage and death - what to do.
An estate planning attorney on why you shouldn't use an estate planning attorney.
Taxes an executor is in charge of paying.
Offsetting income tax from an inherited IRA.
Common gift tax inheritance problem and how to avoid it.
When it's okay to not get a Will.
Annual fees and maintenance on a revocable living trust.
Do you need to probate on manufactured homes?
When does the 10 year clock on an inherited IRA start?
Penalty for failing to file a Will on time.
How to fund a revocable living trust.
Real estate taxes from transfer on death deed inheritance.
Estate planning when you have no money.
A time when your Executor can be lazy.
How to make a Will on a napkin.
If this happens, the Will doesn't matter.
A Will won't cut it for blended families.
Inherited real estate with multiple liens - what to do.
In probates there's usually no secrets.
The one time it is impossible to avoid probate.
Transfer on Death Deeds Happen Instantly Upon Death.
You're Not the Executor Until Probate is Open.
How Loving Your Spouse Can Help Qualify for Medicaid.
Stop paying bills when someone dies.
Did you know there are electronic Wills in WA?
How to Unintentionally Wreck Your Child's Inheritance.
What to do when Inherited Real Estate is Paid Off.
Joint Tenants vs Tenants in Common.
How do you trigger a transfer on death deed?
Thank you for 10,000 subscribers!
Instructions instead of a Will is the worst thing you could do.
True Story - Another Reason Not to Put Family on Your Bank Account
What Rights to Future Beneficiaries Have?
How Young Children Can Help Qualify for Medicaid
A Time to NEVER Use Transfer on Death Deeds
How Lack of Knowledge Can Help Qualify for Medicaid
Why do companies take life insurance policies out on their employees?
Revocable living trusts do not give you asset protection.
Does a Will get filed before or after death?
Can you appoint non-US resident guardians for your kids?
How to deal with crazy people in probate - a story.
Forming an LLC? Get an Attorney!
How to Tell if Your U.S. Estate Plan will Work Abroad.
Future Beneficiary and Trust Visibility
You're Not the Executor Until this Happens (even with a Will).
Do gift receivers pay income tax?
Can a beneficiary see a Will or Trust before the creator dies?
Executors are not required to give you a copy of the Will.
Tax consequences of giving too much in 2024.
Warning! Trust + s-corp can equal trouble.
Income tax exemptions only work while you are alive.
ILIT - trust first or life insurance first?
Can you redo an irrevocable trust?
Real estate and death of spouse - probate required?
Do you have to use inheritance as directed?
Is the executor required to give you a copy of the Will?
Inherited real estate and mortgage rules.
When is the Right Time to Create an Irrevocable Trust?
How to get a Copy of a Will After Someone Dies.
Do You Need Estate Planning If You have No Assets?
Why do Health Care Directives Exist?
How Business Owners Create a Power of Attorney.
An Example of How NOT to Draft a Will
Your Probate Questions Answered - Grandma's Farm.
The best place to store your estate plan.
Can the Executor just Kick You Out of Your House?
An Important Consideration if Creating a Medicaid Asset Protection Trust.
How to Get Cash in a Probate with Only Real Estate.
You do not have to give someone $1 to disinherit them.
How Does a Will Work?
Can You Add or Delete Beneficiaries from an Irrevocable Trust?
Estate planning and AI don't compute - yet.
The best way to keep your home safe from a Medicaid lien.
What does a guardian ad litem do in a probate?
Do not let your estate planning attorney keep your original docs.
A revocable trust always travels with a will.
What to do if your estate planning attorney retires.
The best first irrevocable trust to create for estate tax avoidance.
What do drug dealers, adult website owners, and the ultra-wealthy have in common?
What happens to a car lease when someone dies?
What is a foreign will?
Two things you need to know to create an estate plan.
Who pays estate taxes owed by an estate?
QPRTs - qualified personal residence trusts - what you need to know.
What to do when trustor dies.
How to redo your trust without starting over.
How does the gift tax work?
How to pick a great Trustee.
How much maintenance is required for a revocable living trust?
Gift taxes explained.
Estate planning with an ex-spouse - what NOT to do.
What is a self-settled irrevocable trust?
How to change an irrevocable trust - yes it's possible.
How to keep random people from claiming they're your kids for inheritance.
Real estate upgrades when the first spouse dies.
Estate planning with an ex-spouse. An example of what not to do.
Retirement account beneficiary must-dos.
Do you even need a trust?
Beneficiary designations and pension plans.
Trust assets and taxes explained.
What does a revocable living trust do?
Probate alternatives.
How to pick a great Trustee.
How to keep your house in the family FOREVER.
Beneficiary designation vs. Trust - here's who wins.
Trust assets and taxes explained.
How to get access to a dead person's email.
How to set up a trust for a blended family.
How to transfer an inherited IRA to your own IRA.
Should you worry about the government taking all of your property when you die?
Should you put rental properties in separate LLCs and separate trusts?
Estate planning attorney hiring guide.
Divorcing? You MUST update your estate plan.
What to do if your estate planning attorney retires.
House in Trust: When Does the Step-Up Occur?
Why Probate Sucks and How to Avoid It
Inherited retirement accounts? Here's what you need to know!
A Trust is Not Always the Best Place to Put a House
What to do if an attorney says they are too busy.
Probate strategy when there's no family left.
What is a self-settled irrevocable trust?
Tax assessment for real estate valuation is BAD.
Person dies - Someone living in the house How to get them out.
Trust on a trust on trust is usually not a good idea.
Here's who pays irrevocable trust tax income.
3 common trust distributions provisions.
What happens to your house when the first spouse dies?
Calculating the tax basis of real estate when you combine gift and sale.
Divorce - when you should update your estate plan.
Gift to spouse - is there a tax on that?
Here's how to sell a property in a revocable trust.
What happens to real estate - and the mortgage - when the first spouse dies?
Why do legal documents cost so much - a story.
Your kids probably won't spend your money wisely.
Is a dynasty trust an irrevocable trust?
How to get Will if old lawyer has it.
Blended family - hope your step-parent doesn't die last.
Does moving your house into your trust increase insurance?
How many trusts are you allowed to have
In estate planning don't look too far ahead.
How to transfer assets outside the United States.
How long does it take to get paid in a probate?
Divorce - the perfect time - and wrong time - to update your estate plan.
How is separate property divided in probate?
Don't look to far ahead when estate planning.
Do we have notaries at the firm?
HOR - Why is a trust better than an LLC for real estate distributions?
When dealing with a split family, is probate inevitable?
HOR - 2026 estate tax reversion explained.
What to do when family members steal after death?
The worst way to transfer assets to your minor children.
What is the best way to leave your house to your kids when it's paid off?
What happens if you name Donald Trump as your executor?
Trust question - what is the merger doctrine?
How to sell a house with a mortgage on it.
Trust question - what happens to trust property after you die?
How do LLCs give you asset protection?
Trust question - put both spouses' names on it or just one?
Take care of your parents without messing up medicaid.
Can you take real estate out of a revocable living trust?
The end of anonymous LLCs in 2024!
Should you update your estate plan when you get divorced?
Death - inheritance - rise from the dead - what happens?
Gift tax rules for spouses.
Creative idea for an anonymous LLC.
Is Trust income taxed to trust or beneficiary?
Beneficiary of a beneficiary, a good will witness?
What if you sue someone and they die?
How long does a trust last?
How to transfer a business without having to go through probate.
Who picks the trustees of a trust?
When estate planning, remember you cannot predict the future.
How long can a house stay in a trust?
Do overseas gifts have to pay gift tax?
Estate planning for children with disabilities.
Do you need a pourover will with a living trust?
HOR - Don't look to far ahead when estate planning.
How to put a house into a trust.
Divorce - the perfect time - and wrong time - to update your estate plan.
The hard way to give a house to 3 people.
Where did the $12.92 million estate tax exemption amount come from?
The best way to give a house to 3 people.
Estate planning horror story #2?
Real estate is 50-50 if community property even if not in your name.
Can you disinherit someone by giving them $1?
How probate attorneys get paid.
HOR - Why is a trust better than an LLC for real estate distributions?
House into trust - here's one thing you should do.
What if you can't find the original will?
Another reason I hate community property agreements.
What happens if you get an inheritance while giver is still alive?
Can you record a transfer on death deed after death?
Beneficiary designations trump your Will.
Cousins witnessed Will. Is it valid?
What do you need to do to create a revocable trust?
When a bad Will doesn't matter.
What deed is needed to transfer to an irrevocable trust?
How to get an old dead person off of a property.
How do you remove a deceased spouse from real estate?
How an irrevocable life insurance trust (ILIT) works.
Dead spouse. Income tax. Mortgage.
Specificity in your estate plan is REALLY important.
Can you put your house into an irrevocable trust?
HOR - 2026 estate tax reversion explained.
How long does it take to create a revocable trust?
All the possible ways to avoid probate.
Why I hate Community Property Agreements.
3 things I hate about Community Property Agreements.
When a bad Will doesn't matter.
Is a deed that's not recorded valid?
The worst way to transfer assets to your minor children.
Here's how to use a Medicaid Trust well.
What happens if you name Donald Trump as your executor?
Death and reverse mortgages explained.
How to sell a house with a mortgage on it.
How do LLCs give you asset protection?
Take care of your parents without messing up medicaid.
Do you have to pay capital gains tax on a transfer on a death deed?
The end of anonymous LLCs in 2024!
How does a house transfer after death with a mortgage on it?
Death - inheritance - rise from the dead - what happens?
How do you transfer property when multiple generations have died?
Creative idea for an anonymous LLC.
How do you cancel a life insurance policy someone takes out on you?
Beneficiary of a beneficiary, a good will witness?
What to do if the Executor dies before probate is over?
What if you sue someone and they die?
Is a revocable trust still revocable after grantor dies?
How long does a trust last?
Who gets an inheritance if an heir dies before the decedent?
Who picks the trustees of a trust?
Should the executor be the one to start probate?
How long can a house stay in a trust?
Who can start a probate?
Estate planning for children with disabilities.
Where to store your revocable living trust.
Where did the $12.92 million estate tax exemption amount come from?
Your estate planning ideas will not save you.
Estate planning horror story #2?
How do you handle fraudulent real estate transactions?
The worst way to transfer assets to your minor children.
How I organize LLCs with multiple rental properties.
Can you disinherit someone by giving them $1?
Is it normal for probate to last 3 years?
What if you can't find the original will?
Is there annual maintenance when you have a trust?
What happens if you get an inheritance while giver is still alive?
Why am I talking so fast all the time?
Probate alternatives.
When a parent dies with real estate, is probate required?
Where I go for legal advice.
How to get Will if old lawyer has it.
Estate tax 101.
Cousins witnessed Will. Is it valid?
What if forgot to record the transfer on death deed?
What do you need to do to create a revocable trust?
Real estate is 50-50 if community property even if not in your name.
What deed is needed to transfer to an irrevocable trust?
How probate attorneys get paid.
How an irrevocable life insurance trust (ILIT) works.
Estate Planning Horror Story #1.
What happens if you name Donald Trump as your executor?
When is creative asset protection a good idea?
How to back out of a real estate deal.
How to keep your estate plan private.
What happens if you get an inheritance while giver is still alive?
When you give a house to someone do the contents go too?
How to sell a house with a mortgage on it.
When you gift, are capital gains taxes due?
How do LLCs give you asset protection?
Take care of your parents without messing up medicaid.
Huge mistakes kids make helping elderly parents.
The end of anonymous LLCs in 2024!
What fee does the executor get in a probate?
Death - inheritance - rise from the dead - what happens?
Can the executor distribute assets any way they want?
Creative idea for an anonymous LLC.
Divorce and revocable trusts - what happens?
Beneficiary of a beneficiary, a good will witness?
Home + mortgage + LLC new rules.
What if you sue someone and they die?
If you need to update your estate plan DO NOT do this.
How long does a trust last?
What if your parents are incapable of managing their money?
Who picks the trustees of a trust?
Deed recording gone wrong!
How long can a house stay in a trust?
Transfer on death deed to an irrevocable trust?
Estate planning for children with disabilities.
What if your parents are bad with money?
Where did the $12.92 million estate tax exemption amount come from?
Does power of attorney give power now?
Estate planning horror story #2?
When is creative asset protection a good idea?
Can you disinherit someone by giving them $1?
What if you can't find the original will?
Probate alternatives.
How to keep random people from claiming they're your kids for inheritance.
How to get Will if old lawyer has it.
Cousins witnessed Will. Is it valid?
Client Profile #181 - Married - Adult kids - Trust.
What do you need to do to create a revocable trust?
What deed is needed to transfer to an irrevocable trust?
How do you remove a deceased spouse from real estate?
How an irrevocable life insurance trust (ILIT) works.
When do you have to pay capital gains tax?
What if forget to record the transfer on death deed?
Client Profile #180 | Married with minor kids - adding a trust.
How to keep your estate plan private.
How to back out of a real estate deal.
Do you have to pay capital gains when you put a house in a trust?
What do you do with a revocable trust after the grantor dies?
What to do if you are listed in a Will but haven't been contacted?
Client profile #179 - Single | Revocable Trust - Keep it in the family.
Here's why parents need estate plans.
Estate planning is a lot like wearing a seatbelt.
When you give a house to someone do the contents go too?
Can you have a separate revocable trust for each of your rental homes?
PSA from Sheriff Chris.
Client Profile #178 | Married - No Kids - Pets - Charity.
You don't need creative asset protection.
Am I the owner of a rental house that I put into an LLC and then into a revocable trust?
What is the purpose of a generation skipping trust?
Specificity in your estate plan is REALLY important.
What to do when a sick spouse is racking up huge medical bills?
I need your feedback!
Client Profile #177 | Keeping things in the family.
How to open a probate when both executors die.
If you put your kid on your property you're giving up TREMENDOUS tax savings.
What does a Power of Attorney do?
Should you ever say no to being the executor of an estate?
Inherited property will not always go to your spouse.
Do you need an attorney to do probate?
Do you need a tax return form in this circumstance?
Estate Planning Client Profile #175 | Married couple with minor children.
Community property vs joint tenants vs tenants in common.
Can you put stuff in a trust before it exists?
Can the successor trustee be a beneficiary under the trust?
How long does it take to get paid in a probate?
How is separate property divided in probate?
Estate Planning Client Profile #174 - Single - Widowed - Adult Kids.
Do we have notaries at the firm?
When dealing with a split family, is probate inevitable?
What to do when family members steal after death?
What is the best way to leave your house to your kids when it's paid off?
Trust question - what is the merger doctrine?
Trust question - what happens to trust property after you die?
Trust question - put both spouses' names on it or just one?
Real estate gifting questions answered.
Real estate - what happens if property owners can't agree to sell or not?
Probate question - what happens when you give up your parental rights?
Estate tax 101.
Being married does NOT mean you don't need a power of attorney.
Will adding a kid to a deed trigger the due on sale clause?
When you move your house into a trust, do you have to note a sale?
What is filial responsibility and should you be worried about it?
What happens to student loans when you die?
What happens if a will becomes null and void?
Is a will valid if made before marriage?
How to handle a rogue Trustee.
How do you keep them from claiming omitted spouse?
How do you find out if there was a will?
How do beneficiaries find out they are part of a trust?
What happens if you sell something in a revocable living trust?
What happens when there are minors in probate?
Trust first or LLC first - does it matter?
Stopping putting your kids on your real estate.
How long do you have to contest a will?
Are there any required actions when you receive an inheritance?
Where I go for legal advice.
When a parent dies with real estate, is probate required?
Why am I talking so fast all the time?
Is there annual maintenance when you have a trust?
Is it normal for probate to last 3 years?
How I organize LLCs with multiple rental properties.
How do you handle fraudulent real estate transactions?
Your estate planning ideas will not save you.
We are always looking for people to join the team!
Stop getting mad at people for spending their own money.
How to qualify for Medicaid if you're already in a nursing home.
What if the executor doesn't create an inventory?
All the possible ways to avoid probate.
What happens if you sell a home in a revocable living trust?
The hard way to give a house to 3 people.
The best way to give a house to 3 people.
Real estate is 50-50 if community property even if not in your name.
How probate attorneys get paid.
Another reason I hate community property agreements.
Can you record a transfer on death deed after death?
Beneficiary designations trump your Will.
Why I hate Community Property Agreements.
When a bad Will doesn't matter.
Is a deed that's not recorded valid?
Here's how to use a Medicaid Trust well.
Death and reverse mortgages explained.
Congratulations Maria!
Do you have to pay capital gains tax on a transfer on a death deed?
How does a house transfer after death with a mortgage on it?
3 things I hate about Community Property Agreements.
How do you transfer property when multiple generations have died?
How do you contest a pay on death bank account?
The executor of a Will can't just do whatever they want.
What happens with real estate and old deaths?
What happens when a newlywed dies?
What do you do when people are stealing from an estate?
How do you cancel a life insurance policy someone takes out on you?
What does a Power of Attorney do?
What to do if the Executor dies before probate is over?
How are assets split in a common-law marriage?
For estate planning success, do step one first.
Probate Notice Rules i.e. 'Who you have to tell about probate'.
Does WA State Assault Rifle Ban change estate planning?
What to do with bills after someone dies?
Cutting your spouse out of your estate? Remember this!
One thing NOT to ask your estate planning attorney to do.
If married with separate bank accounts, PAY ATTENTION!!!
What to do if you can't afford an attorney for probate?
Do you need probate for a joint bank account?
A revocable living trust does NOT provide asset protection.
What is in a basic estate plan?
A random reason to have a revocable trust.
What happens if not married, with kids, and dying without a will?
Can you put a house into a special needs trust?
Estate planning and inherited IRAs.
What to do if you think the will is fake?
Three reasons you need a revocable living trust.
What to do if executor doesn't report all assets?
What happens if the trustee resigns?
The one time to divorce even if you're in love.
The best way to take care of kids with disabilities.
How to save money if huge medical bills comieup?
Does a revocable living trust give you asset protection?
Who manages trust assets and distribution?
what type of insurance should you get for your house?
How to find out if someone had a will?
The wrong time to create your estate plan.
Should you get an estate planning lawyer in your state?
Taylor Swift moved her house into a trust - should I?
Should you pay a decedent's medical bills?
What happens if only one spouse is on real estate deed?
Capital gains tax with a personal residence in an LLC - an example.
What happens if you die without a will?
Do-it-yourself estate planning is a BAD idea.
How do I challenge a trust?
How close to death can you change your will?
Should you pay a decedents medical bills?
Can you probate a bank account with a second account holder?
Estate taxes explained in 3 minutes or less.
How do you contest a will?
What are probate vs non-probate assets?
Can the widow change an irrevocable trust?
What to do if the attorney charges more than agreed to?
What is a Roth 401k?
What is probate and why do people want to avoid it?
What if the trustee is not doing the work?
Who is in charge of trust management and distribution?
The first thing to do when someone dies.
Probate isn't always the answer.
How to avoid probate and taxes if someone has already died?
The worst beneficiary designation for retirement accounts.
How to keep your estate plan private?
The executor of a will doesn't have any power - at first.
I Need Your Help - Is this a Good Marketing Idea?
Can a husband sign a quit claim deed to his wife?
How to find a good attorney?
The right way to leave money to your kids when you die.
How to give your house to your kids with no tax?
Income taxes and irrevocable trusts
Your plan is not the place to create a legacy.
Who can be a witness on a will?
What do you do if there are no assets in an estate and bills to pay?
What to do if an executor can't find the will and you think they are lying?
Can you make trustees vote on things?
What's the best way to transfer crypto after you die.
Non-resident alien estate tax rules.
How do you get the original trust document?
What to do if someone changes their estate plan right before they die?
No step-up in basis in a Roth IRA.
Are trustees liable for their decisions?
What happens if you inherit a house with a mortgage?
Can you contest a will if it's just a draft?
Can a private trust company provide privacy for your trust?
What do you do if an heir dies shortly after the decedent is in probate?
What if you find a creditor bill in probate after probate is closed?
How I handle a non-responsive executor.
You've got gift taxes all wrong.
Traveling without kids and estate planning.
What is a beneficial interest clause in a will?
Your retirement accounts are only half yours.
Don't use a self-canceling installment note - PART 3
Don't use a self-canceling installment note - PART 2
Don't use a self-canceling installment note - PART 1
People do NOT have to follow your will.
Best trust distribution schedule.
What does it mean to have a clean title?
Your kids are not going to do what you want.
Should you move your rental house into an LLC?
Alternatives to putting rental house into an LLC.
Never put your personal residence into an LLC.
No testamentary trusts for minor children.
The state does not get your property under any circumstance.
An estate plan 99 percent of the way done is 0 percent of the way done.
Can the bank call the loan if you put your house in a trust?
You are not going to lose your house by putting it into a revocable trust.
How to leave one house to many people without causing problems?
Spouse dies and is on the deed - What should you do?
If you do nothing else with estate planning do this.
Leaving money to friends or family for your kids is a terrible idea.
How to avoid capital gains tax?
The wrong way to make estate plan changes.
Should you put your car in your revocable trust?
The perfect trust distribution schedule for kids.
Should you include foreign property in your US estate plan?
Tax rules for inherited 401Ks.
The perfect kid trust distribution schedule.
Are you in a community property state? Did your marriage end? Here's a sneaky tip to escape sharing
What do revocable living trusts provide?
Just because they say you need probate doesn't mean you need. Here are some sneaky tips.
There is no such thing as right or wrong in estate planning.
The downside of medicaid trusts.
If your estate planning attorney suggests anything that requires probate, they're taking your money
What is probate? Why do people hate it? All of your answers here!
What is in a foundational estate plan?
How to find a dead person's social security number
In estate planning, fairness doesn't exist. It's your money, your life, and you should give your mon
#359 3 ways to contest a will or trust
Estate Planning 101 - Generation Skipping Transfer
A ninja way to create generational wealth.
Don't Add Your Kids Onto Your Bank Account for Estate Planning
How do you find a dead persons social security number?
How to REALLY get privacy out of your trust.
What is spindrift clause?
Why does a trust need a name?
Domestic asset protection trusts are worthless.
How trusts are taxed.
Revocable living trust does NOT provide asset protection.
Probate isn't always the answer.
Paying gift taxes is hard.
Estate planning and inherited IRAs.
There is no step up in basis on an IRA when you die.
Easy way to find out if your estate planning attorney sucks.
How to double state tax exemption in Washington.
Easiest way to mess up your estate plan.
In estate planning there is no right or wrong.
What is a spendthrift clause?
#505 | Estate planning with a blended family.
#504 | Estate planning when you have a new kid.
#503 | 3 ways to contest a will.
#502 | Long or short?
#501 | The truth about estate planning.
#500 | When should parents include kids in estate plan?
#499 | Why does a trust need a name?
#498 | Domestic asset protection trusts are worthless.
#497 | How to run your biz in an irrevocable trust.
#496 | How trusts are taxed.
#495 | When to create an irrevocable trust for a 4 year old.
#494 | What if someone dies with low assets and high debt?
#493 | The choice is yours in estate planning and in LIFE.
#492 | How to REALLY get privacy out of your trust.
#491 | Why do I wear a suit?
#490 | A sneaky way to pay estate taxes with life insurance.
#489 | How to cut people out of your will.
#488 | Estate planning when kid wants a house but cant afford it.
#487 | Why does a trust even need a name.
#486 | There is no step up in basis on an IRA when you die.
#485 | Easy way to find out if your estate planning attorney sucks.
#484 | How trusts are taxed.
#482 | Why a will always goes with a trust.
#481 | What should you name your revocable trust?
#480 | What is an irrevocable asset protection trust?
#479 | More fun IRA death facts.
$479 | dynasty trust vs generation skipping trust
#478 | How to give one house to many people when you die.
#477 | Huge revocable living trust mistakes.
#476 | Huge revocable living trust mistakes.
#475 | If you have a trust why do you need a will?
#474 | Rental properties and LLC.
#473 | How to fix a messed up probate.
#472 | You're not paying for the docs.
#471 | Who watched the trustee.
#470 | Another reason to have a will.
#469 | What is a gun trust?
#468 | Don't name your kids trustee of your trust.
#467 | Generation skipping trust vs dynasty trust.
#466 | Do you have to pay your deceased spouse's credit card bill?
#465 | Estate planning for business owners 101.
#464 | Who pays debts after death.
#463 | Who pays debts after death.
#462 | Property transfer nightmare
#461 | Copies of your will are useless - mostly.
#460 | Probate gone wrong
#459 |Infinite banking is GOOD.
#558 |Just because you're name executor doesn't mean you are in charge.
#457 |How to save thousands on estate tax by giving just a little. . . . .
#457 |Why are you waiting to do your estate plan?
#456 |Income tax and your revocable tax trust.
#361 Dont put your real estate in other peoples names
#360 If you pay your estate planning attorney by the hour you're a a sucker.
#359 Divorce + Estate planning
#358 Three reasons to have a prenup.
#357 Estate planning and divorce.
#356 Should rich people have to pay estate taxes?
#355 What is a gun trust?
#354 Queen Elizabeth plays the game!
#353 Traveling without kids worry free.
#352 Even attorneys use attorneys.
#351 Estate planning with foreign property.
#350 When do you have to pay gift tax?
#349 Revocable living trust maintenance
#348 5 Estate Planning Attorney Red Flags
#347 Estate tax vs capital gains tax
#346 What estate plan do estate planning attorneys have?
#345 Estate planning if you are a green card holder
#344 Today's estate planning PSA.
#343 How LLCs and Trusts work together
#342 Do you need an attorney to make a Will?
#341 What is in a basic estate plan and why is it important?
#340 What Does a Will Do?
#339 Why is estate planning so hard to get done?
#338 What is a general power of appointment?
#337 Do you love your kids? A quiz.
#337 5 estate planning attorney red flags
#336 Estate planning 101 - quick and dirty.
#334 Probate is easy (not)
#333 3 elements of a valid will
#332 What is a Qtip trust?
#331 What is probate and why do people want to avoid it?
#330 Can the bank enforce due on sale clause for an inherited property?
#329 How to transfer real estate with no probate, no trust, and no tax
#328 Why avoid probate.
#327 What is estate planning?
#326 20% tax or 40% tax?
#325 Downsides of a SLAT
#324 What is a SLAT
#323 What to do if your probate executor is behaving badly
#322 How to avoid probate WITHOUT a trust
#321 The WORST place to store your estate plan
#320 How to create sub-trusts
#319 3 reasons to have a revocable living trust
#318 Limitation of a will
#317 The WRONG way to update your estate plan.
#316 Fancy estate planning binders are a distraction.
#315 Do you need a business power of attorney?
#314 Estate Taxes Explained (again)
#313 Alternative to probate to transfer real estate
#312 How to avoid probate with real estate
#311 What is portability?
#310 How to transfer NFTs to heirs
#309 How much asset protection do you need?
#308 The biggest creditor your estate will face
#307 Who gets to see a will?
#306 How long do your estate planning docs last?
#305 What is a dynasty trust?
#304 Estate planning document storage tips.
#303 Don't give your house to your kids to beat Medicaid
#302 Why I'm rethinking my stance on medicaid trusts.
#301 How much should you pay your executor and/or trustee?
#300 Don't give money to people for the benefit of other people
#299 5 signs your estate planning attorney is no good
#298 WA State Estate tax change that MATTERS
#297 The 2 limitations of a will
#296 Do I need a testamentary trust?
#295 Your trust doesn't own anything
#294 Estate planning and divorce
#293 Grantor Retained Annuity Trust - GRAT - Explained
#292 How to gift to reduce estate taxes
#291 Why are revocable living trusts so long?
#290 3 reasons not to leave your kids an inheritance
#289 Credit Shelter Trust in Pictures
#288 Welcome to 2022!
#287 How to Fund a Testamentary Trust
#286 Another IRA + Estate Tax Strategy
#285 How to stretch an IRA with a charitable remainder trust
#284 What is the Unlimted Marital Deduction?
#283 Real estate in trust - how to sell or refi.
#283 Real estate in trust - how to sell or refi.
#282 Estate Taxes and the Unlimited Marital Deduction.
#281 Foreign Assets and US Estate Planning.
#280 What is a QTIP Trust and Can It Help With Estate Taxes?
#279 Update on Biden's Proposed Estate Tax Law Changes
#278 How to Give Retirement Accounts to Charity the Right Way
#277 | What is a Ladybird Deed
#276 Trust Distributions Gone Wrong
#275 The Info Source Matters
#274 Business Succession Planning 101
#273 Right Place Wrong Time
#272 How to Choose a Trustee
#271 Green Card Holders and Probate
#270 Avoid the Estate Planning Rabbit Hole
#269 How to Dispose of Old Estate Planning Docs
#268 Revocable Living Trust Maintenance Fees
#267 Life Insurance and Estate Taxes
#266 How Do You Close a Trust?
#265 Can You Put Extra Assets Into a Trust?
#264 Power of Attorney vs Executor
#263 Does Marriage Affect Estate Planning?
#262 Inheritances and Taxes
#261 What Happens if You Die Without a Will