Skip to content
Estate Planning Strategies cover art

All Episodes

Estate Planning Strategies — 1,000 episodes · page 1 of 10

#
Title
1

If You Have to Use Your Will You're Doing It Wrong

2

How to Transfer Bitcoin When You Die

3

The Worst Alternative to a Power of Attorney

4

Put Mortgaged Home in a Revocable Living Trust?

5

Downside of a Revocable Living Trust

6

Banks Are Not Estate Planning Attorneys

7

A $200k Estate Planning Tax Mistake

8

Revocable Trust Maintenance Schedule

9

The ONE Estate Planning Doc You Must Have

10

How Estate Planning Can Take Care of Mooching Siblings

11

How a Brain Tumor Drained This Parent's Bank Account

12

When You Should Start Worrying About WA Estate Taxes

13

The Hidden Secret to Keeping Your Land in the Family Forever

14

Wills Do Not Avoid Probate

15

Two Kids Don't Need Two Trusts

16

How to Fix One Spouse on the Deed

17

Estate Planning With Property in 2 Countries

18

Car Titles and Revocable Trusts

19

529 Plans and Revocable Trusts

20

I moved to another state - do I need to update my estate plan?

21

My Will is different than my beneficiary - who wins?

22

How to Dissolve a Revocable Trust.

23

What do people mean when they say estate plan?

24

Distribution schedule when there's no Will.

25

Can someone sell your home without your permission?

26

Does a Will help you avoid probate?

27

Why 67% of People are Making this Massive Mistake

28

The WA Estate Tax Trap for Out-of-State Property

29

Married in WA State? Your House Might Still Go to Probate

30

Power Of Attorney When You Don't Have Any Options

31

Is The WA Estate Tax Going Back Down?

32

Inheritances are divorce proof unless you do this.

33

What to do if people don't like your estate planning choices.

34

Use a Trust even if giving it all to charity.

35

How to purchase real estate with a Trust.

36

Estate planning and travelling out of the country

37

Estate planning and Love is Blind.

38

Do not put your Will inside your safety deposit box!

39

Guns and Death - Here's What to Do.

40

Student Loans and Death - Who's Responsible?

41

Friendly Reminder that Testamentary Trusts are Trash.

42

Do Spouses Need Medical Powers of Attorney?

43

Mortgages and Inherited Real Estate

44

Are Trusts Just for Rich People?

45

Contract Law Spendthrift Trusts - Everything You Need to Know (reaction)

46

Do Handwritten Wills Work?

47

Do Not Give Your House to Your Kids While Alive!

48

What Happens if You Die Without a Will?

49

Married? Significant other? Don't forget this!

50

What to do if you're uncertain about your estate planning.

51

Where (and Where Not) to Store Your Estate Plan

52

Revocable Trusts DO NOT Give You Asset Protection

53

The Biggest Misunderstanding About WA Estate Taxes

54

Revocable Trusts Don't Have Separate Tax Returns

55

Real Estate Anonymity with Revocable Trusts

56

You don't need a Wyoming LLC for asset protection!

57

Putting Rental Property in a Trust - Lender Rules

58

Medicaid Liens and Inherited Real Estate

59

How to Give More Than $19K Per Year With No Estate Tax Return

60

The Right Time to Think About Medicaid Planning

61

Minors Cannot Be Your Power of Attorney

62

New Real Estate and Your Estate Plan

63

Do Single Member LLCs Get Asset Protection?

64

Don't Pay Inheritances With Cashier's Checks

65

Estate Planning Demystified

66

When Do Estate Plans Get Too Old?

67

How to Avoid Millions in Estate Tax If You Can See the Future

68

The Difference Between a $1K Estate Plan and a $4K Estate Plan

69

How to Own WA Real Estate and Pay No Estate Tax

70

An Easy Way to Avoid WA Estate Taxes

71

How to Avoid Probate When You Own a Business

72

Unpopular Opinions From an Estate Planning Attorney #74: Don't Wait Until Death to Give

73

5 ways you can avoid probate.

74

Unpopular Opinions From an Estate Planning Attorney #217: Zero Tax Isn't the Goal

75

Unpopular Opinions From an Estate Planning Attorney #42: Crazy Trust Provisions Aren't Effective

76

Deathbed Real Estate Gifts Are BAD

77

NEWSFLASH! WA Couples Do Not Have $6M of WA Estate Tax Exemption

78

Do Not Put Your Family on Your Real Estate to Avoid Probate

79

Downsides to Probates That Take a Long Time

80

A Typical Minor Child Trust Distribution Schedule

81

The Unlikely Place High Net Worth People Should Start Estate Planning

82

How to gift over the annual limit with no gift tax return

83

Creative trust distribution schedule thoughts

84

End of the year estate tax strategy

85

Should you put your real estate in a trust

86

How credit shelter trusts work in under 90 seconds

87

Unmarried Couples - Estate Planning Beware!

88

The Downside of Putting Real Estate in a Trust.

89

Credit Shelter Trusts Explained

90

The One Time a Power of Attorney Does Not Work

91

A Costly Probate Mistake with Real Estate

92

A Story About Entitlement and Estate Planning

93

Need Probate? Just Say No to Credit Card Bills.

94

The Secret Language of Bank Beneficiary Designations.

95

4 Probate Rules Every Executor Needs to Know

96

Real Estate, Death, and Probate Notice

97

Friendly Reminder that Testamentary Trusts are Trash.

98

How Much Money Should You Leave Your Executor

99

Will vs. Trust: What's the Difference?

100

Probate, HOA Dues, and the Creditor Claim Process