Skip to content
Estate Planning with Guy DiMartino cover art

All episodes

Estate Planning with Guy DiMartino, 100 episodes.

#
Title
1

3 Tips on How to Transfer Your Stuff at Death

2

Do Banks Freeze Joint Bank Accounts At The Death Of One Account Holder?

3

What Kind of Estate is Required in Order to Have a Trust

4

Are there times when it's OK to NOT have a last will and testament

5

What Taxes Does An Executor Have to Pay

6

Do You Have to Probate A Manufactured Home

7

How Do You Revoke Your Agent in Your Power of Attorney

8

How Do You Fund Your Revocable Living Trust?

9

Are there times when you don't need a last will and testament

10

Do You Have to Pay Taxes on Your Inheritance

11

WHAT ARE ALTERNATIVES TO PROBATE

12

Can I Write My Family Members Out of My Will?

13

How life insurance can be an important part of your estate plan

14

A few more mistakes that Personal Representatives make during Probate

15

Limited Power of Attorney for a Real Estate Transaction?

16

3 common probate mistakes

17

4 mistakes to avoid in your estate plan

18

WHEN DOES AN ASSET NEED TO BE PROBATED?

19

4 common mistakes to avoid in your estate plan

20

A Revocable Living Trust Will Not Protect Your Stuff From A Nursing Home

21

What happens when person who set up trust dies?

22

July 1st - New Signature Requirements on Deeds

23

LIVING IN MOM'S HOUSE AFTER SHE PASSES AWAY?

24

Estate Planning? Be sure to take a look at your bank accounts

25

Can I appoint professionals to handle my estate, trust etc?

26

Setting up an Estate Plan, you must have uncomfortable conversations

27

June 18th virtual discussion financial and estate planning IQ

28

Estate Plan Gone Bad!

29

Don't Ask Me to Prepare a Power of Attorney if Your Family Member is Not With It!

30

Can I set up my estate so I'm not supporting my surviving spouse's boyfriend?

31

What happens to Your Estate Plan when you move to another state?

32

Trusts & Taxes!

33

Guy, I Ain't Going to NO Nursing Home?

34

Do you need a lawyer to administer a trust?

35

Is a copy of your Power of Attorney valid?

36

What happens if an heir predeceases me?

37

Should I leave my stuff to my heirs outright?

38

Is a Living Trust Private?

39

How does a personal representative sell a home

40

How does a personal representative sell ahome

41

Handling estate planning with second and third marriages

42

How do you handle your IRA in your Estate Plan?

43

What and how much information do you share with your heirs

44

The difference between an estate planning lawyer and Legal Zoom

45

Transferring property at death by deed

46

What is a testamentary trust and why would you use one?

47

What if you do not want to be the personal representative of an Indiana estate?

48

Don't forget to actually fund your trust!

49

Must a Successor Trustee Follow the Terms of a Trust in Indiana?

50

Can you handwrite changes to you will in Indiana?

51

Questions to Ask Yourself about Advanced Directives

52

You must think about your property distribution when preparing an estate plan

53

How will gifting to your family members impact Medicaid?

54

A few tips if you want to leave something to your ex-spouse

55

How long does your estate plan last?

56

What are your goals and what do you want to accomplish with your estate plan?

57

Myths About Advanced Directives

58

What is the look back period and why is it important?

59

Early onset dementia and your estate plan

60

What's this whole step up in basis thing?

61

Estate Planning Issues Brought to Light with Covid 19

62

Make sure you actually complete your estate plan

63

Indiana Supreme Court Relaxes Notary Rules for Estate Planning Documents

64

In 2020 - Why you probably don't have to worry about Estate Taxes?

65

Will Aspirin Help Dementia?

66

What's The Wrong Time to Get an Estate Plan?

67

What Exactly is Probate?

68

3 Benefits of a Revocable Living Trust

69

Trusts and Asset Protection - Will a Revocable Trust Do It?

70

If Your Single - You need an Estate Plan

71

Will Medicaid Take My Home If I Go Into A Nursing Home?

72

What is a basic estate plan?

73

One Way to Stop Your Kids From Fighting Over Your Will

74

An estate planning lesson learned by Kirk Douglas' passing

75

Why you should consider naming a healthcare representative in your POA

76

What is a life estate in property?

77

Is it okay to sign a will at a later date?

78

Will a Trust protect you from creditors?

79

What Does Per Stirpes Mean in Your Will?

80

How do you sell real estate in your trust?

81

Wills vs Trusts and Claims of Creditors

82

Unintended Consequences of Life Insurance as an Estate Planning Tool

83

Here is a situation where you may not even need a will?

84

The 1 time I always recommend a Trust based estate plan

85

How hard is it to change a trustee?

86

Memory Loss and Exercise

87

Last Will and Testament vs Living Will?

88

Opinions! Everybody has one but for some issues - you should listen to professionals only

89

Can I stop my heirs from fighting over my will?

90

When does my Power of Attorney go into Effect?

91

Do you even need a will?

92

How do you revoke your power of attorney?

93

Do you need a tax ID number for your trust?

94

How do you revoke your will?

95

How does divorce Impact your right to take under a will?

96

Most Important Estate Planning Document for Folks in their 60s

97

How is my property disposed of or transferred at my death?

98

What Exactly Is Estate Planning?

99

How long will it take to see my loved one's house after she dies?