All Episodes
Into the Woods — 29 episodes
Episode 28 – Medicaid Applications: The Documentation Gauntlet
Episode 27 – Will Contests: When Family Fights Back
Episode 26 – Digital Legacy Planning: Beyond the Will (Part 2)
Episode 25 – Electronic Wills: Welcome to the Digital Age (Part 1)
Episode 24 – Transfer on Death Deeds: Does New Mean Good?
Episode 23 – Why Estate Planning Isn’t Just for Your Parents and Grandparents
Episode 22 – 10 Immediate Steps to Take When a Loved One Passes Away
Episode 21 – Estate Planning as a Team Sport (Part 2)
Episode 20 – Estate Planning as a Team Sport (Part 1)
Episode 19 – Real Estate & Estate Planning: Trusts & LLCs (Part 2)
2026 Trends Video Special – Top 5 Estate Planning Trends for the New Year
Episode 18 – Real Estate & Estate Planning: The Fundamentals (Part 1)
Episode 17 – Charitable Giving: Doing Good While Doing Smart
Episode 16 – The Five-Year Lookback Period: What You Need to Know (Part 2)
Episode 15 – The Five-Year Lookback Period: What You Need to Know (Part 1)
Episode 14 – The Critical Importance of Beneficiary Designations in Estate Planning
Episode 13 – Asset Protection Trusts & Protecting Your Home
Episode 12 – Do I Really Need a Trust?
Episode 11 – Understanding Probate and Estate Planning Basics
Episode 10 – Planning for Loved Ones with Disabilities: Supplemental Needs Trusts (Part 2)
Episode 9 – Planning for Loved Ones with Disabilities: Supplemental Needs Trusts (Part 1)
Episode 8 – Gifting & Estate Planning Explained
Episode 7 – Choosing Your Executor & Power of Attorney
Episode 6 — Home Healthcare and Community Medicaid: Aging in Place
Episode 5 - Planning for the Family Cottage: Preserving Your Legacy
Episode 4 — The Real Snowbirds of New York State
Episode 3 – Do I Really Need a Will?
Episode 2 – Navigating Medicaid & Long-Term Care: Part 2
Episode 1 – Navigating Medicaid & Long-Term Care: Part 1