All Episodes

How Trusts Can Protect Your Home and Reduce Estate Taxes

Real Estate Can Complicate Even the Best Estate Plan

Estate Planning Procrastination Can Cost Your Family

The Trust Decisions That Can Make or Break an Estate Plan

When Estate Planning Goes Wrong, Families Pay the Price

The Trust Mistakes That Can Cost Families Later

What Happens When Your Fiduciary Disregards Your Wishes

Why a Will Is Not Enough to Protect Your Estate

Why Old Estate Plans Become Dangerous Over Time

The Estate Planning Mistakes That Destroy Families

Why Estate Plans Fail When Life Changes

One Mistake Can Cost Your Family Everything

Estate Planning Mistakes That Can Cost Your Family Everything

Trust Mistakes and How to Protect Your Estate

$32M Estate Mistake, Nursing Home Contracts, and Trust Planning Explained

Life Estates Gone Wrong: Divorce Drama, Deeds & Costly Mistakes

Joint Accounts, Will Contests & Life Estate Mistakes

Arbitration Agreements, Undue Influence & The Real Risks of Life Estates

Second Marriages, Bad Estate Planning, and the Lawsuits That Follow

Promises Don’t Protect Estates — Why Second Marriages Require Real Planning

Unmarried Partners, Joint Trusts, and the Risks of Poor Estate Planning

How inherited assets are treated in a divorce

The pitfalls of life estates

The best way to leave real estate to your beneficiaries

Qualifying for medicaid without pre-planning

The benefits of using a no-contest clause in your trust

What happens when you don't fund your trust?

Leaving assets unequally to your beneficiaries

No estate planning can change everything

How to eliminate your estate taxes

How to stop the fighting after you pass

The pitfalls of not planning

Estate planning for unmarried partners

Incorporating your business into your estate plan

Who to choose as your power of attorney

How to protect assets from creditors

What happens when you die without a will

Estate planning for unmarried partners

How to allocate real estate in your trust

The pitfalls of giving away your assets

The pitfalls of leaving assets up a generation

Caution to take when admitting someone to a nursing home

Second marriages and your estate plan

What happens to your trust when you get divorced?

Why name your estate an IRA beneficiary?

How to determine the best type of trust for you and your family

How to protect yourself from undue influence

When is it too late to create an estate plan?

Naming your ex-spouse as a beneficiary

The importance of updating your estate plan after a divorce

How to protect assets last minute from the nursing home

Estate planning for business owners

Last minute nursing home eligibility

Best way to buy real estate with a non-spouse

What happens when you die without a will?

Estate planning for special needs

Estate planning for a dysfunctional family dynamic

Undue influence that benefits one child more than others

Estate planning for second marriages

Dying without a will

Life estates: good, bad or really bad?

How to eliminate estate taxes for your children

Estate planning for second marriages

Protecting your kids from themselves

How to leave assets to your beneficiaries

Problems with a poorly drafted trust

Removing third-party trustees after your death

Avoiding the probate nightmare

Owning your home with a life estate

Divorce and your estate plan

Changing beneficiaries after your spouse dies

How to challenge a will

The basics of estate planning

Estate planning after divorce

Navigating medicaid in different states

How will a divorce impact your estate plan?

Nursing home planning for procrastinators

Protecting a primary residence for a single person

Protecting a vacation property from the nursing home

Leaving real estate with a mortgage to your beneficiaries

Gifting and its impact on your estate plan

The downsides of do-it-yourself wills

Undue influence and your estate plan

Planning with a second marriage

Best practices to leave assets to your beneficiaries

The best way to leave assets to the next generation

Gifting Assets

The perils of not planning

Special needs trusts

How do you challenge a will?

Arbitration agreements and nursing home wrongful death claims

How residency changes impact your estate plan

Benefits of naming your estate as the beneficiary of your IRA

The best way to leave real estate to your beneficiaries

How to figure out the right trust for you and your family

Pooled trusts are back

What happens if you change your mind after creating a trust?

What happens when a will is lost?

Benefits of irrevocable trusts

Lack of planning creates unnecessary problems

The power of medicaid irrevocable trusts

Changing the trust of a deceased spouse

Be careful who you appoint as your power of attorney

The right way to transfer rental properties to beneficiaries

Last minute nursing home planning

Last minute medicaid planning

What happens when you don't fund your trust

Reducing estate taxes and protecting from nursing homes at the same time

Understanding the probate process and how to avoid it

Incorporating your business into your estate plan

Prenups and estate planning

Estate planning mistakes to avoid

You have a will...is that enough?

Giving away assets to kids

The importance of having a power of attorney & health care proxy

How to avoid probate

Leaving assets to special needs beneficiaries

Charitable trusts

How to leave assets to beneficiaries

Using trusts for creditor protection

Terminating a special needs trust

Giving your house away to your kids

Protecting your beneficiaries after a second marriage

Removing a trustee & no contest clauses

Advanced directives before death

Estate planning for your significant other

Estate planning basics

The new Corporate Transparency Act

How to handle real estate after death

Who can challenge a will?

Nursing home liens at death

Handling tangible personal property in your estate

Questionable death bed estate planning

Nursing home paperwork pitfalls

How to eliminate estate taxes on life insurance

Estate planning for second marriages

The pitfalls of adding your kids to your house deed

Wrongful death settlements & gifting assets

Sole benefit trusts & gifting assets

Pros and cons of gifting your assets

The perils of procrastination

Naming your estate the beneficiary of your IRA

Special needs trusts & personal care contracts

Who to name as your IRA beneficiary

How to deal with a lost will

Disclaiming your inheritance

Perils of adding children to your deed

Life estates & postnuptial agreements

Protecting your children's inheritance

Second spouses as power of attorney

Nursing home transfer penalties

Holographic Wills

Undue influence in a second marriage

Last minute nursing home planning

Undue influence by your beneficiaries

Estate planning for business owners

How is your trust handled in a divorce?

Who is financially responsible for a nursing home stay?

Breach of fiduciary duty by a trustee

Challenging a marriage after death

Amendments to your estate plan

Perils of not keeping your beneficiaries up-to-date

Estate planning mistakes to avoid

Last minute nursing home planning with pooled trusts

When do you have standing to sue an estate?

Pitfalls of applying for medicaid on your own

Estate planning for second marriages

No contest clauses in your estate plan

Joint accounts and the dangers of thievery

What's better? Prenups or trusts?

What are the best ways to leave your assets to beneficiaries?

What happens to incomplete estate plans?

Prenups and estate planning

Planning for special needs beneficiaries

Undue influence with a trust

How to avoid common life estate planning mistakes

What action is required after the death of a grantor?

Pros & Cons of Giving Away Your House

Supreme Court Decision on Medicaid Annuities

When Joint Accounts Need to Go to Probate

Discretionary Beneficiaries of a Trust

Using Life Insurance to Pay for In-Home Care

Last Minute Nursing Home Planning

Estate Planning for Second Marriages

Protecting your Children if you Become Incapacitated

Protecting Your IRA from the Nursing Home

Personal Care Contracts

Unfunded Trusts

How Divorce Impacts Your Estate Plan

To Gift or Not to Gift?

Undue Influence & Gifting Assets

Reducing Estate Taxes for High Net Worth Couples (11/5)

Common Law Marriage & Undue Influence (10/29)

IRAs & Estate Planning (10/22)

Frivolous Lawsuits & Life Insurance (10/15)

Special Needs Trusts (10/8)

Fiduciary Responsibilities of POAs & Guardians (10/1)

Suing Someone Without an Attorney (9/24)

Eliminating Estate Taxes (9/17)

Principal Paid Donor: Fatal to your Irrevocable Trust? (9/10)

Filing a Deed 30 Years Too Late (9/3)

Firing Your Trustee (8/20)

Pitfalls of Powers of Attorney (8/13)

Making Sense of the Medicaid Process (8/6)

Dying During a Divorce (7/30)

Real Estate & Your Estate Plan (7/23)

Benefits of Irrevocable Medicaid Trusts (7/16)

Filing Claims Against a Trust (7/9)

What Does "Survivor" in a Trust Mean? (7/2)

Dying Before a Divorce (6/25)

Estate Planning After a Divorce (6/18)

Leaving Assets to Heirs (6/11)

Estate Planning Mistakes to Avoid (6/4)

Changing a Trust After Death (5/28)

"A Will is a Won't" (5/21)

Protecting Your IRA from the Nursing Home (5/14)

Choosing the Right Type of Trust (5/7)

Court Created Trusts, Verbal Contracts, and Life Estates (4/30)

Wills, No Contest Clauses, and Life Estates (4/23)

Estate Planning for Real Estate, Special Needs Trusts and Life Estates (4/16)

Lost Wills, Life Insurance Beneficiaries, and Life Estates (4/9)

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