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Estate Planning Strategies

Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it's estate planning related, we'll be talking about it.

info_outline #160 | The first step when updating your estate plan. 07/17/2020
info_outline #159 | Purchasing property when you have a trust. 07/10/2020
info_outline #158 | Estate planning for police officers. 07/07/2020
info_outline #157 | If you’re going to be the Personal Representative prepare to do the work. 07/01/2020
info_outline #156 | Do you need to update your will when you get married? 06/24/2020
info_outline #155 | Beware the estate planning rabbit hole. 06/23/2020
info_outline #154 | Does my revocable trust give me asset protection? 06/18/2020
info_outline #153 | How to handle grumpy beneficiaries. 06/16/2020
info_outline #152 | Should I try to replace my parent’s power of attorney? 06/12/2020
info_outline #151 | To build a sound house, start with the foundation. 06/05/2020
info_outline #150 | The kind of legacy money can’t buy. 06/04/2020
info_outline #149 | What’s the asset minimum for needing a trust? 05/21/2020
info_outline #148 | How to give access to bank accounts. 05/20/2020
info_outline #147 | Blended family estate planning considerations. 05/19/2020
info_outline #146 | Estate planning stress test?. 05/15/2020
info_outline #145 | Thinking of giving money to someone to take care of someone else? Think again. 05/14/2020
info_outline #144 | What if you’re named executor and you don’t want to do it? 05/12/2020
info_outline #143 | Why I don’t like testamentary trusts (and what to do about it). 05/11/2020
info_outline #142 | Can you create a will if you’re under 18? 05/08/2020
info_outline #141 | Passing down safety deposit boxes. 05/06/2020
info_outline #140 | Tip for real estate in trusts. 05/05/2020
info_outline #139 | Do you REALLY have to follow the trust? 05/04/2020
info_outline #138 | What is a Crummey letter?. 04/30/2020
info_outline #137 | The importance of structuring your bequests prudently. 04/28/2020
info_outline #136 | Be careful of looking too far out when estate planning.. 04/24/2020
info_outline #135 | Is it ever too late to do estate planning? 04/23/2020
info_outline #134 | The dangers of holding real estate in one person’s name. 04/21/2020
info_outline #133 | How often should you update your estate plan? 04/15/2020
info_outline #132 | Can you handwrite changes on your will? 04/14/2020
info_outline #131 | Business owners and estate planning - two considerations. 04/10/2020
 
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