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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 Are South Dakota Trust Better than Other States? 09/10/2025
info_outline Don’t Make this Revocable Trust Mistake. 09/09/2025
info_outline Estate Planning Do’s and Don’ts. 09/08/2025
info_outline Inherited Real Estate - You Don’t Need To Refinance The Mortgage. 09/07/2025
info_outline The Type of Deed I’d Use to Gift Real Estate. 09/06/2025
info_outline 5 Reasons To Use Big Law Instead Of Small Law. 09/05/2025
info_outline Why the IRS makes Trustees Give their Social Security Number. 09/04/2025
info_outline 4 Advanced WA State Estate Tax Strategies 08/28/2025
info_outline The CMS Estate Planning Process Step-by-Step 08/26/2025
info_outline $8 Million Dollar Estate Plan Review 08/25/2025
info_outline What is Support and Maintenance in a Revocable Living Trust? 08/23/2025
info_outline Don’t Give Your House to Your Kids - Do THIS Instead. 08/22/2025
info_outline 5 Things To Do Before You Die 08/21/2025
info_outline Don’t Make This Mistake 08/20/2025
info_outline How to Give Your Kids Your House While You’re Alive AND Save on Taxes. 08/19/2025
info_outline The Big Beautiful Tax Bills effect on estate planning 08/19/2025
info_outline 4 Irrational Reasons to do Your Estate Plan. 08/18/2025
info_outline If This is You then Don’t Use a Transfer on Death Deed. 08/17/2025
info_outline Do You Know What a Non-Grantor Trust is? 08/16/2025
info_outline Credit Shelter Trusts are NOT Needed for Fed Estate Taxes 08/15/2025
info_outline How To Tell How Wealthy Your Friends Are... 08/14/2025
info_outline How I’d Build an Estate Plan from Nothing 08/12/2025
info_outline Estate Planning and Your Home - Tax and Probate pitfalls 07/28/2025
info_outline Creating A Will Doesn’t Make You Die Faster 07/24/2025
info_outline A Will is not the most important part of your estate plan 07/23/2025
info_outline Don’t give your house to your kids - yet revision 07/22/2025
info_outline 3 Common Living Trust Mistakes 07/22/2025
info_outline How to Buy a House Anonymously 07/21/2025
info_outline Don’t Give Your House to Your Kids 07/18/2025
info_outline LLCs with No Biz Purpose are NOT LLCs 07/17/2025
 
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