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.

The 3 main characters in a revocable living trust. 04/13/2025

A Will will Not Keep You Out of Probate. 04/10/2025

What is probate and why do people want to avoid it? 04/09/2025

3 Reasons to Have a Revocable Living Trust. 04/08/2025

Why a married couple might want two trusts. 03/29/2025

Can a Step-Parent Prevent You from Seeing the Will? 03/27/2025

What Happens if there is No Will? 03/26/2025

Why Does Probate Suck so Much? 03/25/2025

Who Keeps Attorneys Honest? 03/24/2025

Revocable Trusts will Not Keep You Safe from Medicaid. 03/23/2025

What are the Advantages of Having a Will? 03/22/2025

How do you Transfer an LLC Interest Without Probate. 03/21/2025

3 ways to handle greedy family members when a loved one dies. 03/20/2025

Step one of a $7 million dollar estate plan. 03/19/2025

Here’s who to blame when you can’t find a Will. 03/18/2025

What makes a creditor claim valid in a probate? 03/16/2025

How to get a law firm to give you a dead person’s Will. 03/15/2025

Why I’d rather pay WA estate taxes over capital gains taxes. 03/14/2025

Inherited Roth IRA distribution rules. 03/13/2025

If you inherit a house you don’t have to tell the mortgage company. 03/12/2025

There are no downsides to a revocable trust. 03/11/2025

The New Rules for Inherited IRAs 03/09/2025

No contest clauses only apply for bad faith contests. 03/08/2025

Is the client the only one that can pay for estate planning? 03/06/2025

Can your spouse create their own trust and put EVERYTHING in it? 03/06/2025

Why won’t my mom’s attorney give me a copy of her Will? 03/02/2025

A Will with no witnesses is not a Will. 03/01/2025

Top 3 tips for transferring assets at death. 02/28/2025

A transfer on death deed does not stop you from selling your house. 02/27/2025

Irrevocable trust maintenance obligations. 02/26/2025