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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 #314 Estate Taxes Explained (again) 05/11/2022
info_outline #313 Alternative to probate to transfer real estate 05/06/2022
info_outline #312 How to avoid probate with real estate 05/03/2022
info_outline #311 What is portability? 04/28/2022
info_outline #310 How to transfer NFTs to heirs 04/25/2022
info_outline #309 How much asset protection do you need? 04/19/2022
info_outline #308 The biggest creditor your estate will face 04/08/2022
info_outline #307 Who gets to see a will? 04/01/2022
info_outline #306 How long do your estate planning docs last? 03/31/2022
info_outline #305 What is a dynasty trust? 03/29/2022
info_outline #304 Estate planning document storage tips. 03/25/2022
info_outline #303 Don’t give your house to your kids to beat Medicaid 03/24/2022
info_outline #302 Why I’m rethinking my stance on medicaid trusts. 03/22/2022
info_outline #301 How much should you pay your executor and/or trustee? 03/15/2022
info_outline #300 Don’t give money to people for the benefit of other people 03/09/2022
info_outline #299 5 signs your estate planning attorney is no good 03/08/2022
info_outline #298 WA State Estate tax change that MATTERS 02/24/2022
info_outline #297 The 2 limitations of a will 02/22/2022
info_outline #296 Do I need a testamentary trust? 02/15/2022
info_outline #295 Your trust doesn’t own anything 02/10/2022
info_outline #294 Estate planning and divorce 02/04/2022
info_outline #293 Grantor Retained Annuity Trust - GRAT - Explained 02/03/2022
info_outline #292 How to gift to reduce estate taxes 01/21/2022
info_outline #291 Why are revocable living trusts so long? 01/19/2022
info_outline #290 3 reasons not to leave your kids an inheritance 01/11/2022
info_outline #289 Credit Shelter Trust in Pictures 01/05/2022
info_outline #288 Welcome to 2022! 01/04/2022
info_outline #287 How to Fund a Testamentary Trust 12/22/2021
info_outline #286 Another IRA + Estate Tax Strategy 12/14/2021
info_outline #285 How to stretch an IRA with a charitable remainder trust 12/09/2021