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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 #284 What is the Unlimted Marital Deduction? 12/03/2021
info_outline #283 Real estate in trust - how to sell or refi. 11/30/2021
info_outline #283 Real estate in trust - how to sell or refi. 11/30/2021
info_outline #282 Estate Taxes and the Unlimited Marital Deduction. 11/16/2021
info_outline #281 Foreign Assets and US Estate Planning. 11/15/2021
info_outline #280 What is a QTIP Trust and Can It Help With Estate Taxes? 11/09/2021
info_outline #279 Update on Biden’s Proposed Estate Tax Law Changes 11/02/2021
info_outline #278 How to Give Retirement Accounts to Charity the Right Way 10/26/2021
info_outline #277 | What is a Ladybird Deed 10/12/2021
info_outline #276 Trust Distributions Gone Wrong 10/08/2021
info_outline #275 The Info Source Matters 09/30/2021
info_outline #274 Business Succession Planning 101 09/29/2021
info_outline #273 Right Place Wrong Time 09/27/2021
info_outline #272 How to Choose a Trustee 09/23/2021
info_outline #271 Green Card Holders and Probate 09/21/2021
info_outline #270 Avoid the Estate Planning Rabbit Hole 09/14/2021
info_outline #269 How to Dispose of Old Estate Planning Docs 09/10/2021
info_outline #268 Revocable Living Trust Maintenance Fees 09/03/2021
info_outline #267 Life Insurance and Estate Taxes 09/01/2021
info_outline #266 How Do You Close a Trust? 08/25/2021
info_outline #265 Can You Put Extra Assets Into a Trust? 08/17/2021
info_outline #264 Power of Attorney vs Executor 08/13/2021
info_outline #263 Does Marriage Affect Estate Planning? 08/12/2021
info_outline #262 Inheritances and Taxes 08/10/2021
info_outline #261 What Happens if You Die Without a Will 08/05/2021
info_outline #260 How to Own Real Estate Anonymously 07/30/2021
info_outline #259 Tax Implications of Gifting Real Estate 07/29/2021
info_outline #258 Where Should I Store My Estate Plan 07/20/2021
info_outline #257 Why Would a Single Person Want a Trust 07/16/2021
info_outline #256 It’s Not Your Money 07/13/2021