Everything Estate Planning

#286 | Protecting Your Kids is Our Priority! YippeePlan.com   -----   Are your children as protected as they could be? Not sure? Well, YIPPEE™! This program might just be the answer.   Fast, easy and at a DIY price, this done-for-you estate plan covers qualifying young families from head to toe and, should you choose to, you'll have an experienced estate planning attorney for ongoing support at no...

#285 | What's Wrong With Gifting the Kids Monthly?   𝗗𝗼𝗻'𝘁 𝗦𝗵𝗼𝗼𝘁 𝗬𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝗶𝗻 𝘁𝗵𝗲 𝗙𝗼𝗼𝘁!   Wondering if you can 𝘀𝗶𝗺𝗽𝗹𝘆 𝗴𝗶𝗳𝘁 𝗮 𝗹𝗶𝘁𝘁𝗹𝗲 𝗲𝘃𝗲𝗿𝘆 𝗺𝗼𝗻𝘁𝗵? While outright gifting can benefit some families, it's 𝗴𝗲𝗻𝗲𝗿𝗮𝗹𝗹𝘆 𝗻𝗼𝘁 𝘁𝗵𝗲 𝗺𝗼𝘀𝘁 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 for asset spend-down. Join us as we explore alternative methods for transferring assets to your children, supported by 𝘀𝗶𝘅 𝗰𝗼𝗺𝗽𝗲𝗹𝗹𝗶𝗻𝗴 𝗿𝗲𝗮𝘀𝗼𝗻𝘀 𝘄𝗵𝘆 these are oft...

#284 | How to Insure a House in a Trust It might seem complicated, but it's actually quite simple! Taking the right steps to insure your home in a trust is 𝘦𝘴𝘴𝘦𝘯𝘵𝘪𝘢𝘭 𝘧𝘰𝘳 𝘱𝘳𝘰𝘵𝘦𝘤𝘵𝘪𝘯𝘨 𝘺𝘰𝘶𝘳 𝘱𝘳𝘰𝘱𝘦𝘳𝘵𝘺. The process is straightforward, doesn't take much time, and usually doesn't cost anything extra. It's important to get it right! --   We're here to help you learn more !  Please comment and let us know if...

#283 | Can You Replace/Remove an Administrator 𝗚𝗲𝘁 𝗢𝘂𝘁𝘁𝗮 ' 𝗛𝗲𝗿𝗲 ! How do you remove an administrator from an estate who isn't doing their job? When might a family consider this option? In less than 2 minutes, we've got the answer here.   --   We're here to help you learn more !  Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you...

#282 | Can I Refuse Part or All of My Inheritance? Seems crazy, right? Be it personal or financial, there really are a few valid reasons why someone may want or need to refuse an inheritance. Here's how the process works and what to do if you miss a deadline.   --   We're here to help you learn more !  Please comment and let us know if you found this additional knowledge useful to you…and plus, it...

#281 | Not Planning Hurts Everyone 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 ... What is it? Why does it matter? Finances fluctuate, laws change, what-ifs happen. Here's a simple thing you can do 𝘯𝘰𝘸 to protect you, the family you have today 𝘢𝘯𝘥 your legacy for generations to come.   --   We're here to help you learn more !  Please comment and let us know if you found this additional knowledge useful to you…and plus,...

#279 | The New Wife is Hiding My Kids' Inheritance!   𝗗𝗼𝗻'𝘁 𝗚𝗲𝘁 𝗟𝗲𝗳𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗗𝗮𝗿𝗸!!   Imagine your Ex died and their current spouse is hiding assets and the estate plan from your children. Now, on top of grieving they're being shut out of a possible inheritance.   Are your kids entitled to see their parent's estate plan? If so, how do you get a copy of it? And, how will they know what assets there...

#278 | Do I Gotta' Tell the Kids About the Money? 🤫 Mind Your Business   Scenario: One spouse is the beneficiary of the other's life insurance policy when they pass. Do they have to tell the kids when they receive they money? How much do the children, or anyone else, have the right to now about beneficiary benefits received? Find out here. --   We're here to help you learn more !  Please comment...

#277 | Project 2025 & Same-Sex Marraige Impacts   Married or Not, Name Your People Now.   How will Project 2025 Affect Same-Sex Marriages and Estate Planning? Just how detailed should your plan be? Should you update it now? What about straight partnerships and marriages? This episode addresses these questions and more. --   We're here to help you learn more !  Please comment and let us know if you...

#276 | Can a House With a Mortgage Go in a Revocable Trust?  This is a very common question, especially with first-time home buyers. Many younger families know they need proper protection planning but they hesitate to start with a mortgage or other debt. The good news is, you don't have to wait!   --   We're here to help you learn more !  Please comment and let us know if you found this additional...

#275 | 𝗖𝗮𝗿 ➕ 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 ➕ 𝗧𝗿𝘂𝘀𝘁 What goes where and in what order? How do you get maximum protection for your business and your assets? Here's the answer and the order. --   We're here to help you learn more !  Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBSCRIBE too! It would mean a lot to us. 😊   --   If you wan...

#274 | Can You Use a Dead Person's Credit Card? What if you're the executor of the Will or a beneficiary of the estate? Is there ever a time it's okay to use a credit card in a deceased person's name? How serious is it really? --   We're here to help you learn more !  Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you would SUBS...

#273 | How to Help a Brother Out Can you help a sibling out by giving them a 𝙡𝙞𝙛𝙚 𝙞𝙣𝙩𝙚𝙧𝙚𝙨𝙩 in a property that they 𝙙𝙤𝙣'𝙩 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡𝙡𝙮 𝙢𝙖𝙞𝙣𝙩𝙖𝙞𝙣? There are good reasons to possibly do this and there are very valid reasons why you may not want to. What's best for everyone? This video should help.   --   We're here to help you learn more !  Please comment and let us know if you found this additional kn...

#272 |   🎁 𝗧𝗵𝗲 𝗕𝗶𝗴𝗴𝗲𝘀𝘁 𝗚𝗶𝗳𝘁 𝗙𝗼𝗿 𝗬𝗼𝘂𝗿 𝗞𝗶𝗱𝘀 𝗜𝘀 ... 🎁 Hint: You can only get it through proper estate planning. So take a listen. It's only a minute long! We're busting out your favorite episodes and most FAQ's from the archives. So, don't worry. Part 2 is already available. Just follow, subscribe and search! --   We're here to help you learn more !  Please comment and let us know if you found this...

#271 | 𝗦𝗽𝗲𝗻𝗱 , 𝗗𝗼𝗻 ' 𝘁 𝗦𝗮𝘃𝗲 , 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 !! It's Estate Planning 101. Bottom line, if you're in retirement, you should probably be spending your money on you. Here are all the reasons why! We're busting out your favorite episodes and most FAQ's from the archives. Hope you enjoy this popular rerun!   --   We're here to help you learn more !  Please comment and let us know if you found this add...

#270 | 𝗢𝗻𝗲 𝗘𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆 𝗖𝗵𝗮𝗻𝗴𝗲𝗱 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 🚑   We recently learned the hard way that estate planning also needs to include emergency preparedness - from trips to the ER to natural disasters. My personal experience changed how we will approach this with our clients from now on and we truly hope it helps you!   --   We're here to help you learn more !  Please comment and let us know if you found this...

#268 | What are The Best Tax Options if I Inherit an IRA?   So, you've inherited a nice sized retirement account. What should you do with it? Do you cash it out or take payouts over time? Tax laws changed not that long ago and it's good to know our options so we can reduce the tax consequences as much as possible. --   We're here to help you learn more!  Please comment and let us know if you found...

#267 | 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗡𝗲𝗲𝗱𝘀: 𝗔𝘃𝗼𝗶𝗱 𝗦𝘁𝗮𝘁𝗲 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆   Viewer Question: My mom wants to leave her house to my disabled brother, but we'd like to avoid a state recovery when he dies, so his daughter can get the house . Excellent question. Completely doable, but it has to be done right and there is one very important thing to remember.   --   We're here to help you learn more !  Please comment and let us know...

#266 | 🤖𝗬𝗲𝗽. 𝗪𝗲 𝗕𝗲𝗮𝘁 𝗔𝗜! How did we beat AI, you ask? In ALL the ways, acutally. See how in this episode and then schedule your free consultation so you can put us to work to protect you, your family and your assets - now and later.    --   We're here to help you learn more !  Please comment and let us know if you found this additional knowledge useful to you…and plus, it would be awesome if you...

#265 | What if An Inherited Property is Upside Down? 🏠 What can you do if you inherit a house that is worth less than the mortgage and/or liens against it? And yes. A property, even 𝗮𝗻 𝗲𝘀𝘁𝗮𝘁𝗲, 𝗰𝗼𝘂𝗹𝗱 𝗵𝗮𝘃𝗲 𝗮 𝗻𝗲𝗴𝗮𝘁𝗶𝘃𝗲 𝗻𝗲𝘁 𝘄𝗼𝗿𝘁𝗵. Much depends on (1) your goals & (2) how upside down the house might be. We'll run through a few different scenarios to help you choose the best option for you.  --   We're...

 #264 | 💲 𝗖𝗮𝗻 𝗮𝗻 𝗘𝘅𝗲𝗰𝘂𝘁𝗼𝗿 𝗘𝗮𝗿𝗻 𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁 ? If an Executor pays estate expenses out of pocket, can they earn interest on that money when it's repaid? The answer is not a simple "yes" or "no". But we will address why it's not cut and dry based on the role the Executor fulfills. --   We're here to help you learn more !  Please comment and let us know if you found this additional knowledge useful to y...

#263 | 🤷‍♀️ 𝗝𝘂𝘀𝘁 𝗪𝗵𝗮𝘁 𝙎𝙝𝙤𝙪𝙡𝙙 𝗬𝗼𝘂 𝗡𝗮𝗺𝗲 𝗬𝗼𝘂 𝗧𝗿𝘂𝘀𝘁 ? "What's in a Name?" There is quite a bit of flexibility when naming a Trust, but a bit of caution is in order. While there are no hard and fast rules, we do recommend a few specific things to make sure that all funding and any transitions can happen as smoothly as possible. --   We're here to help you learn more !  Please comment and let us know i...

#262 | 𝗣𝗿𝗼𝗯𝗮𝘁𝗲 𝗣𝗿𝗼𝗯𝗹𝗲𝗺𝘀: 𝗪𝗵𝗼 𝗚𝗲𝘁𝘀 𝗣𝗮𝗶𝗱 𝗙𝗶𝗿𝘀𝘁? Probate involves costs, expenses, creditors and beneficiaries. So, who gets paid first? Why and when? 𝘏𝘰𝘸 𝘭𝘰𝘯𝘨 𝘥𝘰𝘦𝘴 𝘪𝘵 𝘵𝘢𝘬𝘦 𝘣𝘦𝘧𝘰𝘳𝘦 𝘵𝘩𝘦 𝘣𝘦𝘯𝘦𝘧𝘪𝘤𝘪𝘢𝘳𝘪𝘦𝘴 𝘨𝘦𝘵 𝘵𝘩𝘦𝘪𝘳 𝘪𝘯𝘩𝘦𝘳𝘪𝘵𝘢𝘯𝘤𝘦? Estate Administration can be complicated, especially if you're trying to do it on your own. With a better understanding of how probate works, hopefully it will become easier for you...

#261 | Parents - They DON'T Have To Tell You Anything! 𝗡𝗼𝗽𝗲. 𝗧𝗵𝗲𝘆 𝗗𝗼𝗻'𝘁 𝗛𝗮𝘃𝗲 𝘁𝗼 𝗖𝗮𝗹𝗹 𝗬𝗼𝘂. Not the doctors, not the hospital, not the police. Your 18-year old is a legal adult. And yup, they've probably reminded you of that fact 1,000 times already. But this also means y𝗼𝘂 𝗺𝗮𝘆 𝗻𝗼𝘁 𝗯𝗲 𝗻𝗼𝘁𝗶𝗳𝗶𝗲𝗱 𝗶𝗳 𝘁𝗵𝗲𝗿𝗲'𝘀 𝗲𝘃𝗲𝗿 𝗮𝗻 𝗲𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆 involving your young adult children. As they spread their wings, whether they'...

#260 | 𝗛𝗼𝘄 𝘁𝗼 𝗧𝗮𝗹𝗸 𝗔𝗯𝗼𝘂𝘁 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗪𝗶𝘁𝗵 𝗬𝗼𝘂𝗿 𝗕𝗙𝗙 Your ride or die. Your very best friend. You've been through it all and you'd do anything to protect them. If you've already completed your estate plan, you know how important it is to get it done now and get it done right. If you've been following us and watching our videos, you also know how important estate planning is and maybe you're stru...