Everything Estate Planning

#387 | Plan Your Life Like It's Your Next Vacation    "Dreams are the fuel of the human spirit." — The Dream Manager   We 𝗺𝗲𝘁𝗶𝗰𝘂𝗹𝗼𝘂𝘀𝗹𝘆 𝗽𝗹𝗮𝗻 𝗼𝘂𝗿 𝘃𝗮𝗰𝗮𝘁𝗶𝗼𝗻𝘀—down to the flights, hotels, meals, even our outfits. So why, when it comes to 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗼𝘂𝗿 𝗳𝘂𝘁𝘂𝗿𝗲—our health, family, and legacy— do we often 𝗹𝗲𝗮𝘃𝗲 𝗶𝘁 𝘁𝗼 𝗰𝗵𝗮𝗻𝗰𝗲?   This episode is your reminder to stop postponing and start planning. Write it dow...

#386 | How to Acquire Unclaimed Property    𝗪𝗵𝗼 𝗛𝗮𝘀 𝗥𝗶𝗴𝗵𝘁𝘀 𝘁𝗼 𝗨𝗻𝗰𝗹𝗮𝗶𝗺𝗲𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆?   Have you ever wondered what happens to a relative's property if they pass away and no one claims it? Can you, as a family member or even a non-family member, stake a claim?   Navigating the legal complexities of unclaimed property involves more than just showing interest. From understanding intestacy laws to addres...

#385 | Disinheritance: Is "Something" Really Better Than Nothing?   If you're considering disinheriting someone from your estate, should you give them a small amount just to "check the box"? (𝘉𝘢𝘴𝘦𝘥 𝘰𝘯 𝘢 𝘷𝘪𝘦𝘸𝘦𝘳 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯.) You might be in for a surprise—this seemingly small gesture can actually invite legal complications.   💡 Discover a real-life example where a mother faced unexpected challenges b...

#384 | Is Your Estate Plan Still Doing It's Job?   🔍When was the last time you checked?   Significant life events—such as marriage, the arrival of a new baby, the loss of a loved one, or purchasing new property—can render your existing plan outdated. Even the simple passage of time can necessitate adjustments.   In this insightful video, I delve into real-life scenarios highlighting the importanc...

#383 | Would You Rather? $1,000 vs $10,000   𝗧𝗵𝗲 𝗦𝘂𝗽𝗲𝗿𝗽𝗼𝘄𝗲𝗿 𝗬𝗼𝘂 𝗡𝗲𝗲𝗱 𝗳𝗿𝗼𝗺 𝟭𝟴 - 𝟭𝟭𝟴 . Most people wait too long. But adulthood comes with both opportunities & responsibilities. Are you prepared to take control? Consider this: What happens if you suddenly can't speak for yourself? Who will pay your bills or make critical medical decisions on your behalf? Here's a reality check for every adult: If yo...

#382 | Guardianship: Protect Your Kids From Financial Abuse    𝗟𝗼𝘃𝗲, 𝗧𝗿𝘂𝘀𝘁 & 𝗠𝗼𝗻𝗲𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁   When it comes to selecting guardians for your children, love and trust are just the beginning. Have you considered what might happen if the person responsible for your child's care also manages their finances?   This real-world dilemma surprised one family, highlighting an important aspect of estate pla...

#381 | Overwhelmed at the Thought of a Trust? We Make it Simple.  Feeling overwhelmed by the idea of setting up a trust? You're not alone. But here's the thing—trusts are simply contracts, grounded in the same solid legal principles across most states.   In this episode, see why trusts are more flexible and less intimidating than you might think.   Whether you're in a UTC state or not (we'll expla...

#380 | After Medicaid, Is Probate Even Worth It?   If your loved one received Medicaid before they passed, you might be wondering: 𝗜𝘀 𝗶𝘁 𝗲𝘃𝗲𝗻 𝘄𝗼𝗿𝘁𝗵 𝗼𝗽𝗲𝗻𝗶𝗻𝗴 𝗮 𝗽𝗿𝗼𝗯𝗮𝘁𝗲 𝗲𝘀𝘁𝗮𝘁𝗲?   ❗Before you take that step, watch this video.   There's more at stake than you might realize—and in some cases, nothing left at all.   Watch/Listen now to discover what you really need to know about Medicaid liens and proba...

#379 | When Love Isn't Enough: Parenting Beyond Presence      You baby-proof your home and plan for their college education, but are you prepared for the unforeseen? Have you ever pondered what would happen to your children if you weren't there to guide them? This excerpt from Chapter 3 of my upcoming book pulls back the curtain on a topic most parents don't want to think about—but absolutely shou...

#378 | Will Your Vacation Home Mean Extra Probate?      𝗢𝘄𝗻 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗶𝗻 𝗠𝗼𝗿𝗲 𝗧𝗵𝗮𝗻 𝗢𝗻𝗲 𝗦𝘁𝗮𝘁𝗲 ? You might be setting your loved ones up for the legal maze known as 𝗔𝗻𝗰𝗶𝗹𝗹𝗮𝗿𝘆 𝗣𝗿𝗼𝗯𝗮𝘁𝗲 . Owning real estate outside your home state—whether it's a second home, land, or an investment property—can create unexpected challenges, even if all other assets are in a trust. 👀 Watch this quick explainer to find ou...

#377 | Estate Planning for Giving Families     𝗘𝗻𝘀𝘂𝗿𝗲 𝗬𝗼𝘂𝗿 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻 𝗥𝗲𝗳𝗹𝗲𝗰𝘁𝘀 𝗬𝗼𝘂𝗿 𝗙𝗮𝗺𝗶𝗹𝘆 ' 𝘀 𝗚𝗲𝗻𝗲𝗿𝗼𝘀𝗶𝘁𝘆 Whether you volunteer together or support cherished causes, your generosity can continue on, both beautifully and intentionally. Watch our brief yet impactful video that reveals one powerful method families can use to preserve their values and legacy. 🎥 Tap to watch and learn something new a...

#376 | Daily Baby Steps = Monumental Growth    𝗪𝗵𝗮𝘁 𝗶𝗳 𝘁𝗵𝗲 𝗸𝗲𝘆 𝘁𝗼 𝘀𝘂𝗰𝗰𝗲𝘀𝘀 𝘄𝗮𝘀𝗻 ' 𝘁 𝗮 𝗴𝗿𝗮𝗻𝗱 𝗹𝗲𝗮𝗽 — 𝗯𝘂𝘁 𝗮 𝘀𝗲𝗿𝗶𝗲𝘀 𝗼𝗳 𝘀𝗺𝗮𝗹𝗹 𝘀𝘁𝗲𝗽𝘀 𝘁𝗮𝗸𝗲𝗻 𝗱𝗮𝗶𝗹𝘆 ? In this week's book reading, I share another inspiring passage from " 𝘛𝘩𝘦 𝘚𝘭𝘪𝘨𝘩𝘵 𝘌𝘥𝘨𝘦 " by Jeff Olson. that captures just how powerful those small daily actions can be when paired with time. This book masterfully illustrates the transformative power of small,...

#375 | How to Sell a House in an Irrevocable Trust     𝗪𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝘄𝗵𝗲𝗻 𝘁𝗵𝗲 𝗵𝗼𝘂𝘀𝗲 𝗶𝘀 𝗶𝗻 𝗮𝗻 𝗶𝗿𝗿𝗲𝘃𝗼𝗰𝗮𝗯𝗹𝗲 𝘁𝗿𝘂𝘀𝘁 … 𝗮𝗻𝗱 𝗠𝗼𝗺 𝘄𝗮𝗻𝘁𝘀 𝘁𝗼 𝗺𝗼𝘃𝗲 𝗼𝘂𝘁 ? A great listener question sparked this one: two siblings, acting as trustees, manage a trust holding their mother's home. Now, she wishes to sell the house and move into an apartment or assisted living facility... 🏠 Can they sell the house? 💰 Will the procee...

#374 | Estate Planning Information Overload - How to Sift Through It.    𝗖𝗼𝗻𝘁𝗲𝗻𝘁 𝗼𝘃𝗲𝗿𝗹𝗼𝗮𝗱 𝗶𝘀 𝗿𝗲𝗮𝗹 . In a world flooded with books, blogs, podcasts, and videos out there—how do you know which advice to follow? It's so much more than just amassing endless facts and information… it's about connecting with the right voice that genuinely resonates with you. Listen now to 𝗿𝗲𝘁𝗵𝗶𝗻𝗸 𝗵𝗼𝘄 𝘆𝗼𝘂 𝗮𝗯𝘀𝗼𝗿𝗯 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽...

#373 | Disinheriting? Just a Will is NOT Enough!     💬 "𝗜'𝗹𝗹 𝗷𝘂𝘀𝘁 𝘄𝗿𝗶𝘁𝗲 𝘁𝗵𝗲𝗺 𝗼𝘂𝘁 𝗼𝗳 𝘁𝗵𝗲 𝘄𝗶𝗹𝗹." Sounds simple, right? But when it comes to disinheriting a child, a basic will might not protect your true wishes—and could actually invite conflict. In this short episode, we share real-world insight into why your plan requires more than just good intentions. Discover the one simple thing you can do to...

#372 | A Real Estate Trend We Should All Pay Attention To 𝗧𝗿𝗲𝗻𝗱𝘀𝗲𝘁𝘁𝗶𝗻𝗴 𝗡𝗬𝗖 𝗛𝗼𝗺𝗲𝗼𝘄𝗻𝗲𝗿𝘀 𝗪𝗲 𝗖𝗮𝗻 𝗟𝗲𝗮𝗿𝗻 𝗙𝗿𝗼𝗺 🚨 Are you a real estate owner without a trust? You might be missing out on a crucial trend. Recent developments in NYC real estate highlight a significant shift in estate planning practices. In this enlightening video, we explain why an increasing number of property owners are opting for trusts...

#371 | Estate Planning is Not a Takeout Menu 𝗔𝗿𝗲 𝘆𝗼𝘂 𝗱𝗿𝗶𝘃𝗶𝗻𝗴 the legal process— 𝗼𝗿 𝗯𝗲𝗶𝗻𝗴 𝗴𝘂𝗶𝗱𝗲𝗱 through it? The success of your plan hinges on your approach. In this week's book segment, we revisit " 𝘛𝘩𝘦 4- 𝘏𝘰𝘶𝘳 𝘞𝘰𝘳𝘬 𝘞𝘦𝘦𝘬 " by Tim Ferriss and draw a powerful connection to the legal industry—especially estate planning. We'll share a thought-provoking quote from Henry Ford that could transform how y...

#370 | Don't Fall For This TOD Deed Misinformation 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝘂𝘀𝗶𝗻𝗴 𝗮 𝗧𝗿𝗮𝗻𝘀𝗳𝗲𝗿 𝗼𝗻 𝗗𝗲𝗮𝘁𝗵 𝗗𝗲𝗲𝗱 𝘁𝗼 𝗽𝗮𝘀𝘀 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗵𝗼𝗺𝗲 ? It sounds like a quick fix — but its apparent simplicity can come with significant drawbacks. espite the widespread belief that it's a foolproof option, the reality is that many people overlook critical hidden risks until it's too late. ❗ Potential conflicts with your estate pla...

#369 | What if You Contribute to but Don't Own the Home?     Imagine living in a home for decades, helping to pay the bills, and experiencing every high and low—yet your name isn't on the deed... so where does that leave you when the estate is settled? ( 𝘚𝘱𝘰𝘪𝘭𝘦𝘳 𝘈𝘭𝘦𝘳𝘵 : 𝘠𝘰𝘶 𝘋𝘖𝘕 ' 𝘛 𝘸𝘢𝘯𝘵 𝘺𝘰𝘶𝘳 𝘯𝘢𝘮𝘦 𝘰𝘯 𝘵𝘩𝘦 𝘋𝘦𝘦𝘥 .) This scenario is more common than you might think, as this compelling real-life example...

#368 | When Long-Therm Partners Have Zero Rights      𝗗𝗼 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝗮 𝗹𝗼𝗻𝗴 - 𝘁𝗲𝗿𝗺 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝗯𝘂𝘁 𝗻𝗼 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻 ? This is one of the most overlooked risks in modern family life—especially for divorced parents or blended families. ➡️ Who would make medical or financial decisions for you? ➡️ Would your partner be left out entirely? ➡️ Could your ex have more say than you'd like? These are real questions...

#367 | Advisors - The Bigger Risk Your Clients Aren't Talking About 📉 When markets dip, clients panic. We get it.   But there's an even greater threat many are overlooking—one that could jeopardize everything they've worked hard to build.   𝘛𝘩𝘪𝘴 𝘮𝘦𝘴𝘴𝘢𝘨𝘦 𝘪𝘴 𝘧𝘰𝘳 𝘮𝘺 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘤𝘰𝘭𝘭𝘦𝘢𝘨𝘶𝘦𝘴 𝘩𝘰𝘭𝘥𝘪𝘯𝘨 𝘥𝘰𝘸𝘯 𝘵𝘩𝘦 𝘧𝘰𝘳𝘵. Together, let's reframe the conversation and shift the focus toward something with...

#366 | Longevity vs Quality of Life: A Crucial Distinction Living longer  isn't always better. For example, what if your health fails years before your body does?   In this week's reading, I explore a compelling concept from Dr. Peter Attia's "𝘖𝘶𝘵𝘭𝘪𝘷𝘦" —the stark contrast between merely reacting to health problems as they arise… and proactively planning to stay sharp, mobile, and independent longe...

#365 | Two Widows - One Devastating Week  In this compelling episode, we share real stories from recent conversations that shook me—and should serve as a wake-up call for all of us.   These aren't just legal matters. They represent life-altering moments that no one anticipates , but everyone should be prepared for.   You don't have to wait until tragedy strikes to take control.   👉 Listen to the...

#364 | Adult Responsibly - When Should You Hire Your First Lawyer? *(Hint: It's earlier than you think.)*   Whether you're 18 or 80, your life is constantly evolving—and so are your legal needs. From unexpected hospital visits to planning for long-term care, each stage of life presents new challenges and opportunities that require informed legal & financial decisions.   This isn't just about docum...

#363 | Estate Planning & Special Needs: One Mistake That Could Cost Them Everything  Real People. Hard Lessons... She thought owning the home with her mom meant everything was protected.   But no estate plan... And a sibling with special needs.   𝘞𝘩𝘢𝘵 𝘩𝘢𝘱𝘱𝘦𝘯𝘴 𝘯𝘰𝘸 𝘤𝘰𝘶𝘭𝘥 𝘤𝘩𝘢𝘯𝘨𝘦 𝘦𝘷𝘦𝘳𝘺𝘵𝘩𝘪𝘯𝘨 𝘧𝘰𝘳 𝘵𝘩𝘦𝘪𝘳 𝘧𝘢𝘮𝘪𝘭𝘺 .   This short podcast outlines essential information every family should know to safeguard the...