Richard M. Chamberlain

Protecting Your Family’s Future Podcast

Education EN ↓ 100 episodes

This podcast is all about estate planning. We believe that the best estate plans start with a good understanding of the issues and options involved, and this podcast is helps you understand more about what goes into making the right estate plan for you and your loved ones. We talk about wills, revocable trusts, probate, irrevocable trusts, powers of attorney, health care directives, taxes, and all of the other issues you need to know for your estate plan.

Author

Richard M. Chamberlain

Episodes

Why People Use Trusts instead of Wills - Our Final Episode 24.04.2025 5:35

In this episode we provide a summary of the benefits of using a Living Trust to plan your estate instead of using a Will. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning...

Mistakes to Avoid in your Trust #5 - Failing to Communicate 17.04.2025 5:40

In this episode we discuss the information you should communicate about your estate plan once it's been set up. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net. To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/...

Mistakes to Avoid in your Trust #4 - Failing to Update 10.04.2025 5:46

In this episode we discuss reasons why you need to stay on top of the updating of your trust once it's been set up. We referenced a couple of articles on our website about updating. Here are the links: Which life events require an estate plan update. https://plansthatwork.net/which-life-events-require-an-estate-plan-update/ When should you update your estate plan? https://plansthatwork.net/when-sh...

Mistakes to Avoid in your Trust #3 - Funding 03.04.2025 4:03

In this episode we talk about the mistakes relating to funding that you need to avoid with your trust. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net. To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you l...

Mistakes to Avoid in your Trust #2 - Beneficiaries 27.03.2025 4:59

In this episode we talk about the mistakes relating to your beneficiaries that you need to avoid in designing your trust. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net. To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-...

Mistakes to Avoid in your Trust #1 - Trustees 20.03.2025 5:11

In this episode we talk about the mistakes relating to the naming of your trustees that you need to avoid in designing your trust. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate...

Being the Successor Trustee after the Trustmaker Dies 13.03.2025 5:48

In this episode we talk about the responsibilities of the Successor Trustee after the Trustmaker passes away. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net. To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ I...

Being the Successor Trustee for an Incapacitated Trustmaker 06.03.2025 6:02

In this episode we talk about the responsibilities of the Successor Trustee if the Trustmaker becomes incapacitated. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-chec...

Successor Trustee Responsibilities 27.02.2025 4:56

In this episode we discuss the general responsibilities of a Successor Trustee when they take over the administration of a trust. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-...

What happens if you transfer your IRA into your trust? 20.02.2025 3:32

In this episode we discuss what happens if you transfer your IRA into your trust. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio or Michi...

Can you Transfer a Home with a Mortgage into your Trust? 13.02.2025 3:05

In this episode we talk about whether the transfer of your home into your Revocable Living Trust triggers the due-on-sale clause in your Note and Mortgage. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://Plan...

Are Inheritances Taxable? 06.02.2025 4:05

In this episode we discuss whether beneficiaries will need to pay income tax on an inheritance they receive. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ I...

Estate Taxes in 2025 and Beyond 30.01.2025 4:01

In this episode we discuss estate taxes in 2025 and what may happen to the estate tax in 2026. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in...

3 Important Provisions that might not be in your Trust 23.01.2025 4:33

In this episode we discuss 3 provisions that should be in every revocable trust. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio or Michig...

Questions for Designing your Estate Plan 16.01.2025 6:51

In this episode we talk about the questions you need to be thinking about as you begin to design your estate plan. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checkl...

What if your Successor Trustee doesn't want to serve? 09.01.2025 3:40

In this episode we discuss what happens if a Successor Trustee doesn't want to serve as the Trustee of your trust. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checkl...

Make a Resolution to Review your Estate Plan Regularly 02.01.2025 3:40

In this episode we talk about reviewing your estate plan to make sure it will do what you need it to do. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If yo...

Webinars on our Website 26.12.2024 3:15

In this episode we talk about the 3 different webinars we have available on our website. You can access the webinars here: https://plansthatwork.net/webinars If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://Pl...

Legal Documents your College Student Needs 19.12.2024 4:56

In this episode we discuss the 3 legal documents your college-age student needs. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio or Michig...

The Corporate Transparency Act is on Hold 12.12.2024 3:53

In this episode, we give an update on the status of the enforcement of the Corporate Transparency Act. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you...

Understanding Ohio Health Care Directives 05.12.2024 5:54

In this episode we talk about the 3 health care directives we use for our clients in Ohio. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio...

Trust Amendments vs. Trust Restatements 28.11.2024 5:01

In this episode we discuss the difference between Trust Amendments and Trust Restatements. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio...

"Do I need to update my trust when I get new assets?" 21.11.2024 5:08

In this episode we talk about whether you need to update your trust when you buy or sell assets. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live i...

Does the Corporate Transparency Act apply to you? 14.11.2024 6:07

In this episode we talk about the reporting requirements of the Corporate Transparency Act. The website mentioned in the podcast to get more information and to report: www.fincen.gov/boi If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate P...

How Do Successor Trustees Take Over? 07.11.2024 4:51

In this episode we talk about how successor trustees get access to assets that are owned by a trust. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www. PlansThatWork.net . To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you l...