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Estate Planning Weekly episodes
- Joint or Individual Revocable Living Trust? | Bonus Episode
Which is right for you and your family?
Joint Revocable Trust
For married couples only; generally fist time marriages; longterm marriages; lots of joint property; and a common distribution plan.
Individual Revocable Trust
Unmarried individuals, 2nd, 3rd, or 4th marriages; his, mine and ours children; lots of separate property; and vastly different distribution plans.
Book An Estate Planning Strategy Session - https://www.myestateplanmeeting.com
https://www.nwlplanning.com
6 min - What Happens If Your Trust Isn't Funded? | Estate Planning Weekly Episode 41If you don't have a comprehensive Estate Plan, an unfunded trust can be a really big problem. That comprehensive Estate Plan should include a Pour-Over Will just in case an asset isn't moved into your trust before you die. https://www.myestateplanmeeting.com6 min
- Will v. Trust - When Each Of Them Do Something | Bonus Episode
Both a Will and a Trust can be the cornerstone of your Estate Plan. However, they each operate at different times and in different ways.
https://www.myestateplanmeeting.com
6 min - What Is A Spendthrift? | Estate Planning Weekly Episode 40
We use the word Spendthrift to describe Trusts and Beneficiaries. Essentially describing how we protect some beneficiaries from themselves.
https://www.myestateplanmeeting.com
5 min - How Does Moving To A New State Affect Your Estate Plan? | Bonus Episode
Moving to s new state can affect how your Estate Plan will work. Just like with having children and changes to your finances...when moving to a new state you need to review your Estate Plan.
https://www.myestateplanmeeting.com
5 min - How Long Is An Estate Plan Good For? | Bonus Episode
Technically an Estate Plan is good as long as it isn't revoked. However, changes to the law and your circumstances may mean that your Estate Plan won't work as well as it should.
www.myestateplanmeeting.com
5 min - The Bank Won't Accept My Power of Attorney | Estate Planning Weekly Episode 39
If you are relying on a Power of Attorney for incapacity planning you need to watch this.
www.myestateplanmeeting.com
6 min - Who Will My Estate Plan Benefit? | Bonus Episode
You - During your life.
Your Loved Ones - After you are gone.
www.myestateplanmeeting.com
6 min - Advance Directive or Healthcare Power of Attorney | Bonus Episode
If you have one of these you should get the other too.
www.myestateplanmeeting.com
5 min - How Can A Trust Be Private & Still Work? | Estate Planning Weekly Episode 38
It's nobody's business what's in your Trust. This is how it stays private.
www.myestateplanmeeting.com
5 min
About Estate Planning Weekly
From the publisher's feed
Estate Planning Weekly is the plain english explanation of all things Estate Planning. Hosted by Donald Rolfe, owner of Northwest Legal Planning, LLC, Estate Planning Weekly answers the most common…
Estate Planning questions.