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Estate Planning Weekly episodes
- When Does A Will Expire? | Bonus Episode
Great question that was recently asked by a potential client. She got bad advice...always double check any advice you get.
www.myestateplanmeeting.com
3 min - How To Reduce Estate Taxes | Estate Planning Weekly Episode 24
1. A Life Insurance Trust, know as an ILIT.
2. Gifting.www.myestateplanmeeting.com
6 min - When Does A Revocable Trust Become Irrevocable? | Bonus Episode
While you are alive 'n kicking your revocable trust remains that way. After certain events, that revocable trust becomes irrevocable.
www.myestateplanmeeting.com
4 min - What Is Tax Basis? | Bonus Episode
www.myestateplanmeeting.com
Death and Taxes...the only certainties. However, we can control how much of an assets value is subject to tax.
8 min - Can I Draft My Own Estate Plan? | Estate Planning Weekly Episode 23
Short answer - Yes.
Right answer - You Shouldn't.www.myestateplanmeeting.com
7 min - Can Your Child’s Creditors Garnish Your Bank Account? | Bonus Episode
www.myestateplanmeeting.com
Putting your child on your bank account can spell disaster. Find out how this seemingly innocent act can cost you a fortune.
6 min - 3 Times It Is Too Late For An Estate Plan | Estate Planning Weekly Episode 22
https://www.myestateplanmeeting.com
1. Incapacity.
2. Late State for Medicaid Planning.
3. After You Pass Away.8 min - Why Do People Want To Avoid Probate? | Bonus Episode
www.myestateplanmeeting.com
If you've ever been through probate you know the answer to this question. People want to avoid probate because it can be a difficult and costly process.
6 min - 7 min
- Fair Doesn't Mean Equal | Bonus Episode
When splitting assets amongst your heirs, you don't have to make the values equal for things to be fair.
https://www.myestateplanmeeting.com
6 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.