Those are the words one of our recent estate planning workshop participants yelled once it clicked.  We had been discussing trusts for a bit and it just wasn't clicking for her.  Then... she got it.  "Oh I see how it works!  I want that trust!"

Listen in to hear the story about irrevocable trusts that made her yell out loud. 

Did you know there are actually 4 death taxes that could impact you upon your death?  As you'd probably guess, it is hard to avoid them all.  So which ones should we avoid.  This episode dives into the Federal Estate Tax, the PA Inheritance Tax, the Capital Gains Tax and The Secure Act.   

This show is a great overview for all the death taxes you should know about. 

Did you know that if you go to the nursing home, the state can take your house from your estate?   The states don't say it this bluntly, but it's true. 

Each year, the government collects over $700 Million through a process called Estate Recovery.  Pennsylvania is one of five states responsible for nearly 40% of all collections nationwide.  

In this episode, Tim explains what Estate Recovery is all about and what you can do to protect yourself. 

"I don't want to be a burden on my kids".  This is a comment nearly all our clients make at some point during the planning process.  What does this mean, exactly?  And what are the planning opportunities to make things easier on your kids if you get sick or pass away?  Pay attention to this episode.... your kids will thank you.

Ever wondered why some people have their home in a trust and others don't?  It's simple really, the people who have put their house into a trust simply understand the estate planning game better.  

Trusts are increasingly being used by middle-class families to protect assets from issues like probate and nursing homes.  In this episode, you'll learn all the reasons why you should create a trust for your home. 

In last week's episode, Tim explained 5 reasons why estate plans fail.  In this week's show, Tim gives 5 more issues to look out for.  If you want your estate plan to work, this is great info.  Enjoy.

One of the benefits of doing proper estate planning is to reduce stress for yourself and your family.  But when plans fail, it can create a real nightmare instead.  In this episode, Tim explains some very common estate planning mistakes that can result in big problems.  

If you can write the Declaration of Independence, you should be able to write a will, right?  Well, yeah, kind of.  Hindsight is 20/20 and in this episode Tim examines the wills of Thomas Jefferson and Benjamin Franklin and finds some surprising commonalities with how we still plan today.

Happy Independence Day

According to a recent Pittsburgh Post-Gazette article, retired Pittsburghers stay in their homes longer than any other major metro area.  This has some unique implications for estate planning.  Listen to this episode to learn more about how you can protect that house you've owned forever.

Happy Father's Day!  Being a Dad rocks.  Being a Dad also comes with some responsibilities.  One of these is planning for your own absence.  Who would do all the Dad Stuff if you weren't around?  In this episode, let's explore how you can be a great Dad, even if you're not here.