What is a Trust?

What happens if I die without a will?

What is probate without a Will?

Isn’t a Will enough/all I need?

Is a Will all I needc?

What is a Will?

What is in a well-designed plan?

The True Cost of Probate

What is probate when there is no will?

What is Probate?

Show all about estate planning, retirement planning, life insurance, financial planning, life insurance, legacy, charitable giving, estate taxes, taxes, IRA, 401(k), business, business succession, family owned businesses, and everything in between.

Estate Planning Academy

Trusts are commonly used, but rarely understood.  They are a very powerful estate planning tool that avoid probate, protect assets, and protect children from themselves.

Trusts are commonly used, but rarely understood.  They are a very powerful estate planning tool that avoid probate, protect assets, and protect children from themselves.

Trusts

Dangers of Not Planning

Guardianship

What is Estate Planning?

The choice of using a Will or a Trust as the heart of your estate plan is not always an easy choice or a straightforward decision.

The choice of using a Will or a Trust as the heart of your estate plan is not always an easy choice or a straightforward decision.

Choosing Between a Will and a Trust

I'm going to walk you through the steps to create your estate plan so you can get peace of mind and your family avoids hassles.

I'm going to walk you through the steps to create your estate plan so you can get peace of mind and your family avoids hassles.

Planning Process  - A typical walkthrough

Joint tenancy is one way around probate, though not without its own risks.

Joint tenancy is one way around probate, though not without its own risks.

Joint Tenancy

Benefits of Estate Planning

I have a revocable living trust, now what do I do with it?

Healthcare Power of Attorney; HIPAA Waiver; Living Will (Advance Directive)

Healthcare Power of Attorney; HIPAA Waiver; Living Will (Advance Directive)

Healthcare Planning

Power of Attorney

An overview of probate and the problems of probate.

An overview of probate and the problems of probate.

Estate Planning Academy Episode 3: Probate

If you haven't written you own plan, the State has a plan already written for you.  Most people don't like it.

If you haven't written you own plan, the State has a plan already written for you.  Most people don't like it.

Why Doesn't Everybody Have a Plan

What is a Last Will and Testament and what it does and doesn't do.

What is a Last Will and Testament and what it does and doesn't do.

Last Will and Testament

Estate planning without the help of a professional can be more dangerous and expensive than you know.

Estate planning without the help of a professional can be more dangerous and expensive than you know.

Estate Planning is not a DIY Project!

You Don't Need to be Rich to Benefit From a Plan

Why should you start your estate plan now?

A Last Will and Testament is a good starting point but isn't everything you need in a plan.

A Last Will and Testament is a good starting point but isn't everything you need in a plan.

You Need More Than a Will

Putting of planning can be the worst thing you can do for you and your family.

Putting of planning can be the worst thing you can do for you and your family.

When is the best time to start planning?

A Living Will and Will are for completely different purposes

A Living Will and Will are for completely different purposes

What is the difference between a Living Will and a Will

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OwlTail

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The best podcast episodes about true crime. For any thrill seeking podcast listeners who just can't get enough of the captivating stories of murderers and criminals. This topic has all the best episodes from many different true crime podcasts.  Add episodes you're interested into your queue below!