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Estate Planning Weekly

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 Es... Read more

Ranked #1

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How To Incorporate Retirement Accounts Into Your Estate Plan | Estate Planning Weekly 007

How To Incorporate Retirement Accounts Into Your Estate Plan | Estate Planning Weekly 007

Retirement accounts are often very misunderstood. Dealing with how to incorporate them in your estate plan can seem very... Read more

17 Jan 2019

5mins

Ranked #2

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What Is A Power Of Attorney? | Estate Planning Weekly Episode 21

What Is A Power Of Attorney? | Estate Planning Weekly Episode 21

There are generally two types of Powers of Attorney. It is important that you know the difference and know which one you... Read more

26 Apr 2019

7mins

Similar Podcasts

Ranked #3

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4 Ways To Leave Assets To Your Children | Estate Planning Weekly 008

4 Ways To Leave Assets To Your Children | Estate Planning Weekly 008

As they say..."there is more than one way to skin..." The same is true with leaving assets to your children. There are g... Read more

25 Jan 2019

5mins

Ranked #4

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4 Facts That Lead Me To Recommending Trusts Over Wills | Bonus Episode

4 Facts That Lead Me To Recommending Trusts Over Wills | Bonus Episode

When making a recommendation for a Trust-based over a Will-based estate plan...there are some facts that make a Trust a ... Read more

2 Dec 2019

5mins

Most Popular Podcasts

Ranked #5

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What It's Like Without An Estate Plan After You Are Gone | Episode 47

What It's Like Without An Estate Plan After You Are Gone | Episode 47

When you pass without an estate plan, it can make the probate process more difficult. On top of that you won't be the on... Read more

22 Nov 2019

7mins

Ranked #6

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When Does A Will Expire? | Bonus Episode

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 ge... Read more

29 May 2019

2mins

Ranked #7

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How To Leave Money To Minors | Estate Planning Weekly 005

How To Leave Money To Minors | Estate Planning Weekly 005

As parents we all worry in the back of our heads about our children being cared for after we are gone. Hopefully we all ... Read more

17 Sep 2018

4mins

Ranked #8

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3 Things To Do Before Meeting With An Estate Planning Attorney | Bonus Episode

3 Things To Do Before Meeting With An Estate Planning Attorney | Bonus Episode

1. Take an inventory of you assets and family. 2. Have a discussion and know what your goals are for your estate plan. 3... Read more

30 Oct 2019

8mins

Ranked #9

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Number 1 Estate Planning Mistake | Bonus Episode

Number 1 Estate Planning Mistake | Bonus Episode

Really there are two Number 1 Estate Planning Mistakes 1 - For people without an Estate Plan - Not having an Estate Plan... Read more

23 Oct 2019

5mins

Ranked #10

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How Can A Trust Be Private & Still Work? | Estate Planning Weekly Episode 38

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

6 Sep 2019

4mins

Ranked #11

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What Is A Power Of Appointment? | Estate Planning Weekly Episode 26

What Is A Power Of Appointment? | Estate Planning Weekly Episode 26

If you are leaving an inheritance in trust, or you're the beneficiary of a trust, you need to know what a Power of Appoi... Read more

8 Jun 2019

3mins

Ranked #12

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Can A Personal Representative or Trustee Steal Your Assets? | Estate Planning Weekly Episode 15

Can A Personal Representative or Trustee Steal Your Assets? | Estate Planning Weekly Episode 15

Leaving your final wishes to someone else can be a daunting prospect. Your Personal Representative or Successor Trustee ... Read more

16 Mar 2019

5mins

Ranked #13

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Are trusts only for the wealthy? | Bonus Episode

Are trusts only for the wealthy? | Bonus Episode

Trusts offer many, many benefits...and those benefits are not only for the wealthy. www.myestateplanmeeting.com

10 Jun 2019

6mins

Ranked #14

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How Do I Disinherit A Child? | Bonus Episode

How Do I Disinherit A Child? | Bonus Episode

Disinheriting someone is a difficult choice to make, but a simple thing to make happen. www.myestateplanmeeting.com

4 Sep 2019

3mins

Ranked #15

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Choosing Guardians For Your Children When You Don't Agree | Estate Planning Weekly 013

Choosing Guardians For Your Children When You Don't Agree | Estate Planning Weekly 013

In an ideal world we would always agree with our spouse...that is not the world that we live in. When it comes to the ve... Read more

1 Mar 2019

7mins

Ranked #16

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3 Considerations When Hiring An Estate Planning Attorney | Estate Planning Weekly Episode 20

3 Considerations When Hiring An Estate Planning Attorney | Estate Planning Weekly Episode 20

Hiring an Estate Planning Attorney should be a good experience. These are three considerations to keep in mind to help m... Read more

20 Apr 2019

6mins

Ranked #17

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Asset Protection: Retirement Accounts | Estate Planning Weekly Episode 19

Asset Protection: Retirement Accounts | Estate Planning Weekly Episode 19

Qualified retirement accounts are generally protected from creditors and bankruptcy. However, that protection usually on... Read more

12 Apr 2019

6mins

Ranked #18

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Who Will My Estate Plan Benefit? | Bonus Episode

Who Will My Estate Plan Benefit? | Bonus Episode

You - During your life. Your Loved Ones - After you are gone. www.myestateplanmeeting.com

13 Sep 2019

5mins

Ranked #19

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Dealing With A Problem Heir | Estate Planning Weekly Episode 18

Dealing With A Problem Heir | Estate Planning Weekly Episode 18

Worried about leaving money to an heir that couldn't handle it? Someone with drug, alcohol, or gambling problems? Here a... Read more

5 Apr 2019

4mins

Ranked #20

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Joint Ownership & POD's Are Not An Estate Plan | Estate Planning Weekly Episode 17

Joint Ownership & POD's Are Not An Estate Plan | Estate Planning Weekly Episode 17

You've heard that adding a Joint Owner or Pay On Death designation to your bank account is much easier than creating an ... Read more

30 Mar 2019

9mins

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