Ranked #1
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
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5mins
Ranked #2
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
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7mins
Ranked #3
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
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5mins
Ranked #4
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
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5mins
Ranked #5
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
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7mins
Ranked #6
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
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2mins
Ranked #7
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
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4mins
Ranked #8
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
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8mins
Ranked #9
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
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5mins
Ranked #10
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
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4mins
Ranked #11
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
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3mins
Ranked #12
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
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5mins
Ranked #13
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
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6mins
Ranked #14
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
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3mins
Ranked #15
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
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7mins
Ranked #16
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
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6mins
Ranked #17
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
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6mins
Ranked #18
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
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5mins
Ranked #19
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
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4mins
Ranked #20
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
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9mins