Estate Planning Strategies

Estate Planning Strategies

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Estate Planning Strategies is a podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts. If it’s estate planning related, we’ll be talking about it.

Recent Episodes

  • Divorce - when you should update your estate plan.

    2 days ago
  • Gift to spouse - is there a tax on that?

    3 days ago
  • Here’s how to sell a property in a revocable trust.

    4 days ago
  • What happens to real estate - and the mortgage - when the first spouse dies?

    5 days ago
  • Why do legal documents cost so much - a story.

    6 days ago
  • Your kids probably won’t spend your money wisely.

    1 week ago
  • Is a dynasty trust an irrevocable trust?

    1 week ago
  • How to get Will if old lawyer has it.

    2 weeks ago
  • Blended family - hope your step-parent doesn’t die last.

    2 weeks ago
  • Does moving your house into your trust increase insurance?

    2 weeks ago