Complete Estate Planning
180 episodes — Page 3 of 4
Ep 80Ep 80: What To Do With Digital Assets
When people think of their “estate” within estate planning, many common assets come to mind. There are proper protocols and procedures for transferring bank accounts, investments, retirement accounts, vehicles, real estate, etc. However, a new type of asset has come into play in the 21st century: digital assets. While the law has tried to play catch-up on how to handle digital assets, there are certain things that can be done now to make sure this part of your estate is properly handled if you become ill or pass away. Contact: 513-463-6789 [email protected]
May 5, 202326 min
Ep 79: For Those Who Live In Multiple States Or Travel Frequently
Apr 20, 202323 min
Ep 78: Watch Out For Financial Abuse!
Apr 6, 202323 min
Ep 77: Should You Micromanage Your Trustee?
Mar 16, 202320 min
Ep 76: Preparing For Your Estate Plan Review Meeting
Mar 2, 202325 min
Ep 75: When Your Child Has A Drug Or Alcohol Problem
Feb 16, 202319 min
Ep 74: The Fight Over Lisa Marie Presley’s Estate Plan
Feb 3, 202322 min
Ep 73: What The *** Am I Going To Do With My House?
Jan 19, 202319 min
Ep 72: Should Everyone Get An Equal Share?
Jan 5, 202324 min
Ep 71: ”I Didn’t Realize There Would Be a Medical Test!”
Dec 15, 202220 min
Ep 70: When the End is Near...
Dec 1, 202224 min
Ep 69: Giving Gifts As We Approach The Holidays
Nov 17, 202220 min
Ep 68: Acquiring New Assets AFTER You Set Up Your Estate Plan
Nov 3, 202228 min
Ep 67: Show Me The Money……Later? Advantages To Leaving Your Inheritance In Trust
Oct 20, 202227 min
Ep 66: What Happens When The First Spouse Dies? (The False Sense Of Security)
Sep 30, 202222 min
Ep 65: Does Your Estate Plan Have An Expiration Date?
Sep 15, 202224 min
Ep 64: Future-Proofing Your Estate Plan
Sep 1, 202227 min
Ep 63: Mailbag Episode: Questions Submitted From Audience
Aug 18, 202220 min
Ep 62: How To Attack/Challenge A Vulnerable Estate Plan
Aug 4, 202226 min
Ep 61: When Death = Taxes
Jul 21, 202224 min
Ep 60: Beneficiary Designations: The Halfway House Estate Plan
Jul 7, 202219 min
Ep 59: Using a Trust as a Utility Knife
Jun 16, 202221 min
Ep 58: Why Your Investments Matter in Your Estate Plan
Jun 2, 202224 min
Ep 57: Filling The Box - How To Make Sure Your Trust Actually Protects Your Assets
May 19, 202228 min
Ep 56: Why Every Trust Needs A Will
May 5, 202222 min
Ep 55: When Should I Give My Children Their Money?
Apr 21, 202226 min
Ep 54: What If Someone Puts You In Charge Of Their Estate Plan?
Apr 7, 202223 min
Ep 53: Estate Planning Battle Royale: The Commodity vs. The Professional Service
Mar 31, 202225 min
Ep 52: Student Loans After You Die
Mar 3, 202224 min
Ep 51: “Thanks But No Thanks”… The Worst Assets To Inherit
Feb 17, 202225 min
Ep 50: What Should I Tell My Executors, Trustees, Power of Attorney Agents, and Guardians?
Feb 3, 202222 min
Ep 49: Who Can You Trust? Picking Guardians, Trustees, Executors, and Agents
Jan 20, 202225 min
Ep 48: Hidden Dangers With Transfer-on-Death and Beneficiary Designations
Jan 6, 202225 min
Ep 47: What to Do With the Family Vacation Home
Dec 16, 202126 min
Ep 46: How Many Trusts Do I Need?
Dec 2, 202129 min
Ep 45: Planning For A Child With Special Needs
Nov 18, 202123 min
Ep 44: Facebook & Bitcoin - Estate Planning For Your Digital Assets
Nov 4, 202128 min
Ep 43: Save The Animals: Estate Planning For Pets
Oct 21, 202123 min
Ep 42: Estate Planning If You Hate Your Family
Oct 7, 202122 min
Ep 41: Estate Planning If You’re Already Dead
Sep 23, 202126 min
Ep 40: Hidden Dangers From Probate & Real Estate: Scams, Rip-Offs, and Identity Theft
Sep 9, 202129 min
Ep 39: You Might Want To Avoid Probate Court If…
Aug 19, 202129 min
Ep 38: Your Estate Planning Documents Are The Same As Your Kitchen Appliances: How All The Pieces Work Together
Aug 5, 202125 min
Ep 37: Planning During an Emergency
Jul 15, 202119 min
Ep 36: What If Charitable Giving is a Priority for You?
Jul 1, 202125 min
Ep 35: Estate Planning For Families Without Children
Jun 17, 202122 min
Ep 34: When To Consider Using A Professional Trustee Or Executor
Jun 3, 202126 min
Ep 33: Estate Planning For Unmarried Partners
May 20, 202124 min
Ep 32: Dealing With Credit Cards After Death
May 6, 202130 min
Ep 31: Estate Planning Issues For Business Owners
Apr 15, 202120 min