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Estate Planning Strategies

Estate Planning Strategies

1,229 episodes — Page 6 of 25

Can a Step-Parent Prevent You from Seeing the Will?

Can a Step-Parent Prevent You from Seeing the Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 27, 20250 min

What Happens if there is No Will?

What Happens if there is No Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 26, 20250 min

Why Does Probate Suck so Much?

Why Does Probate Suck so Much? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 25, 20250 min

Who Keeps Attorneys Honest?

Who Keeps Attorneys Honest? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 24, 20250 min

Revocable Trusts will Not Keep You Safe from Medicaid.

Revocable Trusts will Not Keep You Safe from Medicaid. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 23, 20250 min

What are the Advantages of Having a Will?

What are the Advantages of Having a Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 22, 20250 min

How do you Transfer an LLC Interest Without Probate.

How do you Transfer an LLC Interest Without Probate. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 21, 20250 min

3 ways to handle greedy family members when a loved one dies.

3 ways to handle greedy family members when a loved one dies. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 20, 20251 min

Step one of a $7 million dollar estate plan.

Step one of a $7 million dollar estate plan. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 19, 20251 min

Here's who to blame when you can't find a Will.

Here's who to blame when you can't find a Will. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 18, 20251 min

What makes a creditor claim valid in a probate?

What makes a creditor claim valid in a probate? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 16, 20251 min

How to get a law firm to give you a dead person's Will.

How to get a law firm to give you a dead person's Will. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 15, 20251 min

Why I'd rather pay WA estate taxes over capital gains taxes.

Why I'd rather pay WA estate taxes over capital gains taxes. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 14, 20251 min

Inherited Roth IRA distribution rules.

Inherited Roth IRA distribution rules. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 13, 20251 min

If you inherit a house you don't have to tell the mortgage company.

If you inherit a house you don't have to tell the mortgage company. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 12, 20250 min

There are no downsides to a revocable trust.

There are no downsides to a revocable trust. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 11, 20250 min

The New Rules for Inherited IRAs

The New Rules for Inherited IRAs We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

Mar 9, 20253 min

No contest clauses only apply for bad faith contests.

No contest clauses only apply for bad faith contests. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 8, 20250 min

Is the client the only one that can pay for estate planning?

Is the client the only one that can pay for estate planning? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 6, 20250 min

Can your spouse create their own trust and put EVERYTHING in it?

Can your spouse create their own trust and put EVERYTHING in it? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 6, 20250 min

Why won't my mom's attorney give me a copy of her Will?

Why won't my mom's attorney give me a copy of her Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 2, 20250 min

A Will with no witnesses is not a Will.

A Will with no witnesses is not a Will. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Mar 1, 20250 min

Top 3 tips for transferring assets at death.

Top 3 tips for transferring assets at death. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

Feb 28, 20255 min

A transfer on death deed does not stop you from selling your house.

A transfer on death deed does not stop you from selling your house. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 27, 20250 min

Irrevocable trust maintenance obligations.

Irrevocable trust maintenance obligations. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 26, 20250 min

How to remove or change a Power of Attorney.

How to remove or change a Power of Attorney. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 25, 20250 min

How do you remove the executor from a probate?

How do you remove the executor from a probate? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 24, 20250 min

What to do if a bank tells you they need a court order for a dead person's account.

What to do if a bank tells you they need a court order for a dead person's account. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 23, 20250 min

Are you required to read the Will when someone dies?

Are you required to read the Will when someone dies? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 22, 20250 min

How to handle property acquired AFTER you create a trust.

How to handle property acquired AFTER you create a trust. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

Feb 21, 20253 min

What to do when a parent refuses to go a to nursing home.

What to do when a parent refuses to go a to nursing home. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 20, 20250 min

How to access a dead person's safety deposit box.

How to access a dead person's safety deposit box. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 19, 20250 min

How to remove the trustee on a trust.

How to remove the trustee on a trust. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 18, 20250 min

What are the Advantages of a Revocable Trust?

What are the Advantages of a Revocable Trust? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 17, 20251 min

Can a revocable trust create an irrevocable trust?

Can a revocable trust create an irrevocable trust? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 16, 20250 min

Can you put a house with a mortgage in an irrevocable trust?

Can you put a house with a mortgage in an irrevocable trust? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 15, 20250 min

What does estate planning even mean?

What does estate planning even mean? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

Feb 14, 20256 min

How do You Write Off the Mortgage Interest Payments on an Inherited Home?

How do You Write Off the Mortgage Interest Payments on an Inherited Home? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 13, 20250 min

What to do if you think someone's Will is in their safety deposit box.

What to do if you think someone's Will is in their safety deposit box. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 12, 20250 min

Distribution rules for inherited IRAs.

Distribution rules for inherited IRAs. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 11, 20250 min

Can a Step-Parent Revise the Will After the Parent Dies?

Can a Step-Parent Revise the Will After the Parent Dies? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 10, 20250 min

How to remove or change a Medical Power of Attorney.

How to remove or change a Medical Power of Attorney. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 9, 20250 min

How to disinherit someone.

How to disinherit someone. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 8, 20250 min

Can you leave your dog your entire estate?

Can you leave your dog your entire estate? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 7, 20250 min

Living trusts and nursing homes.

Living trusts and nursing homes. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 6, 20250 min

Can you dictate marriage decisions through your trust?

Can you dictate marriage decisions through your trust? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 5, 20250 min

How often should you update your estate plan?

How often should you update your estate plan? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 4, 20250 min

Inherited real estate and the mortgage - what to do.

Inherited real estate and the mortgage - what to do. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 2, 20250 min

Death of spouse and your mortgage - what to do.

Death of spouse and your mortgage - what to do. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Feb 1, 20250 min

What happens if you die without a Will?

What happens if you die without a Will? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money

Jan 31, 20250 min