Florida's Legacy Planning Law Group
Florida's Legacy Planning Law Group
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\\Estate Planning for Couples: What Are Your Options?
In this video, we’ll provide an in-depth explanation of some of the options available for couples doing estate planning.
You will learn:
• How good estate planning makes sure that a couple’s wishes are respected.
• Some of the planning options that are available to carry out good estate planning.
Do you have any questions, tips, or experiences with this topic? Leave us a comment below.
Legacy Planning Law Group is dedicated to helping people protect their family and preserve their legacy. We serve families and seniors with Estate Planning, Elder Law, and Probate needs throughout the greater Jacksonville, Florida area.
Schedule a free discovery phone call with Legacy Planning Law Group at www.legacyplanninglawgroup.com/book-a-call/
Additional Content to Consider:
• Sign up for our Newsletter www.legacyplanninglawgroup.com/?s=newsletter
• Read more about this and other Estate Planning, Elder Law, and Probate topics by signing up for our blogs www.legacyplanninglawgroup.com/blog/
• Subscribe to our TH-cam channel for more videos about this and other Estate Planning, Elder Law, and Probate topics th-cam.com/channels/cnJ04wZoLsVbcnQv1RB_Rg.html
มุมมอง: 72

วีดีโอ

How to Get a Death Certificate After a Loved One Dies
มุมมอง 4413 ชั่วโมงที่ผ่านมา
Watch the latest installment of Thirsty Thursday, with Attorney Bill O’Leary. Every Thursday at 4:00 p.m., Jacksonville, FL. Estate Planning, Elder Law, Probate, and Estate Settlement Attorney, Bill O’Leary, sheds light on the hottest topics in these fields. Everyone is sure to get something out of these weekly informational forums. Whether you log on to our Facebook page and watch him Live eve...
What is the Estate Planning Checklist?
มุมมอง 171วันที่ผ่านมา
In this video, Bill O’Leary spells out the most important steps of the Estate Planning Process. Have you finished your Estate Planning Checklist? Do you have any questions, tips, or experiences with this topic? Leave us a comment below. Legacy Planning Law Group is dedicated to helping people protect their family and preserve their legacy. We serve families and seniors with Estate Planning, eld...
How to LEGALLY Protect Seniors from Scams
มุมมอง 8414 วันที่ผ่านมา
In this video, we’ll provide an in-depth explanation of the legal documents you need for good incapacity planning. You will learn: • Why choosing beneficiaries involves more than just naming who gets what. • Some of the things that are important to think about when naming beneficiaries. • Why choosing beneficiaries is not a one and done exercise. They need to be constantly revisited. Do you hav...
How to Name Your Trust
มุมมอง 49121 วันที่ผ่านมา
In this video, Bill O’Leary explains how you should name your trust, and the considerations you should make. Do you have any questions, tips, or experiences with this topic? Leave us a comment below. Legacy Planning Law Group is dedicated to helping people protect their family and preserve their legacy. We serve families and seniors with Estate Planning, elder Law, and Probate needs throughout ...
Three Common Probate Questions
มุมมอง 9421 วันที่ผ่านมา
Watch the latest installment of Thirsty Thursday, with Attorney Bill O’Leary. Every Thursday at 4:00 p.m., Jacksonville, FL. Estate Planning, Elder Law, Probate, and Estate Settlement Attorney, Bill O’Leary, sheds light on the hottest topics in these fields. Everyone is sure to get something out of these weekly informational forums. Whether you log on to our Facebook page and watch him Live eve...
How to Choose Beneficiaries for Your Estate Plan
มุมมอง 15628 วันที่ผ่านมา
In this video, we’ll provide an in-depth explanation of the legal documents you need for good incapacity planning. You will learn: • Why choosing beneficiaries involves more than just naming who gets what. • Some of the things that are important to think about when naming beneficiaries. • Why choosing beneficiaries is not a one and done exercise. They need to be constantly revisited. Do you hav...
Baby Boomers and Gen Xers -- Do Your Parents Have an Estate Plan?
มุมมอง 96หลายเดือนก่อน
Watch the latest installment of Thirsty Thursday, with Attorney Bill O’Leary. Every Thursday at 4:00 p.m., Jacksonville, FL. Estate Planning, Elder Law, Probate, and Estate Settlement Attorney, Bill O’Leary, sheds light on the hottest topics in these fields. Everyone is sure to get something out of these weekly informational forums. Whether you log on to our Facebook page and watch him Live eve...
What Documents Do You Need for Incapacity Planning?
มุมมอง 75หลายเดือนก่อน
In this video, we’ll provide an in-depth explanation of the legal documents you need for good incapacity planning. You will learn: • How good incapacity planning involves making sure someone can help you manage your affairs if you can’t anymore. • The different types of legal documents that are needed for incapacity planning. • Why it is important to not only get these important documents in pl...
Do You Need a Spendthrift Trust?
มุมมอง 113หลายเดือนก่อน
Watch the latest installment of Thirsty Thursday, with Attorney Bill O’Leary. Every Thursday at 4:00 p.m., Jacksonville, FL. Estate Planning, Elder Law, Probate, and Estate Settlement Attorney, Bill O’Leary, sheds light on the hottest topics in these fields. Everyone is sure to get something out of these weekly informational forums. Whether you log on to our Facebook page and watch him Live eve...
Irrevocable Trusts and Medicaid: The Good and the Bad
มุมมอง 202หลายเดือนก่อน
In this video, we’ll provide an in-depth explanation of how irrevocable trusts play a part in Medicaid planning and the upsides and downsides of using them. You will learn: • How an irrevocable trust works with Medicaid planning. • The upsides to using an irrevocable trust. • The downsides to using an irrevocable trust. Do you have any questions, tips, or experiences with this topic? Leave us a...
How to Include Charity In Your Estate
มุมมอง 50หลายเดือนก่อน
In this video, we’ll provide an in-depth explanation of how you can provide for charity in your estate. Do you have any questions, tips, or experiences with this topic? Leave us a comment below. Legacy Planning Law Group is dedicated to helping people protect their family and preserve their legacy. We serve families and seniors with Estate Planning, Elder Law, and Probate needs throughout the g...
Aging Parents and Family Estate Conflicts
มุมมอง 161หลายเดือนก่อน
In this video, Bill O’Leary talks about the important challenges faced by families with aging parents, and what sort of conflicts can arise. Do you have any questions, tips, or experiences with this topic? Leave us a comment below. Legacy Planning Law Group is dedicated to helping people protect their family and preserve their legacy. We serve families and seniors with Estate Planning, elder La...
Power of Attorney as Dual Agents
มุมมอง 102หลายเดือนก่อน
Watch the latest installment of Thirsty Thursday, with Attorney Bill O’Leary. Every Thursday at 4:00 p.m., Jacksonville, FL. Estate Planning, Elder Law, Probate, and Estate Settlement Attorney, Bill O’Leary, sheds light on the hottest topics in these fields. Everyone is sure to get something out of these weekly informational forums. Whether you log on to our Facebook page and watch him Live eve...
De Jesus for Legacy Planning Law Group
มุมมอง 37หลายเดือนก่อน
Carlos De Jesus shares his own experience with Legacy Planning Law Group, and how we helped with his estate planning needs.
5 Questions to Ask When Choosing a Trustee
มุมมอง 211หลายเดือนก่อน
5 Questions to Ask When Choosing a Trustee
Magee for Legacy Planning Law Group
มุมมอง 33หลายเดือนก่อน
Magee for Legacy Planning Law Group
15 Tips For Executors and Trustees
มุมมอง 2812 หลายเดือนก่อน
15 Tips For Executors and Trustees
How Does Divorce Affect Your Estate Plan?
มุมมอง 582 หลายเดือนก่อน
How Does Divorce Affect Your Estate Plan?
What To Do When Your Spouse Passes Away
มุมมอง 1652 หลายเดือนก่อน
What To Do When Your Spouse Passes Away
Walker for Legacy Planning Law Group
มุมมอง 342 หลายเดือนก่อน
Walker for Legacy Planning Law Group
What is Burial Insurance and Do I Need It?
มุมมอง 552 หลายเดือนก่อน
What is Burial Insurance and Do I Need It?
Estate Planning For Business Owners
มุมมอง 1012 หลายเดือนก่อน
Estate Planning For Business Owners
How Can You Protect Your Estate from Litigation?
มุมมอง 1543 หลายเดือนก่อน
How Can You Protect Your Estate from Litigation?
Roth IRAs For Teenagers: An Astronomical Result?
มุมมอง 1043 หลายเดือนก่อน
Roth IRAs For Teenagers: An Astronomical Result?
Capps for Legacy Planning Law Group
มุมมอง 183 หลายเดือนก่อน
Capps for Legacy Planning Law Group
How Can Family Meetings Help in Estate Planning?
มุมมอง 1233 หลายเดือนก่อน
How Can Family Meetings Help in Estate Planning?
Will Medicare Pay for my Nursing Home?
มุมมอง 2743 หลายเดือนก่อน
Will Medicare Pay for my Nursing Home?
What is the Role of Life Insurance in Estate Planning?
มุมมอง 1294 หลายเดือนก่อน
What is the Role of Life Insurance in Estate Planning?
Reducing the Risk of a Family Fight in Probate Court
มุมมอง 824 หลายเดือนก่อน
Reducing the Risk of a Family Fight in Probate Court

ความคิดเห็น

  • @frankmoran7714
    @frankmoran7714 3 วันที่ผ่านมา

    Great info!

  • @patwyliee8068
    @patwyliee8068 8 วันที่ผ่านมา

    Is it a good idea to put stocks that have monthly dividends into an irrevocable trust or is it better to create a LLP or LLC and put them into that and what would be the tax benefits if I created a Legacy trust someone said the cook islands has many tax benefits is this true

  • @americansfortruthandjustic7504
    @americansfortruthandjustic7504 8 วันที่ผ่านมา

    Somehow, none of these apply to Kyle Rittenhouse.

  • @robertgraham9598
    @robertgraham9598 10 วันที่ผ่านมา

    Trusts don't keep people out of probate, unfortunately, though they all say that's the main benefit. Our relatives tried to remove their corporate trustee and thought they had succeeded after an attorney finalized and submitted the removal. They went on to find a wealth mgr to help the new trustee, a member of the family. After finding one they liked, they sat down to sign the paperwork only to then receive petitions in the mail from an attorney for the corporate trustee the next day. That trustee had filed a petition in probate court to keep control over the estate, diagnosing the couple as incompetent. It took a toll on their health within 4 months and they began a downward slide. A Guardian ad litem was assigned to the case by the judge and was paid out of the estate. By the time a ruling was made, 3 yrs had passed, and the couple's health was so poor that the judge ruled in favor of the corporate trustee. Almost $200k was taken out of the couple's estate to pay attorneys for a case that couple never wanted. All they wanted to do was keep the trust within the family control.

  • @barrykelly2722
    @barrykelly2722 12 วันที่ผ่านมา

    Put home in trust, check...... But when i turn 65, my county will begin to waive the property tax. Will this be possible if the trust ownes it?

  • @Tasteprettyllc
    @Tasteprettyllc 14 วันที่ผ่านมา

    Can you give me some valuable information? Specially, with my life insurance policy, I think I should set up a trust and make it the trustee

  • @randymuller8728
    @randymuller8728 14 วันที่ผ่านมา

    What if the trust firm goes out of business

  • @Brucelanham845
    @Brucelanham845 15 วันที่ผ่านมา

    I lost over $70k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Natalie Strayer

    • @Rodriguezpaul-9
      @Rodriguezpaul-9 15 วันที่ผ่านมา

      Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.

    • @Nguyenvictory83
      @Nguyenvictory83 15 วันที่ผ่านมา

      You trade with Natalie Strayer too? Wow that woman has been a blessing to me and my family.

    • @Jessecote875
      @Jessecote875 15 วันที่ผ่านมา

      YES!!! That's exactly her name (Natalie Strayer) so many people have recommended highly about her and am just starting with her from Brisbane Australia🇦🇺

    • @Scottweeier846
      @Scottweeier846 15 วันที่ผ่านมา

      I'm new at this, please how can I reach her?

    • @Josephbasta827
      @Josephbasta827 15 วันที่ผ่านมา

      I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills.

  • @aprilm4423
    @aprilm4423 16 วันที่ผ่านมา

    If you're not going to heed viewership requests to get rid of the music 🎵🎶, your channel might be in trouble. Just saying.

  • @SeanLavelle-tn1mg
    @SeanLavelle-tn1mg 16 วันที่ผ่านมา

    Thanks

  • @jimmycain8669
    @jimmycain8669 16 วันที่ผ่านมา

    I guess he is talking to kindergarten kids.

  • @SherryXShi
    @SherryXShi 17 วันที่ผ่านมา

    what is the probate difference between CA and TX?

  • @janeelmer3299
    @janeelmer3299 17 วันที่ผ่านมา

    Your information is great, However, consider eliminating the music in the background. It does not add to your presentation--in fact in detracts from it.

  • @russellgray3303
    @russellgray3303 18 วันที่ผ่านมา

    Thank you for the video!!! We learn a lot from you! Thank you!

  • @barbarabarber1364
    @barbarabarber1364 18 วันที่ผ่านมา

    The remarry deal kill me? I know you know! A friend works for legacy. Wish i did. Barbara was my wife!

  • @barbarabarber1364
    @barbarabarber1364 18 วันที่ผ่านมา

    Married from 78-86.We divorced.both of us remarried and divorced. In 2000 Me + first wife remarried. She died from cancer 2 mos. Ago.Am i single? Married? Was denied : 1 st for spousal or widowers. Why? Please!!!!!!!!!

    • @reneejkd
      @reneejkd 15 วันที่ผ่านมา

      10 year rule. You weren’t married long enough.

    • @barbarabarber1364
      @barbarabarber1364 13 วันที่ผ่านมา

      Did u read it all?? Married to B.B.78 to86. Divorced. Both remarried and divorced.me= 94 to 96. In 2000 B.B. and I remarried and ended with death from cancer 2 mos. Ago. Married 24 years this time. I took retirement at 62. I worked 12 years. Barbara worked 48 yrs.Got cancer april 2022. I filed for her ssdi. Awarded thru a dire needs compasionate allowance approach..Back payfeom june 2022 to feb. 2024. She was 65 in april.when i started my benefits at62, was told 10 consecutive and less than 50 % earnings over lifetime. Said thats me.SS employee said i could get spousal when she retired. 6 mos younger than me!!!! Cared for her 24/7 for 20 mos.Had hearing on ( phone). Awarded lumpsum.no spousal,no survivors or disability. Why not?

    • @barbarabarber1364
      @barbarabarber1364 13 วันที่ผ่านมา

      ​@@reneejkdplease reread from barbara.That b me,James Barber. Using her phone.

    • @barbarabarber1364
      @barbarabarber1364 13 วันที่ผ่านมา

      ​@@reneejkddid you reread Barbara Barber ? Im James B Using my dead spouses phone.married to bb 78-86.She divorced me.Both remarried! Me - 94 to 96! Divorced that wife! In 2000 Barb and James remarried. Barb died from cancer two mos. Ago.We were married 24 years this time. Is 24 yrs long enough. I really need to b right!!!

  • @dmatthews7423
    @dmatthews7423 18 วันที่ผ่านมา

    Trust piece starts at 3:39 Great video!

  • @RM-245
    @RM-245 19 วันที่ผ่านมา

    My dad was alcoholic and was under undue influences of his drunk friends at the bar. Could the support undue influence and capacity?

  • @JudgeCommitee-ck5wq
    @JudgeCommitee-ck5wq 19 วันที่ผ่านมา

    Please make sure to use the NICER Permission Ledger Revocable Living Trust Latin Law Model advocates, coaches and advisors to arbiter record and monitor both to avoid quit claim jumping equity elder abusing title deed thieves.

  • @davidd5712
    @davidd5712 19 วันที่ผ่านมา

    Last time I checked money is an asset

  • @user-hu9di7mv7x
    @user-hu9di7mv7x 20 วันที่ผ่านมา

    Ditch the music

  • @RealityTrailers
    @RealityTrailers 20 วันที่ผ่านมา

    Fantastic informative great educational advuce video❤

  • @ron8566
    @ron8566 21 วันที่ผ่านมา

    Our kids have not asked us these questions. We are very conservative people and we don’t like to talk about our finances, but, at some point, this needs to be done. Maybe you should do a video on how we can approach our kids and share our finances with them.

  • @jonathanhantke6314
    @jonathanhantke6314 21 วันที่ผ่านมา

    The background noise is irritating and distracting.

  • @pankajpatel4434
    @pankajpatel4434 22 วันที่ผ่านมา

    Do you advise us to put the Trust as beneficiary for the Roth IRA account? I thought it was not advisable! Please clarify 🙏Thanks

  • @tscoff
    @tscoff 22 วันที่ผ่านมา

    Thank you. This is very useful information!

  • @newdiligencedevelopmentllc8152
    @newdiligencedevelopmentllc8152 22 วันที่ผ่านมา

    I don't agree that there aren't upsides to placing the car in trust. 🥲

  • @jameskirk2417
    @jameskirk2417 23 วันที่ผ่านมา

    As a multimillionaire, who’s been investing for 20 years, and have done exceedingly well, I would like to know of redwood’s strategy and stock picks. if they can return me a 25 percent dividend p.a. I’m going with them . I think you’re dreaming!!

  • @lindacormack365
    @lindacormack365 23 วันที่ผ่านมา

    You need to speak louder or closer to the mic. My volume is all the way up and I'm having trouble hearing you unless I hold my phone within 8 " of my face. Thank you.

    • @cmlee58
      @cmlee58 23 วันที่ผ่านมา

      same problem. lost patience. bye

  • @monicascobino6623
    @monicascobino6623 24 วันที่ผ่านมา

    Doctor, I am fulltime realtor in Florida since early 2005 and always I had been interested in this process. Do you have a page?, a book? a link where I can learn more? Thank you.

  • @hoosiermama3001
    @hoosiermama3001 25 วันที่ผ่านมา

    Such good advice presented in an easily understood manner. Thank you!

  • @dobermanowner7246
    @dobermanowner7246 26 วันที่ผ่านมา

    too much repeating of the same words....video could have been a bullet point list....I couldn't even watch it all.

  • @Redwood4040
    @Redwood4040 หลายเดือนก่อน

    I am at the beginning of my "investment journey", planning to put $400K into dividend stocks so that I will be making up to 25% per year in dividends. Any advice?

    • @WestonScally7614
      @WestonScally7614 หลายเดือนก่อน

      Look up dividend aristocrats. Pick six to ten from that list. Those companies have a track record of 25+ years of paying dividends. Also, its advisable you work with a financial advisor to help set up a well-structured portfolio.

    • @Mckennie61751
      @Mckennie61751 หลายเดือนก่อน

      There are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience

    • @SageMadsen
      @SageMadsen หลายเดือนก่อน

      Having an investment advisor is the best way to go about the stock market right now. I was going solo, but it wasn't working. I’ve been in touch with an advisor for a while now, and just last year, I made over 80% capital growth minus dividends.

    • @louis71350
      @louis71350 หลายเดือนก่อน

      Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

    • @SageMadsen
      @SageMadsen 20 วันที่ผ่านมา

      *Jennifer Leigh Hickman* She's been able to gain some reputation with over a decade of experience, so it shouldn't be a hassle to find basic information on the web.

  • @tony745
    @tony745 หลายเดือนก่อน

    Very good video. Thank you for the information.

  • @AlexanderWilliams-nr6km
    @AlexanderWilliams-nr6km หลายเดือนก่อน

    Music is very distracting!!

  • @renesteitz8613
    @renesteitz8613 หลายเดือนก่อน

    If someone dies and theyre married but have some credit card debt, is there any way they can make the spouse pay for this debt, even if they're not on the cards? Asking for a friend.

    • @Ghostdogsurvivalist
      @Ghostdogsurvivalist หลายเดือนก่อน

      Yes. There are lots of variables but the creditors are entitled to seek satisfaction from the estate of the deceased. It could also be no, if the deceased had no discernible assets.

  • @tommybotts
    @tommybotts หลายเดือนก่อน

    Lose the music for future postings, please.

  • @albertwayenberg9140
    @albertwayenberg9140 หลายเดือนก่อน

    Who came up with all these bullshit fucking laws? Show me a document the clearly states I gave Government control to every aspect of my life? Fucking HORSESHIT.

  • @legacyplanninglawgroup5897
    @legacyplanninglawgroup5897 หลายเดือนก่อน

    Thank you so much for watching! We've heard you about the background music, and we've endeavored to correct that in our newer videos!

  • @Keely-ml2gp
    @Keely-ml2gp หลายเดือนก่อน

    The group question is when you are reporting the abuse neglect and exploitation but the other person is either flipping the report to put you as your perpetrators so they can keep extorting you or deleting the report completely so that it doesn't get investigated that you're being raped and extorted what do you do about it?

  • @Keely-ml2gp
    @Keely-ml2gp หลายเดือนก่อน

    The group question is what do you do when people are using your individual that is incapacitated to bring you to war? What do you do when people are using your incapacitated individual as their leverage against you to make you do their jobs while they pocket your money?

  • @jayurban8282
    @jayurban8282 หลายเดือนก่อน

    I’m so sick of these slimy attorneys, if the assets are enough these slime bags will find a way to steal it. And, if you try to stop them they will bankrupt you. Don’t count on a judge to help you out, they are in on the steal.

  • @jayurban8282
    @jayurban8282 หลายเดือนก่อน

    Nah, my good friends parents assets and property were placed in a trust and it was easily dissolved by a crooked Nebraska bank and their attorneys.

  • @zackblessing1017
    @zackblessing1017 หลายเดือนก่อน

    A great day and a better world!

  • @theresaguzman9741
    @theresaguzman9741 หลายเดือนก่อน

    Thank you for the information. I watched several other videos before yours. All of them brushed on the topic of a qualifying dependent. But, you actually went in depth about non-qualified & exceptions. Hopefully, the same rules apply to my state (AZ). Thanks again, Theresa

  • @sandystp9624
    @sandystp9624 หลายเดือนก่อน

    thanks.. helpful and you are a good teacher...

  • @eastwestpicayune8200
    @eastwestpicayune8200 หลายเดือนก่อน

    Did I understand you correctly that to designate a trust as a beneficiary of an IRA? That is a no no according to a financial consultant. A trust is taxed at a higher level instead of ordinary income. Please clarify if I am wrong.

  • @Itsme-jv4cd
    @Itsme-jv4cd หลายเดือนก่อน

    So if you list your child as a beneficiary on a 401k or IRA and not put that in the Trust will it have to go through probate?

  • @johng4093
    @johng4093 หลายเดือนก่อน

    Can you put the background music in a trust and designate someone you don't like as the beneficiary?

  • @spotonpromotions1
    @spotonpromotions1 หลายเดือนก่อน

    Other than the taxable event created with IRA at both spouses death, why would we not put this IRA into a trust because we both have NO direct heirs?