An Entire Estate Planning Seminar in 14 Minutes
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- เผยแพร่เมื่อ 13 ก.ค. 2024
- To request a free zoom video meeting to design your estate plan, click the following link and complete the short questionnaire: aeplaw.cliogrow.com/intake/71...
0:00 Full Seminar on Estate Planning
0:45 Hypothetical John and Jane
1:01 What are the Estate Planning Objectives?
2:04 What If You Can't Sign Your Name in the Future?
4:10 What Happens When the First Spouse Passes Away?
6:30 What Happens After Both Spouses Pass Away?
6:56 Make Your Children's Inheritance Divorce-Proof?
8:01 When You Want To Avoid Leaving A Lump Sum
9:08 The Blended Family Issues
9:32 Medicaid Eligibility Planning
10:06 Avoiding the Death Tax
10:34 Process for Working with AEPL
11:18 Will-Plan or Trust-Plan
13:18 Legal Expenses That are Subject To Change
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👍🏻 great info to direct people to get started and ask the right questions. Your page is super informative, so I appreciate your content. Thank you.
Really appreciate the synopsis. So many variables, but great job being as concise as possible. I'm only 45 y/o and not dealing with any of this stuff head-on yet, but I'm keeping an eye on things so I'm not completely surprised if/when encounter this stuff with aging relatives.
enlightening....thank you for sharing!
Thanks for outstanding Information.
This was perfect and I thank you very much
Fabulous summary and excellent considerations!! Thank you so much! You are doing a tremendous public service!
Hi! I been watching your channel, I am doing my estate planning now, thanks for all information! 🥰💯
I loved this 15 minute lecture to the credit union!! Time we got moving on our Trust!
To request a free zoom video meeting to design your estate plan, click the following link and complete the short questionnaire: aeplaw.cliogrow.com/intake/7176090c4db516b907aa7ed491d9a8de
Future paralegal here…I don’t go to class anymore (😉) I just watch your videos, they’re gold. I’m in California…but you simplify the process, thank you 🙏
Tremendous info!
Thank you! You’re a wizard
You do a very nice job with your videos
Excellent
Thanks
Wow that was great!! I would love to hear the details about using beneficiaries instead of the will or trust plan.
Nice video
Blended family issues cannot be understated. Especially if intestate.
That was good!
Love your videos. Can you recommend an Estate Planning Lawyer in Florida?
I like the idea of a Trust to leave to my heirs as it can go generation to generation right?
Can you do a talk on these Trusts?
Great info. Wish I could engage your services but I don't live in the US.
Thanks.
Do you know of an equivalent you tube channel for U.K estate laws you can recommend?
👍👍👍👍👍
How does a "transfer on death" account work with this? Wouldn't that be a simple way to avoid probate?
I love to learn more. I’m (divorced) now single mom of 3 minors and would like to do the trust. I don’t know where to start. I need your advice please and how much it will cost. Thank you.
I’m curious if it’s within the Means of people to do it doesn’t make sense to distribute the majority of Thursday while they’re alive and can see their beneficiaries enjoy the property
How about designating beneficiaries for IRA's? Wife and I each have 900k+ in our own IRA's and have designated 2/3's to our 2 sons. Excluding accidental death together, those beneficiaries will likely have more than 10 years to manage tax-wise distributions from those accounts.
(If we left all to the surviving spouse, they would not inherit until the 2nd parent dies and face the 10 year limit to fully distribute the IRA funds.)
Paul what happen to "myadvocate" your less expensive on line service?
How about one for senior singles, and one for medicaid, re: assisted living and nursing homes.
I need to know too, Thanks for the idea
Is there ANY reason for an Executor to keep using a deceased person credit card?
My father has a will. I am his durable poa, health poa, etc. Definitely want to avoid probate. I am his primary caregiver and handle all of his finances. Please let me know what I need to do to avoid probate. We did use a attorney for the will.
Sounds like you need to setup a trust.
@@scotttracy9333 thank you.
I would really like to have your input on the Pennsylvania laws for a cortisol please and thank you
Codicil
@@shannonrhodes3060 Hi Shannon how are you doing?
@@jameshurts3720 I'm good , thanks for asking
@@shannonrhodes3060 nice to read from you, I’m from Dallas Texas USA and you?
I'm from Pa. How can I help you
I have a question I am looking into your website because I am 56 years old and own two homes and have three children but only in contact with one. Not sure how I feel about the other to just yet they are going through some issues and they got disrespectful with me so we had a disagreement. One of the two took my firebox that held the titles to my vehicles and the deeds to my houses and of course he denies it but he has bragged about it to others how would they even know that I had such a box. I am very angry with him you as you can imagine. I'm not sure what he can do with those documents and of course I am more upset about the family history that was in that box, I do not believe he even cares about such things. I am unaware of anyone having such a situation as mine and how to resolve it. I have no will or even a living will right now and I am trying to decide what I want. I live in the state of Virginia and not sure of all the laws here, can you guide me to a website where I can find out more information about Virginia laws. And maybe give me some idea on my choices that I have in this situation.
Hi, how do I find an estate planning lawyer in my state
Hi Theresa how are you doing?
Nothing says you're nothing like a parent who leaves you nothing. Second wife took it all and disappeared. My heart is broken for the rest of my life.
say the only property they have left in their estate that’s not already covered by beneficiaries is real property.. instead of paying for a trust couldn’t they just put their property in JTWROS or TE (proper titling) and this would also avoid probate?!
Yes. But don't forget about losing the step up in basis if you transfer property ( or a portion of property) prior to death.
John dies.. leaves everything to Jane.. Jane remarried. Jane dies. The second husband gets everything and Jane and John's kids are left out.
I just watched another of his videos where he says you can leave it in a trust to your wife that states if she remarried and then died, his share of her estate goes to their kids.
@@cheshirecat6518 not if she gives it to her kids before she dies...hey I've experienced it. Take it all before she dies and there is nothing you can do.
Try applying for guardianship before the thief/relative takes everything.
@@r5yamaha but if it's in a trust, it can't be accessed to give away like that...right?
@@cheshirecat6518 only in an irrevocable trust. Even with that you'd have to "trust" the trustee. Nothing is preventing the trustee from spending the money, making atm wdls, writing checks....
@@r5yamaha ugh. That's depressing.
🤣
Hi! I been watching your channel, I am doing my estate planning now, thanks for all information! 🥰💯
Blended family issues cannot be understated. Especially if intestate.
Blended family issues cannot be understated. Especially if intestate.