Ranked #1
The Rules on Irrevocable Trusts and Nursing Home Medicaid
The Rules on Irrevocable Trusts and Nursing Home Medicaid
This post describes the regulations that exist regarding when assets in a trust are considered resources of someone who ... Read more
11 Feb 2018
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24mins
Ranked #2
Establishing a Revocable Living Trust Brokerage Account
Establishing a Revocable Living Trust Brokerage Account
Many people prepare for the inevitability of their death by creating trusts to ease the transfer of, among other assets,... Read more
24 Mar 2018
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11mins
Similar Podcasts
Estate Planning Strategies
Estate Planning Weekly
Complete Estate Planning
A Matter of Trust
Estate Planning &Your Legacy - FAQs
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Ranked #3
If You Have a Revocable Living Trust, Listen To This Now!
If You Have a Revocable Living Trust, Listen To This Now!
Congratulations. You took some major steps toward making settling your estate easier. The Probate can be difficult, it t... Read more
27 Feb 2018
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12mins
Ranked #4
Episode 4: Five Aspects of Estate Planning and Avoiding Capital Gains Tax
Episode 4: Five Aspects of Estate Planning and Avoiding Capital Gains Tax
29 Jan 2018
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11mins
Most Popular Podcasts
The Joe Rogan Experience
TED Talks Daily
The Tim Ferriss Show
The Daily
Stuff You Should Know
Oprah's SuperSoul Conversations
Armchair Expert with Dax Shepard
Ranked #5
Should You Use a Last Will or Living Trust as the Legal Instrument to Pass Along Your Estate?
Should You Use a Last Will or Living Trust as the Legal Instrument to Pass Along Your Estate?
21 Dec 2018
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Ranked #6
How To Keep Your Sons-In-Law and Daughters-In-Law Out of Your Estate
How To Keep Your Sons-In-Law and Daughters-In-Law Out of Your Estate
2 Jun 2018
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Ranked #7
The Differences Between Testamentary Trusts and Inter Vivos (Living) Trusts
The Differences Between Testamentary Trusts and Inter Vivos (Living) Trusts
This post should help you understand the difference between a testamentary trust and an inter vivos trust.All trusts are... Read more
6 Apr 2018
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10mins
Ranked #8
Married Couple Case Study - $3m Estate: Episode 6
Married Couple Case Study - $3m Estate: Episode 6
31 Jan 2018
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25mins
Ranked #9
Who Pays Your Long Term Care Expenses (Part 1 of 3)?
Who Pays Your Long Term Care Expenses (Part 1 of 3)?
24 Oct 2018
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Ranked #10
What is a "Pour-Over" Will?
What is a "Pour-Over" Will?
Generally, people who establish an estate planning legal program either establish a Will-based estate plan or a Trust-ba... Read more
9 Feb 2018
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9mins
Ranked #11
What If Heir Refuses To Accept Inheritance Of Money or Items?
What If Heir Refuses To Accept Inheritance Of Money or Items?
Occasionally, for unfortunate emotional or relationship issues, there is an heir of an estate who refuses to accept eith... Read more
14 Apr 2018
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10mins
Ranked #12
Episode 3 - Locating Assets a Deceased Person Owned
Episode 3 - Locating Assets a Deceased Person Owned
Occasionally, after someone dies, the family starts to question what their deceased relative really owned. Sometimes we ... Read more
28 Jan 2018
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3mins
Ranked #13
An Analysis of the 2019 Estate and Gift Tax Rules
An Analysis of the 2019 Estate and Gift Tax Rules
Let’s look at and analyze the 2019 gift and estate tax rules. First, the basics: the gifting annual exclusion amount rem... Read more
19 Jan 2019
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Ranked #14
The 5 Year Look Back Period Regarding Transfers and Long Term Care Medicaid Eligibility
The 5 Year Look Back Period Regarding Transfers and Long Term Care Medicaid Eligibility
23 May 2019
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Ranked #15
What Should You Tell Your Heirs About Your Estate and How You Are Leaving It?
What Should You Tell Your Heirs About Your Estate and How You Are Leaving It?
23 May 2019
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Ranked #16
Keep Property "In the Family" for Generations
Keep Property "In the Family" for Generations
22 Mar 2019
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Ranked #17
Protecting the Home Property If You Enter a Nursing Home
Protecting the Home Property If You Enter a Nursing Home
2 Feb 2018
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18mins
Ranked #18
Should You Name a Trust as Beneficiary of IRA
Should You Name a Trust as Beneficiary of IRA
A common estate planning principle communicated by spouses who have children from prior marriages and relationships is, ... Read more
19 Jan 2019
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Ranked #19
If You Create a Trust, Do You Need a Will?
If You Create a Trust, Do You Need a Will?
18 Apr 2019
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Ranked #20
Dave Ramsey View on Nursing Home Costs Not in Line with What the Public Thinks
Dave Ramsey View on Nursing Home Costs Not in Line with What the Public Thinks
12 Apr 2019
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