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Estate Planning TV

Estate planning, generational wealth, legacy, estate taxes, asset protection, probate, elder law, trusts, wills, life insurance, and everything in between.

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New Estate Tax Legislation? The 99.8% Act Review | EPTV 065

New Estate Tax Legislation? The 99.8% Act Review | EPTV 065

Bernie Sanders has proposed a new federal estate tax called the 99.8% Act. In this video, I give you a quick break down ... Read more

20 Apr 2019

7mins

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How to Pick a Guardian for Your Kids if You Can’t Agree | EPTV 064

How to Pick a Guardian for Your Kids if You Can’t Agree | EPTV 064

To learn more about what a great estate plan looks like, go to http://estateplanningvideo.com. One of the biggest chall... Read more

26 Feb 2019

12mins

Similar Podcasts

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Estate Planning from A to Z (everything you need to know to get started) | EPTV 063

Estate Planning from A to Z (everything you need to know to get started) | EPTV 063

In this episode of Estate Planning TV I cover everything I would cover in a traditional estate planning potential client... Read more

20 Feb 2019

19mins

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Five Revocable Living Trust Distribution Considerations | Estate Planning TV 062

Five Revocable Living Trust Distribution Considerations | Estate Planning TV 062

This episode is all about revocable living trust distribution considerations… or more specifically, some of the things t... Read more

17 Feb 2019

12mins

Most Popular Podcasts

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Estate Planning for Blended Families | Estate Planning TV 061

Estate Planning for Blended Families | Estate Planning TV 061

Note: this is the transcript of the video. Please excuse the casual tone – it’s just my style! Hey, everybody, welcome t... Read more

30 Jan 2019

17mins

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Why you shouldn’t be worried about someone contesting your will (if you do it right…) | Estate Planning TV 60

Why you shouldn’t be worried about someone contesting your will (if you do it right…) | Estate Planning TV 60

This is the transcript of the video… enjoy!Everybody, Christopher Small here from CMS Law Firm and today I wanted to hop... Read more

23 Jan 2019

6mins

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The Estate Plan EVERYONE Should Have | Estate Planning TV 059

The Estate Plan EVERYONE Should Have | Estate Planning TV 059

Today I want to talk to you about the foundational estate plan that everyone should have in an estate plan. Often people... Read more

7 Jan 2019

8mins

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How to Protect Your Kids if You Are in a Car Accident (Minor Power of Attorney) | Estate Planning TV 058

How to Protect Your Kids if You Are in a Car Accident (Minor Power of Attorney) | Estate Planning TV 058

One of the things we all think about when it comes to protecting our kids is what happens if we die? That’s great. And i... Read more

7 Nov 2018

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How the Trump Family Avoided Millions in Estate Taxes | Estate Planning TV 057

How the Trump Family Avoided Millions in Estate Taxes | Estate Planning TV 057

Note: these are my show notes – a general outline of the episode. If you want all of the information, you MUST listen to... Read more

12 Oct 2018

35mins

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Estate Planning is a lot Like Potty Training

Estate Planning is a lot Like Potty Training

Estate planning is a lot like potty training. I know this for two reasons. First, I know estate planning. I’m an estate ... Read more

9 Oct 2018

3mins

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