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Everything Estate Planning

Jun 28, 2024

#220 | 𝗬𝘂𝗽! 𝗜𝘁'𝘀 𝙏𝙃𝘼𝙏 𝗺𝘂𝗰𝗵 𝗯𝗲𝘁𝘁𝗲𝗿!

One of the most common questions we get is, "What makes a Trust better than a Will?" There are a many but this video just breaks down our Top 5.

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Jun 27, 2024

#219 | 𝗜𝘁 𝗶𝘁 𝗧𝗼𝗼 𝗟𝗮𝘁𝗲 𝘁𝗼 𝗚𝗲𝘁 𝗮 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲?

So, you've created a Trust and funded it with your property. Good for you!! But, now you need a mortgage, or a HELOC or just need to use some of the equity. How will this affect your Trust? Is it...


Jun 25, 2024

#218 | Can I Just Use a Transfer on Death Account?

If I have a Transfer on Death bank account, will it give my beneficiaries the access they need? Do I still need an estate plan? This video talks about the advantages and limitations of this type of bank account and why more is essential.

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Jun 24, 2024

#217 | Is It Too Late to Protect My Assets?

What happens if long-term care becomes imminent and you haven't finished your estate planning? Can you still protect your assets? Will Medicaid take your house? Find out in today's video.

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Jun 20, 2024

𝗪𝗵𝗼 𝗶𝘀 𝘁𝗵𝗲 𝗕𝗲𝘀𝘁 𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝘆 𝗳𝗼𝗿 𝗮 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻?

The law recently changed and that may affect your decision. We'll talk about the pros, cons and importance of getting this done right...