Jul 31, 2024
#237 | What if There's No One I Trust?!
You're ready to start your estate plan, but you don't trust anyone in your family to make financial or health decisions for you if you're incapacitated. Or you don't have anyone you trust enough to be the Trustee at your passing. So, now what do you?
This shouldn't be the thing...
Jul 30, 2024
#236 | 𝗗𝗼 𝗪𝗲 𝗛𝗮𝘃𝗲 𝘁𝗼 𝗨𝘀𝗲 𝘁𝗵𝗲 𝗦𝗮𝗺𝗲 𝗔𝘁𝘁𝗼𝗿𝗻𝗲𝘆?
When someone passes, do you have to use the same attorney that drafted their Trust or Will? What if you don't like or feel comfortable with them?
The Administration process can...
Jul 26, 2024
# 235 | I Got Kids, A House & A Business - Where Do I Start?
Sound like "lions, tigers and bears, oh my"? It may seem like a lot, but actually your core plan doesn't have to be as complicated as it sounds.
In this episode we break down the basic documents every adult age 18 or older needs, as well as what a family...
Jul 25, 2024
Jul 22, 2024
#233 | Who Pays the Capital Gains Now?
An inherited home is sold 2 years after someone passes. Who will have to pay Capital Gains? The estate or the beneficiaries? Timing is everything and this episode will explain more.
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