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Everything Estate Planning

Mar 13, 2025

#322 | POD/TOD Die Hards, Listen Up!
 
We've had a few comments from viewers that suggest a TOD (Transfer on Death) or POD (Payable on Death) accounts could serve as viable alternatives to a Will or Trust. — but here’s the truth: 𝗧𝗵𝗲𝘆’𝗿𝗲 𝗻𝗼𝘁 𝗮...


Mar 12, 2025

#321 | 💰Got Gold? Don’t Make This Estate Planning Mistake! 💰

You’ve invested in gold. Great! Have you secured it properly? What will happen to it when you're no longer here? 🤔

❓ How safe is your gold?
❓ Will your heirs be able to access it according to 𝘺𝘰𝘶𝘳 wishes?
❓ Will it need to go...


Mar 10, 2025

#320 | 📢 𝗧𝗵𝗲 𝗧𝗿𝘂𝘁𝗵 𝗔𝗯𝗼𝘂𝘁 𝗚𝗶𝗳𝘁𝗶𝗻𝗴 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝘀 – 𝗗𝗼𝗻’𝘁 𝗠𝗮𝗸𝗲 𝗧𝗵𝗶𝘀 𝗠𝗶𝘀𝘁𝗮𝗸𝗲! 
 
Considering gifting accounts to your children? Think again! This seemingly harmless estate planning...


Mar 7, 2025

#319 | 🚨𝗪𝗵𝘆 𝗣𝗢𝗗 & 𝗧𝗢𝗗 𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝘀 𝗖𝗼𝘂𝗹𝗱 𝗕𝗲 𝗮 𝗖𝗼𝘀𝘁𝗹𝘆 𝗠𝗶𝘀𝘁𝗮𝗸𝗲! 
 
Thinking of using Payable on Death (POD) or Transfer on Death (TOD) for your estate? Think again! 🚨 While they appear straightforward, they...


Mar 6, 2025

#318 | 🤖 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 & 𝗔𝗜 — 𝗚𝗮𝗺𝗲 𝗖𝗵𝗮𝗻𝗴𝗲𝗿 𝗼𝗿 𝗝𝘂𝘀𝘁 𝗛𝘆𝗽𝗲?
 
Artificial Intelligence is revolutionizing countless industries, and estate planning is no exception. But can AI really replace expert legal...