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Everything Estate Planning

Feb 28, 2025

#314 | Do I Have to Use the Sale Proceeds to Pay the Debt?  

𝗚𝗿𝗲𝗮𝘁 𝗩𝗶𝗲𝘄𝗲𝗿 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻: If you inherit your mother's house, do you the credit card bills have to be paid from the proceeds of the sale?

Welcome to the world of creditor claims. Curious to get all the...


Feb 27, 2025

#313 | How to Propel the Probate Process

Facing This Probate Challenge?

You're a beneficiary, the 𝘀𝗹𝗼𝘄-𝗺𝗼𝘃𝗶𝗻𝗴 𝗽𝗿𝗼𝗯𝗮𝘁𝗲 process is really frustrating, and you feel you've been 𝗹𝗲𝗳𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗱𝗮𝗿𝗸. You might be curious about the...


Feb 26, 2025

#312 | 𝗙𝗔𝗤: 𝗖𝗮𝗻 𝗮 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗕𝗲 𝗣𝗹𝗮𝗰𝗲𝗱 𝗶𝗻 𝘼𝙣𝙮 𝗧𝘆𝗽𝗲 𝗼𝗳 𝗧𝗿𝘂𝘀𝘁?

Placing a mortgaged property into a trust is possible but involves various considerations and...


Feb 25, 2025

#311 | Help Me Leave My Half to My Daughter

Viewer Question: "I live in the house that my sister and I inherited from our mother. If something were to happen to me, what happens to my half? I want my share of the property to go to my daughter."

Achieving this goal largely depends on how the house is titled and whether...


Feb 24, 2025

#310 | It Might Still be Valid & You May be Out of Luck

If my father appointed me as the executor of his will 30-40 years ago, is it still valid? While it might still hold validity, it could also be outdated and no longer relevant. If you're listening to this podcast, you can access the referenced timeline at