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Everything Estate Planning

May 30, 2025

#376 | Daily Baby Steps = Monumental Growth   

𝗪𝗵𝗮𝘁 𝗶𝗳 𝘁𝗵𝗲 𝗸𝗲𝘆 𝘁𝗼 𝘀𝘂𝗰𝗰𝗲𝘀𝘀 𝘄𝗮𝘀𝗻𝘁 𝗮 𝗴𝗿𝗮𝗻𝗱 𝗹𝗲𝗮𝗽𝗯𝘂𝘁 𝗮 𝘀𝗲𝗿𝗶𝗲𝘀 𝗼𝗳 𝘀𝗺𝗮𝗹𝗹 𝘀𝘁𝗲𝗽𝘀


May 29, 2025

#375 | How to Sell a House in an Irrevocable Trust    

𝗪𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝘀 𝘄𝗵𝗲𝗻 𝘁𝗵𝗲 𝗵𝗼𝘂𝘀𝗲 𝗶𝘀 𝗶𝗻 𝗮𝗻 𝗶𝗿𝗿𝗲𝘃𝗼𝗰𝗮𝗯𝗹𝗲 𝘁𝗿𝘂𝘀𝘁 𝗮𝗻𝗱 𝗠𝗼𝗺 𝘄𝗮𝗻𝘁𝘀 𝘁𝗼


May 28, 2025

#374 | Estate Planning Information Overload - How to Sift Through It.   

𝗖𝗼𝗻𝘁𝗲𝗻𝘁 𝗼𝘃𝗲𝗿𝗹𝗼𝗮𝗱 𝗶𝘀 𝗿𝗲𝗮𝗹.

In a world flooded with books, blogs, podcasts, and videos out there—how do you know which advice to follow?

It's so much more than just amassing...


May 27, 2025

#373 | Disinheriting? Just a Will is NOT Enough!    

💬 “𝗜’𝗹𝗹 𝗷𝘂𝘀𝘁 𝘄𝗿𝗶𝘁𝗲 𝘁𝗵𝗲𝗺 𝗼𝘂𝘁 𝗼𝗳 𝘁𝗵𝗲 𝘄𝗶𝗹𝗹.” Sounds simple, right?

But when it comes to disinheriting a child, a basic will might not protect your true wishes—and could...


May 26, 2025

#372 | A Real Estate Trend We Should All Pay Attention To

𝗧𝗿𝗲𝗻𝗱𝘀𝗲𝘁𝘁𝗶𝗻𝗴 𝗡𝗬𝗖 𝗛𝗼𝗺𝗲𝗼𝘄𝗻𝗲𝗿𝘀 𝗪𝗲 𝗖𝗮𝗻 𝗟𝗲𝗮𝗿𝗻 𝗙𝗿𝗼𝗺

🚨 Are you a real estate owner without a trust? You might be missing out on a crucial...