Estate Planning

University™

Below, you will find four playlists of short, educational video answers to our frequently asked questions (FAQ).

The first three are the most important and they can be watched in under 30 minutes!

But first, here are some preliminary questions we are often asked about our Estate Planning services:

EP 201 - Wills, Trusts, and Probate, Oh My!

In this playlist (~15 minutes), we are going to answer the following questions:

  • How is a Will different than a Trust?

  • What is a Trust?

  • How is a Trust like an LLC? How is a Trust NOT like an LLC?

  • Types of Trusts - What is a Revocable Trust?

  • What are three reasons I might want to use a Revocable Living Trust?

  • What is an Irrevocable Trust? How is it different than a normal Trust?

  • What is the difference between a Living Trust and a Testamentary Trust?

  • How to protect and preserve my assets for my children? What is an "A/B Trust"?

  • Why should I delay my kids' inheritance by holding it in trust?

  • What is a Pet Trust and why might I want one?

  • What assets are in my "Estate"? Which are NOT in my Estate?

  • Do I Still Own My House If I Put It Into a Trust?

  • What is a Special Distribution for Substance Abuse? Gambling?

  • What is a Special Distribution for a Special Needs Beneficiary?

  • What is a Special Distribution for a Beneficiary with Creditor Issues?

  • What is a Special Distribution for a Beneficiary going through Divorce?

EP 301 - By the Powers of Attorney!

Welcome to your Junior Year of Estate Planning U, where we work HARD to make estate planning EASY for you!

In this playlist (~5 minutes), we answer the following frequently asked questions (FAQ):

  • What is a Durable Power of Attorney for Finances (DPOA)?

  • What makes a Power of Attorney (POA) Durable? What does "Springing" mean?

  • What is a Health Care Agent? How do I appoint one? What's a Combined Advance Directive for HC?

  • What is the "Living Will" part of a Combined Advance Directive for Health Care?

  • What are Some Odd Requests I've Been Asked to Include in Someone's Living Will?

EP 401 - Advanced Estate Planning and Miscellaneous FAQ

Advanced estate planning concepts, plus the answers to the following random frequently asked questions:

  • Medicaid Planning for Long Term Assisted Living - What is a Medicaid Asset Protection Trust?

  • My House is in a Trust . . . How Can I Sell It? How do I Buy a New House?

  • What three things would you NEVER do with your assets?

  • What three things would you NEVER do as an Estate Planning Lawyer?

  • Can you inherit debt?

  • What is the best way to give my house to my children?

  • Should I share my real estate properties with my new spouse?

  • Why you should not gift your home to your daughter?

  • Can I put my house in a Trust if I have a lot of debt?

  • Can I cut my spouse out of my Will?

  • Question regarding a "Crazy Cat Lady"

  • Why Should You NOT Give Your House to Your Son?

  • Should I tell my children about their Inheritance?