Protecting Your Family’s Future Podcast
This podcast is all about estate planning. elder law, and estate administration. We believe that the best plans start with a good understanding of the issues and options involved, and this podcast is helps you understand more about what goes into making the right plan for you and your loved ones. We talk about wills, revocable trusts, probate, irrevocable trusts, powers of attorney, health care directives, taxes, and all of the other issues you need to know for your estate plan.
Episodes
In this episode we provide a summary of the benefits of using a Living Trust to plan your estate instead of using a Will.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
In this episode we discuss the information you should communicate about your estate plan once it's been set up.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
In this episode we discuss reasons why you need to stay on top of the updating of your trust once it's been set up.
We referenced a couple of articles on our website about updating. Here are the links:
- Which life events require an estate plan update. https://plansthatwork.net/which-life-events-require-an-estate-plan-update/
- When should you update your estate plan? https://plansthatwork.net/when-should-you-update-your-estate-pl...
In this episode we talk about the mistakes relating to funding that you need to avoid with your trust.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want t...
In this episode we talk about the mistakes relating to your beneficiaries that you need to avoid in designing your trust.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or ...
In this episode we talk about the mistakes relating to the naming of your trustees that you need to avoid in designing your trust.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
In this episode we talk about the responsibilities of the Successor Trustee after the Trustmaker passes away.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and...
In this episode we talk about the responsibilities of the Successor Trustee if the Trustmaker becomes incapacitated.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
In this episode we discuss the general responsibilities of a Successor Trustee when they take over the administration of a trust.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
In this episode we discuss what happens if you transfer your IRA into your trust.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial pl...
In this episode we talk about whether the transfer of your home into your Revocable Living Trust triggers the due-on-sale clause in your Note and Mortgage.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-ch...
In this episode we discuss whether beneficiaries will need to pay income tax on an inheritance they receive.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
In this episode we discuss estate taxes in 2025 and what may happen to the estate tax in 2026.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
In this episode we discuss 3 provisions that should be in every revocable trust.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial pla...
In this episode we talk about the questions you need to be thinking about as you begin to design your estate plan.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
In this episode we discuss what happens if a Successor Trustee doesn't want to serve as the Trustee of your trust.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
In this episode we talk about reviewing your estate plan to make sure it will do what you need it to do.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
In this episode we talk about the 3 different webinars we have available on our website.
You can access the webinars here: https://plansthatwork.net/webinars
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-...
In this episode we discuss the 3 legal documents your college-age student needs.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial pla...
In this episode, we give an update on the status of the enforcement of the Corporate Transparency Act.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
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