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An Entire Estate Planning Seminar in 14 Minutes 

America's Estate Planning Lawyers
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To request a free zoom video meeting to design your estate plan, click the following link and complete the short questionnaire: aeplaw.cliogrow.com/intake/71...
0:00 Full Seminar on Estate Planning
0:45 Hypothetical John and Jane
1:01 What are the Estate Planning Objectives?
2:04 What If You Can't Sign Your Name in the Future?
4:10 What Happens When the First Spouse Passes Away?
6:30 What Happens After Both Spouses Pass Away?
6:56 Make Your Children's Inheritance Divorce-Proof?
8:01 When You Want To Avoid Leaving A Lump Sum
9:08 The Blended Family Issues
9:32 Medicaid Eligibility Planning
10:06 Avoiding the Death Tax
10:34 Process for Working with AEPL
11:18 Will-Plan or Trust-Plan
13:18 Legal Expenses That are Subject To Change

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2 июн 2024

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Комментарии : 57   
@user-fz8vx5wr8w
@user-fz8vx5wr8w Год назад
Blended family issues cannot be understated. Especially if intestate.
@christines1924
@christines1924 Год назад
I loved this 15 minute lecture to the credit union!! Time we got moving on our Trust!
@americasestateplanninglawy1946
To request a free zoom video meeting to design your estate plan, click the following link and complete the short questionnaire: aeplaw.cliogrow.com/intake/7176090c4db516b907aa7ed491d9a8de
@damsel72
@damsel72 Год назад
Future paralegal here…I don’t go to class anymore (😉) I just watch your videos, they’re gold. I’m in California…but you simplify the process, thank you 🙏
@linneasimchah1621
@linneasimchah1621 Год назад
Really appreciate the synopsis. So many variables, but great job being as concise as possible. I'm only 45 y/o and not dealing with any of this stuff head-on yet, but I'm keeping an eye on things so I'm not completely surprised if/when encounter this stuff with aging relatives.
@sandirep1288
@sandirep1288 Год назад
👍🏻 great info to direct people to get started and ask the right questions. Your page is super informative, so I appreciate your content. Thank you.
@247allday8
@247allday8 Год назад
enlightening....thank you for sharing!
@litrealred6840
@litrealred6840 Год назад
Hi! I been watching your channel, I am doing my estate planning now, thanks for all information! 🥰💯
@IlonaJosiane
@IlonaJosiane 9 месяцев назад
I’m more than happy to discover this channel. I need to thank you for your time for this, particularly a fantastic watch!! I liked every little bit of it and I have subscribed you to look at new posts all the time.
@missouri6014
@missouri6014 Год назад
This was perfect and I thank you very much
@tomandersensmith9234
@tomandersensmith9234 Год назад
Tremendous info!
@TheOrangekrate
@TheOrangekrate Год назад
Wow that was great!! I would love to hear the details about using beneficiaries instead of the will or trust plan.
@RickUzubell
@RickUzubell 10 месяцев назад
You do a very nice job with your videos
@kpatel7995
@kpatel7995 Год назад
Thanks for outstanding Information.
@ynnod
@ynnod Год назад
Excellent Thanks
@duneme
@duneme Год назад
I like the idea of a Trust to leave to my heirs as it can go generation to generation right? Can you do a talk on these Trusts?
@mrjunkmail427
@mrjunkmail427 Год назад
Love your videos. Can you recommend an Estate Planning Lawyer in Florida?
@veronixawardwell8802
@veronixawardwell8802 7 месяцев назад
Fabulous summary and excellent considerations!! Thank you so much! You are doing a tremendous public service!
@milkdiva
@milkdiva 6 месяцев назад
That was good!
@re_patel
@re_patel Год назад
Thanks. Do you know of an equivalent you tube channel for U.K estate laws you can recommend?
@evesampson2369
@evesampson2369 5 месяцев назад
Great info. Wish I could engage your services but I don't live in the US.
@Ed-wg8dn
@Ed-wg8dn Год назад
I’m curious if it’s within the Means of people to do it doesn’t make sense to distribute the majority of Thursday while they’re alive and can see their beneficiaries enjoy the property
@NYNC88
@NYNC88 Год назад
How does a "transfer on death" account work with this? Wouldn't that be a simple way to avoid probate?
@desireekidwell1297
@desireekidwell1297 Год назад
I love to learn more. I’m (divorced) now single mom of 3 minors and would like to do the trust. I don’t know where to start. I need your advice please and how much it will cost. Thank you.
@PeggyFosterExecCoach
@PeggyFosterExecCoach Год назад
How about one for senior singles, and one for medicaid, re: assisted living and nursing homes.
@susandoan1351
@susandoan1351 Год назад
I need to know too, Thanks for the idea
@HB-yq8gy
@HB-yq8gy Год назад
Paul what happen to "myadvocate" your less expensive on line service?
@jimmarka3983
@jimmarka3983 10 месяцев назад
Is there ANY reason for an Executor to keep using a deceased person credit card?
@TC-ef2pp
@TC-ef2pp 9 месяцев назад
My father has a will. I am his durable poa, health poa, etc. Definitely want to avoid probate. I am his primary caregiver and handle all of his finances. Please let me know what I need to do to avoid probate. We did use a attorney for the will.
@scotttracy9333
@scotttracy9333 Месяц назад
Sounds like you need to setup a trust.
@TC-ef2pp
@TC-ef2pp Месяц назад
@@scotttracy9333 thank you.
@tinacampbell2810
@tinacampbell2810 Год назад
I have a question I am looking into your website because I am 56 years old and own two homes and have three children but only in contact with one. Not sure how I feel about the other to just yet they are going through some issues and they got disrespectful with me so we had a disagreement. One of the two took my firebox that held the titles to my vehicles and the deeds to my houses and of course he denies it but he has bragged about it to others how would they even know that I had such a box. I am very angry with him you as you can imagine. I'm not sure what he can do with those documents and of course I am more upset about the family history that was in that box, I do not believe he even cares about such things. I am unaware of anyone having such a situation as mine and how to resolve it. I have no will or even a living will right now and I am trying to decide what I want. I live in the state of Virginia and not sure of all the laws here, can you guide me to a website where I can find out more information about Virginia laws. And maybe give me some idea on my choices that I have in this situation.
@shannonrhodes3060
@shannonrhodes3060 Год назад
I would really like to have your input on the Pennsylvania laws for a cortisol please and thank you
@shannonrhodes3060
@shannonrhodes3060 Год назад
Codicil
@jameshurts3720
@jameshurts3720 Год назад
@@shannonrhodes3060 Hi Shannon how are you doing?
@shannonrhodes3060
@shannonrhodes3060 Год назад
@@jameshurts3720 I'm good , thanks for asking
@jameshurts3720
@jameshurts3720 Год назад
@@shannonrhodes3060 nice to read from you, I’m from Dallas Texas USA and you?
@shannonrhodes3060
@shannonrhodes3060 Год назад
I'm from Pa. How can I help you
@frantiquestreasures1443
@frantiquestreasures1443 Год назад
👍👍👍👍👍
@theresab8525
@theresab8525 Год назад
Hi, how do I find an estate planning lawyer in my state
@jameshurts3720
@jameshurts3720 Год назад
Hi Theresa how are you doing?
@Xanderrr_
@Xanderrr_ Год назад
say the only property they have left in their estate that’s not already covered by beneficiaries is real property.. instead of paying for a trust couldn’t they just put their property in JTWROS or TE (proper titling) and this would also avoid probate?!
@Corkfish1
@Corkfish1 Год назад
Yes. But don't forget about losing the step up in basis if you transfer property ( or a portion of property) prior to death.
@r5yamaha
@r5yamaha Год назад
John dies.. leaves everything to Jane.. Jane remarried. Jane dies. The second husband gets everything and Jane and John's kids are left out.
@cheshirecat6518
@cheshirecat6518 Год назад
I just watched another of his videos where he says you can leave it in a trust to your wife that states if she remarried and then died, his share of her estate goes to their kids.
@r5yamaha
@r5yamaha Год назад
@@cheshirecat6518 not if she gives it to her kids before she dies...hey I've experienced it. Take it all before she dies and there is nothing you can do. Try applying for guardianship before the thief/relative takes everything.
@cheshirecat6518
@cheshirecat6518 Год назад
@@r5yamaha but if it's in a trust, it can't be accessed to give away like that...right?
@r5yamaha
@r5yamaha Год назад
@@cheshirecat6518 only in an irrevocable trust. Even with that you'd have to "trust" the trustee. Nothing is preventing the trustee from spending the money, making atm wdls, writing checks....
@cheshirecat6518
@cheshirecat6518 Год назад
@@r5yamaha ugh. That's depressing.
@s_u_n_j_a_y
@s_u_n_j_a_y Год назад
🤣
@jacksycz
@jacksycz Год назад
Blended family issues cannot be understated. Especially if intestate.
@user-lz9sv7uo4y
@user-lz9sv7uo4y Год назад
Hi! I been watching your channel, I am doing my estate planning now, thanks for all information! 🥰💯
@user-jm2th7kl3z
@user-jm2th7kl3z Год назад
Blended family issues cannot be understated. Especially if intestate.
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