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The Top 10 Passwords and Asset Information to Write Down for Your Trustee

When planning your estate, providing your trustee with essential passwords and information about your assets…

• Asset Protection
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• Estate Planning
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154: Unlocking Assets Without Probate: The Benefits of Using a Small Estate Affidavit

• Asset Protection
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Why Do I Have to Do a Probate When I Have a Trust?

Why Do I Have to Do a Probate When I Have a Trust? As an…

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• Funding Your Trust
• Inheritance
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133: From Wheels to Waves: How to Fund Your Trust with Cars, Boats, or Mobile Home Assets

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Issues Arising From Assets Titled in One Spouse’s Name Alone

Many people believe that everything automatically passes to their spouse upon their death, regardless of…

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• Digital Assets
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• Estate Organizer
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What Does It Mean When Someone Names You As Trustee Of Their Trust?

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060: Navigating the World of Senior Living Communities

Big Three from Episode #060: Finding out what's important to people – who they are…

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057:Estate Tax Returns: Why You Might Want to File Anyway

Big Three from Episode #057: The current estate tax exemption is $11.7 million, but that…