Financial Planning

• Estate Planning
• Family Dynamics in Estate Sales
• Podcasts
• Probate
• Property Management
• Real Estate
• Trust Administration

173: Stop Family Feuds: Expert Tips for Probate Real Estate Sales

• Estate Planning
• Financial Planning
• IRS Audits
• Legal Strategy
• Podcasts
• Tax Laws

172: IRS Audits Uncovered Part 2: Protests and Appeals Explained

• Estate Planning
• IRS Audits
• Legal Insights
• Podcasts
• Small Business Taxes
• Tax Laws

171: IRS Audits Uncovered: What Triggers Them and How to Prepare

• Distribution of Assets
• Estate Planning
• Incapacity Planning
• Podcasts
• Succession Planning
• Trust Administration
• Trustee

148: How to Choose the Right Successor Trustee for Your Trust

• Bank account
• Beneficiary Designation
• Podcasts
• Probate
• Trust Administration
• Trust Bank Accounts
• Wills

147: How to Legally Access a Loved One’s Bank Account After Death

• Elder Care
• Estate Administration
• Estate Planning
• Family Care
• Financial Planning
• Incapacity Planning
• Succession Planning
• Trust Administration
• Trusts
• Young Families

The Importance of a Revocable Living Trust for the Sandwich Generation

The Importance of a Revocable Living Trust for the Sandwich Generation Financial planning can feel…

• Estate Administration
• Podcasts
• Trust Administration
• Trustee
• Undue Influence

140: Navigating Trust Complexities: The Family Home Dilemma

• Asset Protection
• Bank account
• Beneficiaries
• Cryptocurrency
• Digital Assets
• Digital Money
• Distribution of Assets
• Estate Planning
• Finances
• Financial Planning
• Financial Transitions
• Heirs
• Inheritance
• Investments
• Podcasts
• Probate
• Retirement
• Succession Planning
• Trust Bank Accounts
• Trustee
• Trusts
• Wills

132: Trust Funding in a Digital World: Safeguarding Virtual Wealth

• Baby Boomers
• Beneficiaries
• Decision-Making
• Estate Planning
• Family Transition
• Finances
• Gen X
• Gen Z
• Heirs
• Inheritance
• Legacy Planning
• Multigenerational Estate Planning
• Podcasts
• Retirement
• Succession Planning
• Trustee
• Trusts
• Wills

127: Understanding Multigenerational Estate Planning Part 2

• Asset Protection
• Bank account
• Beneficiaries
• Buyers Market
• Buying a Home
• Decision-Making
• Distribution of Assets
• Estate Administration
• Estate Organizing
• Estate Planning
• Estate Taxes
• Family Transition
• Finances
• Financial Advisor
• Financial Planning
• Heirs
• Inheritance
• Irrevocable Trust
• Loan Opportunities
• Loans
• Loans to Irrevocable Trusts
• Mortgage
• Mortgage Rates
• Power of Attorney
• Probate Administration
• Property Tax
• Property Taxes
• Real Estate
• Real Estate Agent
• Real Estate Transaction
• Reverse Mortgages
• State Taxes
• Succession Planning
• Successor
• Trust Administration
• Trust Amendment
• Trust Bank Accounts
• Trustee
• Trusts
• Wills

Common Issues that Arise in Administering a Trust that Holds Real Property: Part II

For this four-part series, we are discussing very common scenarios that we see in our…