Blog Medium Image2017-05-20T16:43:16-05:00

The Estate Paparazzi

Estate Privacy When an estate goes through probate, privacy is out the door worse than Beyonce taking a stroll down Rodeo Drive. In this outtake from the webinar “Estate Planning… Bigger Than Beyonce” I review the loss of privacy that occurs to an estate mired in this court process. My name, account values, beneficiary contact information, and a whole [...]

What’s All This ‘Hearsay’ Crap?

What is Hearsay? "Hearsay is a statement, other than one made by the declarant while testifying at the trial or hearing, offered in evidence to prove the truth of the matter asserted.” In this reaction video, I explain in plain English the definition of ‘hearsay’ that kept popping up in the Johnny Depp/Amber Heard trial, and then I apply it [...]

The High Cost of “Low Probate Fees”

Probate Fees “Probate fees in our state are not that high.” Unfortunately, I hear this from some attorneys who focus their practice on handling probate, and probate is exactly what you get when you rely on a Last Will and Testament for your estate plan. Considering the massive attorney's fees involved in handling full-blown probate cases, there is a [...]

Myths of Special Needs Planning

Common Knowledge Myths Special Needs Planning Sometimes something that is “common knowledge” is just a myth, and myths are prevalent in estate planning for special needs beneficiaries. For example, MYTH: You can't leave an inheritance to a beneficiary with special needs. MYTH: You should leave a house, a car, and $2,000 directly to your beneficiary, but nothing more. MYTH: [...]

Anatomy of a Destroyed Estate Plan

Estate Plan Destroyed How do you destroy your own well-crafted, strategically created, solid estate plan in one move? In this podcast, I cover how one of our most airtight estate plans explicitly drafted to benefit a grandson with special needs ended up being placed in jeopardy… because the clients decided to perform their own DIY surgery on their documents. [...]

NFTs and Revocable Living Trusts

One of the hot new investment trends is NFTs, or Non-Fungible Tokens. Because it is so new, questions come up about how this investment is funded into a revocable living trust. In this video, I run through the basics of NFTs and how they need to be titled to work with your revocable living trust to avoid probate. NFTs [...]

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