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www.myestateplanmeeting.comWhen Does A Will Expire?
Spoiler Alert...It doesn't. www.myestateplanmeeting.comHow To Reduce Estate Taxes | Estate Planning Weekly Episode 24
1. A Life Insurance Trust, know as an ILIT. 2. Gifting. www.myestateplanmeeting.comWhen does a revocable trust become irrevocable?
www.myestateplanmeeting.comWhat Is Tax Basis?
www.myestateplanmeeting.com Death and Taxes...the only certainties. However, we can control how much of an assets value is subject to tax.Can I Draft My Own Estate Plan? | Estate Planning Weekly Episode 23
Short answer - Yes. Right answer - You Shouldn't. www.myestateplanmeeting.comCan your child’s creditors garnish your bank account?
www.myestateplanmeeting.com Putting your child on your bank account can spell disaster. Find out how this seemingly innocent act can cost you a fortune.3 Times It Is Too Late For An Estate Plan | Estate Planning Weekly Episode 22
1. Incapacity. 2. Late State for Medicaid Planning. 3. After You Pass Away. https://www.myestateplanmeeting.comWhy Do People Want To Avoid Probate?
https://www.myestateplanmeeting.comWhen Is The Right Time For An Estate Plan?
www.myestateplanmeeting.comFair Does Not Mean Equal
https://www.myestateplanmeeting.com When splitting assets amongst your heirs, you don't have to make the values equal for things to be fair.What Is A Power Of Attorney? | Estate Planning Weekly Episode 21
www.myestateplanmeeting.com There are generally two types of Powers of Attorney. It is important that you know the difference and know which one you do, or should, have. Funding a Trust Info: https://youtu.be/rXHxBzdXE6gDoes Your Will Disinherit Your Youngest Child?
https://www.myestateplanmeeting.com Hello, I am Don Rolfe, owner of Northwest Legal Planning, estate planning and probate law firm located in West Linn, Oregon, and I am jumping on here real quick today...3 Considerations When Hiring An Estate Planning Attorney | Estate Planning Weekly Episode 20
Hiring an Estate Planning Attorney should be a good experience. These are three considerations to keep in mind to help make sure that you have a good experience. Compatibility You and the...Asset Protection: Retirement Accounts | Estate Planning Weekly Episode 19
Qualified retirement accounts are generally protected from creditors and bankruptcy. However, that protection usually only applies to you and your spouse. When you leave a retirement account to a non-spouse,...Accidentally Disinherited Child
Divorce is common and so is remarriage. Make sure that your estate plan won't disinherit your children by accident. If you have any questions, please schedule a time for us to...What the heck is “Funding A Trust”
"Funding A Trust" means to transfer you assets into your Trust. If you have questions, please schedule a time to talk - https://www.nwlplanning.com/schedule-consulatation/Dealing With A Problem Heir - Estate Planning Weekly Episode 18
Worried about leaving money to an heir that couldn't handle it? Someone with drug, alcohol, or gambling problems? Here are two ways to deal with those heirs in your Estate...Joint Ownership & POD's Are Not An Estate Plan - Estate Planning Weekly Episode 17
You've heard that adding a Joint Owner or Pay On Death designation to your bank account is much easier than creating an Estate Plan. Right...and wrong. There are several reasons...4 Times To Update Your Estate Plan - Estate Planning Weekly Episode 16
Unlike the Showtime Rotisserie, Estate Plans are not "Set It & Forget It." These are 4 times when you need to consider updating your Estate Plan. ONE - Changes To Your...Can A Personal Representative or Trustee Steal Your Assets? - Estate Planning Weekly Episode 15
Leaving your final wishes to someone else can be a daunting prospect. Your Personal Representative or Successor Trustee could steal it all, but it is very unlikely if you plan...3 Reasons Everyone Needs An Estate Plan - Estate Planning Weekly Episode 14
There are many reasons that everyone needs an Estate Plan. These are the first three reasons that come to the top of my mind because they seem to really resonate...Choosing Guardians When You Don't Agree - Estate Planning Weekly Episode 13
In an ideal world we would always agree with our spouse...that is not the world that we live in. When it comes to the very important decision of choosing guardians...Taxes & Estate Planning - Estate Planning Weekly Episode 12
It's that time of year and you can smell taxes in the air. I am seeing and hearing all sorts of news right now about how everyone is getting smaller...Healthcare & Estate Planning - Estate Planning Weekly Episode 11
Considering your healthcare decisions in advance is an important part of creating an Estate Plan. The three healthcare documents that most people are concerned with are the POLST, Advanced Directive,...18 Year Old's Magic Vanishing Inheritance - Estate Planning Weekly Episode 10
Not everyone is ready to handle inheriting a lump sum of money. This is especially true of young people that don't have the life experience to appreciate the value of...Everyone Has An Estate Plan - Estate Planning Weekly Episode 9
Whether you know it or not...whether you want it or not...you have an estate plan even if you've never signed one. In Oregon, (really in every state) our legislature created...4 Ways To Leave Assets To Your Children - Estate Planning Weekly Episode 8
As they say..."there is more than one way to skin..." The same is true with leaving assets to your children. There are good ways, traditional ways, ugly ways and everything...Incorporating Retirement Accounts Into Your Estate Plan - Estate Planning Weekly Episode 7
Retirement accounts are often very misunderstood. Dealing with how to incorporate them in your estate plan can seem very difficult. Here is some basics, but you really need to speak...What Is Estate Planning? - Estate Planning Weekly Episode 6
Most people think of Estate Planning solely as an end of life tool. That is an essential part of Estate Planning, but there are more. I like to think of...How To Leave Money To Minors - Estate Planning Weekly Episode 5
As parents we all worry in the back of our heads about our children being cared for after we are gone. Hopefully we all get to see our children grow...Why You Need A Will With Your Trust - Estate Planning Weekly Episode 4
A couple that I worked with this year was surprised to learn that they need a Will to go along with their Trust based Estate Plan. This couple came to me...How To Leave Real Property To More Than One Person - Estate Planning Weekly 3
Just last week I met with a client with three children. They wanted to leave the home they had built to all three of their children. This can, and often...How to Avoid Probate - Estate Planning Weekly Episode 2
"How do I avoid probate?" "Why should I avoid probate?" I get asked questions like this all the time. Many people have heard that avoiding probate is a good thing, but...What’s The Difference Between a Will and a Trust? - Estate Planning Weekly Episode 1
One of the most common questions I get about estate planning is "What's the difference between a Trust and a Will?" Trusts and Wills are documents that you create during your...