Categories
Long-Term Care Planning

#292 | Another IRA + Estate Tax Strategy. [Video]

Another IRA + Estate Tax Strategy– I love comments. I make these videos specifically to help people with no expectations. Please take a second and say β€˜Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. πŸ™‚ — If you want to talk more about estate planning: https://estatemeeting.com​​​​​​​​​​​​… If you want to talk more about probate: https://probatemeeting.com​​​​​​​​​​​… — We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars:1. Family protection2. Elimination of barriers to entry (we make it easy for you)3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. Christopher Small is the owner of CMS Law Firm LLC. He created it with one goal – help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. — Instagram = https://instagram.com/cmslawfirm​​​​​… Facebook = https://www.facebook.com/cmslawfirm/​…Podcast = https://cmslawfirm.com/podcast​​​​​​​

Categories
New Parents

5 Biggest Revocable Living Trust Mistakes & How to Avoid Them [Video]

Hear from top elder law attorney Lynn St. Louis, founder of Elder Law Group PLLC, as she reviews the 5 biggest revocable living trust mistakes and how to avoid them. More from Lynn and ELG Estate Planning can be found on our website: https://elderlawgroupwa.com/Call us: 509-468-0551Elder Law Group PLLC is here to help with Estate Planning, Wills, Asset Protection, Durable Power of Attorney Financial, Durable Power of Attorney Health Care, Health Care Directives, Medical Asset Preservation Strategies, Obtaining Medicaid Benefits, Long Term Care Planning and Probate & Trust Administration.

Categories
Long-Term Care Planning

What is Estate Planning? Why do I Need a Plan? [Video]

To learn more about estate planning or more information about what is included in an estate plan, visit our website at: https://kansascityestateplanner.comCheck us out on Facebook: https://www.facebook.com/WMLaw123A little bit of planning and preparation can help your family out immensely after your passing. Estate planning can seem complicated and may raise many questions. What is estate planning exactly? In general, it’s taking the necessary steps for your property to easily transfer to the people you want to receive it and to create documents to help keep people managing your health care and other issues if you cannot make decisions for yourself. When you take the time to create an estate plan you make a difficult time for your family much easier.

Categories
Long-Term Care Planning

Why is a Preneed Guardian Designation Important? [Video]

Why is a Preneed Guardian Designation Important?–I love comments. I make these videos specifically to help people with no expectations. Please take a second and say β€˜Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. πŸ™‚ –If you want to talk more about estate planning: https://oconnorelderlaw.com/strategys…–We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars:1. Family protection2. Family opportunity3. A plan that works when it’s neededIf you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person).Melissa O’Connor is the owner of O’Connor Law. She created it with one goal – help YOU live a great life and leave a great legacy. You’ll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.–How to find us out there in the world…instagram = https://instagram.com/oconnorelderlawfacebook = https://www.facebook.com/oconnorelder…iTunes = https://podcasts.apple.com/us/podcast…youtube = https://www.youtube.com/channel/UCxEE…linkedin = https://www.linkedin.com/in/oconnorme…

Categories
Long-Term Care Planning

#287 | Foreign Assets and US Estate Planning. [Video]

Foreign Assets and US Estate Planning– I love comments. I make these videos specifically to help people with no expectations. Please take a second and say β€˜Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. πŸ™‚ — If you want to talk more about estate planning: https://estatemeeting.com​​​​​​​​​​​​… If you want to talk more about probate: https://probatemeeting.com​​​​​​​​​​​… — We do estate planning. We do probate. And we do it well. Our firm rests on three core pillars:1. Family protection2. Elimination of barriers to entry (we make it easy for you)3. Estate tax reduction/elimination If you need estate planning or probate help, we should talk. Christopher Small is the owner of CMS Law Firm LLC. He created it with one goal – help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. — Instagram = https://instagram.com/cmslawfirm​​​​​… Facebook = https://www.facebook.com/cmslawfirm/​…Podcast = https://cmslawfirm.com/podcast​​​​​​​

Categories
Long-Term Care Planning

Countable & Uncountable Resources under Medicaid Rules [Video]

Hear from top Estate Planning Attorney Lynn St. Louis as she reviews countable and uncountable resources under Medicaid rules.Elgwa.com509-468-0551 ELG Estate Planning (Elder Law Group PLLC) is here to help with Estate Planning, Wills, Asset Protection, Durable Power of Attorney Financial, Durable Power of Attorney Health Care, Health Care Directives, Medical Asset Preservation Strategies, Obtaining Medicaid Benefits, Long Term Care Planning and Probate & Trust Administration. Information provided is for educational purposes only and should not be interpreted as legal advice nor as creating an attorney client relationship.

Categories
Long-Term Care Planning

Is All Trust Income Taxed? [Video]

Hear from top Estate Planning Attorney Lynn St. Louis as she explains taxes on trust income. Elgwa.com 509-468-0551 ELG Estate Planning (Elder Law Group PLLC) is here to help with Estate Planning, Wills, Asset Protection, Durable Power of Attorney Financial, Durable Power of Attorney Health Care, Health Care Directives, Medical Asset Preservation Strategies, Obtaining Medicaid Benefits, Long Term Care Planning and Probate & Trust Administration.Information provided is for educational purposes only and should not be interpreted as legal advice nor as creating an attorney client relationship.

Categories
New Parents

Demystifying Probate [Video]

Hear from top Estate Planning Attorney Lynn St. Louis and Jan Kraft, Author of Leaving Lightly discuss probate Elgwa.com509-468-0551 Leavinglightly.comELG Estate Planning (Elder Law Group PLLC) is here to help with Estate Planning, Wills, Asset Protection, Durable Power of Attorney Financial, Durable Power of Attorney Health Care, Health Care Directives, Medical Asset Preservation Strategies, Obtaining Medicaid Benefits, Long Term Care Planning and Probate & Trust Administration. Information provided is for educational purposes only and should not be interpreted as legal advice nor as creating an attorney client relationship.

Categories
Long-Term Care Planning

Life Insurance & Estate Planning [Video]

Hear from top Estate Planning Attorney Lynn St. Louis as she explains Estate Planning and life insurance. Elgwa.com 509-468-0551 ELG Estate Planning (Elder Law Group PLLC) is here to help with Estate Planning, Wills, Asset Protection, Durable Power of Attorney Financial, Durable Power of Attorney Health Care, Health Care Directives, Medical Asset Preservation Strategies, Obtaining Medicaid Benefits, Long Term Care Planning and Probate & Trust Administration.Information provided is for educational purposes only and should not be interpreted as legal advice nor as creating an attorney client relationship.

Categories
Long-Term Care Planning

Estate Planning for a Business Owner [Video]

Hear from top Estate Planning Attorney Lynn St. Louis as she explains a why it’s important to have an Estate Plan as a business owner. Elgwa.com 509-468-0551 ELG Estate Planning (Elder Law Group PLLC) is here to help with Estate Planning, Wills, Asset Protection, Durable Power of Attorney Financial, Durable Power of Attorney Health Care, Health Care Directives, Medical Asset Preservation Strategies, Obtaining Medicaid Benefits, Long Term Care Planning and Probate & Trust Administration.Information provided is for educational purposes only and should not be interpreted as legal advice nor as creating an attorney client relationship.

Categories
Long-Term Care Planning

Meet The Experts – ep. 6 – Spangler Estate Planning [Video]

Jonathan Parisi – Estate Planning in Greensboro – Spangler Estate PlanningWe are back with another episode of Meet The Experts! In this episode, Jonathan will be telling us a bit about why it’s important to have a plan for your future, succession, and more. Whether it is a Will, Trust, Asset Protection, or Estate Planning, it is important to have the right plan in place… Especially if you have children (young or old).

Categories
Long-Term Care Planning

How to Sell Your Home After Your Spouse Dies [Video]

Hear from top Estate Planning Attorney Lynn St. Louis as she explains how to sell your home after your spouse dies. Elgwa.com 509-468-0551 ELG Estate Planning (Elder Law Group PLLC) is here to help with Estate Planning, Wills, Asset Protection, Durable Power of Attorney Financial, Durable Power of Attorney Health Care, Health Care Directives, Medical Asset Preservation Strategies, Obtaining Medicaid Benefits, Long Term Care Planning and Probate & Trust Administration.Information provided is for educational purposes only and should not be interpreted as legal advice nor as creating an attorney client relationship.