Probate Attorney Blog
Everything you need to know about probate, including how to get letters, if you need probate, and more.
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What is a QTIP trust?
| August 24, 2022 | Estate Planning
What is a QTIP trust? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
watch nowWhat is probate and why do people want to avoid it?
| August 23, 2022 | Estate Planning
What is probate and why do people want to avoid it? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
watch nowA Trust to Pay Pennies on the Estate Tax Dollar… | Rich Life Letter #027
| August 21, 2022 | Estate Planning, Newsletters
Happy Sunday! I thought I’d take today to dive into an example of how to use a life insurance trust that will be applicable to many of you and is EASY to implement. In our hypothetical, we have Jane and John. Jane and John have an estate totaling $8 million in assets. Of that estate, they each have a term life insurance policy for $1 million dollars (so a total of $2m in life insurance between the two of them)….
watch nowDo you have to pay off the mortgage when you inherit a property?
| August 17, 2022 | Estate Planning
Do you have to pay off the mortgage when you inherit a property? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
watch nowHow to transfer real estate with no probate, no trust, and no tax.
| August 15, 2022 | Estate Planning
How to transfer real estate with no probate, no trust, and no tax. Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
watch nowThe Easiest Estate Tax Trust | Rich Life Letter #026
| August 14, 2022 | Estate Planning, Newsletters
I wanted to continue the discussion related to estate taxes by starting with one of the easiest estate tax strategies to employ. This strategy is called the ILIT, or irrevocable life insurance trust. Why is this the easiest? First, the trust itself is relatively easy to put together (it often has the same distribution provisions as your revocable living trust). Second, it’s really easy to figure out what to put into the trust, and there’s not a lot of math…
watch nowWhy should you avoid probate?
| August 10, 2022 | Estate Planning
Why should you avoid probate? Cheers, Christopher Small Estate Planning Attorney PS – Click here to schedule a FREE strategy session with an estate planning attorney.
watch now