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Trust Planning

Tips, strategies, and information to help you protect your family, live a rich life, and create generational wealth.



trust planning

3 Benefits of Trust Planning (Other Than Avoiding Estate Taxes) | Estate Planning TV 026

Uncategorized, December 12, 2017 3 Benefits of Trust Planning (Other Than Avoiding Estate Taxes) We’ve spent a lot of time talk... Continue Reading


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How to Find a Cheap Estate Planning Attorney | Estate Planning TV 024

Uncategorized, November 28, 2017 How to Find a Cheap Estate Planning Attorney Finding a cheap estate planning attorney is easy –... Continue Reading


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Should I Give My House Away While I’m Alive Or Wait Until I Die? | Estate Planning TV 019

Uncategorized, October 24, 2017 Should You Give Your House To Your Family While You Are Alive or Wait Until You Die? This is a quest... Continue Reading


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What Kind of Estate Plan Does An Estate Planning Attorney Have? | Estate Planning TV 017

Uncategorized, October 10, 2017 Ever wonder what an estate planning attorney has for their own estate plan? Well, today is your luck... Continue Reading


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Medicaid Trusts are a Scam | Estate Planning TV 015

Uncategorized, September 26, 2017 Medicaid trusts are a scam, plain and simple. Ask any estate planning attorney worth their salt and ... Continue Reading


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How to Protect Your IRA with Estate Planning | Estate Planning TV 012

Uncategorized, August 31, 2017 For many people their IRA is the biggest asset that will be given to their family when they die. Wha... Continue Reading


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Revocable Living Trust Tax Consequences | Estate Planning TV 006

Uncategorized, July 28, 2017 What is a revocable living trust? Imagine a trust just like a box. You can pull whatever you want in... Continue Reading


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3 Limitations of a Will | Estate Planning TV 005

Uncategorized, July 25, 2017 The first limitation is ‘it does not eliminate probate’. In Washington State, eliminating probat... Continue Reading


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Three Hidden Benefits of Estate Planning | Estate Planning TV 002

Guardianship, Legacy, Medical Power of Attorney, Pain Free Probate, Power of Attorney, Trusts, Wills, July 11, 2017 Most people think estate planning is just taking care of things when you die. Most people would be w... Continue Reading


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The Problem with Appointing Siblings as Trustees | #RichLifeLawyer Show 85

Trusts, April 28, 2017 Choosing a trustee is often a difficult problem for my clients. They want someone they can trust, so... Continue Reading

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