Protecting Your Family’s Future Podcast

Mistakes to Avoid in your Trust #3 - Funding

In this episode we talk about the mistakes relating to funding that you need to avoid with your trust.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

Mistakes to Avoid in your Trust #2 - Beneficiaries

In this episode we talk about the mistakes relating to your beneficiaries that you need to avoid in designing your trust.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

Mistakes to Avoid in your Trust #1 - Trustees

In this episode we talk about the mistakes relating to the naming of your trustees that you need to avoid in designing your trust.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

Being the Successor Trustee after the Trustmaker Dies

In this episode we talk about the responsibilities of the Successor Trustee after the Trustmaker passes away.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

Being the Successor Trustee for an Incapacitated Trustmaker

In this episode we talk about the responsibilities of the Successor Trustee if the Trustmaker becomes incapacitated.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

Successor Trustee Responsibilities

In this episode we discuss the general responsibilities of a Successor Trustee when they take over the administration of a trust.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact
 

What happens if you transfer your IRA into your trust?

In this episode we discuss what happens if you transfer your IRA into your trust.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

Can you Transfer a Home with a Mortgage into your Trust?

In this episode we talk about whether the transfer of your home into your Revocable Living Trust triggers the due-on-sale clause in your Note and Mortgage.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

Are Inheritances Taxable?

In this episode we discuss whether beneficiaries will need to pay income tax on an inheritance they receive.
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

Estate Taxes in 2025 and Beyond

In this episode we discuss estate taxes in 2025 and what may happen to the estate tax in 2026. 
If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net.
To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/
If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact