Protecting Your Family’s Future Podcast

Why People Use Trusts instead of Wills - Our Final Episode

In this episode we provide a summary of the benefits of using a Living Trust to plan your estate instead of using a Will.
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 #5 - Failing to Communicate

In this episode we discuss the information you should communicate about your estate plan once it's been set up.
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 #4 - Failing to Update

In this episode we discuss reasons why you need to stay on top of the updating of your trust once it's been set up.
We referenced a couple of articles on our website about updating. Here are the links:
Which life events require an estate plan update. https://plansthatwork.net/which-life-events-require-an-estate-plan-update/
When should you update your estate plan? https://plansthatwork.net/when-should-you-update-your-estate-plan/
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 #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