Protecting Your Family’s Future Podcast

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

3 Important Provisions that might not be in your Trust

In this episode we discuss 3 provisions that should be in every revocable 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

Questions for Designing your Estate Plan

In this episode we talk about the questions you need to be thinking about as you begin to design 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

What if your Successor Trustee doesn't want to serve?

In this episode we discuss what happens if a Successor Trustee doesn't want to serve as the Trustee of 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

Make a Resolution to Review your Estate Plan Regularly

In this episode we talk about reviewing your estate plan to make sure it will do what you need it to do.
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

Webinars on our Website

In this episode we talk about the 3 different webinars we have available on our website.
You can access the webinars here: https://plansthatwork.net/webinars
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

Legal Documents your College Student Needs

In this episode we discuss the 3 legal documents your college-age student needs.
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

The Corporate Transparency Act is on Hold

In this episode, we give an update on the status of the enforcement of the Corporate Transparency Act. 
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 a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact