Estate Planning Basics For 2025

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00:00 Estate Planning for 2025
0:57 The Rumors Of My Demise...
2:37 What Happens In Estate Planning Year To Year
3:01 Who This Video Is For
3:55 What Motivates People To Hire An Attorney To Plan Their Estate
8:45 Questions I Ask a Married Couple
10:53 Start With The End In Mind
22:10 When One Spouse Dies
30:02 Power of Attorney Agents
38:48 Avoiding Probate
52:36 Taxes
1:01:38 Chat Q&A
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Dear Paul, you are an excellent teacher! Each time I tune in to one of your videos I learn a great deal. Thank you so much for offering these podcasts! 👏

Gigi-woyv
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You are peace of mind personified - great nuggets- learning so much, thank you!

dawnofresilience
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Honest Guilory says we need more than an Estate Plan we need the NICER Old Law Practice Model to monitor, validate and certify rightful Heirs to avoid estate plan forgers and no plan counterfeiters. With standard operating provisions found on Let's Talk Paralegal 5 bonus episodes.

TrustVictim-fy
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We need another Tax Cut & Jobs Act!

trvorb
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When you have a revocable trust with all assets transfered more than 5 years and encounter nursing home medicaid issue can you make it irrevocable to protect from medicaid?

donhull
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Hi friend we love you, but we do not want to plan our estates that cost millions in litigation, we want the NICER Old Law Practice Model Trusted Advisors putting their client's needs ahead of their own to install security and services to avoid the Trust Forgers and LLC Counterfeiters. We want the NICER Financial Elder Defense System's Prebate Arbiter Interdiction Title Administration. Costing Parents a Prebate Nickel to spare our Trustees a Probate Dime or Estate Plan Litigation Quarter.

trustvalidationadvocate
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Montana is beautiful! Do u handle NY law?

mylesprior
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Wow! How many lawyer sons do you have Paul! 😉👍

Morningdovecamp