Estate Planning Insights
103 episodes - English - Latest episode: almost 2 years ago -Estate Planning insights is about estate planning. Hosted by Scott Aubrey of Aubrey Law, LLC. Estate Planning Insights talks about everything related to estate planning, including wills, trusts, power of attorney, medical power of attorney, living wills, health care directives, probate, elder law, medicaid planning, living trusts, irrevocable trusts, irrevocable life insurance trusts, advance esttae planning techniques, estate tax, gift tax, guardianship, pour-over will, and testamentary trusts.
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Episodes
3 Simple Ways to Avoid Probate Costs
July 18, 2022 18:14 - 7 minutes - 6.47 MB3 Simple Ways to Avoid Probate Costs - aubreylegal.com Name a Beneficiary. The probate process only applies to those accounts or other property that are in your name at your death. By naming a beneficiary, these accounts and other property will be transferred to the named individual without any court involvement. Own Property Jointly. Probate can also be avoided if the property you own is held jointly with a right of survivorship. Similarly to a beneficiary designation, joint ownership ...
#105 How to Avoid Probate Without a Trust
July 13, 2022 15:15 - 6 minutes - 5.91 MBAvoiding probate is often the main goal of creating an estate plan. Probate can be expensive, time consuming, and clients don’t want to burden their family with probate. A trust is the best way to avoid probate, but there are other strategies. If you don’t want to create a trust, the two main strategies are utilizing beneficiary designations and transfer on death accounts. In this video, I explain how to avoid proabte without a trust. #AubreyLaw, #EstatePlanning, #EstatePlanningLawyer, #Peace...
#104 3 Reasons to Create A Revocable Trust
July 11, 2022 18:08 - 7 minutes - 7.25 MB2. You are able to control how and when your beneficiary receives the assets of the trust. This is often referred to as "controlling from the grave." A trust provides you with a lot of flexibility in the distribution of the trust assets.ts.? And normally I give a typical lawyer answer of ... it depends. Whether or not you need a trust depends on a number of factors. One important factor is whether creating a trust accomplish your estate planning goals. If it doesn’t, then you don’t have to cr...
I want to avoid probate … right?
July 08, 2022 15:16 - 6 minutes - 6.07 MBProbate is another one of those words many have heard and it’s probably something you’re told you want to avoid, but not many people have experienced or truly understand what it entails even if they know what the term means. Probate is the legal word for the Court process of handling the assets and obligations of a person when they pass away. Assets in a person’s individual name (without having a beneficiary designation) have to go through probate to transfer to the beneficiaries So – wha...
Shop small, make a big difference #SmallBusinessDay
July 08, 2022 15:15 - 35 seconds - 546 KBShop small, make a big difference #SmallBusinessDay
National Work From Home Day #WFH
July 08, 2022 15:15 - 22 seconds - 344 KBNational Work From Home Day #WFH
What are the important estate plan documents?
July 07, 2022 20:32 - 4 minutes - 3.65 MBWhile a will is a necessary aspect of your estate planning, it’s not the only document you need. Here are other documents you need: Healthcare Power of Attorney A healthcare power of attorney that lets you name someone to make healthcare decisions on your behalf. Financial Power of Attorney. This document allows you to name a person to make financial decisions for you if you can’t and this doesn’t necessarily mean that you must be incapacitated. Many people use these when they are un...
Do I need a pour-over will in my estate plan?
July 07, 2022 20:30 - 7 minutes - 6.44 MBA pour-over will is a specific type of will that is generally made in conjunction with a trust. This type of will contains a provision that allows the will to pour-over any assets left in your estate. A major benefit of this type of will is it acts a backstop in event there were assets that the grantor (person making the trust) did not specifically transfer into the trust before their death. When you create a trust you transfer assets into that trust by designated certain assets to be t...
Do I need a pour-over will in my estate plan?
July 07, 2022 20:30 - 7 minutes - 6.44 MBA pour-over will is a specific type of will that is generally made in conjunction with a trust. This type of will contains a provision that allows the will to pour-over any assets left in your estate. A major benefit of this type of will is it acts a backstop in event there were assets that the grantor (person making the trust) did not specifically transfer into the trust before their death. When you create a trust you transfer assets into that trust by designated certain assets to be t...
What if you have no beneficiary listed on your account?
June 30, 2022 18:51 - 4 minutes - 3.71 MBaubreylegal.com
Is estate planning the same as will?
June 30, 2022 18:51 - 5 minutes - 4.67 MBIs estate planning the same as will? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’l...
Can you sell real estate in a revocable living trust?
June 30, 2022 18:50 - 2 minutes - 2.31 MBCan you sell real estate in a revocable living trust?
Do I need a will if I want to leave everything to my spouse?
June 30, 2022 18:50 - 3 minutes - 3.43 MBDo I need a will if I want to leave everything to my spouse? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey ...
Do I need an estate plan?
August 04, 2020 15:27 - 6 minutes - 6.17 MBDo I need an estate plan? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’ll find info...
Can I use downloaded forms to create my estate plan?
August 04, 2020 15:27 - 4 minutes - 3.75 MBCan I use downloaded forms to create my estate plan? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ...
Is a trust right for you?
July 30, 2020 09:17 - 8 minutes - 7.71 MBIs a trust right for you? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’ll find info...
The first step in updating your estate plan
July 30, 2020 09:16 - 4 minutes - 4.39 MBThe first step in updating your estate plan I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- ...
What makes a good trustee?
July 13, 2020 18:48 - 4 minutes - 3.77 MBWhat makes a good trustee? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’ll find inf...
How do you Remove a Trustee?
July 08, 2020 14:55 - 4 minutes - 3.8 MBHow do you Remove a Trustee? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’ll find i...
Can a Beneficiary also be the trustee of a trust?
July 07, 2020 15:05 - 4 minutes - 4.53 MBCan a Beneficiary also be the trustee of a trust? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ---...
What is the right way to title assets in a trust?
July 06, 2020 13:48 - 3 minutes - 2.88 MBWhat is the right way to title assets in a trust? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ---...
Beware of the estate planning rabbit hole
July 06, 2020 13:48 - 4 minutes - 4.43 MBBeware of the estate planning rabbit hole I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- ...
How does a trustee get paid?
July 06, 2020 13:47 - 3 minutes - 3.07 MBHow does a trustee get paid? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’ll find i...
How to sell a house in a trust?
July 06, 2020 13:47 - 4 minutes - 3.69 MBHow to sell a house in trust? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’ll find ...
How do I give someone access to my bank accounts?
June 25, 2020 14:44 - 3 minutes - 3.44 MBHow do I give someone access to my bank accounts? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ---...
How will my trustee know what to do?
June 18, 2020 18:33 - 2 minutes - 2.71 MBHow will my trustee know what to do? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’l...
Do you really need to follow the terms of the trust?
June 16, 2020 18:28 - 4 minutes - 3.72 MBDo you really need to follow the terms of the trust? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ...
What is a trustee?
June 16, 2020 18:25 - 3 minutes - 3.24 MBWhat is a trustee? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’ll find information...
How to leave money to minor children?
June 08, 2020 19:30 - 4 minutes - 3.99 MBHow to leave money to minor children? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’...
What are the minimum assets needed for creating a trust?
June 02, 2020 00:21 - 3 minutes - 3.48 MBWhat are the minimum assets needed for creating a trust? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law....
When does a power of attorney end?
May 19, 2020 20:04 - 3 minutes - 2.76 MBWhen does a power of attorney end? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’ll ...
What’s the difference between a springing and durable power of attorney?
May 19, 2020 20:04 - 5 minutes - 5.36 MBWhat’s the difference between a springing and durable power of attorney? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owne...
What assets go into your trust?
May 13, 2020 15:48 - 3 minutes - 3.24 MBWhat assets go into your trust? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’ll fin...
When you do need to update your estate plan?
May 13, 2020 15:48 - 7 minutes - 6.59 MBWhen you do need to update your estate plan? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- ...
Does a revocable living trust give you asset protection?
April 21, 2020 14:18 - 5 minutes - 4.98 MBDoes a revocable living trust give you asset protection? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law....
5 Things you can do with a revocable trust that you can’t do with a will
April 20, 2020 17:52 - 10 minutes - 9.55 MB5 Things you can do with a revocable trust that you can’t do with a will I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owne...
Do you need to worry about estate taxes?
April 17, 2020 16:10 - 5 minutes - 4.65 MBDo you need to worry about estate taxes? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- Y...
Who needs estate planning?
April 15, 2020 20:14 - 6 minutes - 5.92 MBWho needs estate planning? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’ll find inf...
Who needs a power of attorney?
April 14, 2020 15:19 - 5 minutes - 4.63 MBWho needs a power of attorney? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’ll find...
Why is it so hard to create an estate plan?
April 10, 2020 03:08 - 4 minutes - 4.22 MBWhy is it so hard to create an estate plan? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- ...
What is probate and why do people want to avoid it?
April 08, 2020 19:53 - 5 minutes - 5.33 MBI love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’ll find information about estate planning...
What makes up a basic estate plan?
April 06, 2020 15:35 - 7 minutes - 7.09 MBI love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’ll find information about estate planning...
Can you have your will witnessed after the fact?
April 01, 2020 20:52 - 3 minutes - 3.48 MBCan you have your will witnessed after the fact? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ----...
Does your will need to be notarized?
March 31, 2020 19:26 - 3 minutes - 3.36 MBDoes your will need to be notarized? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’l...
Does your living will override your health care proxy?
March 30, 2020 13:29 - 4 minutes - 4.06 MBDoes your living will override your health care proxy? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ...
What should you name your trust?
March 23, 2020 15:40 - 3 minutes - 3.61 MBWhat should you name your trust? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ------- You’ll fi...
What are the limitations of a will-based estate plan?
March 19, 2020 12:50 - 6 minutes - 5.75 MBWhat the limitations of a will-based estate plan? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. ---...
How to make the estate planning process easier?
March 18, 2020 13:33 - 5 minutes - 5.35 MBHow to make the estate planning process easier? I love comments. I make videos to help people with no expectations. Please take a second to say Hi in the comments and let me know what you thought of my video. ------ If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in-person). https://estateplanmeeting.com Scott Aubrey is the owner of Aubrey Law. -----...