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In this episode, Tim will explain why Estate Planning is for everyone and the best times in life to visit (or revisit) it.
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In this episode, Tim shares details about the default plan that the state already has in place for your assets if you die without a Will.
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In this episode, Tim addresses key considerations of lifetime gifting.
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In this episode, Tim will explain when a Simple Will is sufficient, and why some people choose more advanced planning.
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In this episode, Tim describes the downsides to transferring a house to adult children while retaining life use, and also suggests an alternative.
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In this episode, Tim will explain how people can save assets even if they are about to enter, or even if they are already admitted to a nursing home.
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In this episode, Tim will compare key features and functions of different types of trusts.
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In this episode, Tim will describe key documents needed to maintain control of your health care decision making.
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In this episode, Tim will explore the purpose of this estate planning document and point out ways in which one type may differ from another.
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In this episode, Tim will review assets that pass to others regardless of what a decedent’s Last Will and Testament might say.