Protecting Your Family’s Future Podcast: Recent Episodes
Richard M. Chamberlain
This podcast is all about estate planning. We believe that the best estate plans start with a good understanding of the issues and options involved, and this podcast is helps you understand more about what goes into making the right estate plan for you and your loved ones. We talk about wills, revocable trusts, probate, irrevocable trusts, powers of attorney, health care directives, taxes, and all of the other issues you need to know for your estate plan.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
In this episode we talk about the 3 health care directives we use for our clients in Ohio.
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
In this episode we discuss the difference between Trust Amendments and Trust Restatements.
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
In this episode we talk about whether you need to update your trust when you buy or sell assets.
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
In this episode we talk about the reporting requirements of the Corporate Transparency Act.
The website mentioned in the podcast to get more information and to report: www.fincen.gov/boi
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
In this episode we talk about how successor trustees get access to assets that are owned by 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 a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact
In this episode we talk about when a trust will protect your assets from your potential creditors.
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
In this episode we talk about whether a trust can own real estate in multiple states.
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
In this episode we discuss the first thing you need to do in order to make a good estate plan for yourself and your loved ones.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
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.chamberlain-law.net.
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.chamberlain-law.net/contact
In this episode we look at why you need to plan for the worst case scenario in your estate planning.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we discuss doing an irrevocable trust after you already have an existing creditor.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we discuss the three different ways to distribute assets from 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we discuss what determines whether a trust is the right tool for 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we look at whether or not you lose control of your assets when you put them in 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we discuss why you shouldn't give your house to your children.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we talk about the issues involved in using a Transfer on Death Designation on your home.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we discuss the importance of choosing your contingent and remote contingent beneficiaries in 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we talk about the questions that you need to answer when deciding who to name as your successor trustees.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we talk about the difference between a Will and an 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we discuss the importance of getting your estate plan in writing.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we discuss why you need a Will even when you having a Living Trust 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we address a question about whether a trust needs to be amended when your assets change.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we talk about the 4 different ways to avoid Probate.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we discuss the 4 main problems with having an estate go through probate.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we discuss what the best kind of estate plan is.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we discuss why a good estate plan is so important.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode Tim Alley talks about how to protect assets from the cost of long-term care if some one is already in a nursing home or if a nursing home stay is in the near future.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we look at how being proactive benefits you in protecting your assets from the cost of long term care.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode Tim discusses the rules for how a married person qualifies for Medicaid to cover the cost of long-term care. We specifically look at what assets and income the community spouse can keep and what needs to be spent down,
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode Tim explains how assets are classified as either "countable" or "exempt" when looking at whether a person meets the "asset test" for qualifying for Medicaid to cover the cost of long term care.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode my law partner Tim Alley joins me to talk about the costs of Long-Term Care, the options for how that care can be paid for, and what is needed for Medicaid to cover the cost of the Long-Term Care.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode my law partner Tim Alley joins me to talk about what Elder Law is.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we discuss the difference between heirs and beneficiaries.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we talk about what Letters of Authority are.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we look at how the Probate Court gets involved in a probate estate.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we talk about what Probate is and why it's necessary.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we answer the question "What is 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we discuss the wrong way to make changes to your estate plan and how those changes need to be made instead.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we discuss the issues involved in leaving a family member out of 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we discuss the fifth mistake you need to avoid in your estate plan so that your estate plan will work as you need it to when you need it.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.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.chamberlain-law.net/contact
In this episode we discuss the fourth mistake you need to avoid in your estate plan so that your estate plan will work as you need it to when you need it.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss the third mistake you need to avoid in your estate plan so that your estate plan will work as you need it to when you need it.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss the second mistake you need to avoid in your estate plan so that your estate plan will work as you need it to when you need it.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss the first mistake you need to avoid in your estate plan so that your estate plan will work as you need it to when you need it.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we talk about how to sell your home when it's owned in an irrevocable 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we talk about how to sell your home if it's owned in a 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss a third situation where a professional trustee might be the best choice for 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss 2 circumstances where you might want to name a Professional Trustee in 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we talk about the impact that moving from state to state can have on 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss getting your estate plan done in 2024, or getting your existing plan reviewed and updated.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss what you should tell your family about 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we talk about the 3 documents that young adults need to have in place.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss Donor Advised Funds in more detail and look at how they can be used to minimize your income taxes.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we go into more detail on the tax issues associated with making gifts with appreciated assets.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss different ways of making gifts to individuals and charities.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
This episode is posting on Thanksgiving Day, so while you are observing the holiday and being thankful for the good things in your life, this episode is a reminder to be observant of the needs of your family members when you get together with them. Family gatherings for holidays can be a time to see how family members are doing (physically and mentally) and to start making plans to meet their changing 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we finish our discussion on the benefits of using Trusts. This week centers around using trusts to protect your assets for your beneficiaries.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we continue our discussion on the benefits of using Trusts. This week centers around using trusts to avoid ancillary proceedings for people who own real estate in more than one state.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we continue our discussion on the benefits of using Trusts. This week centers around using trusts to protect younger or incapacitated beneficiaries who aren't able to manage inherited assets on their own.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we continue our discussion on the 5 benefits of using a Living Trust in your estate planning. This week the reason is "Lower Fees."
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we begin our discussion on the 5 benefits of using a Living Trust in your estate planning. This week the reason is "Privacy."
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss how using a Revocable Trust and an Asset Protection Trust can give you just the right balance of control and protection for your assets.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we look at some important elements of Asset Protection Trusts.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we look at why an Asset Protection Trust is used and how they protect your assets.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we look at the duties of the Guardian of the Estate in an Ohio guardianship.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we look at the duties of the Guardian of the Person in an Ohio guardianship.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss how a Guardianship is established for a minor child or an incompetent adult in Ohio.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss the different reasons why guardianships need to be established for minors and for adults in Ohio.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we begin our discussion on Ohio Guardianships.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we look at the life events that might require you to 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss the difference between a Power of Attorney signed in your individual capacity and one signed in your capacity as 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss the difference between an immediate power of attorney and a springing power of attorney, and we look at why one might be better for you than the other.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss how general powers of attorney differ from limited powers of attorney and when they are used.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we talk about why young adults need at least some basic essential estate planning documents.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss how and why Revocable Living Trusts don't protect your assets from your creditors, as well as which planning tool will accomplish that goal.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss the current estate tax laws that can impact an estate and how those laws may change in January of 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss what is included in the Fiduciary's Account and why it's so important to have documentation of what was done with all of the estate assets and disbursements.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss how to handle the estate checking account appropriately and what can happen if the estate fiduciary doesn't follow the rules.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we look at the different issues that can arise when dealing with automobiles in a probate estate.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we look at the different issues that can arise when dealing with real estate in a probate estate and the options for how the real estate is treated in the estate.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss why it's so important for the debts in an Ohio estate to be paid in the correct order.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we talk about the responsibilities of an Executor in an Ohio probate estate.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss the 3 main phases of a Full Probate estate administration in Ohio.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we talk about the 3 kinds of probate proceedings that are used to take estates through the probate process in Ohio.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we look at why probate is needed.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode of the podcast we look at different ways that you can have beneficiaries purchase real estate from your estate.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we talk about how to address the issues involved in planning for your spouse and your home in 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss how you can deal with lifetime gifts (advancements) and unpaid loans to beneficiaries in your estate plan to achieve the result you're looking for.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss how often estate plans should be updated.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss why you're never too young to do your estate planning and the factors you need to consider when you're deciding what kind of estate plan best suits your needs and goals.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we talk about how estate planning can be different for people who don't have children and how they might go about addressing those issues.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
This episode discusses the estate planning needs of single people.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
We get this question a lot, so we turned the answer into a podcast episode. In this episode we look at the "non-tax" reasons to do a living 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss the estate planning issues that need to be addressed when you're divorced.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
This episode covers the important issues that need to be addressed in an estate plan for a blended family.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we look at Special Needs Trusts and how they can be used to protect the benefits a special needs loved one is receiving.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
Estate Plans for parents with minor children need to address some important issues. This episode covers the issues you need to be aware of.
For more information, you can read this article on our website: https://chamberlain-law.net/2017/07/03/estate-planning-for-young-families/
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we talk about what happens when you put your home into your Irrevocable 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss the 5-year Look Back period as it applies to a Medicaid Application for Long Term Care benefits.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we explore what Irrevocable Trusts are, how they're different from Revocable Trusts, and why you might need to use one.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we look at the limits for Assets and Income that apply when someone is applying for Medicaid to help pay for Long Term Care.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
There's often a lot of confusion over what Medicare will cover for long-term care. In this episode we discuss the difference between Medicare and Medicaid and what each covers.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
The end of the year is a great time to make resolutions. Be sure to add either getting your estate plan completed or reviewing and updating your estate plan to your list of things to accomplish in 2023.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we look at what long-term care is, how expensive it can be, and the different options you have for paying for it.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode Richard discusses his book, Protecting your Family's Future - All About Wills, Trusts & Probate.
To get a free copy of the book, go to https://chamberlain-law.net/ep-book/.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss the importance of having your assets properly aligned (or funded) with your living trust estate plan. Without proper asset alignment, your trust won't achieve your needs and goals.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
This is a common question people have as they begin to think about doing or updating their estate planning. In this episode we talk about the issues you should consider as you answer that question for yourself.
For additional information, you can listen to Episode 4, "Why Should You Avoid Probate?" https://www.podbean.com/ew/pb-max5a-12a03e7
In Episode 7 we looked at "Avoiding Probate with a Living Trust." https://www.podbean.com/ew/pb-ztxn8-12b9759
Episode 10 is all about "Protecting Beneficiaries with your Estate Plan." https://www.podbean.com/ew/pb-uqsc4-12d5658
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode of the podcast we discuss using an Estate Planning Checklist so you can be sure that your plan meets all of your needs and goals.
To get a free copy of our Estate Planning Checklist, go to https://chamberlain-law.net/free-estate-planning-checklist/
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.chamberlain-law.net.
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
Did you know that your college age children need to have estate planning documents. This episode teaches you what they need and why they need them.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we look at the health care documents you should have in 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode of the podcast we discuss the naming of contingent beneficiaries.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
This episode looks at your different options in how distributions are made to your beneficiaries in 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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we look at the different options you have for making specific distributions in your estate plan.
If you want more information on what you can do with your tangible personal property in your estate plan, check out this article on our website:
https://chamberlain-law.net/2016/11/07/how-should-you-handle-personal-property-in-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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode, we discuss the important attributes required for a person to be in charge of your estate and who you might choose in that role.
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.chamberlain-law.net.
To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
This episode looks at how your estate plan should plan for the possibility of your incapacity.
If you'd like more information, we have a lot of free resources on our website: www.chamberlain-law.net.
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we talk about how estate plans can be used to protect beneficiaries.
If you'd like more information, we have a lot of free resources on our website: www.chamberlain-law.net.
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we look at how beneficiary designations can be used to avoid Probate and whether that is a good way to plan your estate.
If you'd like more information, we have a lot of free resources on our website: www.chamberlain-law.net.
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss whether having a Will is an effective way to keep your estate out of Probate.
If you'd like more information, we have a lot of free resources on our website: www.chamberlain-law.net.
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode of our podcast we look at how a Living Trust is used to avoid Probate.
If you'd like more information, we have a lot of free resources on our website: www.chamberlain-law.net.
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode of our podcast we discuss how the ownership of assets impacts the effectiveness of an estate plan.
If you'd like more information, we have a lot of free resources on our website: www.chamberlain-law.net.
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
This week's episode covers what living trusts are and why people use them as the foundation of their estate plan.
If you'd like more information, we have a lot of free resources on our website: www.chamberlain-law.net.
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
This week we look at the issues that come with Probate and why people plan their estates so that Probate is avoided.
If you'd like more information, we have a lot of free resources on our website: www.chamberlain-law.net.
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
Estate Planning is all about making plans for the future. About making plans for if you become incapacitated or when you pass away. A good estate plan – which we define as an estate plan that meets your needs and your goals for yourself and your family – requires an understanding of the issues involved, the tools available, and the different processes associated with estate planning and estate administration.
This week we’re talking about Probate. You can’t really make a good estate plan without understanding what Probate is and how it works.
If you'd like more information, we have a lot of free resources on our website: www.chamberlain-law.net.
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In this episode we discuss the 5 documents that form the basis for a comprehensive estate plan.
If you'd like more information, we have a lot of free resources on our website: www.chamberlain-law.net.
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
This episode is an introduction to our podcast and what we'll be exploring together.
Estate planning is the process of putting together a plan to deal with your possible incapacity or your death. It's about making sure that the right people are in charge and the right people will receive your property the right way. A good estate plan addresses these issues and many more, and we'll be exploring the issues and option and the pitfalls and the opportunities in this podcast.
Every adult needs some kind of estate plan. The type of plan will depend on your particular needs and goals.
If you'd like more information, we have a lot of free resources on our website: www.chamberlain-law.net.
If you want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact