Logo of Estate Planning 101 TV show   with information on estate plans, tax planning, probate, and wills and trusts

Every week moderator Scott Trout hosts a quick but dynamic 15-minute segment with one TuckerAllen attorney and discusses the ins and outs of estate planning and elder law and answers live viewer questions. From everything about avoiding probate to guidance on estate planning for blended families, these sessions provide more than just the basics.  With years of experience in the legal industry, Mr. Trout and his co-hosts provide their insights into what everyone should know when creating an estate plan or preparing long-term care options. http://www.tuckerallen.com

Season 2 (2022)Estate Planning 101

Tips for Funding Your Trust
What Happens When a Beneficiary Dies
When to Give Money to Your Beneficiaries
Logo of Cunningham Legal an estate, trust and tax planning law firm with information on estate plans, tax planning, probate, and wills and trusts

With his no-nonsense style and plain-spoken explanation of complex legal topics, expert estate and tax planning attorney James L. Cunningham, Jr. shows how to avoid the mistakes that could damage your financial future, financial succession, family, heirs, and legacy. Author of bestselling book Savvy Estate Planning, Jim provides both the essentials and the advanced strategies you need in the protection and transfer of multi-generational wealth. The only mistake you could make now would be to neglect this vital part of your financial life. http://www.cunninghamlegal.com

Top Estate Planning GAME CHANGERS for 2022

Top Estate Planning GAME CHANGERS for 2022

Duration 50m

Estate Planning strategies have had to adapt to huge changes in law in the last few years: the SECURE Act, Prop 19, upcoming shifts in gifting laws, and now in 2022 a new set of rules that greatly increase the complexity of administering a trust in California. For example, starting Jan 1, if your mother becomes incapacitated but is still living, you have an affirmative obligation to deliver a copy of her trust to all who inherit under that trust. You’re also required to prepare a periodic accounting! Don’t wait to educate yourself and bring your estate game plan up to date.