Episodes

  • Why People Use Trusts instead of Wills - Our Final Episode
    Apr 24 2025

    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

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    6 mins
  • Mistakes to Avoid in your Trust #5 - Failing to Communicate
    Apr 17 2025

    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

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    6 mins
  • Mistakes to Avoid in your Trust #4 - Failing to Update
    Apr 10 2025

    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

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    6 mins
  • Mistakes to Avoid in your Trust #3 - Funding
    Apr 3 2025

    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

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    4 mins
  • Mistakes to Avoid in your Trust #2 - Beneficiaries
    Mar 27 2025

    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

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    5 mins
  • Mistakes to Avoid in your Trust #1 - Trustees
    Mar 20 2025

    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

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    5 mins
  • Being the Successor Trustee after the Trustmaker Dies
    Mar 13 2025

    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

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    6 mins
  • Being the Successor Trustee for an Incapacitated Trustmaker
    Mar 6 2025

    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

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    6 mins
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