Videos to Help You Learn More

Living Will or POLST? What You Need to Know

A document called a Living Will can also bring peace of mind to both you and your loved ones because it provides instructions about your end-of-life medical care decisions. However, more comprehensive advance care planning is recommended....

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Why You Need a Pour-Over With Your Living Trust

I get asked this question a lot: "If I have a trust, do I need a will?" The short answer is: "Yes, you do." Of course, the next natural question is "why?" To understand the why, it's helpful to first see the probate problem that can arise...

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Does a Power of Attorney Ever Expire?

A Durable Power of Attorney is one of the essential legal documents that should be a part of everyone's estate planning in order to best prepare for when life happens. Outside of how to create one, we often get asked the question of whether...

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Know the Truth: Trusts Do Not Avoid Probate!

One of the biggest myths and most understood concepts that we come across when we talk to people about estate planning is that a trust will avoid probate. That is only partially true, but it's not the whole story. Trusts by themselves...

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The Secure Act (Part 3): The Big Problem Explained

The SECURE Act has a lot of benefits, but now for the bad news. Under the SECURE Act, younger beneficiaries can no longer “stretch” the IRA they inherit. This was a process by which a beneficiary would take small required minimum...

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