Estate Planning
University™
Below, you will find four playlists of short, educational video answers to our frequently asked questions (FAQ).
The first three courses/playlists are the most important and can be watched in under 30 minutes!
EP 101 - Introduction to Estate Planning
This short (~8 1/2 minutes) playlist consists of a series of educational videos designed to introduce you to Estate Planning.
We will answer the following frequently asked questions (FAQ):
EP 201 - Wills, Trusts, and Probate, Oh My!
In this playlist (~15 minutes), we are going to answer the following questions:
What are three reasons I might want to use a Revocable Living Trust?
What is an Irrevocable Trust? How is it different than a normal Trust?
What is the difference between a Living Trust and a Testamentary Trust?
How to protect and preserve my assets for my children? What is an "A/B Trust"?
Why should I delay my kids' inheritance by holding it in trust?
What is a Special Distribution for Substance Abuse? Gambling?
What is a Special Distribution for a Special Needs Beneficiary?
What is a Special Distribution for a Beneficiary with Creditor Issues?
What is a Special Distribution for a Beneficiary going through Divorce?
EP 301 - By the Powers of Attorney!
In this playlist (~5 minutes), we answer the following frequently asked questions (FAQ):
What makes a Power of Attorney (POA) Durable? What does "Springing" mean?
What is a Health Care Agent? How do I appoint one? What's a Combined Advance Directive for HC?
What is the "Living Will" part of a Combined Advance Directive for Health Care?
What are Some Odd Requests I've Been Asked to Include in Someone's Living Will?
EP 401 - Advanced Estate Planning and Miscellaneous FAQ
Advanced estate planning concepts, plus the answers to the following random frequently asked questions: