Most of us never saw the Covid-19 coming. We didn't anticipate schools, business, and government being shuttered.  It just goes to show that the unexpected can and does happen. Personally, I'll be much better prepared in the event something like this happens in the future. Preparation for a pandemic is one thing, but being prepared for a closer to home problem is important too. That is what estate planning is all about...being prepared for the unexpected and the inevitable. https://www.myestateplanmeeting.com

Estate Planning Weekly

Being Prepared Is More Important Today | Estate Planning Weekly Episode 49

1. Not doing any estate planning. 2. Only planning for end of life. 3. Leaving decisions for splitting assets to someone else. https://www.myestateplanmeeting.com

Three Estate Planning Mistakes To Avoid | Bonus Episode

With the run on TP, I got to thinking about how unprepared most people were for a lockdown. Having the essentials on hand is very important...from TP to your Estate Plan. https://www.myestateplanmeeting.com

Estate Planning & TP | Bonus Episode

 Longtime couples that aren't married need to take into account different estate planning strategies than married couples.   https://www.myestateplanmeeting.com 

Estate Planning for Unmarried Couples | Estate Planning Weekly Episode 48

Creating an estate plan on your own is an option. However, creating an estate plan in the wrong way can cause major problems. This week I spoke to a man that feels (and is probably right) that his sister stole his parent's estate. https://www.myestateplanmeeting.com

Best Meaning Plans Didn’t Work | Bonus Episode

When making a recommendation for a Trust-based over a Will-based estate plan...there are some facts that make a Trust a better fit. https://www.myestateplanmeeting.com

4 Facts That Lead Me To Recommending Trusts Over Wills | Bonus Episode

When you pass without an estate plan, it can make the probate process more difficult. On top of that you won't be the one deciding who get what. https://www.myestateplanmeeting.com

What It's Like Without An Estate Plan After You Are Gone | Episode 47

Story time about my first experience with a Revocable Living Trust and my client's mistaken belief that her trust made her judgment proof. https://www.myestateplanmeeting.com

What A Trust Won’t Do For You | Bonus Episode

We explored what a Power of Appointment is before - Check out Estate Planning Weekly Episode 26. This bonus episode explores how to give a Power of Appointment to your beneficiaries. www.myestateplanmeeting.com

How To Give A Power of Appointment | Bonus Episode

One of the most common statements I hear is "I only need a simple Will." Here is why I don't do Simple Wills and why they are not your best option for an estate plan. https://www.myestateplanmeeting.com

The Simple Will | Estate Planning Weekly Episode 46

Estate Plans are made up from many documents...each of those documents has a different requirement for being updated. https://www.myestateplanmeeting.com

How To Update Your Estate Plan | Bonus Episode

1. To one person and expecting them to split it up. 2. One piece of real property to more than one person. 3. To beneficiaries that it will harm. https://www.myestateplanmeeting.com _ Don is the owner and founder of Northwest Legal Planning, LLC, an Estate Planning, Probate, and Trust Administration law firm located in West Linn, Oregon. Meet Don and get answers to your Estate Planning Questions by scheduling a complimentary Estate Planning Strategy Session - https://www.nwlplanning.com/schedule-consulatation Website - https://www.nwlplaning.com Estate Planning Blog - https://www.nwlplanning.com/blog Facebook - https://www.facebook.com/nwlplanning Twitter - https://twitter.com/nwlplanning

3 Ways Not To Leave Your Assets | Estate Planning Weekly Episode 45

We all know that Estate Planning is important...but is it urgent to get it done? Well, Estate Planning isn't urgent until it is. Once it is urgent it may be too late. https://www.myestateplanmeeting.com

Is Estate Planning Urgent? | Bonus Episode

1. Take an inventory of you assets and family. 2. Have a discussion and know what your goals are for your estate plan. 3. Write things down - your inventory, your questions, your goals, etc. https://www.myestateplanmeeting.com

3 Things To Do Before Meeting With An Estate Planning Attorney | Bonus Episode

Great question from a YouTube comment.  There really aren't any disadvantages to putting assets into a Revocable Trust. Throughout your life you are free to move assets in and out of a Revocable Trust. Plus, whenever you want, you can revoke your trust and put everything back the way it was before. https://www.myestateplanmeeting.com  

Disadvantages To Putting Assets In A Revocable Trust | Estate Planning Weekly Episode 44

Estate Planning Weekly is the plain english explanation of all things Estate Planning. Hosted by Donald Rolfe, owner of Northwest Legal Planning, LLC, Estate Planning Weekly answers the most common Estate Planning questions.

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Estate Planning Weekly

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