And beyond
How to Estate Plan Videos

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Every American has an estate plan - - their own, or the government's.  How to estate plan the government's way is called probate, and it's necessary, no doubt about it.  But, not for you, or your clients, if you and they have a comprehensive estate plan.  Work backwards in your practice, and begin with the end in mind, if your clients will allow it.  End of life planning is hard for most people to think about.  Encourage them to think of it as loving communication.  Encourage them to consider their legacy and their estate planning as part of it.

“End of Life” Advanced Directives

If, while learning how to estate plan, you realize that a fatal accident or illness can end your life at any time, and you don't want to leave your family unprepared, watch this video to learn how important it is to provide instructions and make provisions for the “End of Life.” 

Avoid Probate with a Living Trust

Even if we have a will at the time of our passing, all of our assets and liabilities will need to be settled in probate court before they can be distributed to our families.  Watch this short video to learn how to estate plan and easily avoid the delay and cost of probate for your family.

Leaving Tax Free Assets to Your Family

There are 5 Ways to Create Tax Free Bequests in Your Estate Plan . . . watch this short video to consider which ones are best for your family as you consider how to estate plan.

Financial Security for “Special Needs” Children

If you are responsible for the care of a "special needs" child of any age, and you are concerned about how they will will be cared for in your absence, watch this short video to learn how to estate plan and guarantee their financial security for as long as they live.

Annuity for the Cost of Elder Care 

If you are concerned about the possibility of needing home nursing or assisted living care at sometime in the future, and having enough money to pay for it - watch this video to learn how to estate plan to protect your retirement income and be sure that you don't run out of money or become a burden on your children.

Tax Free Discount on "End of Life" Expenses

If you want to save money while providing your family with the funds to pay for your own funeral expenses, watch this short video to learn how to estate plan and guarantee that your family will have tax free cash to pay your Final Expenses at a 40% to 60% discount.

Converting Your IRA into Tax Free Inheritance

If you have accumulated a substantial sum in your tax deferred retirement account, and you want to leave that money to your family without losing up to 50% in taxes, watch this video to learn how to estate plan and convert any IRA, 401k or 403b account into a tax free bequest or inheritance.

Tax Free Money for Elder Care Expenses

If you want to be prepared for the possibility that in your later years you might need home nursing care or assistance with daily living activities due to physical or cognitive impairment, watch this short video to learn how you can double or triple your current financial reserves - tax free.

Teach a Grandchild to Save Money

If you have a grandchild under the age of 15, watch this short video to learn how to estate plan so that you can set them up to build themselves a lifetime of financial security.

How to Estate Plan to Leave a Tax Exempt Legacy

If you currently support any non profit institution (educational, religious, or philanthropic) and would like to leave some sort of legacy or endowment from your estate, watch this short video to learn how you can leverage relatively small current "gifts" into a very large future donation.

Triple Benefit Tax and Income Strategy

If you own a substantially appreciated asset that you would like to sell without paying capital gains tax, and then convert the proceeds into a guaranteed lifetime income, watch this short video to learn how you can also benefit any charity or non profit institution and your family with tax free cash.

Sell Your Life Insurance for Cash

If you are over the age of 60, and you have at least $100,000 of life insurance coverage you no longer need or want to continue paying for, watch this video to learn how you can sell your life insurance for an immediate cash settlement.

Single Premium WL Cash Reserve for Elder Care Expenses

If you are over the age of 50, with cash reserves in CDs or Money Market accounts, watch this short video to learn how you can leverage that money into a tax exempt cash reserve that will provide 2 or 3 times as much money for Assisted Living or Home Nursing Care, if you ever need it.

Convert Home Equity into Tax Free Income

If you are over the age of 62, and your home mortgage is either paid off or within 10 years of being paid off, watch this video to learn how you can pay off your mortgage immediately (eliminating future payments) and convert your home equity into a tax free cash reserve or a lifetime monthly income.

Your Estate Tax Liability

Will your family owe the IRS taxes on your estate when you pass?  If you are not sure, watch this short video to learn how the IRS can sieze your entire estate and liquidate your assets to pay off your tax bill.

Tax Free Discount on Your Estate Tax Liability

If you have or will have an estate tax liability . . . watch this short video to learn how you avoid IRS seizure and liquidation of your assets, while paying the minimum estate tax with a tax free discounted settlement.

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