Video Library

Watch Us Take Estate Planning to the Next Level

Our comprehensive video library offers you our professional insight and expertise with the click of a button. From estate planning basics to the latest changes in trust and estate law, our videos are designed to provide you with information in an easy-to-digest format. Let us know what you think –

Back To The Basics

What is Estate Planning?
What Everyone Needs in Order to Complete an Estate Plan
How Assets Pass at Death
Critically Important Question of “How to Own Assets” and Beneficiary Designations
What is a Trust?
Third Party Asset Protection
Contingent Beneficiaries

Estate Planning Documents

Financial Power of Attorney
Advanced Directive for Healthcare

Selecting Fiduciaries

Selecting a Fiduciary

Estate Planning for Married Couples

Married Couples with Children: 3 Critical Questions
Married Couples: How to Pass Assets to the Surviving Spouse
Passing Assets to Surviving Spouse: Do I Need to Pass the Assets in Trust for Tax Reasons?

Estate Planning for Blended Families

Planning for Blended Families

Estate Planning for Single Persons

Single Person with Children: 2 Critical Questions

Passing Assets to Children or Other Loved Ones

Passing Assets to Children
A Deeper Dive Into Long-Term Trusts

Elder and Special Needs Planning

Elder and Special Needs Planning
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