It All Begins Here Sign Up Skip to Videos All | establish a will | Estate Planning | Charitable Giving | Surviving Spouse Planning | Gifting Strategies | Testamentary Trust | Revocable Trusts | Irrevocable Trust | Protecting Assets from Long Term Care Costs | Avoiding Probate | Power of Attorney | Healthcare Proxy | Main Page | Yoga for Beginners | Mindful Meditation | 7-Day Morning Flow Challenge | Surviving Spouse Planning, • 1/12/26 Surviving Spouse Financial Checklist: 5 Important Action Items Estate Planning, • 1/12/26 How to Avoid the New York Estate Tax Cliff Estate Planning, • 1/12/26 Estate Tax Exemption Raised to $15M Under Big Beautiful Bill Charitable Giving, • 1/12/26 Why Do Wealthy Families Set Up Foundations and How Do They Work? Charitable Giving, • 1/12/26 Donor Advised Funds Explained: Maximize Tax Deductions on Charitable Giving Charitable Giving, • 1/12/26 How to Give to Charity Tax-Free With an Inherited IRA (QCD Rules Explained) Surviving Spouse Planning, • 1/12/26 Social Security: Complete Guide of Benefits | Retirement, Spousal, Survivor, & Child Benefits Surviving Spouse Planning, • 1/12/26 How Do Spouse Inherited IRA's Work? Surviving Spouse Planning, • 1/12/26 How Do Social Security Survivor Benefits Work? Gifting Strategies, • 1/12/26 When You Make Cash Gifts To Your Children, Who Pays The Tax? Gifting Strategies, • 1/12/26 Kiddie Tax & Other Pitfalls When You Gift Assets To Your Kids #taxplanning #financialplanning Gifting Strategies, • 1/12/26 Tuition Gift Tax Hack Every Parent Should Know Gifting Strategies, Estate Planning, • 1/12/26 Should You Gift Stock Now or Wait For Heirs to Inherit? A Case for Both Gifting Strategies, Irrevocable Trust, • 1/12/26 Don't Gift Your House To Your Children Protecting Assets from Long Term Care Costs, • 1/12/26 How To Protect Assets From The Nursing Home Protecting Assets from Long Term Care Costs, • 1/12/26 3 Ways To Protect Your House From Medicaid: Gift, Life Estate, Medicaid Trust Protecting Assets from Long Term Care Costs, • 1/12/26 How To Protect A Roth IRA from the Medicaid Spenddown Process establish a will, Avoiding Probate, • 1/12/26 What REALLY Happens When You Die Without a Will? Avoiding Probate, • 1/12/26 How to Title Your House to Avoid Probate Avoiding Probate, • 1/12/26 How Transfer on Death Accounts (TOD) Help You Avoid Probate establish a will, Testamentary Trust, Power of Attorney, Healthcare Proxy, • 1/12/26 A CFP Explains: Wills, Power of Attorney, Health Proxy, & Trusts Healthcare Proxy, • 1/12/26 Planning for Healthcare Costs in Retirement: Why Medicare Isn’t Enough Main Page, • 1/12/26 3 Ways To Protect Your House From Medicaid: Gift, Life Estate, Medicaid Trust Main Page, Irrevocable Trust, • 1/12/26 Can You Break an Irrevocable Trust? Testamentary Trust, Main Page, Irrevocable Trust, Revocable Trusts, • 1/12/26 Trust Roles Explained Easily: Grantor, Trustee, and Beneficiary Testamentary Trust, Gifting Strategies, Main Page, Revocable Trusts, • 1/12/26 Should You Put Your House in a Trust or Gift It? Pros, Cons, and the Smarter Move Protecting Assets from Long Term Care Costs, Main Page, • 1/12/26 New Ways to Plan for Long-Term Care Costs: Self-Insure & Medicaid Trusts
