Trusts & Estate Law Videos

Trust fraud can be an executor not telling heirs about their rights or hiding information, but other trust fraud, like misusing money, is possible. Learn about trust fraud from an estate planning...

When estate planning, a good checklist can help you get the most for your loved ones. Try an estate planning checklist from an estate planning and probate lawyer in this free video on estate law.

A death in the family means notifying friends and loved ones, but it also means notifying authorities who issue death certificates or pronounce deaths. Learn whom to notify when someone dies from...

Most people who ask for family estate trusts really want a revocable living trust to reduce estate taxes and manage finances. Consider family estate or revocable living trusts with an estate...

Manage wealth with financial consultants, but use a good estate lawyer to save estate taxes and avoid probate in the case of death. Learn to manage wealth from an estate planning and probate...

Wills come in many types, and setting up a small trust or a bypass trust can help heirs with reduced estate taxes. Learn about general types of wills from an estate planning and probate lawyer in...

Most probate attorneys get into the probate business as they age and have friends who need probate attorneys. Find out what it takes to be a probate attorney from an estate planning and probate...

Bank accounts or property in joint tenancy or with right of survivorship avoid probate but also bypass specifications in the will. Learn ways some avoid probate in joint tenancy from an estate...

You have nine months after the date of death to file an estate's tax return to the IRS. Learn how many months you have to file an estate tax return from an estate planning and probate lawyer in...

You may have to file an estate tax return if a surviving spouse or charity is not set to inherit everything. Find out when you must file an estate tax return from an estate planning and probate...

If someone dies, executors or trustees file estate taxes and also an income tax return for the year of death. Learn about filing incoming tax after someone dies from an estate planning and probate...

Everything you own and every part of your estate is subject to estate taxes. Learn what parts of estates are taxable from an estate planning and probate lawyer in this free video on estate law.

A family estate trust helps married couples retain an estate tax exemption and protects from remarriages taking money from the family. Find out what a family estate trust is from an estate...

Gift taxes are federal taxes incurred when inheriting or receiving large amounts of money. Learn about gift taxes from an estate planning and probate lawyer in this free video on estate law.

Asset protection keeps assets from creditors or lawsuits, whereas estate planning is about saving estate taxes and preparing for death. Learn the difference between estate planning and asset...

Estate planning helps avoid probate, save estate taxes and provide for survivors, whereas elder law is about Medicaid planning. Learn the difference between estate planning and elder law from an...

Retirement planning aims to secure financial solvency during retirement, but estate planning aims to save estate taxes and rights in the case of death. Learn the difference between estate and...

When someone dies, the Internal Revenue Service (IRS) takes its cut of the money first, followed by funeral expenses, then creditors and finally heirs. Learn about handling creditors and debt when...

Typically, wills are estate planning documents that do not control where life insurance payouts go. Learn about conflicts between will and life insurance policies from an estate planning and...

Life insurance policies list beneficiaries, and those beneficiaries are not changed through wills. Learn about conflicts between will and life insurance policies from an estate planning and...

An individual retirement account (IRA) or 401K will list beneficiaries independently of a will. Find out from an estate planning and probate lawyer how a will affects IRA and 401K monies in this...

If you are the beneficiary of a 401K or individual retirement account (IRA), notify the company and offer the required documents. Learn from an estate planning and probate lawyer what to give...

Executors or trustees will get life insurance money when it is payable to the estate or a trust. Learn about getting life insurance payable to an estate or trust from an estate planning and...

Individual retirement accounts (IRAs) and 401Ks should almost never be paid to an estate or trust because of how the IRS will tax the beneficiaries. Find out what to do when an IRA or 401K is...

A bank account that says POD, or payable on delivery, means that the money will automatically transfer to another in the case of death. Learn what POD means from an estate planning and probate...

Bank accounts with ROS, or rights of survivorship, will be the sole property of the survivor and bypass any provisions of the will. Learn what ROS means from an estate planning and probate lawyer...

Executor compensation is how an executor of a will is paid, whether a set amount or a percent of the estate. Learn about forms of executor compensation from an estate planning and probate lawyer...

A trustee can be replaced only according to rules within the trust or will, and executors are often chosen by the court. Learn when a trustee or executor can be replaced from an estate planning...

Because of fiduciary duty and legal liability, executors should seek legal aid drafting documents. Learn how to draw up executor of estate paper work from an estate planning and probate lawyer in...

An executor is named in a will or chosen by the courts to distribute assets for the deceased. Learn what the role of an executor is from an estate planning and probate lawyer in this free video on...

Executors of wills have legal liabilities and fiduciary duties that make responsibility a key asset. Try this guide for estate executors from an estate planning and probate lawyer in this free...

Executors of wills, especially if an heir, often take no fees; though some charge by the hour. Learn about executor fees from an estate planning and probate lawyer in this free video on estate law.

An executor's deed is a deed to property written out by the executor of a will, either for selling a house or distributing it to heirs. Learn about an executor's deed from an estate planning and...

In some states, according to estate law, executors do not have to notify beneficiaries of wills. Find out when an executor must notify a beneficiary from an estate planning and probate lawyer in...

A missing heir is an heir known to exist but whose whereabouts are unknown. Find out what a missing heir is from an estate planning and probate lawyer in this free video on estate law.

Without a will in place, heirs have few rights, which is why estate planning is important. Learn from an estate planning and probate lawyer about heirs' rights in the absence of a will in this...

An estate executor is named in a will to administer or manage funds for the courts and debt. Find out what an estate executor does from an estate planning and probate lawyer in this free video on...

A domiciliary executor is a will executor who must reside in the state where primary probate is being held. Find out what a domiciliary executor is from an estate planning and probate lawyer in...

Choosing an executor for a will or trust means finding a smart, money-wise person you trust. Gain information on choosing an executor from an estate planning and probate lawyer in this free video...

Many wills become open to the public after entering probate court and becoming public record. Find out when wills are open to the public from an estate planning and probate lawyer in this free...

Contesting a will can be dangerous and may exclude the contester completely if the challenge fails. Learn whether contesting a will is worthwhile from an estate planning and probate lawyer in this...

Probate inventory is a list of assets made and delivered to the probate court which then becomes public record. Learn about probate inventories from an estate planning and probate lawyer in this...

Often revocable living trusts can help heirs avoid probate court, and affairs can remain private. Find out when a trust stays private from an estate planning and probate lawyer in this free video...

An heir is often someone who receives property from a will or trust, but officially an heir is someone who receives property when no will is present. Learn what an heir is from an estate planning...

Heirs have few rights, which is why estate planning by the individual is so important as one ages. Learn what rights heirs have from an estate planning and probate lawyer in this free video on...

An heir apparent is the heir who is assumed to receive the deceased's property before the will is read. Find out what an heir apparent is from an estate planning and probate lawyer in this free...

Heirs have rights according to their relation to the deceased, with spouses usually having the most. Learn from an estate planning and probate lawyer about situations where heirs have different...

Inheritance taxes, or death taxes, are federal taxes imposed when someone dies. Get the scoop on federal inheritance taxes from an estate planning and probate lawyer in this free video on estate law.

Depending on your role there are many responsibilities when someone close to you dies. Be prepared when someone passes away with tips from an estate planning and probate lawyer in this free video...

Having a plan, like a checklist, for when death occurs can save money and headaches. Follow this checklist when death occurs from an estate planning and probate lawyer in this free video on estate...