Estate Tax Changes Made Simple (VIDEO)
Michael Brennan • February 2, 2018
Watch this short and you'll be the smartest person in the room when it comes to estate tax changes under the new tax law.
Learn what happens when someone dies without a will, including intestacy, probate property, guardianship, and examples from Illinois, Minnesota, and Wisconsin.
Learn how parents can use wills, trusts, guardian nominations, and beneficiary designations to protect minor children in Illinois, Minnesota, and Wisconsin.
Understand how beneficiary forms on retirement accounts, insurance, and payable-on-death assets interact with estate plans in Illinois, Minnesota, and Wisconsin.
Learn how to fund a revocable living trust, coordinate deeds and accounts, and avoid common estate-planning mistakes in Illinois, Minnesota, and Wisconsin.
Learn how financial and health-care powers of attorney protect adults during incapacity, with practical differences across Illinois, Minnesota, and Wisconsin.
Explore estate planning for blended families, including trusts, beneficiary forms, marital rights, and practical examples from Illinois, Minnesota, and Wisconsin.
Learn how to include digital assets, online accounts, cryptocurrency, photos, and electronic records in estate plans across Illinois, Minnesota, and Wisconsin.
Learn why marriage, divorce, relocation, and other major life changes should trigger a prompt and complete estate-plan review in Illinois, Minnesota, or Wisconsin.
Use this practical checklist to decide when to update your will, trust, powers of attorney, and beneficiary designations in Illinois, Minnesota, or Wisconsin.
Learn the differences between a will and revocable living trust, including probate, funding, privacy, and examples from Illinois, Minnesota, and Wisconsin.