Are Estate Planning Lawyers Needed Anymore?
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 Published On Nov 4, 2023

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0:00 Can You Avoid Probate With TOD and POD?
0:21 Hypothetical Unmarried George with Two Adult Kids
1:30 George Wants His Estate in Order
1:56 Most People Already Have Beneficiaries on Retirement Accounts
2:48 Transfer on Death (TOD) Deed For Home
3:15 TOD Beneficiary for Limited Liability Company (LLC)
3:33 Payable on Death (POD) on Bank Accounts
3:48 TOD Beneficiary for Vehicles
4:05 Statutory Powers of Attorney
4:58 Need Lawyer to Avoid Estate Tax?
5:52 The Estate Plan That Does Not Involve a Will or Trust
7:41 Not Every Estate is as Simple as George's
8:34 You're Married
9:22 Several Reasons to Leave Child's Inheritance in Trust
10:57 Improperly Relying on TOD/POD Designations
12:12 Managing Estate Settlement Expenses
13:32 State Law Dictates Whether POD or TOD is Available
14:04 The Extent You Need Estate Attorney Depends on Your Situation
14:31 Share This Video!

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