Protecting Your Family’s Future Podcast

Richard M. Chamberlain

This podcast is all about estate planning. elder law, and estate administration. We believe that the best plans start with a good understanding of the issues and options involved, and this podcast is helps you understand more about what goes into making the right plan for you and your loved ones. We talk about wills, revocable trusts, probate, irrevocable trusts, powers of attorney, health care directives, taxes, and all of the other issues you need to know for your estate plan. read less
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Webinars on our Website
Yesterday
Webinars on our Website
In this episode we talk about the 3 different webinars we have available on our website. You can access the webinars here: https://plansthatwork.net/webinars If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net. To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact

Episodes

Webinars on our Website
Yesterday
Webinars on our Website
In this episode we talk about the 3 different webinars we have available on our website. You can access the webinars here: https://plansthatwork.net/webinars If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net. To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact
Legal Documents your College Student Needs
Dec 19 2024
Legal Documents your College Student Needs
In this episode we discuss the 3 legal documents your college-age student needs. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net. To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request an initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact
The Corporate Transparency Act is on Hold
Dec 12 2024
The Corporate Transparency Act is on Hold
In this episode, we give an update on the status of the enforcement of the Corporate Transparency Act.  If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net. To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact
Understanding Ohio Health Care Directives
Dec 5 2024
Understanding Ohio Health Care Directives
In this episode we talk about the 3 health care directives we use for our clients in Ohio. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net. To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact
Trust Amendments vs. Trust Restatements
Nov 28 2024
Trust Amendments vs. Trust Restatements
In this episode we discuss the difference between Trust Amendments and Trust Restatements. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net. To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact
"Do I need to update my trust when I get new assets?"
Nov 21 2024
"Do I need to update my trust when I get new assets?"
In this episode we talk about whether you need to update your trust when you buy or sell assets. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net. To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact
Does the Corporate Transparency Act apply to you?
Nov 14 2024
Does the Corporate Transparency Act apply to you?
In this episode we talk about the reporting requirements of the Corporate Transparency Act. The website mentioned in the podcast to get more information and to report: www.fincen.gov/boi If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net. To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact
How Do Successor Trustees Take Over?
Nov 7 2024
How Do Successor Trustees Take Over?
In this episode we talk about how successor trustees get access to assets that are owned by a trust.  If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net. To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact
"Doesn't a Trust Protect My Assets?"
Oct 31 2024
"Doesn't a Trust Protect My Assets?"
In this episode we talk about when a trust will protect your assets from your potential creditors. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net. To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact
Can a Trust own Real Estate in Multiple States?
Oct 24 2024
Can a Trust own Real Estate in Multiple States?
In this episode we talk about whether a trust can own real estate in multiple states. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.PlansThatWork.net. To get our free Estate Planning Checklist: https://PlansThatWork.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.PlansThatWork.net/contact
Here's the first thing you need to do for a good estate plan.
Oct 17 2024
Here's the first thing you need to do for a good estate plan.
In this episode we discuss the first thing you need to do in order to make a good estate plan for yourself and your loved ones. To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/ If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.chamberlain-law.net. If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
In estate planning, hope for the best but plan for the worst
Oct 10 2024
In estate planning, hope for the best but plan for the worst
In this episode we look at why you need to plan for the worst case scenario in your estate planning. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.chamberlain-law.net. To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
Doing an Irrevocable Trust after you already have a Creditor
Oct 3 2024
Doing an Irrevocable Trust after you already have a Creditor
In this episode we discuss doing an irrevocable trust after you already have an existing creditor. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.chamberlain-law.net. To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
Three Ways to Distribute Assets from your Trust
Sep 26 2024
Three Ways to Distribute Assets from your Trust
In this episode we discuss the three different ways to distribute assets from your trust. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.chamberlain-law.net. To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
"Do I have enough to need a Trust?"
Sep 19 2024
"Do I have enough to need a Trust?"
In this episode we discuss what determines whether a trust is the right tool for your estate plan. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.chamberlain-law.net. To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
"Do I Lose Control of my Assets when I Put them in a Trust?"
Sep 12 2024
"Do I Lose Control of my Assets when I Put them in a Trust?"
In this episode we look at whether or not you lose control of your assets when you put them in a trust. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.chamberlain-law.net. To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
Don't Give your House to your Kids
Sep 5 2024
Don't Give your House to your Kids
In this episode we discuss why you shouldn't give your house to your children. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.chamberlain-law.net. To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
Using a TOD Designation on your Home
Aug 29 2024
Using a TOD Designation on your Home
In this episode we talk about the issues involved in using a Transfer on Death Designation on your home. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.chamberlain-law.net. To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
Choosing your Contingent Beneficiaries
Aug 22 2024
Choosing your Contingent Beneficiaries
In this episode we discuss the importance of choosing your contingent and remote contingent beneficiaries in your estate plan. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.chamberlain-law.net. To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact
Choosing your Successor Trustees
Aug 15 2024
Choosing your Successor Trustees
In this episode we talk about the questions that you need to answer when deciding who to name as your successor trustees. If you'd like more information about estate planning or estate administration issues, we have a lot of additional information (articles and videos) on our website: www.chamberlain-law.net. To get our free Estate Planning Checklist: https://chamberlain-law.net/free-estate-planning-checklist/ If you live in Ohio or Michigan and want to request a no-cost initial planning appointment with one of our attorneys, you can request one through this link: www.chamberlain-law.net/contact