Estate Planning Weekly

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Estate Planning Weekly is the plain english explanation of all things Estate Planning. Hosted by Donald Rolfe, owner of Northwest Legal Planning, LLC, Estate Planning Weekly answers the most common Estate Planning questions.

Donald Rolfe

  • Apr 10, 2020 LATEST EPISODE
  • monthly NEW EPISODES
  • 6m AVG DURATION
  • 92 EPISODES


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Latest episodes from Estate Planning Weekly

Being Prepared Is More Important Today | Estate Planning Weekly Episode 49

Play Episode Listen Later Apr 10, 2020 5:25


Most of us never saw the Covid-19 coming. We didn't anticipate schools, business, and government being shuttered.  It just goes to show that the unexpected can and does happen. Personally, I'll be much better prepared in the event something like this happens in the future. Preparation for a pandemic is one thing, but being prepared for a closer to home problem is important too. That is what estate planning is all about...being prepared for the unexpected and the inevitable. https://www.myestateplanmeeting.com

Three Estate Planning Mistakes To Avoid | Bonus Episode

Play Episode Listen Later Mar 26, 2020 5:21


1. Not doing any estate planning. 2. Only planning for end of life. 3. Leaving decisions for splitting assets to someone else. https://www.myestateplanmeeting.com

Estate Planning & TP | Bonus Episode

Play Episode Listen Later Mar 16, 2020 8:53


With the run on TP, I got to thinking about how unprepared most people were for a lockdown. Having the essentials on hand is very important...from TP to your Estate Plan. https://www.myestateplanmeeting.com

Estate Planning for Unmarried Couples | Estate Planning Weekly Episode 48

Play Episode Listen Later Dec 6, 2019 4:20


Longtime couples that aren't married need to take into account different estate planning strategies than married couples. https://www.myestateplanmeeting.com

Best Meaning Plans Didn’t Work | Bonus Episode

Play Episode Listen Later Dec 5, 2019 5:47


Creating an estate plan on your own is an option. However, creating an estate plan in the wrong way can cause major problems. This week I spoke to a man that feels (and is probably right) that his sister stole his parent's estate. https://www.myestateplanmeeting.com

4 Facts That Lead Me To Recommending Trusts Over Wills | Bonus Episode

Play Episode Listen Later Dec 2, 2019 5:47


When making a recommendation for a Trust-based over a Will-based estate plan...there are some facts that make a Trust a better fit. https://www.myestateplanmeeting.com

What It's Like Without An Estate Plan After You Are Gone | Episode 47

Play Episode Listen Later Nov 22, 2019 7:08


When you pass without an estate plan, it can make the probate process more difficult. On top of that you won't be the one deciding who get what. https://www.myestateplanmeeting.com

What A Trust Won’t Do For You | Bonus Episode

Play Episode Listen Later Nov 21, 2019 5:03


Story time about my first experience with a Revocable Living Trust and my client's mistaken belief that her trust made her judgment proof. https://www.myestateplanmeeting.com

How To Give A Power of Appointment | Bonus Episode

Play Episode Listen Later Nov 18, 2019 2:57


We explored what a Power of Appointment is before - Check out Estate Planning Weekly Episode 26. This bonus episode explores how to give a Power of Appointment to your beneficiaries. www.myestateplanmeeting.com

The Simple Will | Estate Planning Weekly Episode 46

Play Episode Listen Later Nov 15, 2019 4:41


One of the most common statements I hear is "I only need a simple Will." Here is why I don't do Simple Wills and why they are not your best option for an estate plan. https://www.myestateplanmeeting.com

How To Update Your Estate Plan | Bonus Episode

Play Episode Listen Later Nov 13, 2019 6:49


Estate Plans are made up from many documents...each of those documents has a different requirement for being updated. https://www.myestateplanmeeting.com

3 Ways Not To Leave Your Assets | Estate Planning Weekly Episode 45

Play Episode Listen Later Nov 8, 2019 7:14


1. To one person and expecting them to split it up. 2. One piece of real property to more than one person. 3. To beneficiaries that it will harm. https://www.myestateplanmeeting.com _ Don is the owner and founder of Northwest Legal Planning, LLC, an Estate Planning, Probate, and Trust Administration law firm located in West Linn, Oregon. Meet Don and get answers to your Estate Planning Questions by scheduling a complimentary Estate Planning Strategy Session - https://www.nwlplanning.com/schedule-consulatation Website - https://www.nwlplaning.com Estate Planning Blog - https://www.nwlplanning.com/blog Facebook - https://www.facebook.com/nwlplanning Twitter - https://twitter.com/nwlplanning

Is Estate Planning Urgent? | Bonus Episode

Play Episode Listen Later Nov 7, 2019 4:08


We all know that Estate Planning is important...but is it urgent to get it done? Well, Estate Planning isn't urgent until it is. Once it is urgent it may be too late. https://www.myestateplanmeeting.com

3 Things To Do Before Meeting With An Estate Planning Attorney | Bonus Episode

Play Episode Listen Later Oct 30, 2019 8:31


1. Take an inventory of you assets and family. 2. Have a discussion and know what your goals are for your estate plan. 3. Write things down - your inventory, your questions, your goals, etc. https://www.myestateplanmeeting.com

Disadvantages To Putting Assets In A Revocable Trust | Estate Planning Weekly Episode 44

Play Episode Listen Later Oct 25, 2019 4:49


Great question from a YouTube comment.  There really aren't any disadvantages to putting assets into a Revocable Trust. Throughout your life you are free to move assets in and out of a Revocable Trust. Plus, whenever you want, you can revoke your trust and put everything back the way it was before. https://www.myestateplanmeeting.com  

Number 1 Estate Planning Mistake | Bonus Episode

Play Episode Listen Later Oct 23, 2019 5:27


Really there are two Number 1 Estate Planning Mistakes 1 - For people without an Estate Plan - Not having an Estate Plan, which can lead to many unintended consequences. 2 - For people with an Estate Plan - Getting your Estate Plan in place and never looking at it again. Your life will change after your Estate Plan is in place and your Estate Plan should change with it. https://www.myestateplanmeeting.com

Number 1 Mistake People Make With A Trust Estate Plan | Bonus Episode

Play Episode Listen Later Oct 22, 2019 7:14


Failure to properly fund your trust is the biggest mistake you can make with a trust. Without proper funding your trust will not work the way that it should during your incapacity and after your death. https://www.myestateplanmeeting.com

How We Distribute Assets To The Last Penny | Estate Planning Weekly Episode 43

Play Episode Listen Later Oct 18, 2019 3:55


We don't know exactly how much we will have in assets when we pass away. That fact leads some people to wonder how they can state in their estate plans how much each of their beneficiaries will get. We solve this problem by using percentages or fractions for the assets in the estate to each of the beneficiaries.  So while we won't know exactly how much every beneficiary will get, we will know that all the assets will be distributed down to the last penny. https://www.myestateplanmeeting.com

The Unexpected Happens - Be Prepared | Bonus Episode

Play Episode Listen Later Oct 17, 2019 4:43


We never know what tomorrow is going to bring. Being prepared for the unexpected is a must, and a comprehensive estate plan is part of that preparation. I've been off-air for due to an unexpected illness. Please don't wait for things to go wrong before you put a plan in place. https://www.myestateplanmeeting.com

Business Succession Planning | Estate Planning Weekly Episode 42

Play Episode Listen Later Oct 4, 2019 4:30


How you will pass on your business is a very important part of Estate Planning. You have worked hard to build your business, and you deserve to make sure that value is passed on to your loved ones. https://www.myestateplanmeeting.com

Joint or Individual Revocable Living Trust? | Bonus Episode

Play Episode Listen Later Oct 2, 2019 5:39


Which is right for you and your family? Joint Revocable Trust For married couples only; generally fist time marriages; longterm marriages; lots of joint property; and a common distribution plan. Individual Revocable Trust Unmarried individuals, 2nd, 3rd, or 4th marriages; his, mine and ours children; lots of separate property; and vastly different distribution plans. Book An Estate Planning Strategy Session - https://www.myestateplanmeeting.com https://www.nwlplanning.com

What Happens If Your Trust Isn't Funded? | Estate Planning Weekly Episode 41

Play Episode Listen Later Sep 27, 2019 5:26


If you don't have a comprehensive Estate Plan, an unfunded trust can be a really big problem. That comprehensive Estate Plan should include a Pour-Over Will just in case an asset isn't moved into your trust before you die.   https://www.myestateplanmeeting.com

Will v. Trust - When Each Of Them Do Something | Bonus Episode

Play Episode Listen Later Sep 26, 2019 5:57


Both a Will and a Trust can be the cornerstone of your Estate Plan. However, they each operate at different times and in different ways. https://www.myestateplanmeeting.com

What Is A Spendthrift? | Estate Planning Weekly Episode 40

Play Episode Listen Later Sep 20, 2019 4:59


We use the word Spendthrift to describe Trusts and Beneficiaries. Essentially describing how we protect some beneficiaries from themselves. https://www.myestateplanmeeting.com

How Does Moving To A New State Affect Your Estate Plan? | Bonus Episode

Play Episode Listen Later Sep 18, 2019 4:25


Moving to s new state can affect how your Estate Plan will work. Just like with having children and changes to your finances...when moving to a new state you need to review your Estate Plan. https://www.myestateplanmeeting.com

How Long Is An Estate Plan Good For? | Bonus Episode

Play Episode Listen Later Sep 17, 2019 4:41


Technically an Estate Plan is good as long as it isn't revoked. However, changes to the law and your circumstances may mean that your Estate Plan won't work as well as it should. www.myestateplanmeeting.com

The Bank Won't Accept My Power of Attorney | Estate Planning Weekly Episode 39

Play Episode Listen Later Sep 13, 2019 5:44


If you are relying on a Power of Attorney for incapacity planning you need to watch this. www.myestateplanmeeting.com

Who Will My Estate Plan Benefit? | Bonus Episode

Play Episode Listen Later Sep 12, 2019 5:32


You - During your life. Your Loved Ones - After you are gone. www.myestateplanmeeting.com

Advance Directive or Healthcare Power of Attorney | Bonus Episode

Play Episode Listen Later Sep 11, 2019 4:40


If you have one of these you should get the other too. www.myestateplanmeeting.com

How Can A Trust Be Private & Still Work? | Estate Planning Weekly Episode 38

Play Episode Listen Later Sep 6, 2019 4:56


It's nobody's business what's in your Trust. This is how it stays private. www.myestateplanmeeting.com

How Do I Disinherit A Child? | Bonus Episode

Play Episode Listen Later Sep 4, 2019 3:07


Disinheriting someone is a difficult choice to make, but a simple thing to make happen. www.myestateplanmeeting.com

Why People Choose A Will Or A Trust | Estate Planning Weekly Episode 37

Play Episode Listen Later Aug 30, 2019 5:48


Experience with probate is often the driving force in choosing a Will or a Trust. www.myestateplanmeeting.com 

Why Do I Need More Than A Will? | Bonus Episode

Play Episode Listen Later Aug 29, 2019 7:08


Yes and no. You and your family are better served with a comprehensive Estate Plan. www.myestateplanmeeting.com

3 Essentials For Every Parent's Estate Plan | Estate Planning Weekly Episode 36

Play Episode Listen Later Aug 23, 2019 7:01


Temporary/Emergency Guardians Short Term/Intermediate Guardians Permanent Guardians www.myestateplanmeeting.com

Where Should I Store My Estate Plan Documents? | Bonus Episode

Play Episode Listen Later Aug 20, 2019 4:32


Keeping your documents safe and accessible is very important. www.myestateplanmeeting.com  

Being a New Trustee | Estate Planning Weekly Episode 35

Play Episode Listen Later Aug 16, 2019 7:47


Taking over as Trustee usually comes at a difficult time, but you need to take steps to make sure your doing your job. www.myestateplanmeeting.com

Is It Too Late For An Estate Plan? | Bonus Episode

Play Episode Listen Later Aug 14, 2019 7:01


Don't wait to get your Estate Plan in place, someday it will be too late. www.myestateplanmeeting.com

Some Estate Planning Basics | Estate Planning Weekly Episode 34

Play Episode Listen Later Aug 9, 2019 9:51


Some basics about why we do estate planning. www.myestateplanmeeting.com

Is Asset Protection Real? | Estate Planning Weekly Episode 33

Play Episode Listen Later Aug 6, 2019 5:50


Yes, but your first line of defense is having the proper insurance. www.myestateplanmeeting.com

What Is The Process For Estate Planning? | Bonus Episode

Play Episode Listen Later Jul 31, 2019 6:10


5 Steps of the Estate Planning Process www.myestateplanmeeting.com

When Can My Children Handle Their Inheritance? | Estate Planning Weekly Episode 32

Play Episode Listen Later Jul 26, 2019 7:14


Here are 3 things to consider when deciding how to leave an inheritance to your children. www.myestateplanmeeting.com

Is Your Power Of Attorney Expired? | Bonus Episode

Play Episode Listen Later Jul 25, 2019 7:29


Three things to think about: Do you have a Will or Trust based Estate Plan? Is your Power of Attorney durable or not? Have you given a copy of your Power of Attorney to the 3rd parties that may need them? www.myestateplanmeeting.com

How to Protect Assets from Creditors, Exes, and Predators | Bonus Episode

Play Episode Listen Later Jul 23, 2019 10:34


You can protect your own assets, but at a pretty high cost. It's easier, and very worthwhile, to protect the assets you leave behind. www.myestateplanmeeting.com

Is Your Estate Plan Complete? | Estate Planning Weekly Episode 31

Play Episode Listen Later Jul 19, 2019 5:11


Just writing a Will or Trust is not enough. There are certain things you must do to make what is written work. www.myestateplanmeeting.com

What can happen if you don’t have an Estate Plan? | Bonus Episode

Play Episode Listen Later Jul 16, 2019 6:16


Without a proper plan, your property may not end up going to your heirs. www.myestateplanmeeting.com

What's In An Estate Plan? | Bonus Episode

Play Episode Listen Later Jul 10, 2019 8:06


From Zero documents to over 20 documents...what's in an estate plan? Find out what should be in your estate plan by booking your complimentary Strategy Session. www.myestateplanmeeting.com

Estate Planning Q & A With Shivon | Bonus Episode

Play Episode Listen Later Jul 9, 2019 12:29


Answering your questions about Estate Planning. What is the benefit of someone in their thirties starting an estate plan? What steps would you recommend for a young family to take regarding their estate plan when they do not have many assets? When it comes to estate planning, is being married an asset or liability in Oregon? Why do you think so many people put off estate planning? www.myestatplanmeeting.com

What Is The Simplest Way To Leave Assets? | Estate Planning Weekly Episode 30

Play Episode Listen Later Jul 5, 2019 5:27


First you need to determine who you want things simple for. From there you have many options. www.myestateplanmeeting.com

Asset Protection For Your Beneficiaries | Bonus Episode

Play Episode Listen Later Jul 2, 2019 6:59


One benefit of leaving inheritances in trust is asset protection. Make sure your estate plan doesn't defeat that asset protection. www.myestateplanmeeting.com

Can I Be Taxed For Making A Gift? | Estate Planning Weekly Episode 29

Play Episode Listen Later Jun 28, 2019 12:08


Making a gift, intentionally or by accident, can make you liable for additional taxes.   www.myestateplanmeeting.com

Young couple estate planning - In-Laws | Bonus Episode

Play Episode Listen Later Jun 28, 2019 4:14


Young couples with Estate Plans can reduce conflict with in-laws in the event of a tragedy.

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