Estate Planning with Guy DiMartino

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Estate Planning with Guy DiMartino is an INDIANA based podcast dedicated to everything estate planning, including: wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable givi…

Guy DiMartino


    • Jul 27, 2020 LATEST EPISODE
    • infrequent NEW EPISODES
    • 4m AVG DURATION
    • 122 EPISODES


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    Latest episodes from Estate Planning with Guy DiMartino

    How life insurance can be an important part of your estate plan

    Play Episode Listen Later Jul 27, 2020 3:31


    How life insurance can be an important part of your estate plan -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    A few more mistakes that Personal Representatives make during Probate

    Play Episode Listen Later Jul 24, 2020 3:32


    A few more mistakes that Personal Representatives make during Probate -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Limited Power of Attorney for a Real Estate Transaction?

    Play Episode Listen Later Jul 23, 2020 4:00


    Limited Power of Attorney for a Real Estate Transaction? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    3 common probate mistakes

    Play Episode Listen Later Jul 22, 2020 3:37


    3 common probate mistakes -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    4 mistakes to avoid in your estate plan

    Play Episode Listen Later Jul 17, 2020 4:21


    4 mistakes to avoid in your estate plan -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    WHEN DOES AN ASSET NEED TO BE PROBATED?

    Play Episode Listen Later Jul 15, 2020 3:21


    WHEN DOES AN ASSET NEED TO BE PROBATED? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    July 1st - New Signature Requirements on Deeds

    Play Episode Listen Later Jul 7, 2020 3:42


    New signature requirements for deeds goes into effect on July 1st.

    Setting up an Estate Plan, you must have uncomfortable conversations

    Play Episode Listen Later Jun 17, 2020 4:16


    Struggles trying to decide who will assist you in your time of need?

    June 18th virtual discussion financial and estate planning IQ

    Play Episode Listen Later Jun 16, 2020 3:29


    June 18th virtual discussion financial and estate planning IQ -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Estate Plan Gone Bad!

    Play Episode Listen Later Jun 15, 2020 3:22


    Estate Plan Gone Bad! -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Don’t Ask Me to Prepare a Power of Attorney if Your Family Member is Not With It!

    Play Episode Listen Later Jun 12, 2020 3:29


    Don’t Ask Me to Prepare a Power of Attorney if Your Family Member is Not With It!

    Can I set up my estate so I’m not supporting my surviving spouse’s boyfriend?

    Play Episode Listen Later Jun 10, 2020 3:22


    Can I set up my estate so I’m not supporting my surviving spouse’s boyfriend? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    What happens to Your Estate Plan when you move to another state?

    Play Episode Listen Later Jun 9, 2020 3:32


    What happens to Your Estate Plan when you move to another state? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Trusts & Taxes!

    Play Episode Listen Later Jun 8, 2020 3:35


    Trusts & Taxes! -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Guy, I Ain’t Going to NO Nursing Home?

    Play Episode Listen Later Jun 5, 2020 2:59


    Guy, I Ain’t Going to NO Nursing Home? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Do you need a lawyer to administer a trust?

    Play Episode Listen Later Jun 3, 2020 2:48


    Do you need a lawyer to administer a trust? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Is a copy of your Power of Attorney valid?

    Play Episode Listen Later Jun 2, 2020 2:51


    Is a copy of your Power of Attorney valid? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    What happens if an heir predeceases me?

    Play Episode Listen Later Jun 1, 2020 2:28


    What happens if an heir predeceases me? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Should I leave my stuff to my heirs outright?

    Play Episode Listen Later May 29, 2020 4:56


    Should I leave my stuff to my heirs outright? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Is a Living Trust Private?

    Play Episode Listen Later May 28, 2020 5:03


    Is a Living Trust Private? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    How does a personal representative sell a home

    Play Episode Listen Later May 27, 2020 3:24


    How does a personal representative sell a home -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    How does a personal representative sell ahome

    Play Episode Listen Later May 27, 2020 3:24


    How does a personal representative sell ahome -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Handling estate planning with second and third marriages

    Play Episode Listen Later May 22, 2020 3:43


    Handling estate planning with second and third marriages -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    How do you handle your IRA in your Estate Plan?

    Play Episode Listen Later May 21, 2020 4:45


    How do you handle your IRA in your Estate Plan? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    What and how much information do you share with your heirs

    Play Episode Listen Later May 20, 2020 4:04


    What and how much information do you share with your heirs -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    The difference between an estate planning lawyer and Legal Zoom

    Play Episode Listen Later May 19, 2020 4:28


    The difference between an estate planning lawyer and Legal Zoom -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Transferring property at death by deed

    Play Episode Listen Later May 18, 2020 3:30


    Transferring property at death by deed -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    What is a testamentary trust and why would you use one?

    Play Episode Listen Later May 15, 2020 4:17


    What is a testamentary trust and why would you use one? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    What if you do not want to be the personal representative of an Indiana estate?

    Play Episode Listen Later May 14, 2020 2:59


    What if you do not want to be the personal representative of an Indiana estate? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Don’t forget to actually fund your trust!

    Play Episode Listen Later May 13, 2020 4:20


    Don’t forget to actually fund your trust! -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Must a Successor Trustee Follow the Terms of a Trust in Indiana?

    Play Episode Listen Later May 11, 2020 4:08


    Must a Successor Trustee Follow the Terms of a Trust in Indiana? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Can you handwrite changes to you will in Indiana?

    Play Episode Listen Later May 8, 2020 4:26


    Can you handwrite changes to you will in Indiana? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Questions to Ask Yourself about Advanced Directives

    Play Episode Listen Later May 6, 2020 4:23


    Questions to ask yourself about your advanced directive -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    You must think about your property distribution when preparing an estate plan

    Play Episode Listen Later May 5, 2020 3:03


    You must think about your property distribution when preparing an estate plan -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    How will gifting to your family members impact Medicaid?

    Play Episode Listen Later Apr 30, 2020 2:15


    How will gifting to your family members impact Medicaid? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    A few tips if you want to leave something to your ex-spouse

    Play Episode Listen Later Apr 29, 2020 4:14


    A few tips if you want to leave something to your ex-spouse after you pass away -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    How long does your estate plan last?

    Play Episode Listen Later Apr 27, 2020 5:03


    How long does your estate plan last? In other words, when is it a good time to meet with your lawyer to go over and change your estate plan. -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    What are your goals and what do you want to accomplish with your estate plan?

    Play Episode Listen Later Apr 23, 2020 3:32


    What are your goals and what do you want to accomplish with your estate plan? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Myths About Advanced Directives

    Play Episode Listen Later Apr 22, 2020 3:46


    Myths About Advanced Directives -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    What is the look back period and why is it important?

    Play Episode Listen Later Apr 20, 2020 5:51


    What is the look back period and why is it important? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Early onset dementia and your estate plan

    Play Episode Listen Later Apr 17, 2020 3:06


    Early onset dementia and your estate plan -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    What’s this whole step up in basis thing?

    Play Episode Listen Later Apr 14, 2020 4:43


    What’s this whole step up in basis thing? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Estate Planning Issues Brought to Light with Covid 19

    Play Episode Listen Later Apr 9, 2020 4:20


    Estate Planning Issues Brought to Light with Covid 19 -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Make sure you actually complete your estate plan

    Play Episode Listen Later Apr 8, 2020 3:11


    Make sure you actually complete your estate plan -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Indiana Supreme Court Relaxes Notary Rules for Estate Planning Documents

    Play Episode Listen Later Apr 6, 2020 4:51


    Indiana Supreme Court Relaxes Notary Rules for Estate Planning Documents -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    In 2020 - Why you probably don’t have to worry about Estate Taxes?

    Play Episode Listen Later Apr 3, 2020 2:39


    In 2020 - Why you probably don’t have to worry about Estate Taxes? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Will Aspirin Help Dementia?

    Play Episode Listen Later Apr 2, 2020 5:10


    Will Aspirin Help Dementia? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    What’s The Wrong Time to Get an Estate Plan?

    Play Episode Listen Later Mar 31, 2020 4:36


    What’s The Wrong Time to Get an Estate Plan? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    What Exactly is Probate?

    Play Episode Listen Later Mar 30, 2020 6:29


    What Exactly is Probate? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    3 Benefits of a Revocable Living Trust

    Play Episode Listen Later Mar 27, 2020 5:57


    3 Benefits of a Revocable Living Trust -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

    Trusts and Asset Protection - Will a Revocable Trust Do It?

    Play Episode Listen Later Mar 25, 2020 5:30


    Trusts and Asset Protection - Will a Revocable Trust Do It? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

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