In this episode, Justin and Drew finish up their discussion on trusts. They get into the different types of trusts and they talk about ways you can use a trust to protect your beneficiaries from themselves or from others. What You’ll Learn: Links And Resources Mentioned
Episode 04: The Trust Episode (Part 2) Read More »
James, I was talking with a friend at church she and her husband just made a family Trust. Is that different from a living trust? – Mary Mary, While I can’t be sure without reviewing the documents that your friend executed, my hunch is that they have created a revocable trust. It is always a
What Types Of Trust Are Out There? Read More »
In this episode, Justin and Drew talk about trusts—what they are, how and why they are used in estate planning, and who needs one. You’ll hear why Justin often considers the use of a trust to be the best way for a family to stay out of probate court. What You’ll Learn: Links And Resources Mentioned
Episode 03: The Trust Episode (Part 1) Read More »
James, dad’s health has been failing for the last few years but has been able to live on his own up until now. I am wondering what I should consider if he needs my help or other help continuing to live in his home. – Daisy Daisy, when a family member is in failing health
What Are The Options For Dad’s Care? Read More »
Lindsey, my husband recently submitted his DNA to learn more about his ancestry. In the process he discovered he had a daughter he had never known about. How does this affect our estate plan? – Katrina Katrina, thank you so much for writing. Some websites provide “origin” estimates of your ancestry and can even connect you to
What Ancestry Surprise? Read More »
Michael Jackson’s music video for the song “Thriller” was one of the most influential in history. Jackson himself transformed into not one but two terrifying beings—a werecat and a zombie—and a number of other frightening creatures made appearances as well. Vincent Price, a horror film legend at the time, provided a chilling voiceover. The combination
It’s A Thriller To Be Protected Read More »
In this episode, Justin and Drew talk about probate court and why you should do everything you can to avoid it. You’ll hear real-life horror stories about celebrities as well as middle-class families whose failure to plan to avoid probate cost them dearly. What You’ll Learn: Links And Resources Mentioned
Episode 02: The Probate Episode Read More »
In this episode, Justin discusses why he cares whether or not you have a plan. You’ll hear the origin story of The Elrod Firm and what inspired Justin to write a book on the topic of planning. What You’ll Learn: Links And Resources Mentioned
Episode 01: Why You Should Plan And Protect Read More »
“A leader is one who sees more than others see, who sees farther than others see, and who sees before others see.” – Leroy Eims In his book, The 21 Irrefutable Laws of Leadership, John Maxwell tells the story of two groups of explorers determined to be the first to reach the South Pole in
See More, See Further, See Faster Read More »
Justin, I recently worked with an attorney to create an estate plan centered on a trust. Can I relax? Am I protected now? – Tim Tim, I’m glad to hear that you’ve done some planning. I can’t answer your question, though, without asking you a question of my own. Protected from what? Different kinds of
I Created a Trust—Now Am I Protected? Read More »
Take some free reading material with you! One of these stories could hold the answers you’ve been looking for. You’ve got nothing to lose by grabbing a free copy.