Three Ways To Leave Your Estate For Your Spouse

by | Nov 16, 2022 | Spousal IRA | 11 comments




0:00 How To Leave Your Estate To Your Spouse
2:24 Why Providing For Your Spouse in Estate Planning is Important
5:10 Make Things Easy When You Become Incapacitated
10:18 Make Things Easy For Your Spouse When You Pass Away
11:41 Outright to Surviving Spouse
14:30 Leave Estate in Trust for Spouse
20:03 Who Will Be the Trustee of Spousal Trust?
21:45 Income Beneficiary of Spousal Trust
25:06 How Can Spouse Use the Principal of Spousal Trust?
29:45 Combo of Outright and In Trust
31:35 Spouse as Executor and Trustee
32:15 Organize Estate Asset Information
33:17 Federal Estate Tax
34:25 Personal Items and Vehicles Outright to Spouse…(read more)


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11 Comments

  1. Kay Fathauer

    What about Life Estates?

  2. Bunny Yu

    So my fiancé and I are going to be signing for joint tenancy (upon his death ) since we aren't married ( not sure if common law would apply here we've been together for over 18 yrs have a son together ) my question is can his children from a previous marriage (2 biological children ) will they be able take me to court to fight and claim a percentage of the home ? Also can his ex wife come and claim as well ? they were married around 17 yrs ago (she remarried 5 times after they divorced)

  3. Louise Marie Diemer

    Help I have been transported to Lindner House of Hope in Cincinnati and I'm not mental. I have sound mind and need to go back to Rocky River Ohio and get a small place to live there. I need a lawyer

  4. Gregory Harkness

    Hello from Seoul South Korea. Great Information!

  5. Bob Dobbs

    I missed it live but was glad to catch up here. You mentioned corporate trustees a couple of times. I'd appreciate any more light you could shed on this topic. I know they're there, but it seems kind of an opaque world to me whenever I try to research it.

  6. Lisa Wilson

    We are planning to stay in our home without a house payment until we are both gone or transferring into assisted living. The kids (2) intend to sell our home. We love our Reverse Mortgage. No house payment and we turned our homes equity into a big credit card with practically zero interest on the money we use while our line of credit grows each year by leaps and bounds. We won’t leave anyone a debt thanks to the mortgage insurance that will pay the costs involved in selling the home. (Realtor fees, upkeep etc,) We could have even set it up to pay our property taxes and homeowners insurance for us as well freeing up a lot of money each month. Makes the term “fixed income” have a totally different meaning. Life is so good.

  7. Lisa Wilson

    You do a great job:)
    Thanks so much

  8. kenny bond

    You are breaking up I can not hear you.

  9. kenny bond

    You are breaking up in North Carolina.

  10. jessie essex

    Exactly, what about when they CAN make decisions but life support is withdrawn because it is nutrition life support and it is medically withdrawn due to “futility”?

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