Barry and Chad discuss why letting a business go through probate can create costly problems and how properly structured and funded trusts can help avoid them.
Season 1
How to Avoid Problems with Dissatisfied Beneficiaries
Barry and Chad discuss how dissatisfied beneficiaries sometimes challenge wills and estate plans, including claims of lack of capacity, undue influence, and improper execution of documents.
Homestead
Barry and Chad break down Florida’s homestead rules, explaining the key protections, tax benefits, and inheritance restrictions that can significantly impact estate planning.
Don’t Let Probate Assets Become Probate Disputes
Barry and Chad discuss how poor or outdated planning can turn assets, businesses, and family dynamics into costly probate disputes, and why proactive coordination is critical to avoid disruption.
How Probate Impacts Blended Families
In this video, Barry and Chad explain how probate laws apply in blended families, why stepchildren are often excluded by default, and how planning ahead is the only way to override rigid statutory outcomes.
Guardianship and Advanced Care Directives
In this video, Barry and Chad discuss how guardianship decisions are made, why courts step in when capacity is unclear, and how planning ahead can help families avoid conflict and loss of control.
What Is Guardianship and How Does It Work?
In this video, Barry and Chad explain how guardianship works, where families are often caught off guard, and why planning early can protect your dignity and reduce the burden on your loved ones.
Understanding the ABCs of Probate
In this video, Barry and Chad explain how probate unfolds, where families commonly run into problems, and why planning ahead can spare your loved ones unnecessary time, expense, and frustration.
What Happens When One Passes Without a Proper Estate Plan
In this video, Barry and Chad explain what happens when someone dies or becomes incapacitated without an estate plan, and why planning ahead protects the people you leave behind.
Employment Contracts: The Risk of Misclassifying Workers
In this video, Chad and Barry discuss the risks of misclassifying workers as independent contractors and explain why the IRS focuses on the substance of a working relationship -- not the label -- when determining compliance.
