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Yes, I loathe probate so much I no longer offer that service at our firm. Hear me out in this clip and I hope you'll understand my very strong feelings against probate. I highly recommend all Californians avoid it, if possible. Time Stamps 00:00 Introductions 0:35 Fees 2:13 Probate is public 3:58 Probate takes a LONG time 5:14 Probate codes dictate where your stuff goes 6:38 Probate is required for all assets over $185,000 ✅ Please Subscribe to my channel I put out a new video every week → https://www.youtube.com/channel/UCqbqkvMjclxeAA2s7HPaWuA?sub_confirmation=1 ✅ Download the Estate Planning Webinar 👇👇 https://cookmanlaw.com/estate-planning-webinar ✅ FREE Parenting When You’re Gone Guide 👇👇 https://cookmanlaw.com/estate-planning-basics/ ✅ Download the Limited Conservatorship Webinar 👇👇 https://cookmanlaw.com/limited-conservatorships-webinar ✅ Schedule Call with Intake Team 👇👇 https://cookmanlaw.com/talk-to-intake-team/. 💥 Follow me on Social Media 💥 Facebook: https://www.facebook.com/cookmanlaw/ LinkedIn: https://www.linkedin.com/in/ellen-cookman-jd-ll-m-88728b12/ Website: https://cookmanlaw.com/ Newsletter: https://cookmanlaw.com/cl-blog/ Looking forward to connecting! Please call or text with any Estate Planning questions: (650) 690-2571 The content of this YouTube channel is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this YouTube channel for legal advice. Viewing this YouTube channel is not intended to and shall not create an attorney-client relationship between you and Ellen Cookman or Cookman Law, PC. Messages or other forms of communication that you transmit to this YouTube channel will not create an attorney-client relationship and thus information contained in such communications may not be protected as privileged. Neither Ellen Cookman nor Cookman Law, PC makes any representation, warranty, or guarantee about the accuracy of the information contained in this YouTube channel or in links to other YouTube channels or websites. This YouTube channel is provided "as is," and does not represent any outcome or result from viewing this channel. Your use viewing of this YouTube channel is at your own risk. You enjoy this YouTube channel and its contents only for personal, non-commercial purposes. Neither Ellen Cookman, Cookman Law, PC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind. © 2023 Cookman Law. All rights reserved. #estateplan #california #probate #ellencookman
Losing a spouse is devastating and navigating the next part of your life without them can be daunting. Today I want to help and share some guidance for surviving spouses. Here are some things you might encounter or should look out for as you go through Trust Administration; and if you need to update your estate plan. Time Stamps: 00:00 Introductions 0:52 Trust Administration 1:46 13100 Declaration 2:21 Spousal Property Petition 5:18 AB Split Trust 6:48 Update your Trust ✅ Please Subscribe to my channel I put out a new video every week → https://www.youtube.com/channel/UCqbqkvMjclxeAA2s7HPaWuA?sub_confirmation=1 ✅ Download the Estate Planning Webinar 👇👇 https://cookmanlaw.com/estate-planning-webinar ✅ FREE Parenting When You’re Gone Guide 👇👇 https://cookmanlaw.com/estate-planning-basics/ ✅ Download the Limited Conservatorship Webinar 👇👇 https://cookmanlaw.com/limited-conservatorships-webinar ✅ Schedule Call with Intake Team 👇👇 https://cookmanlaw.com/talk-to-intake-team/. 💥 Follow me on Social Media 💥 Facebook: https://www.facebook.com/cookmanlaw/ LinkedIn: https://www.linkedin.com/in/ellen-cookman-jd-ll-m-88728b12/ Website: https://cookmanlaw.com/ Newsletter: https://cookmanlaw.com/cl-blog/ Looking forward to connecting! Please call or text with any Estate Planning questions: (650) 690-2571 The content of this YouTube channel is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this YouTube channel for legal advice. Viewing this YouTube channel is not intended to and shall not create an attorney-client relationship between you and Ellen Cookman or Cookman Law, PC. Messages or other forms of communication that you transmit to this YouTube channel will not create an attorney-client relationship and thus information contained in such communications may not be protected as privileged. Neither Ellen Cookman nor Cookman Law, PC makes any representation, warranty, or guarantee about the accuracy of the information contained in this YouTube channel or in links to other YouTube channels or websites. This YouTube channel is provided "as is," and does not represent any outcome or result from viewing this channel. Your use viewing of this YouTube channel is at your own risk. You enjoy this YouTube channel and its contents only for personal, non-commercial purposes. Neither Ellen Cookman, Cookman Law, PC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind. © 2023 Cookman Law. All rights reserved. #estateplan #survivingspouse #widows #ellencookman
Creating and signing the Revocable Living Trust is the first part of the heavy lifting of your Estate Planning journey, and congratulations if you’ve completed these steps. Now, here’s the next important task, actually funding your trust. Let me walk you through some action items in this video. Time Stamps: 00:00 Introductions 0:22 When do I fund my trust? 1:02 What to do with your Real Property 5:55 Assets outside the United States 7:52 Online Assets 8:23 Transfer on Death Accounts or Payable on Death Accounts ✅ Please Subscribe to my channel I put out a new video every week → https://www.youtube.com/channel/UCqbqkvMjclxeAA2s7HPaWuA?sub_confirmation=1 ✅ Download the Estate Planning Webinar 👇👇 https://cookmanlaw.com/estate-planning-webinar ✅ FREE Parenting When You’re Gone Guide 👇👇 https://cookmanlaw.com/estate-planning-basics/ ✅ Download the Limited Conservatorship Webinar 👇👇 https://cookmanlaw.com/limited-conservatorships-webinar ✅ Schedule Call with Intake Team 👇👇 https://cookmanlaw.com/talk-to-intake-team/. 💥 Follow me on Social Media 💥 Facebook: https://www.facebook.com/cookmanlaw/ LinkedIn: https://www.linkedin.com/in/ellen-cookman-jd-ll-m-88728b12/ Website: https://cookmanlaw.com/ Newsletter: https://cookmanlaw.com/cl-blog/ Looking forward to connecting! Please call or text with any Estate Planning questions: (650) 690-2571 The content of this YouTube channel is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this YouTube channel for legal advice. Viewing this YouTube channel is not intended to and shall not create an attorney-client relationship between you and Ellen Cookman or Cookman Law, PC. Messages or other forms of communication that you transmit to this YouTube channel will not create an attorney-client relationship and thus information contained in such communications may not be protected as privileged. Neither Ellen Cookman nor Cookman Law, PC makes any representation, warranty, or guarantee about the accuracy of the information contained in this YouTube channel or in links to other YouTube channels or websites. This YouTube channel is provided "as is," and does not represent any outcome or result from viewing this channel. Your use viewing of this YouTube channel is at your own risk. You enjoy this YouTube channel and its contents only for personal, non-commercial purposes. Neither Ellen Cookman, Cookman Law, PC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind. © 2023 Cookman Law. All rights reserved. #estateplan #fundtrust #ellencookman #revocabletrust
If you have a trust that was created more than a decade ago, it may be time to consider simplifying it, to eliminate the “B Trust”. In this video, I’m sharing some food for thought that should help you decide which approach (i.e. split or no split upon the first death) will work best for you and your family. Time Stamps 00:00 Introductions 00:22 Background information 2:49 Capital Gains Taxes 5:03 Why choose AB Split Trust? 5:50 Why simplify a Family Trust? ✅ Please Subscribe to my channel I put out a new video every week → https://www.youtube.com/channel/UCqbqkvMjclxeAA2s7HPaWuA?sub_confirmation=1 ✅ Download the Estate Planning Webinar 👇👇 https://cookmanlaw.com/estate-planning-webinar ✅ FREE Parenting When You’re Gone Guide 👇👇 https://cookmanlaw.com/estate-planning-basics/ ✅ Download the Limited Conservatorship Webinar 👇👇 https://cookmanlaw.com/limited-conservatorships-webinar ✅ Schedule Call with Intake Team 👇👇 https://cookmanlaw.com/talk-to-intake-team/. 💥 Follow me on Social Media 💥 Facebook: https://www.facebook.com/cookmanlaw/ LinkedIn: https://www.linkedin.com/in/ellen-cookman-jd-ll-m-88728b12/ Website: https://cookmanlaw.com/ Newsletter: https://cookmanlaw.com/cl-blog/ Looking forward to connecting! Please call or text with any Estate Planning questions: (650) 690-2571 The content of this YouTube channel is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this YouTube channel for legal advice. Viewing this YouTube channel is not intended to and shall not create an attorney-client relationship between you and Ellen Cookman or Cookman Law, PC. Messages or other forms of communication that you transmit to this YouTube channel will not create an attorney-client relationship and thus information contained in such communications may not be protected as privileged. Neither Ellen Cookman nor Cookman Law, PC makes any representation, warranty, or guarantee about the accuracy of the information contained in this YouTube channel or in links to other YouTube channels or websites. This YouTube channel is provided "as is," and does not represent any outcome or result from viewing this channel. Your use viewing of this YouTube channel is at your own risk. You enjoy this YouTube channel and its content only for personal, non-commercial purposes. Neither Ellen Cookman, Cookman Law, PC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind. © 2022 Cookman Law. All rights reserved. #estateplan #specialneedsparenting #ellencookman #ABLEaccounts
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