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In this episode, Tim will explain when a Simple Will is sufficient, and why some people choose more advanced planning.

In this episode, Tim describes the downsides to transferring a house to adult children while retaining life use, and also suggests an alternative.

In this episode, Tim explains the options that the beneficiary of an IRA has when the original owner passes away.

In this episode, Tim shares details about the default plan that the state already has in place for your assets if you die without a Will.

In this episode, Tim describes planning options for “qualified assets,” and details the opportunities and pitfalls regarding ongoing tax-deferred growth.

In this episode, Tim addresses key considerations of lifetime gifting.

Science Fiction: X Minus One “The Lights on Precipice Peak” 3/13/57 NBC, Beyond Tomorrow “Incident at Switchpath” 4/11/56 CBS.

Western: Cisco Kid “The Hothead Sheepherder” 1950 Syndicated, Frontier Town “Thunder Over Texas” 1949 Syndicated.

Horror: Weird Circle “The Niche of Doom” 1943 NBC Syndicated, Escape “The Silent Horror” 8/22/51 CBS.

Adventure: Clyde Beatty Show “Land of the Giants” late 1940’s Syndicated, Tarzan “The Arena of Death” 4/10/52 Mutual.