Videos – Sheppard Law Firm

VIDEOS

Florida Estate Planning

2020 Year End Presentation

2020 Year End Webinar: Planning for a Biden Administration Tax Plan

Living in a Digital World

Living in a Digital World

A Primer on Irrevocable Trusts

A Primer on Irrevocable Trusts

True Wealth vs. False Wealth

True Wealth vs. False Wealth

Memory Loss

Memory Loss

ABC's of Estate Planning

The ABCs of Estate Planning

Tales from the Trenches

Estate Planning Tales from the Trenches

Leaving an Ethical Will

Leaving an Ethical Will

12 Myths & Mistakes

12 Myths & Mistakes

Trusts: Revocable v Irrevocable

Revocable vs. Irrevocable Trusts

Revocable Living Trusts

Revocable Living Trusts

Pour-Over Wills

Pour-Over Wills

Is Your Plan Florida-Compliant?

Is Your Plan Up-to-Date

Is Your Plan Up-to-Date?

GOALS & RESPONSIBILITIES

The Responsibility Conversation

The Responsibility Conversation

Protecting Your Inheritance

Protecting Your Inheritance

What Our Adult Children Need to Know

What Your Adult Children Need to Know About Your Estate Plan

Making Relationships Work

Making Relationships Work

During Your Incapacity

Who Does What During Your Incapacity?

Protection During Incapacity

Protection During Your Incapacity

Addressing Blended Families

Blended Families

Maintaining Drive & Ambition

Maintaining Beneficiary Drive & Ambition

Protection for Your Beneficiaries

Protection for Your Beneficiaries

Who Makes Decisions for You

Who Makes Decisions for You?

ASSET ALIGNMENT

Does Your Plan Avoid Probate

Does Your Plan Avoid Probate?

TAXES

2020 Year End Presentation

2020 Year End Webinar: Planning for a Biden Administration Tax Plan

Protecting Your Net Worth

Protecting Your Net Worth

The Perils of Joint Accounts

The Perils of Joint Accounts

Step-Up In Tax-Cost Basis

Step-Up in Tax Cost Basis

Does Your Plan Minimize Taxes

Does Your Plan Minimize Taxes?