Quick Clips
Estate Planning Wednesday in Under a Minute
Short, simple takeaways from Jon Sanchez's Estate Planning Wednesday segment on The Jon Sanchez Show. Pick a topic, tap a clip, and watch the full episode when you want the whole story.
35+ years
of estate planning &
financial advisory experience
1000+
of estate planning
consultations completed
Browse Clips by Topic
Inherited stocks? Don't wait to sell
The stepped-up basis is set at death, not when you sell. Plus: traditional IRAs and 401(k)s generally don't get a step-up.
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The little circle that saves on estate tax
Jon explains how an irrevocable life insurance trust (ILIT) can keep a life insurance payout outside your taxable estate.
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Who gets the Tesla stock and who gets the utility?
Splitting a brokerage account three ways sounds simple until one child gets the growth stocks and another gets the conservative side.
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Three kids, one house, no agreement
One wants to keep it, one wants cash, one wants to rent it. Here's why the house needs a plan before it's inherited.
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Son gets the stock, daughter gets the IRA. Fair?
Inherited stock can get a stepped-up cost basis. An inherited traditional IRA is taxed as it comes out. Same dollar amount, very different results.
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Would your kids rather have $1M in cash or in an IRA?
A million dollars is a million dollars, right? Not quite. The type of asset you leave can matter as much as the amount.
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Not all inheritances are equal
Some assets pass to your kids with real tax advantages. Others bring headaches, family disputes and surprise tax bills.
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Healthcare agent: who stays calm?
Choosing a healthcare agent? Pick someone who stays calm under pressure.
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Trusted family isn't enough for the bank.
Banks may not accept a trusted family member without proper paperwork. Have your documents ready.
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Can't speak. Who pays your bills?
If you could not speak for yourself, who would pay your bills? Name a financial agent ahead of time.
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Jon Sanchez
STEP Founder, Specialized Trusts & Estate Plans.
Jon has spent 36 years advising families on their wealth.
He built S.T.E.P.™ after watching his own father's trust, drafted, signed, and notarized, turn out to be worthless because it was never funded.
