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
Oldest child as trustee? That's not a qualification.
Being the oldest child is not a qualification for trustee. Choose based on skills and judgment.
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Equal shares for every child. But is equal always fair?
Equal shares for every child is common, but equal is not always fair. Jon explains the difference.
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Your trust can be signed, valid... and still wrong.
A trust can be signed and valid and still not match your wishes. Review it as life changes.
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Five amendments deep? Your family has to decode them all.
After several amendments, a trust can be hard to follow. A restatement puts it all in one place.
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Think your house is in your trust? Pull the deed.
Think your home is in your trust? Pull the deed and check how it is titled.
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Payable-on-death to your kid? Watch for this risk.
Payable-on-death designations are handy, but leaving an account to one child can create risks.
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An unfunded trust controls nothing.
A trust only controls assets that are titled in its name. An unfunded trust controls nothing.
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Second marriage? Joint tenancy can cut out your kids.
In a second marriage, joint tenancy on your home can leave your children out. Here is why.
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Should your kids know how much they'll inherit?
Should your children know what they will inherit? Jon weighs the pros and cons of talking about it.
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Leaving your kids unequal shares? Explain it now.
If you are leaving unequal shares, explaining your reasons now can prevent hurt feelings later.
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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.
