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
A trust isn't the plan. It's one piece of it.
A trust is one piece of an estate plan. Jon covers the other documents that work alongside it.
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You named Uncle Bob 30 years ago. Now what?
Names chosen decades ago may not fit your life today. Review who is in your trust.
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Most qualified, or least likely to be offended?
Pick the person best suited for the role, not the one least likely to feel left out.
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In the hospital tonight. Who signs for you tomorrow?
If you ended up in the hospital tonight, who would make decisions for you tomorrow? Name them now.
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Your child turns 18. You just lost your say.
Once your child turns 18, you may lose access to their medical and financial decisions. Plan ahead.
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"My kids would never fight over money." Are you sure?
Most families think they would never argue over an inheritance. A clear plan helps keep it that way.
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"I have a trust, I'm done." Not so fast.
Signing a trust is a start, not a finish. Jon explains why a trust needs upkeep to keep working.
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Your 401(k) form beats your trust. Here's why.
Beneficiary forms on retirement accounts can override what your trust says. Make sure they match your plan.
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Naming two kids as co-trustees? Watch this first.
Naming two children as co-trustees sounds fair, but it can slow everything down. Here is what to weigh first.
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Would you sleep tonight if your trustee had your checkbook?
Your trustee may hold your whole financial life. Jon shares the gut-check question to ask before you name anyone.
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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.
