10 Items Married Couples MUST Discuss BEFORE They Meet With Estate Attorney

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While the estate planning circumstances of every married couple is different (different family dynamics, family tree, family objectives, size of estate, assets involved) there are some things that every couple will need to address as part of the estate planning process.
It can be better for these couples to have some initial discussions about these items privately, rather than waiting until they have the lawyer spring them on them. Since these conversations can affect families for generations into the future, the decisions may be better thought out if addressed prior to meeting with the estate planning attorney.
A quick description of the 10 things that married couples should discuss prior to meeting with the estate planning attorney include:
(1) When one of us dies...
(2) After we both die...
(3) Outright or in trust...
(4) Who will oversee distributions...
(5) Our personal effects...
(6) Our money if we are incapacitated...
(7) Our health care if we are incapacitated...
(8) Life support machines...
(9) Will or Living Trust...
(10) Future skilled long term care...
For prospective law firm clients who want to schedule a free 15 minute initial phone call with Paul Rabalais, go to: go.oncehub.com/Paul8
This post is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read on this site. Using this site or communicating with Rabalais Estate Planning, LLC, through this site does not form an attorney/client relationship.
Paul Rabalais
Estate Planning Attorney
www.RabalaisEstatePlanning.com
Phone: [phone]

[@toddforney5198]

This guy is great. I was a practicing attorney (not estate planning) for 30+ years, and he puts every question and situation out there that one could encounter in simple, easy to understand language. I look forward to each of his videos. The man is a credit to his profession.

[@beablackmon5905]

Play

[@yunesa]

You are not just an Estate Attorney but you are also a great an educator as well. Thank you for sharing all these informative videos Paul....

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Paul Rabalais Estate Planning is the cream of the crop!

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I have been watching your videos nightly; very informative; like the pace you presented; not boring; not too fast; not too slow; just perfect. Thanks for doing such amazing public service.

[@betk2183]

Thank you, thank you, thank you for making this and all the other videos!!! The videos are very informative, and not long and boring. They have helped us a lot. We appreciate your time and effort in doing them.

[@2901nc]

Have the conversation sooner rather than later! Some dope almost killed us in a car accident yesterday. We are fine but it was a wake up call!

[@americasestateplanninglawy1946]

😲 Stay safe out there C4.

[@peggyhavard1126]

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[@Astara59]

You said people will see these now later later and I just want to let you know that I love how informative the vedios you make are to me. So much to know and the way you break it down helps me to understand what I need to do to protect my legacy for my family in the best way possible. Thank you

[@debrayoung3870]

Thank you for providing education us about Estate Planning. I was looking for your take on Estate Planning for "child-free" couples--beyond the "simple transfer" from one spouse to the surviving spouse. We are an active senior couple richly surrounded with nieces/nephews and godchildren who brought/bring joy for so many years. Also, we are philanthropist and considering leaving $$$ to a university. So far, I love your take on how to approach estate planning. I am super grateful for you!

[@RickUzubell]

You’re providing a great service with all these fabulous videos

[@everythinghome2287]

Yessss, you are awesome!! Helping so many of us figure things out!!! Thank u & God bless u!

[@nancyrolfe3033]

Thank you so much for your information and videos! You teach in a concise, clear way while covering several major topics. Please give him a THUMBS UP!😊

[@alanwong6540]

Thanks Paul great videos very clear info with example cases, we're going to see a lawyer for revision on our revocable trust and been cramming watching all your videos to be prepare and not get confuse with the legal terminology when we talk with the lawyer. Being a baby boomer I've been sharing your videos with all my friends thank you for all your unselfish help

[@anjumaliansaribaig8996]

Thank you so much for this video. Really helpful and very informative. Thanks again.

[@TheDickw]

Thank you so much. These are great!!

[@isasant6926]

Yes do these videos as you can, thank you!!!

[@Ugh460]

Super helpful thank you

[@CathyCai-mc1th]

Thank you very much for this great video, we are about to talk to Attorney to create a living trust.

[@willparker9870]

Thank you It is helpful listing to you

[@BuzzJones]

Yes you are helping out allot, thanks

[@AdelitaWilliam-dl7ci]

This is such a helpful video and i must say you present the best information. Great work, always keep posting such informative videos.

[@cfour7672]

Thank you

[@coreopolis]

Very timely, had my wife sit with me to watch this. Well done as always, she smirked when I said I was looking forward to the next ten videos lol. I guess like Paul, 😂 I can’t help myself

[@americasestateplanninglawy1946]

That’s awesome that she watched 👀 with you CDLR

[@zepourbaghoyan6700]

That was me when my hubby asked me to watch lol

[@charlesbox3308]

Thank You Paul!

[@gwenhoang4018]

Thank you. So much! I’ve shared many of your video to others.

[@jolenewurdinger-zi6oj]

Thoroughly enjoy your info and how you explain it

[@mariemorris6825]

Great advice as usual. Would be nice if you can advise what to do in situations where the spouse is not a US citizen and/or lives abroad

[@ChrisMorton75]

Thank you for the simple instructions. I'll check with my state to see if there's anything special I need to make this legal.

[@peggyhavard1126]

Thanks Mr. Paul! Very gracefully to all your advice! You a true USA PATRIOT. I’m so believing in helping everyone with important knowledge that can help them! What would GOD want me to do? Always ask myself! AMEN🙏🏻🇺🇸

[@americasestateplanninglawy1946]

God bless PH ❤️🤍💙

[@dougB4454]

Thanks Paul. You really get the gears rolling.

[@robertryan3490]

Is there a list of the 10 items?

[@willparker9870]

Ya can't say give the children the house equally if two children have their own house their own lives in the third child needs a home has three kids or whatever her husband died. I've seen people when they die it's like these kids have their house my daughter has lived with me the last five years I want her to keep this house or so the house to the other two so she can get her own home. Well actually it said they should be offered first sale. In the woman's like hey look the house is too big but if you guys help me I will keep it live here and you live in this state you live in that state with your families. Your bedroom is still here your bedroom is still available Thanksgiving and Christmas we should have celebrations at Mom's house. I'm the oldest one if I die you guys keep the house and sell it 50/50. It doesn't always work that way but that was one of the greatest things I've seen

[@rondaleistiko1227]

I've been on the phone all day trying to make health insurance under stand my mother never left the state of AZ after she went to a hospital for care and had to go to a memory care center 6/30 although I put in for address change 7/ 20/22 to Portland Oregon to take care of her.. Her Medicaid and allcare ins has not paid for her care before the change of address. Mailing address only. She's never left AZ.

[@roshaneegriff]

Thank you can I reach you I need your help and advice thanks in advance

[@annblair4459]

Just wondering if having a savings account in wife & husbands name and a pod to children when either or both parents die. The $200k would be paid equally to the 3 pod no tax or probate is my understanding right no other assets exist

[@raqueltrinchet9347]

This could end up in divorce! Especially with step children. It's a hard conversation. Is it better to get a child to buy your home, you continue to live in it and travel. Piss part of the money away. Fuck all this.

[@elizabethparker1441]

😅

[@motowngirl5891]

Better off not owning anything

[@r5yamaha]

Need an understanding of Nursing homes that take Medicaid. Do all nursing homes take Medicaid?

[@dianearrington6666]

Not my message. I am still in my 2016 widowhood to date.

[@TomokoAbe_]

Joint ownership is the "tightest" way to avoid any kind of probate, and avoids contested wills. I'm glad I have no children--less legal garbage. Life is nothing but money and legal garbage.

[@mariacamacho4782]

I want to keep my stepchildren from receiving any of my money. If I pass before my husband he gets my money, I absolutely don’t want them to see a penny of my money, that goes for my home. I want my son to get everything

[@cfour7672]

What happens when one of us passes away A trust to be used by other spouse n when spouse dies, it reverts back to the kids After both pass... children equally Maybe house to child or grandchild Leave it to kids outright or into a trust so they can't blow it or a spouse of our kid's can't get to it Who will deal with this.. executer or trustee. One kid or 4 kids What do we do with our personal effects... let kids figure it out. Side letter nonbinding side letter or legal document for personal effects What happens if we are alive but we are out if it incapacitated Who If we have surgery or dementia, who do we want making healthcare decisions Living will stating our wishes To unburden our kids Living trust or will to bequeath stuff to kids Probate sucks!!!! Trusts will eliminate the courts Future long term care... skilled care needs... insurance options? Protect what we have to prevent nursing home from taking all our stuff

[@johnbiggio1117]

Get to your point! 2:46 into the video before you said anything of consequence. Almost turned it off at the 2:30 point. Now I’m going back and listening to the remaining 10 minutes.