» Estate Planning

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Do This Now to Avoid Massive Capital Gains Tax on Your Family's Inheritance | Repair The Roof Podcast

Ted Gudorf, estate planning attorney, stresses capital gains tax planning to protect family wealth using strategies like stepped-up basis, CRTs, and installment sales for lasting legacy.

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Estate Plan Delivery Meeting: What to Expect When You Sign Your Estate Planning Documents | Repair The Roof Podcast

Attorney Ted Gudorf demystifies the estate planning delivery meeting. Learn what to expect when signing documents and the crucial steps for funding your trust. Gain confidence in your legal journey.

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The Ohio Estate Planning Guide Audio Book | Repair The Roof Podcast

Update your estate plan: review wills vs trusts, avoid probate, adapt to law changes, set POAs & health directives, and consult experts.

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8 Questions to Ask Before Choosing an Estate Planning Attorney | Repair The Roof Podcast

Thinking about estate planning? Ted Gudorf explains why choosing the right attorney matters. Get eight key questions—from fees and experience to trust funding and ongoing support.

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Should Your Estate Plan Have Separate Share or Preservation Trusts? | Repair The Roof Podcast

Ted Gudorf shows how separate and preservation trusts shield family wealth from creditors, lawsuits with examples and guidance to preserve wisely

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If You Have A Living Trust, Do You Still Need A Will? | Repair The Roof Podcast

A Living Trust helps avoid probate, but you still need a will to safeguard assets, name guardians, & ensure your estate plan works fully.

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Medicaid Compliant Annuities & Asset Protection: An Expert Conversation with Dale Krause | Repair The Roof Podcast

Estate planner Dale Krauss breaks down Medicaid vs. Medicare, annuities, trusts, and crisis strategies—offering expert insights from developing the Medicaid-compliant annuity.

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What is a Trust Protector and Do I NEED One? | Repair The Roof Podcast

Ted Gudorf explains the role of a trust protector in estate planning, highlighting its importance, flexibility in irrevocable trusts, and key considerations when choosing and using one effectively.

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Who Will Decide For You? The Importance of Incapacity Planning | Repair The Roof Podcast

What if you couldn’t make decisions anymore? Ted Gudorf breaks down why incapacity planning matters, key documents to have, and how a living trust can protect your family from costly chaos.

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Protect Your Digital Assets: What Happens After You're Gone? | Repair The Roof Podcast

Ted Gudorf explains digital assets in estate planning, covering challenges families face, the need for digital inventories, executor roles, legal considerations, common pitfalls, and plan updates.

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