Mistake to Avoid in PA - Transferring Real Estate into an LLC after Purchase
Fred Long - Trusts & Estates
Mistake to Avoid in PA - Transferring Real Estate into an LLC after Purchase
1:00
Divorce Does NOT Automatically Change Account Designations
Fred Long - Trusts & Estates
Divorce Does NOT Automatically Change Account Designations
1:03
2026 Updates to Federal Gift and Estate Tax - New Tax Rules for the Semiquincentennial.
Fred Long - Trusts & Estates
2026 Updates to Federal Gift and Estate Tax - New Tax Rules for the Semiquincentennial.
7:22
Welcome to the Channel
Fred Long - Trusts & Estates
Welcome to the Channel
1:48
A Temporary Pause on New Estate Planning Clients - and Why We're Doing It
Fred Long - Trusts & Estates
A Temporary Pause on New Estate Planning Clients - and Why We're Doing It
2:20
What to Expect When Meeting with an Estate Planning Attorney
Fred Long - Trusts & Estates
What to Expect When Meeting with an Estate Planning Attorney
10:02
Did the One Big Beautiful Bill Just KILL Estate Planning??
Fred Long - Trusts & Estates
Did the One Big Beautiful Bill Just KILL Estate Planning??
8:38
Avoiding Probate? Don’t Make THIS Mistake
Fred Long - Trusts & Estates
Avoiding Probate? Don’t Make THIS Mistake
11:09
New Tax Strategy for Charitable Giving: Post-One Big Beautiful Bill
Fred Long - Trusts & Estates
New Tax Strategy for Charitable Giving: Post-One Big Beautiful Bill
6:55
Trusts and Estates Newsletter - STAY INFORMED/STAY IN CONTROL
Fred Long - Trusts & Estates
Trusts and Estates Newsletter - STAY INFORMED/STAY IN CONTROL
2:32
My Personal Story | Why I Do Trust & Estate Work
Fred Long - Trusts & Estates
My Personal Story | Why I Do Trust & Estate Work
4:56
Probate & Estate Lawyers do NOT Represent Beneficiaries
Fred Long - Trusts & Estates
Probate & Estate Lawyers do NOT Represent Beneficiaries
5:54
What if Elon Musk Gave You $1 Billion? A Tax Breakdown
Fred Long - Trusts & Estates
What if Elon Musk Gave You $1 Billion? A Tax Breakdown
3:52
What Taxes are Due When Someone Dies?
Fred Long - Trusts & Estates
What Taxes are Due When Someone Dies?
7:05
2025 Updates to Federal Gift and Estate Tax...PLUS - what's going to happen in 2026?
Fred Long - Trusts & Estates
2025 Updates to Federal Gift and Estate Tax...PLUS - what's going to happen in 2026?
7:57
Probate vs. Trust Administration in Pennsylvania
Fred Long - Trusts & Estates
Probate vs. Trust Administration in Pennsylvania
1:25
Attorney Fees for Probate and Estate Administration
Fred Long - Trusts & Estates
Attorney Fees for Probate and Estate Administration
14:37
What Happens to a Retirement Account when the Account Holder Dies?
Fred Long - Trusts & Estates
What Happens to a Retirement Account when the Account Holder Dies?
0:43
What is Probate?
Fred Long - Trusts & Estates
What is Probate?
0:58
Probate, Estate Administration, and Trust Administration - What is the Difference?
Fred Long - Trusts & Estates
Probate, Estate Administration, and Trust Administration - What is the Difference?
9:39
When are Beneficiaries Paid from an Estate?
Fred Long - Trusts & Estates
When are Beneficiaries Paid from an Estate?
6:10
Risks of Delaying Probate: WHEN is the right time to file?
Fred Long - Trusts & Estates
Risks of Delaying Probate: WHEN is the right time to file?
4:33
What is an Estate Account?
Fred Long - Trusts & Estates
What is an Estate Account?
4:30
How to Reduce PA Inheritance Tax: 5% Discount for Early Payment
Fred Long - Trusts & Estates
How to Reduce PA Inheritance Tax: 5% Discount for Early Payment
2:14
Name Beneficiaries on Your Retirement Accounts!
Fred Long - Trusts & Estates
Name Beneficiaries on Your Retirement Accounts!
0:59
What Happens to Retirement Accounts at Death?
Fred Long - Trusts & Estates
What Happens to Retirement Accounts at Death?
8:41
Why is Probate So Complicated?
Fred Long - Trusts & Estates
Why is Probate So Complicated?
1:00
NEW SERIES: Estate Administration
Fred Long - Trusts & Estates
NEW SERIES: Estate Administration
3:18
What is it Like to Serve as an Executor? #estateplanning
Fred Long - Trusts & Estates
What is it Like to Serve as an Executor? #estateplanning
0:58
The Role of the Executor in a Will
Fred Long - Trusts & Estates
The Role of the Executor in a Will
10:49
Tax Benefit of Gifting Highly Appreciated Stock to Charity
Fred Long - Trusts & Estates
Tax Benefit of Gifting Highly Appreciated Stock to Charity
0:59
Tax Benefits of Gifting Highly Appreciated Assets to Charity
Fred Long - Trusts & Estates
Tax Benefits of Gifting Highly Appreciated Assets to Charity
9:19
Charitable Remainder Trusts Teaser
Fred Long - Trusts & Estates
Charitable Remainder Trusts Teaser
0:30
Charitable Remainder Trusts
Fred Long - Trusts & Estates
Charitable Remainder Trusts
8:15
Charitable Tax Planning Series
Fred Long - Trusts & Estates
Charitable Tax Planning Series
1:00
Legacy Gifting: Charitable Gifts from Retirement Accounts Versus a Will
Fred Long - Trusts & Estates
Legacy Gifting: Charitable Gifts from Retirement Accounts Versus a Will
10:06
Tax Benefit of a Qualified Charitable Distribution (“QCD”)
Fred Long - Trusts & Estates
Tax Benefit of a Qualified Charitable Distribution (“QCD”)
0:28
Covering the Basics: IRAs and Income Tax
Fred Long - Trusts & Estates
Covering the Basics: IRAs and Income Tax
0:50
Qualified Charitable Distributions: Tax Benefits of Gifting from a Retirement Account
Fred Long - Trusts & Estates
Qualified Charitable Distributions: Tax Benefits of Gifting from a Retirement Account
6:17
2X TAX BENEFIT: gift highly appreciated assets to Donor Advised Fund #taxplanning #charitablegiving
Fred Long - Trusts & Estates
2X TAX BENEFIT: gift highly appreciated assets to Donor Advised Fund #taxplanning #charitablegiving
1:01
DEEP DIVE: Donor-Advised Funds
Fred Long - Trusts & Estates
DEEP DIVE: Donor-Advised Funds
12:53
Introduction to Donor-Advised Funds
Fred Long - Trusts & Estates
Introduction to Donor-Advised Funds
7:57
Tax Efficient Charitable Giving: Understanding the Technique of Bunching
Fred Long - Trusts & Estates
Tax Efficient Charitable Giving: Understanding the Technique of Bunching
5:07
Tax Planning for Charitable Contributions (NEW SERIES)
Fred Long - Trusts & Estates
Tax Planning for Charitable Contributions (NEW SERIES)
1:00
Itemized vs Standard Deduction (Charitable Tax Planning)
Fred Long - Trusts & Estates
Itemized vs Standard Deduction (Charitable Tax Planning)
7:35
Tax Credit vs. Tax Deduction
Fred Long - Trusts & Estates
Tax Credit vs. Tax Deduction
0:32
Tax Credits Vs. Tax Deductions (Charitable Tax Planning)
Fred Long - Trusts & Estates
Tax Credits Vs. Tax Deductions (Charitable Tax Planning)
4:37
Introduction to Charitable Tax Planning (Announcing a New Series!)
Fred Long - Trusts & Estates
Introduction to Charitable Tax Planning (Announcing a New Series!)
2:26
Do NOT name your estate as the Beneficiary of your IRA #estateplanning
Fred Long - Trusts & Estates
Do NOT name your estate as the Beneficiary of your IRA #estateplanning
0:54
5 Common Mistakes on Beneficiary Designation Forms
Fred Long - Trusts & Estates
5 Common Mistakes on Beneficiary Designation Forms
8:32
Often Overlooked Beneficiary Designation Forms Vital for Planning #estateplanning
Fred Long - Trusts & Estates
Often Overlooked Beneficiary Designation Forms Vital for Planning #estateplanning
1:00
The Critical Importance of Beneficiary Designation Forms
Fred Long - Trusts & Estates
The Critical Importance of Beneficiary Designation Forms
5:47
Don't Forget to Fund the Trust!
Fred Long - Trusts & Estates
Don't Forget to Fund the Trust!
1:35
Trusts for Beneficiaries Suffering from Mental Illness #mentalhealth #estateplanning
Fred Long - Trusts & Estates
Trusts for Beneficiaries Suffering from Mental Illness #mentalhealth #estateplanning
0:53
Estate Planning for a Beneficiary Living with Mental Illness
Fred Long - Trusts & Estates
Estate Planning for a Beneficiary Living with Mental Illness
5:40
Start the Conversation about Estate Planning #estateplanning #deathrevolution
Fred Long - Trusts & Estates
Start the Conversation about Estate Planning #estateplanning #deathrevolution
0:51
Do Not Gift Highly Appreciated Assets (Unless it is a Charitable Contribution)
Fred Long - Trusts & Estates
Do Not Gift Highly Appreciated Assets (Unless it is a Charitable Contribution)
1:01
Introduction to Special Needs Trusts
Fred Long - Trusts & Estates
Introduction to Special Needs Trusts
4:10
Substance Abuse Trusts in Estate Planning
Fred Long - Trusts & Estates
Substance Abuse Trusts in Estate Planning
6:11
There are NO TAX BENEFITS of a Revocable Living Trust!
Fred Long - Trusts & Estates
There are NO TAX BENEFITS of a Revocable Living Trust!
0:52
Talk to Your Loved Ones about Estate Planning
Fred Long - Trusts & Estates
Talk to Your Loved Ones about Estate Planning
0:30
Is an IRA Subject to PA Inheritance Tax?
Fred Long - Trusts & Estates
Is an IRA Subject to PA Inheritance Tax?
0:57
Is an IRA Subject to Inheritance Tax?
Fred Long - Trusts & Estates
Is an IRA Subject to Inheritance Tax?
3:38
ESSENTIAL ESTATE PLANNING DOCUMENTS | The Foundation
Fred Long - Trusts & Estates
ESSENTIAL ESTATE PLANNING DOCUMENTS | The Foundation
7:35
2024 Update to Federal Gift and Estate Tax
Fred Long - Trusts & Estates
2024 Update to Federal Gift and Estate Tax
3:16
How to Avoid PA Inheritance Tax through Gifting
Fred Long - Trusts & Estates
How to Avoid PA Inheritance Tax through Gifting
9:14
Advance Healthcare Planning - ESTATE PLANNING BASICS
Fred Long - Trusts & Estates
Advance Healthcare Planning - ESTATE PLANNING BASICS
9:59
"How to Change the Lightbulbs When I'm Gone" Book Review
Fred Long - Trusts & Estates
"How to Change the Lightbulbs When I'm Gone" Book Review
8:52
Talk to Your Family About Estate Planning
Fred Long - Trusts & Estates
Talk to Your Family About Estate Planning
5:08
How to Value Real Estate for an Estate
Fred Long - Trusts & Estates
How to Value Real Estate for an Estate
9:41
Introduction to Federal Gift and Estate Tax
Fred Long - Trusts & Estates
Introduction to Federal Gift and Estate Tax
12:02
Pennsylvania Inheritance Tax - What Assets and Transfers are EXEMPT? (3)
Fred Long - Trusts & Estates
Pennsylvania Inheritance Tax - What Assets and Transfers are EXEMPT? (3)
6:53
Revocable Trusts in PA: Useful or Overhyped?
Fred Long - Trusts & Estates
Revocable Trusts in PA: Useful or Overhyped?
20:50
How to Buy Real Estate When the Owner has Died
Fred Long - Trusts & Estates
How to Buy Real Estate When the Owner has Died
17:55
What is a Revocable Trust?
Fred Long - Trusts & Estates
What is a Revocable Trust?
6:23
Introduction to Pennsylvania Inheritance Tax
Fred Long - Trusts & Estates
Introduction to Pennsylvania Inheritance Tax
6:14
PA Inheritance Tax and Federal Gift and Estate Tax Part 1
Fred Long - Trusts & Estates
PA Inheritance Tax and Federal Gift and Estate Tax Part 1
4:13
Time to Update Your Power of Attorney?
Fred Long - Trusts & Estates
Time to Update Your Power of Attorney?
4:27
Name a Guardian and Trustee (Estate Planning for Minor Kids)
Fred Long - Trusts & Estates
Name a Guardian and Trustee (Estate Planning for Minor Kids)
9:12
DO NOT NAME a Minor Child as a Beneficiary
Fred Long - Trusts & Estates
DO NOT NAME a Minor Child as a Beneficiary
1:01
What is a Financial Power of Attorney?
Fred Long - Trusts & Estates
What is a Financial Power of Attorney?
4:30
What's Included in Your Will?
Fred Long - Trusts & Estates
What's Included in Your Will?
5:17
Welcome to My Channel
Fred Long - Trusts & Estates
Welcome to My Channel
2:08
What Happens if You Die Without a Will in Pennsylvania?
Fred Long - Trusts & Estates
What Happens if You Die Without a Will in Pennsylvania?
7:13
Memento Mori - Thinking Differently About Death and Estate Planning
Fred Long - Trusts & Estates
Memento Mori - Thinking Differently About Death and Estate Planning
3:36
The Importance of Estate Planning
Fred Long - Trusts & Estates
The Importance of Estate Planning
5:33
5 Tips for Choosing an Executor Under Your Will
Fred Long - Trusts & Estates
5 Tips for Choosing an Executor Under Your Will
8:31