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The $5,000 mistake hiding in your estate planning binder
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Welcome back to Lambergg’s Insiders.
Today, we are talking about the most expensive illusion in the estate planning world. It is a mistake made by incredibly smart, responsible people who paid thousands of dollars to do the right thing, only to leave their families completely unprotected.
Let'...
Mar 13, 2026
60+
affidavit
ancillary probate
asset protection
avoid probate
best trust
binding legal contract
book a call
brokerage
bulletproof trust setup
children's inheritance
civil matter
conservatorship
cost basis
deeds
durable power of attorney.
equifax
estate
estate planning
estimated tax bill
executor
experian
financial power of attorney
form 709
fund the trust
grantee
guardianship
healthcare proxy
inheritance
inherits
irmaa
irrevocable trust
irs
joint owner
lambergg
last will
law firm
lease agreement.
legal fees
llc
long-term care insurance
look-back
medicaid
medicaid asset protection trust
medical power of attorney
medicare
memory care facility
missing money
no probate
nursing
nursing home
payable on death
philadelphia
poa
power of appointment
power of attorney
president's day.
probate
probate attorneys
probate fees
property manager
public record
revocable trusts
sb 1333
senior
sheriff
squatter
ssn
step-up in basis
successor trustee
tax
tax deduction
tax law
tenant
testament
texas
timeshare
transfer on death
transferring the house
transunion
trust agreement
trust funding assessment
trustee
wealth management
will
Lambergg's Insiders