Fred Long - Trusts & Estates - Invidious

Fred Long - Trusts & Estates

The purpose of this channel is to provide educational content on both estate planning and trust and estate administration. Whether you're preparing for the future or managing the complexities of an estate after a loved one's passing, our goal is to offer practical, insightful information for individuals and professionals alike. A well-structured estate plan not only preserves one's legacy but also eases the burden on fiduciaries handling critical decisions during times of incapacity or loss.

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10:10

Why Not Put Beneficiaries on Every Account?

Fred Long - Trusts & Estates

Shared 6 days ago

286 views

10:06

Oliver Tree: True Meaning of Legacy

Fred Long - Trusts & Estates

Shared 2 weeks ago

276 views

4:57

Joint Bank Accounts: The Hidden Tax Trap

Fred Long - Trusts & Estates

Shared 1 month ago

190 views

4:51

Step-Up in Basis: Capital Gains Tax Can Disappear

Fred Long - Trusts & Estates

Shared 1 month ago

298 views

10:39

Smart Real Estate Investors Keep Swapping Until They Die

Fred Long - Trusts & Estates

Shared 2 months ago

80 views

5:17

Co-Signing a Mortgage Causes Problems at Death

Fred Long - Trusts & Estates

Shared 2 months ago

121 views

22:07

The Blue-Eyed Six: Murder for Life Insurance

Fred Long - Trusts & Estates

Shared 4 months ago

108 views

3:27

Why You Must Update Your Estate Plan After Divorce

Fred Long - Trusts & Estates

Shared 5 months ago

65 views

3:56

Costly Mistake in PA Real Estate Transfers

Fred Long - Trusts & Estates

Shared 6 months ago

114 views

7:22

2026 Updates to Federal Gift and Estate Tax - New Tax Rules for the Semiquincentennial.

Fred Long - Trusts & Estates

Shared 8 months ago

747 views

1:48

Welcome to the Channel

Fred Long - Trusts & Estates

Shared 9 months ago

251 views

10:02

What to Expect When Meeting with an Estate Planning Attorney

Fred Long - Trusts & Estates

Shared 10 months ago

479 views

8:38

Did the One Big Beautiful Bill Just KILL Estate Planning??

Fred Long - Trusts & Estates

Shared 11 months ago

1.1K views

11:09

Avoiding Probate? Don’t Make THIS Mistake

Fred Long - Trusts & Estates

Shared 1 year ago

516 views

6:55

New Tax Strategy for Charitable Giving: Post-One Big Beautiful Bill

Fred Long - Trusts & Estates

Shared 1 year ago

1.5K views

2:32

Trusts and Estates Newsletter - STAY INFORMED/STAY IN CONTROL

Fred Long - Trusts & Estates

Shared 1 year ago

86 views

4:56

My Personal Story | Why I Do Trust & Estate Work

Fred Long - Trusts & Estates

Shared 1 year ago

200 views

5:54

Probate & Estate Lawyers do NOT Represent Beneficiaries

Fred Long - Trusts & Estates

Shared 1 year ago

723 views

3:52

What if Elon Musk Gave You $1 Billion? A Tax Breakdown

Fred Long - Trusts & Estates

Shared 1 year ago

23K views

7:05

What Taxes are Due When Someone Dies?

Fred Long - Trusts & Estates

Shared 1 year ago

527 views

7:57

2025 Updates to Federal Gift and Estate Tax...PLUS - what's going to happen in 2026?

Fred Long - Trusts & Estates

Shared 1 year ago

1.6K views

14:37

Attorney Fees for Probate and Estate Administration

Fred Long - Trusts & Estates

Shared 1 year ago

919 views

9:39

Probate, Estate Administration, and Trust Administration - What is the Difference?

Fred Long - Trusts & Estates

Shared 1 year ago

1.2K views

6:10

When are Beneficiaries Paid from an Estate?

Fred Long - Trusts & Estates

Shared 1 year ago

795 views

4:33

Risks of Delaying Probate: WHEN is the right time to file?

Fred Long - Trusts & Estates

Shared 1 year ago

654 views

4:30

What is an Estate Account?

Fred Long - Trusts & Estates

Shared 2 years ago

2.7K views

2:14

How to Reduce PA Inheritance Tax: 5% Discount for Early Payment

Fred Long - Trusts & Estates

Shared 2 years ago

696 views

8:41

What Happens to Retirement Accounts at Death?

Fred Long - Trusts & Estates

Shared 2 years ago

562 views

3:18

NEW SERIES: Estate Administration

Fred Long - Trusts & Estates

Shared 2 years ago

311 views

10:49

The Role of the Executor in a Will

Fred Long - Trusts & Estates

Shared 2 years ago

5.1K views

9:19

Tax Benefits of Gifting Highly Appreciated Assets to Charity

Fred Long - Trusts & Estates

Shared 2 years ago

163 views

8:15

Charitable Remainder Trusts

Fred Long - Trusts & Estates

Shared 2 years ago

345 views

10:06

Legacy Gifting: Charitable Gifts from Retirement Accounts Versus a Will

Fred Long - Trusts & Estates

Shared 2 years ago

141 views

6:17

Qualified Charitable Distributions: Tax Benefits of Gifting from a Retirement Account

Fred Long - Trusts & Estates

Shared 2 years ago

485 views

12:53

DEEP DIVE: Donor-Advised Funds

Fred Long - Trusts & Estates

Shared 2 years ago

397 views

7:57

Introduction to Donor-Advised Funds

Fred Long - Trusts & Estates

Shared 2 years ago

118 views

5:07

Tax Efficient Charitable Giving: Understanding the Technique of Bunching

Fred Long - Trusts & Estates

Shared 2 years ago

206 views

7:35

Itemized vs Standard Deduction (Charitable Tax Planning)

Fred Long - Trusts & Estates

Shared 2 years ago

91 views

4:37

Tax Credits Vs. Tax Deductions (Charitable Tax Planning)

Fred Long - Trusts & Estates

Shared 2 years ago

74 views

2:26

Introduction to Charitable Tax Planning (Announcing a New Series!)

Fred Long - Trusts & Estates

Shared 2 years ago

84 views

8:32

5 Common Mistakes on Beneficiary Designation Forms

Fred Long - Trusts & Estates

Shared 2 years ago

396 views

5:47

The Critical Importance of Beneficiary Designation Forms

Fred Long - Trusts & Estates

Shared 2 years ago

400 views

1:35

Don't Forget to Fund the Trust!

Fred Long - Trusts & Estates

Shared 2 years ago

41 views

5:40

Estate Planning for a Beneficiary Living with Mental Illness

Fred Long - Trusts & Estates

Shared 2 years ago

89 views

4:10

Introduction to Special Needs Trusts

Fred Long - Trusts & Estates

Shared 2 years ago

48 views

6:11

Substance Abuse Trusts in Estate Planning

Fred Long - Trusts & Estates

Shared 2 years ago

177 views

3:38

Is an IRA Subject to Inheritance Tax?

Fred Long - Trusts & Estates

Shared 2 years ago

525 views

7:35

ESSENTIAL ESTATE PLANNING DOCUMENTS | The Foundation

Fred Long - Trusts & Estates

Shared 2 years ago

343 views

3:16

2024 Update to Federal Gift and Estate Tax

Fred Long - Trusts & Estates

Shared 2 years ago

423 views

9:14

How to Avoid PA Inheritance Tax through Gifting

Fred Long - Trusts & Estates

Shared 2 years ago

2.4K views

9:59

Advance Healthcare Planning - ESTATE PLANNING BASICS

Fred Long - Trusts & Estates

Shared 2 years ago

153 views

8:52

"How to Change the Lightbulbs When I'm Gone" Book Review

Fred Long - Trusts & Estates

Shared 2 years ago

115 views

5:08

Talk to Your Family About Estate Planning

Fred Long - Trusts & Estates

Shared 2 years ago

76 views

9:41

How to Value Real Estate for an Estate

Fred Long - Trusts & Estates

Shared 2 years ago

694 views

12:02

Introduction to Federal Gift and Estate Tax

Fred Long - Trusts & Estates

Shared 2 years ago

1.5K views

6:53

Pennsylvania Inheritance Tax - What Assets and Transfers are EXEMPT? (3)

Fred Long - Trusts & Estates

Shared 2 years ago

5.4K views

20:50

Revocable Trusts in PA: Useful or Overhyped?

Fred Long - Trusts & Estates

Shared 2 years ago

1.5K views

17:55

How to Buy Real Estate When the Owner has Died

Fred Long - Trusts & Estates

Shared 2 years ago

937 views

6:23

What is a Revocable Trust?

Fred Long - Trusts & Estates

Shared 2 years ago

237 views

6:14

Introduction to Pennsylvania Inheritance Tax

Fred Long - Trusts & Estates

Shared 2 years ago

6.1K views