Joyce says she has been told you shouldn't allow a family member to act as executor of your will. Dave doesn't necessarily agree with this opinion. He says as long as the family member has integrity and is competent, it's perfectly fine to ask them to serve in this capacity.
Lynn's 90-year-old father wants to leave something for her one-year-old daughter for college. He'd like to do it now in case he passes and it isn't done. Dave gives Lynn some options.
Cam asks if it's unreasonable to ask her 76-year-old husband to make a will. His rationale of why he doesn't want to do it gets Dave laughing out loud.
Terry asks Dave what he knows about keystone trusts. Dave explains what they are used for and the shadiness that can be attached to them.
Joe says his mom passed away and left behind timeshares. Joe inherited those, and they are all paid for. He isn't sure what to do with them now as the executor of the estate. Dave explains how to handle it.
Ann wants to know when to create a revocable trust, especially if you own real estate. Dave doesn't believe Ann needs one even though it does provide some liability protection.
Lisa discovered an art and coin collection her father owned. She isn't sure what to do with this collection. Does Dave have any ideas?
Melinda's husband who died eight years ago. She didn't probate the estate, and he did not have a will. She is trying to deal with this again but is being given the runaround.
Dave's wife passed away in February at 43 years old. Now he's getting solicitations from the funeral home to prepay his own funeral. He's 45 years old. Dave warns him away from this.
Mike wants to know how much he should share with the executor of his will. Dave goes into the matter deeply.