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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8:36

Pennsylvania's Inheritance Tax Is Out of Control

Fred Long - Trusts & Estates

Shared 2 days ago

80 views

6:33

How Stepchildren Get Cut Out of Inheritance (And How to Prevent It)

Fred Long - Trusts & Estates

Shared 1 week ago

88 views

5:05

Why People Hate Taxes

Fred Long - Trusts & Estates

Shared 2 weeks ago

118 views

7:47

Gift Tax Explained: And Why It Matters

Fred Long - Trusts & Estates

Shared 3 weeks ago

127 views

10:10

Why You Shouldn’t Put Beneficiaries on Every Account

Fred Long - Trusts & Estates

Shared 1 month ago

353 views

10:06

Oliver Tree: True Meaning of Legacy

Fred Long - Trusts & Estates

Shared 1 month ago

294 views

4:57

Joint Bank Accounts: The Hidden Tax Trap

Fred Long - Trusts & Estates

Shared 2 months ago

202 views

4:51

Step-Up in Basis: Capital Gains Tax Can Disappear

Fred Long - Trusts & Estates

Shared 2 months ago

363 views

10:39

1031 Exchange and Estate Planning - MASSIVE Unlock!

Fred Long - Trusts & Estates

Shared 3 months ago

95 views

5:17

Co-Signing a Mortgage Causes Problems at Death

Fred Long - Trusts & Estates

Shared 3 months ago

139 views

22:07

The Blue-Eyed Six: Murder for Life Insurance

Fred Long - Trusts & Estates

Shared 5 months ago

115 views

3:27

Why You Must Update Your Estate Plan After Divorce

Fred Long - Trusts & Estates

Shared 6 months ago

69 views

3:56

Costly Mistake in PA Real Estate Transfers

Fred Long - Trusts & Estates

Shared 7 months ago

120 views

7:22

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

Fred Long - Trusts & Estates

Shared 9 months ago

794 views

1:48

Welcome to the Channel

Fred Long - Trusts & Estates

Shared 10 months ago

292 views

10:02

What to Expect When Meeting with an Estate Planning Attorney

Fred Long - Trusts & Estates

Shared 11 months ago

505 views

8:38

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

Fred Long - Trusts & Estates

Shared 1 year ago

1.1K views

11:09

Avoiding Probate? Don’t Make THIS Mistake

Fred Long - Trusts & Estates

Shared 1 year ago

520 views

6:55

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

Fred Long - Trusts & Estates

Shared 1 year ago

1.6K 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

210 views

5:54

Probate & Estate Lawyers do NOT Represent Beneficiaries

Fred Long - Trusts & Estates

Shared 1 year ago

731 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

538 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

972 views

9:39

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

Fred Long - Trusts & Estates

Shared 1 year ago

1.3K views

6:10

When are Beneficiaries Paid from an Estate?

Fred Long - Trusts & Estates

Shared 2 years ago

808 views

4:33

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

Fred Long - Trusts & Estates

Shared 2 years ago

697 views

4:30

What is an Estate Account?

Fred Long - Trusts & Estates

Shared 2 years ago

2.9K views

2:14

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

Fred Long - Trusts & Estates

Shared 2 years ago

701 views

8:41

What Happens to Retirement Accounts at Death?

Fred Long - Trusts & Estates

Shared 2 years ago

568 views

3:18

NEW SERIES: Estate Administration

Fred Long - Trusts & Estates

Shared 2 years ago

327 views

10:49

The Role of the Executor in a Will

Fred Long - Trusts & Estates

Shared 2 years ago

5.7K views

9:19

Tax Benefits of Gifting Highly Appreciated Assets to Charity

Fred Long - Trusts & Estates

Shared 2 years ago

166 views

8:15

Charitable Remainder Trusts

Fred Long - Trusts & Estates

Shared 2 years ago

366 views

10:06

Legacy Gifting: Charitable Gifts from Retirement Accounts Versus a Will

Fred Long - Trusts & Estates

Shared 2 years ago

143 views

6:17

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

Fred Long - Trusts & Estates

Shared 2 years ago

492 views

12:53

DEEP DIVE: Donor-Advised Funds

Fred Long - Trusts & Estates

Shared 2 years ago

412 views

7:57

Introduction to Donor-Advised Funds

Fred Long - Trusts & Estates

Shared 2 years ago

119 views

5:07

Tax Efficient Charitable Giving: Understanding the Technique of Bunching

Fred Long - Trusts & Estates

Shared 2 years ago

208 views

7:35

Itemized vs Standard Deduction (Charitable Tax Planning)

Fred Long - Trusts & Estates

Shared 2 years ago

92 views

4:37

Tax Credits Vs. Tax Deductions (Charitable Tax Planning)

Fred Long - Trusts & Estates

Shared 2 years ago

77 views

2:26

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

Fred Long - Trusts & Estates

Shared 2 years ago

89 views

8:32

5 Common Mistakes on Beneficiary Designation Forms

Fred Long - Trusts & Estates

Shared 2 years ago

420 views

5:47

The Critical Importance of Beneficiary Designation Forms

Fred Long - Trusts & Estates

Shared 2 years ago

412 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

93 views

4:10

Introduction to Special Needs Trusts

Fred Long - Trusts & Estates

Shared 2 years ago

49 views

6:11

Substance Abuse Trusts in Estate Planning

Fred Long - Trusts & Estates

Shared 2 years ago

179 views

3:38

Is an IRA Subject to Inheritance Tax?

Fred Long - Trusts & Estates

Shared 2 years ago

526 views

7:35

ESSENTIAL ESTATE PLANNING DOCUMENTS | The Foundation

Fred Long - Trusts & Estates

Shared 2 years ago

356 views

3:16

2024 Update to Federal Gift and Estate Tax

Fred Long - Trusts & Estates

Shared 2 years ago

427 views

9:14

How to Avoid PA Inheritance Tax through Gifting

Fred Long - Trusts & Estates

Shared 2 years ago

2.5K views

9:59

Advance Healthcare Planning - ESTATE PLANNING BASICS

Fred Long - Trusts & Estates

Shared 2 years ago

162 views

8:52

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

Fred Long - Trusts & Estates

Shared 2 years ago

118 views

5:08

Talk to Your Family About Estate Planning

Fred Long - Trusts & Estates

Shared 2 years ago

77 views

9:41

How to Value Real Estate for an Estate

Fred Long - Trusts & Estates

Shared 2 years ago

711 views

12:02

Introduction to Federal Gift and Estate Tax

Fred Long - Trusts & Estates

Shared 2 years ago

1.6K views

6:53

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

Fred Long - Trusts & Estates

Shared 2 years ago

5.5K views