Working with families, elderly, and disabled to create & implement effective family wealth protection strategies to give peace of mind without worry.
Why do Estate Plans Fail?
#3 – Failure to Fund a Trust So many people think that once they create a trust, they are done. That’s just not true. A trust is a living document, not a static stack of paper. After you create your trust, you need to make sure it is properly funded. Accounts, vehicles, and property need […]
Working with families, elderly, and disabled to create & implement effective family wealth protection strategies to give peace of mind without worry.
Working with families, elderly, and disabled to create & implement effective family wealth protection strategies to give peace of mind without worry.
Working with families, elderly, and disabled to create & implement effective family wealth protection strategies to give peace of mind without worry.
Working with families, elderly, and disabled to create & implement effective family wealth protection strategies to give peace of mind without worry.
Some People Think They Don’t Need an Estate Plan
I got a note from a lady that made me think. In summary, here is what she said: I’m an 80 year old lady that lives in a paid for house. I don’t need any estate planning. The first thought through my head was, what happens when your children want to sell the house? They’ll […]
Working with families, elderly, and disabled to create & implement effective family wealth protection strategies to give peace of mind without worry.
Estate Planning Lawyer Near Me
When you want to find an estate planning lawyer near me, there are some questions you should be asking… Does the Estate Planning Lawyer Near me Have Experience in Estate Planning and Trusts? Experience in estate planning, to the exclusion of other areas of law, is important. Estate planning is a large and important area […]
Working with families, elderly, and disabled to create & implement effective family wealth protection strategies to give peace of mind without worry.
7 P’s of Estate Planning
You have 7 reasons to plan and you can think of them as the 7 P’s of estate planning. Property People Privacy Probate Protection Planning Peace of Mind Property If you think you don’t have an estate, think again. Your house, land, cars, jewelry, 401(k), IRAs, CDs, bank accounts, insurance policies, and more are your […]
Working with families, elderly, and disabled to create & implement effective family wealth protection strategies to give peace of mind without worry.
12 Reasons You Shouldn’t Have an Estate Plan…
Here are 12 reasons you should just skip estate planning and let Probate take over…
Working with families, elderly, and disabled to create & implement effective family wealth protection strategies to give peace of mind without worry.
Working with families, elderly, and disabled to create & implement effective family wealth protection strategies to give peace of mind without worry.
