by Elliott Feldman | Jan 14, 2022 | Estate Planning
When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff when they die. Although that thought is not wrong, it also leaves out a very important piece of planning for life, and perhaps the...
by Elliott Feldman | Jan 14, 2022 | Estate Planning
Last week we explained how revocable living trusts and irrevocable trusts work, and we discussed the process of transferring the legal title of your home into a trust to ensure it’s properly funded. Here in part two, we will outline the key advantages of using a trust...
by Elliott Feldman | Jan 14, 2022 | Estate Planning
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you...
by Elliott Feldman | Dec 29, 2021 | Estate Planning
How do you view estate planning? What’s the philosophy behind your estate planning? I get asked these questions often. So, what is my philosophy on estate planning? Well, estate planning is so much more than just the money you leave behind when you die. Now,...
by Elliott Feldman | Dec 29, 2021 | Estate Planning
Why do most estate plans fail? Most of the plans being created these days are one-size-fits-all form documents. Literally control F where John becomes George and Jane becomes Susan. This is a major problem because, think about it, are the needs, desires, and goals...
