Blog
Estate Planning for Married Couples
Regardless of circumstances, there are some common things that will come up for virtually every married couple as part of their estate planning conversation. So, if you briefly discuss these things together beforehand, then you won't be surprised when the estate...
You MUST Plan for Your Estate BEFORE Tragedy Strikes!
What crisis will it take for you to get an estate plan done for your family? You see, a crisis is Mother Nature's way of reminding you of the fact that there is a real possibility you could die much sooner than you think. You don't have the luxury of so many of those...
Why Price Shopping Estate Plans is Bad!
If you think you're being wise to shop around for a "good deal" on an estate plan and that all estate plans are created equal, you're absolutely dead wrong. Shopping around for an estate plan based on price is a BAD idea and will fail your family. Look, I'm sure...
Why I Chose To Do Estate Planning In A New Way
Why did I choose to do estate planning in a new way? First, you need to understand the traditional way of doing estate planning in my industry. Currently all across the nation, attorneys are putting in place these formed documents that they know really won't work...
Preventing Family Conflict And Disputes Over Your Estate Plan
No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you become incapacitated. No one wants to believe that their family members would ever end up fighting one another in court over inheritance...
One of The Greatest Gifts To Your Family Is The Plan For Incapacity
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...
Why Putting Your Family Home In A Trust Is A Smart Move—Part 2
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...
Why Putting Your Family Home In A Trust Is A Smart Move—Part 1
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...
My Estate Planning Philosophy
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, estate...
Why Most Estate Plans Fail: One-Size-Fits-All Documents!
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...
