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,…
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Guidance on protecting your family’s future.
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…
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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,…
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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…
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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…
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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.…
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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…
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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…
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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…
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