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Why Putting Your Family Home In A Trust Is A Smart Move—Part 1

Why Putting Your Family Home In A Trust Is A Smart Move—Part 1

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...
Why Most Estate Plans Fail: One-Size-Fits-All Documents!

Why Most Estate Plans Fail: One-Size-Fits-All Documents!

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...
How Proper Estate Planning Can Protect Your Kids From A Prior Marriage From Being Disinherited After You Die

How Proper Estate Planning Can Protect Your Kids From A Prior Marriage From Being Disinherited After You Die

by Elliott Feldman | Nov 24, 2021 | Estate Planning

If you’re in a second marriage with a blended family, then your kids from a prior marriage could be disinherited after you die. As an example, let’s say Wife Wendy and Husband Harry are married and have two daughters together. Later on in life, Husband Harry dies....
Will Your Estate Plan Actually Work When Your Family Needs It Most?

Will Your Estate Plan Actually Work When Your Family Needs It Most?

by Elliott Feldman | Nov 21, 2021 | Estate Planning

Are you 100% certain that your estate plan will actually work when your family needs it most? If you didn’t immediately say “yes,” then your family is likely at risk of being left devastated after you’re no longer around and we’re going to talk about why that is and...
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