This post is the third and final one in a series in which I cover some common myths and misconceptions about estate planning. Of course,...

This post is the second of a series in which I cover some common myths and misconceptions about estate planning. Of course, the more...

This post will be the first of a series in which I cover some common myths and misconceptions about estate planning. Of course, the more...

INTRO: Here’s a subject that both intrigues and confuses many people – asset protection. This article focuses on practical steps you can...

What is Probate? When a person dies with a Will or without a Will, but has no Revocable Living Trust, a Probate is usually required. A...

INTRO: When the term “estate planning” is used, most people immediately think about Wills and Trusts. But the “poor step-children” of...

Owners of ongoing businesses are nearly always cognizant about how critical it is to operate in an efficient, cost-effective manner while...

You should invest in a Legacy Video – the centerpiece of a 21st Century Estate Plan – because it will tell your story; because stories...

INTRO: In Part One of this series, we spoke about how Advance Health Care Directives tend to be the “poor step-child” of estate planning,...

INTRO: Quite often, we hear people say things like: “the most important thing is our health” and “if you have your health, you have...

A regular reader emailed me recently, stating that she enjoyed reading my articles and was eager for me to comment about a particular,...

INTRO:In Part One of this series, we talked about how many people have sizable estates. Consequently, when they die and their children...

INTRO: In our area, many people have sizable estates. Consequently, when they die and their children (or other loved ones) receive an...

INTRO: In Part One of this series, we learned how establishing a Revocable Living Trust for yourself and your family is worthwhile for...

INTRO: Establishing a Revocable Living Trust for yourself and your family is worthwhile for many reasons: avoiding probate; maintaining...

INTRO: In Part One of this series, we discussed how when handling a trust administration for two brothers whose parents had died, an...

INTRO: In Part One of this series, we learned how establishing a Revocable Living Trust for yourself and your family is worthwhile for...

INTRO: Establishing a Revocable Living Trust for yourself and your family is worthwhile for many reasons: avoiding probate; maintaining...

INTRO: In Part One of this series, we discussed how when handling a trust administration for two brothers whose parents had died, an...

INTRO: In the course of handling a trust administration for two brothers whose parents had died, an issue arose about the parents’ safe...