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LEGAL READ: Common Estate Planning Myths – Part 3
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,...
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LEGAL READ: Common Estate Planning Myths � Part 2
This post is the second of a series in which I cover some common myths and misconceptions about estate planning. Of course, the more...
LEGAL READ: Common Estate Planning Myths � Part 1
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...
LEGAL READ: Asset and Family Protection
INTRO: Here’s a subject that both intrigues and confuses many people – asset protection. This article focuses on practical steps you can...
LEGAL QUESTIONS ANSWERED: What is Probate?
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...
LEGAL FYI: The Often Neglected Piece of Estate Planning
INTRO: When the term “estate planning” is used, most people immediately think about Wills and Trusts. But the “poor step-children” of...
LEGAL ADVICE: Business Services
Owners of ongoing businesses are nearly always cognizant about how critical it is to operate in an efficient, cost-effective manner while...
LEGACY PLANNING: Go Beyond the Traditional Estate Plan
You should invest in a Legacy Video – the centerpiece of a 21st Century Estate Plan – because it will tell your story; because stories...
It’s All About Your Health – Part Two
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,...
It’s All About Your Health – Part One
INTRO: Quite often, we hear people say things like: “the most important thing is our health” and “if you have your health, you have...
Is DIY Estate Planning Ever a Wise Move?
A regular reader emailed me recently, stating that she enjoyed reading my articles and was eager for me to comment about a particular,...
Inheritance Jackpot – Will The Kids Be Happy? – Part Two
INTRO:In Part One of this series, we talked about how many people have sizable estates. Consequently, when they die and their children...
Inheritance Jackpot – Will The Kids Be Happy? – Part One
INTRO: In our area, many people have sizable estates. Consequently, when they die and their children (or other loved ones) receive an...
How to Choose a Trustee – Part Two
INTRO: In Part One of this series, we learned how establishing a Revocable Living Trust for yourself and your family is worthwhile for...
How to Choose a Trustee – Part One
INTRO: Establishing a Revocable Living Trust for yourself and your family is worthwhile for many reasons: avoiding probate; maintaining...
How To Be Safe With Safe Deposit Boxes – Part Two
INTRO: In Part One of this series, we discussed how when handling a trust administration for two brothers whose parents had died, an...
How to Choose a Trustee – Part Two
INTRO: In Part One of this series, we learned how establishing a Revocable Living Trust for yourself and your family is worthwhile for...
How to Choose a Trustee – Part One
INTRO: Establishing a Revocable Living Trust for yourself and your family is worthwhile for many reasons: avoiding probate; maintaining...
How To Be Safe With Safe Deposit Boxes – Part Two
INTRO: In Part One of this series, we discussed how when handling a trust administration for two brothers whose parents had died, an...
How To Be Safe With Safe Deposit Boxes – Part One
INTRO: In the course of handling a trust administration for two brothers whose parents had died, an issue arose about the parents’ safe...