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Estate Planning

4 Tips for Avoiding a Will or Trust Contest

Posted on: June 10th, 2015
A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid a potentially disastrous will or trust contest. ...

Are You Wasting Money? Part Two: Food, Clothing and Entertainment

Posted on: June 5th, 2015
In many ways, it is the routine purchases that occur without planning that subsequently accumulate to large amounts. An area of high importance when making beneficiary distributions is for the money to be used in meaningful ways such as home purchases, education, and investing and not simply to cover shortfalls in month-to-month expenditures. ...

Choosing a Successor Trustee

Posted on: May 24th, 2015
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to incapacity or after your death....

Organize Now!

Posted on: May 17th, 2015
Think for a few moments about what would happen if you suddenly became incapacitated or died. Would your spouse or family know what to do? Would they know where to find important records, assets and insurance documents? ...

How to Choose a Trustee

Posted on: April 21st, 2015
When you establish a trust, you name someone to be the trustee. A trustee basically does what you do right now with your financial affairs--collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records and generally keep things organized and in good order....

What Documents Do You Need to Find After a Loved One Dies?

Posted on: April 10th, 2015
After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and owed, below is a list of common documents you will need to find: ...

How to Easily Integrate Asset Protection Trusts into Your Estate Plan

Posted on: March 27th, 2015
Asset protection has become a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for your use and benefit as well as for the use and benefit of your family....

The Bottom Line on Asset Protection Trusts

Posted on: March 9th, 2015
Asset protection trusts offer a great deal of planning opportunities for people of even modest means. We are available to answer your questions about asset protection trusts and help you integrate this type of planning into your estate plan....

Strategies for Those Awkward Financial Discussions

Posted on: February 15th, 2015
There may be people close to you (spouse, parents, children) who are practicing financial behaviors that are unproductive or destructive. You want to help them get back on track, but you don't want to come across as judgmental or condescending, or put them on the defensive....

Young Adults Need Estate Planning, Too

Posted on: January 22nd, 2015
Once a child turns 18, parents lose the legal ability to make decisions for their child or even to find out basic information. Learning you cannot see your college student's grades without his/her permission can be mildly frustrating. But a medical emergency can take this frustration to a completely different level....