Have you reviewed your Family Estate Plan? Here is a checklist to see if your Family Estate Plan could use a review: ❑ Have you reviewed your... Read More
Here are some of the basic steps involved in planning for your estate: 1. IDENTIFY YOUR GOALS. What do you want to accomplish with your family... Read More
Oftentimes, we consider incapacity to be a problem involving the elderly. But incapacity is not an age-related concern. It’s possible to become temporarily incapacitated at... Read More
All over the internet there are websites that offer DIY estate planning documents. At first glance, their offers appear affordable and convenient. For example, some... Read More
You may be thinking that having a Will avoids Probate… but the answer may surprise you. Because the answer is “No.” It’s important to know that... Read More
Asset protection has become a focus of attention with individuals with growing assets and business owners as well. The reason for that is the growing... Read More
When you form a living trust, you are called “the Grantor”. The person who manages the trust, is called the “Trustee”. Generally, you will appoint... Read More
When considering a Family Estate Plan, you want to review your total estate. Your estate consists of the value of your assets that you individually... Read More
A comprehensive Estate Plan will include a Financial and Health Care Power-of-Attorney so that your loved ones can still make health care and financial decisions... Read More