May 14, 2020

When you think about those loved ones whove passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it evok...

May 12, 2020

Getting Legal Documents Signed During COVID -- Another Reason to Not G

4 Ways Wise Planning Can Protect Your Family’s Assets

April 21, 2020

INVESTING in LIFE INSURANCE is a foundational part of estate PLANNING. However, when naming your POLICY'S BENEFICIARIES, there are a number of MISTAKES you can make that could lead to potentially dire CONSEQUENCES for the very people you’re trying to PROTECT and SUPPOR...

March 17, 2020

Do your PARENTS have an estate PLAN? Is it up to DATE? No matter how RICH or POOR you or your parents are, especially in the wake of the COVID-19 pandemic, YOU need to be ASKING these and several other QUESTIONS. When your parents become INCAPACITATED or DIE, their AFF...

March 10, 2020

Both WILLS and TRUSTS are estate planning documents that can be used to pass your WEALTH and PROPERTY to your loved ones upon your death. However, TRUSTS come with some distinct ADVANTAGES over WILLS that you should consider when creating your plan.

That said, when co...

March 5, 2020

Earlier this week, we shared the first part of this series on the DANGERS of do-it-yourself estate planning. Here, we’ll look at how ONLINE legal DOCUMENTS can even put your MINOR CHILDREN at RISK

Given how far web-based technology has evolved, you might think online...

March 3, 2020

Do a Google search for “ONLINE estate PLANNING documents,” and you’ll find dozens of different WEBSITES. From Legal Zoom® and Willing.com to Rocket Lawyer® and Willandtrust.com, these do-it-yourself (DIY) planning services might SEEM like an enticing BARGAIN.

The site...

March 3, 2020

LIFETIME ASSET PROTECTION TRUSTS are primarily designed to PROTECT your LOVED ONES and their INHERITANCE from much more common THREATS, such as divorce, serious debt, devastating illness, and unfortunate ACCIDENTS. At the same time, LAPTs can provide your heirs with a...

February 18, 2020

A last will and testament can ensure your wishes are respected when you die. But, if your will isn’t legally valid, those wishes might not actually be carried out and instead the laws of “intestate succession” would apply meaning that the state decides who gets your st...

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