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15 Common Reasons To Do Estate Planning

WHY CREATE AN ESTATE PLAN? You don’t have to be a millionaire to benefit from an estate plan. Reasons to create an estate plan are as … [Read more...] about 15 Common Reasons To Do Estate Planning

Dangers of Do-It-Yourself Wills and Living Trusts

Estate planning is an essential part of life and death. In planning for our future and our family’s future, we must take stock of who we … [Read more...] about Dangers of Do-It-Yourself Wills and Living Trusts

Estate Planning with Individual Retirement Accounts

Using This Report At first glance, the concept of an Individual Retirement Account (IRA) seems simple enough: a structured way to save … [Read more...] about Estate Planning with Individual Retirement Accounts

Living Trusts: Calculating the Benefits

Chances are you’ve already heard a lot about the attributes of Living Trusts: avoiding probate and legal quagmires, sometimes lowering … [Read more...] about Living Trusts: Calculating the Benefits

Planning It Right the Second Time Around

How to ensure you’ve covered the basics One thing should be clear by now: we do our families and ourselves a great disservice when we fail … [Read more...] about Planning It Right the Second Time Around

Probate: An Executor’s Role and Responsibilities

The passing of someone close to you is a difficult and emotionally draining time. The last thing you likely want to deal with is the … [Read more...] about Probate: An Executor’s Role and Responsibilities

Set The Stage for Medicaid Eligibility

Introduction Incapacity planning is a broad area of law that covers how you are cared for if you become physically or mentally unable to … [Read more...] about Set The Stage for Medicaid Eligibility

Trust Administration: Prior Planning Prevents Problems

Trust Administration—What You Need to Know Trust Administration is the process people often find themselves in unexpectedly, after the … [Read more...] about Trust Administration: Prior Planning Prevents Problems

The Trouble of Joint Tenancy

Although Joint Tenancy offers some short-term conveniences, in the long run it poses a host of problems that can cost you and your loved … [Read more...] about The Trouble of Joint Tenancy

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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