• Will my trust protect my money from lawsuits and creditors? May 17, 2019 -   If you want to plan with me, schedule an appointment by clicking here.   You might also enjoy:
  • You must fund your Estate Plan. May 16, 2019 - You might also like:
  • What is a trust? May 15, 2019 - What is a Trust? This is one of the most common things that people wonder about with Estate Planning. They just never ask the question. This video explains the concept of trusts. Click here to schedule a planning session. We call these things trust because they involved trusting someone to take care of our property
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  • 3 Strategies to Handle the Estate Tax May 14, 2019 -   How do you handle the estate taxes in your Estate Plan? Click here to schedule a planning session.   Most Americans will not have to pay the estate tax under the current laws. But what if you are taxable? What if you’ve acquired enough wealth to be at risk?   The three basic strategies
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  • What should be in everyone’s estate plan? May 13, 2019 - What is in a basic Estate Plan? Some of our families and situations are more complicated than others. However, there are some basics in estate planning that everyone should have. The three documents that everyone should have are: 1. A Will or Living Trust 2. A Power of Attorney 3. An Advanced Healthcare Directive These
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  • Probate can happen while you are alive May 10, 2019 -   Did you know that you can go through probate while you are alive?   It is probably the most common kind of probate. If you can’t take care of yourself, someone must take care of you. This is most common with memory care once we get older.   This can lead to it being
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  • Will you pay the Estate Tax? May 9, 2019 -   Will you have to pay estate taxes?   Chances are that you won’t have to pay the Federal level estate tax. Most Americans will not have to pay it. This law changes a lot though. It is one of Congress’s favorite things to tinker with so you must stay up to date. State level
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  • Common Mistakes in Incapacity Planning May 8, 2019 - Common Incapacity Planning Mistakes Many people will do this because they think they are making things easier. Often, these things make things worse in the long run. Especially when it comes to government benefits. A Power of Attorney and an Advanced Healthcare Directive are often the legal documents needed to solve these problems. Changing title
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  • Planning for Special Needs May 7, 2019 - Planning for special needs is a tricky topic. Sometimes you need to just make sure that a family member who faces special challenges is cared for. Other times, we have to take care of them, but not eliminate their eligibility for public assistance. You should always also keep in mind their ability to use the
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  • Estate Planning with Retirement Accounts May 6, 2019 - For many Americans, their IRAs, 401ks, and other qualified accounts are their largest assets. These assets will be passed on to their heirs. The government gives a lot of special treatment to these types of accounts. In order for them to benefit your heirs in the same way that they have helped you, your heirs
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