4 Tips for Avoiding a Will or Trust Contest
If you are concerned about challenges to your estate plan, consider the following: A will or trust contest can derail your final...
Planning for the Financial Future of a Troubled Adult Child
Are you concerned about any of your adult children? Estate planning can pose extra challenges for families with adult children struggling...
Your Will or Trust Likely Won't Work ....... But We Can Fix It
For certain clients, a Trust of some kind may be essential for a variety of reasons. However, many of them fall victim to one common...
Parents with Young Kids: The #1 Problem You Overlook
Clients with minor kids typically come to me for one reason: deciding who will care for their children if they pass away; that is, naming...
What Happens to your Facebook Account When You Die?
What happens to your social media and other digital assets when you die? The link below provides some great info on the interaction of...
Estate Planning is NOT just about your Assets!
For some people, getting your Powers of Attorney in place can be MORE important than having a Will .... Click on the link below for more...
California Property in South Carolina (and Taxes)
Actually, it could be property from any of the following 9 states: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas,...
Business Owners: Don't Let It Happen to You ...
Great article on why business owners need to have this very important document in place! https://www.forbes.com/sites/robertwood/2011/02/...
New Year's Resolution !
Great Article - Relevant last year! Relevant this year! 2018 is the year to do it! Click on the link below: https://www.forbes.com/site...
You Probably Have More Than 1 Will
Not literally. But, in a very real sense you do. What does a Will do? One thing it does is it determines who gets certain things that you...
