Blog Posts in Estate Planning

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Estate Planning is Prosperity Planning April 8, 2019
When people think of Estate Planning they usually think about setting up a living trust and powers of attorney . A lot of budget outfits out there would deliver just that. The real value of working ...
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Estate Planning IS Recession Planning March 11, 2019
The “Recession” buzz is all around us. One of the worst things that can happen during a recession is to lose a loved one and to actually inherit from their estate through probate . The lessons of ...
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Essential Estate Planning for the Unmarried (non-traditional) Couple October 8, 2018
Unmarried couples who live together as a family unit are often referred to as a “non-traditional” couple. The reality is that more and more people choose to cohabit together as a family, even have ...
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Peace of Mind - Where Estate Planning meets Post-Death Administration July 6, 2018
Peace of Mind – is the feeling you get once the final signatures and notary stamps are placed on your living Trust, your Will , and your Powers of Attorney . Planning for incapacity and death is a ...
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Not all beneficiaries are created equal - some need incentives July 2, 2018
It is common knowledge that if one dies without any estate planning ( will or trust ), their heirs would be able to inherit outright if they are over the age of majority – age 18. But, most agree that ...
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Death & Taxes: Top Financial Experts Share Crucial Estate Planning Mistakes to Avoid April 27, 2018
When planning for the future , many people forget an essential step in the process. When one dies, many factors come into play immediately. Take care to make good decisions in estate planning so heirs ...
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