It’s true, COVID has become the Mother of Invention or, in our case, modification. Your health and safety, the clients and their trusted advisers, has always been Priority #1 but we’ve had to make some adjustments to our process to accommodate additional safety due to COVID19. Now I am meeting with clients in their home... [Read More]
Category: Estate Planning
STILL IN THE FIGHT: I’M HERE FOR YOU
During this unprecedented time in history, I am available to help you with you, your loved ones or your client’s Estate Planning Needs. Like many, I am working remotely, but am available by telephone, video conferencing & in some limited cases distanced in person meetings. I can still help on the Legal side of dealing... [Read More]
WEATHER THE STORM
UNEXPECTED HIT Just a few weeks ago we were looking forward to the warm days of Spring. New Trees & Flowers would blossom. For many, like me, Spring is their favorite Season. It means New Life with a fresh green on the trees & flowers coming up from the gray ground to remind us of... [Read More]
“Reading the Crystal Ball”
What I see in the Trust of Will I review many Estate Plans and related asset ownership. Whether it is the client’s Plan & Assets or those of their loved ones- mom, dad, grand parent or sibling. What I find is that many, most of the time, the existing written Legal Estate Plan done by... [Read More]
Here’s How to Leave the Legacy You Want…
You already know you want to protect yourself and your loved ones when you become mentally disabled or pass on. The confusing part is not knowing how to keep you and your estate out of a long drawn out court process. That is where we come in. We help people just like you create a... [Read More]
Three Questions…
There are really three questions to ask yourself as you think about estate planning. Those questions are as follows: Number one, ‘What are the most important things in your life?’ Number two, ‘What are the most important relationships in your life?’ Number three, ‘What legacy will you leave?’ You can leave a lasting, very impactful... [Read More]
What Is the Solution?
What is the solution? In estate planning, it is easy for things to go poorly if the estate planning is not done well. In our unique process, The Customized Protective Estate Planning Solution™, we have a regular process that we go through which gives us a much better chance of doing a good estate plan... [Read More]
Big Picture
Again, if you do not have a valid estate plan, the state has one for you. It will move the assets by bloodline, and it may go to people you don’t know or have never met. There is a strong reason greed is one of the seven deadly sins. Greed brings out the worst in... [Read More]
Avoid Bushwacks
Avoiding bushwhacks includes avoiding probate court. I know I am repeating myself here, but this is a common area of misconception. The downsides of probate court are numerous. The attorney fees, which they often refer to as ‘administrative expenses’, can be 5-7% of the value of your probate estate. For example, if you have One... [Read More]
Protecting the Kids…
A lot of estate planning attorneys think that assets should be kept in trust for the adult children for their lifetime and not paid out right upon the death of the parent. You can do that and still give the adult children control of their share. A risk to the adult children that is out... [Read More]