Interesting Animal, The Living Trust

The misinformation and misunderstanding of trusts as an estate planning tool runs rampant these days.  While on one hand, you hear popular personalities that give financial advice, who extol the virtues of the living trust (Suze Orman is one of these), on the other hand, a number of...

Common Estate Planning Mistakes

A recent study in the United States discovered that far less than half of all Americans have a written estate plan. Sadder still is the fact that most of those written estate plans won’t accomplish what the client intended. There are three mistakes common to poorly written estate plans. If...

LEAVE A LEGACY OF VALUES NOT JUST VALUABLES

PASSING ON VALUES NOT JUST VALUABLES Often the first thing people think of in estate planning is “How do I handle my stuff?” The question then goes to who’s going to handle it, when and how? We find ourselves at the beginning of an unprecedented transfer of wealth from one generation to...

What is Estate Planning

What is Estate Planning?Let’s start with what it isn’t. Estate planning is not just for the wealthy. It is not just about avoiding probate and minimizing taxes. It is not just transferring wealth at your death. It is not about which documents to use. It is not a one-time event.It is about...
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