Do You Need a Trust?
Before addressing (in future posts) the reasons a trust can be extremely helpful, it may be helpful to know some reasons that people are told they should have a trust . . . but which may not be true. People are sometimes told to have a trust to avoid probate. Most...
What Will Your Estate Plan Accomplish for Your Family?
For those who attend my presentations, I offer a free, no obligation estate planning audit. There are three reasons for the audit. First, we discuss the issues/questions important to that person or couple. Second, we discuss what is accomplished with their current...
The Lesson Behind Estate Planning We Must Not Forget
I write these columns primarily to encourage people to prepare their estate plan before it is too late. Without preparation, many families must deal with terribly difficult situations that could have been avoided. Proper planning means more than simply listing what...