All posts by Donald Rolfe

The Unexpected Happens – Be Prepared

We never know what tomorrow is going to bring. Being prepared for the unexpected is a must, and a comprehensive estate plan is part of that preparation.

I've been off-air for due to an unexpected illness. Please don't wait for things to go wrong before you put a plan in place.

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Business Succession Planning

How you will pass on your business is a very important part of Estate Planning. You have worked hard to build your business, and you deserve to make sure that value is passed on to your loved ones.

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What Happens If Your Trust Isn’t Funded?

If you don't have a comprehensive Estate Plan, an unfunded trust can be a really big problem. That comprehensive Estate Plan should include a Pour-Over Will just in case an asset isn't moved into your trust before you die.

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Will v. Trust – When Each Of Them Do Something

Both a Will and a Trust can be the cornerstone of your Estate Plan. However, they each operate at different times and in different ways.

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