Category Archives for Estate Planning

Asset Protection | Retirement Accounts

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Qualified retirement accounts are generally protected from creditors and bankruptcy. However, that protection usually only applies to you and your spouse. 

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Dealing With A Problem Heir

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Worried about leaving money to an heir that couldn't handle it? Someone with drug, alcohol, or gambling problems? Here are two ways to deal with those heirs in your Estate Plan.

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Joint Ownership & POD’s Are Not An Estate Plan

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You've heard that adding a Joint Owner or Pay On Death designation to your bank account is much easier than creating an Estate Plan. Right...and wrong. There are several reasons that "planning" this way can cause trouble. Here are a few ways issues can arise.

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4 Times To Update Your Estate Plan

Unlike the Showtime Rotisserie, Estate Plans are not "Set It & Forget It." These are 4 times when you need to consider updating your Estate Plan.

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Can A Personal Representative or Trustee Steal Your Assets?

Leaving your final wishes to someone else can be a daunting prospect. Your Personal Representative or Successor Trustee could steal it all, but it is very unlikely if you plan correctly.

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