Category Archives for Estate Planning Live

Best Meaning Plans Didn’t Work

Creating an estate plan on your own is an option. However, creating an estate plan in the wrong way can cause major problems.

This week I spoke to a man that feels (and is probably right) that his sister stole his parent's estate.

4 Facts That Lead Me To Recommending Trusts Over Wills

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When making a recommendation for a Trust-based over a Will-based estate plan...there are some facts that make a Trust a better fit.

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What A Trust Won’t Do For You

Story time about my first experience with a Revocable Living Trust and my client's mistaken belief that her trust made her judgment proof.

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How to Give a Power Of Appointment

We explored what a Power of Appointment is in Estate Planning Weekly Episode 26.

This post is all about how to give a Power of Appointment to your beneficiaries.

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How To Update Your Estate Plan

Estate Plans are made up from many documents...each of those documents has a different requirement for being updated.

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