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.
Category Archives for Estate Planning Live
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.
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.
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.
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.