Category Archives for Estate Planning Live

Is Estate Planning Urgent?

We all know that Estate Planning is important...but is it urgent to get it done? Well, Estate Planning isn't urgent until it is.

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Number 1 Estate Planning Mistake

Really there are two Number 1 Estate Planning Mistakes

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Number 1 Mistake People Make With A Trust Estate Plan

Failure to properly fund your trust is the biggest mistake you can make with a trust. Without proper funding your trust will not work the way that it should during your incapacity and after your death.

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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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