Category Archives for Estate Planning Weekly

Can I Draft My Own Estate Plan?

Short answer - Yes. Right answer - You Shouldn't.

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3 Times It Is Too Late For An Estate Plan

If you are reading this it's not too late, but tomorrow it might be. Find out when it's too late to get an estate plan.

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What Is A Power Of Attorney?

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There are generally two types of Powers of Attorney. It is important that you know the difference and know which one you do, or should, have.

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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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