Category Archives for Estate Planning Weekly

How We Distribute Assets To The Last Penny

We don't know exactly how much we will have in assets when we pass away. That fact leads some people to wonder how they can state in their estate plans how much each of their beneficiaries will get.

We solve this problem by using percentages or fractions for the assets in the estate to each of the beneficiaries.

So while we won't know exactly how much every beneficiary will get, we will know that all the assets will be distributed down to the last penny.

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Business Succession Planning

How you will pass on your business is a very important part of Estate Planning. You have worked hard to build your business, and you deserve to make sure that value is passed on to your loved ones.

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What Happens If Your Trust Isn’t Funded?

If you don't have a comprehensive Estate Plan, an unfunded trust can be a really big problem. That comprehensive Estate Plan should include a Pour-Over Will just in case an asset isn't moved into your trust before you die.

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The Bank Won’t Accept My Power of Attorney

If you are relying on a Power of Attorney for incapacity planning you need to watch this.

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How Can A Trust Be Private & Still Work?

It's nobody's business what's in your Trust. This is how it stays private.

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