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capostSummer
25
May

Estate Planning Summer Checklist

We get busy this time of year as families get ready for summer vacations. Here is an Estate Planning Checklist to review before your trip. 1.…

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10
Sep

9. Other Documents You Need

This is part 9 in my series, Estate Planning – What You Need to Know. Part 9 - Other Documents You Need. Pour-Over Will When you…

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30
Aug

7. Funding Your Revocable Living Trust

This is part 7 in my series, Estate Planning – What You Need to Know. Part 7 - Funding Your Revocable Living Trust Now to get…

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26
Aug

6. Revocable Living Trust

This is part 6 in my series, Estate Planning – What You Need to Know. Part 6 - Revocable Living Trust. The solution for probate is…

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22
Aug

5. What If I Only Have a Will?

This is part 5 in my series, Estate Planning – What You Need to Know. 5 - What If You Have Only a Will? So maybe…

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11
Aug

4. Why You Need Guardians If You Have Young Children.

This is part 4 in my series, Estate Planning - What You Need to Know. Why You Need Guardians if You Have Young Children. If you…

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28
May

Vacation Planning

School is out or almost out and you may have lined up a vacation or two. Now is a good time to check to see if…

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21
Apr

Is Your Living Trust Funded?

Although most families have not done their estate planning, many have, and many have established living trusts. The objectives in establishing a living trust are to…

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