estate planning
Have Your Parents Done Their Estate Planning?
Your parents need an updated living trust estate plan to avoid conservatorship and probate.
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estate planning (3)
estate planning
Marley Had an Up To Date and Solid Estate Plan
Marley's estate plan named Scrooge his successor trustee, executor and beneficiary.
estate planning
Why Leave Your Children an Inheritance?
If you have the means, would you get more joy out of giving while you are alive?
estate planning
Don't Name Your Living Trust as IRA Beneficiary
Keep It Simple. Name Individuals as Your IRA Beneficiaries.
estate planning
7 Reasons Why a Living Trust is Better Than a Transfer on Death Deed
Be careful. Transfer on death deeds are not the quick fix some think they are.
estate planning
A Letter to My Dad's Financial Planner
Your clients lean on you for their estate planning. This is a big responsibility, and if it's not done right, the consequences are dire.
estate planning
How to Avoid Probate Without a Living Trust
It may be more difficult and riskier than simply using a living trust.
estate planning
Five of the Biggest Estate Planning Mistakes
Avoid these estate planning mistakes to protect your family and assets.
estate planning
Estate Planning: When Is It Too Late?
When your parent is no longer mentally competent, it's too late for their estate planning.