Latest Blog Posts

The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Them

Posted on: March 2nd, 2017
No one wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some aspect of your estate will end up being decided there. Here are two of the most common ways court proceedings can make their way into the management and distribution of your assets, along with the estate planning measures you can take to avoid them....

Who Needs an Estate Plan?

Posted on: February 23rd, 2017
If you’re reading this, you need an estate plan. "Why?" you might ask. The short answer is “Everyone, age 18 and older needs an estate plan.” It doesn’t matter your age; if you've built up considerable wealth or if you are just entering adulthood, you need a written plan to keep you in control and to protect yourself and your loved ones....

How to Pick a Trustee, Executor, Personal Representative, or Agent under a Power of Attorney

Posted on: February 16th, 2017
While the term fiduciary is a legal term with a long history, it very generally means someone who is legally obligated to act in another person’s best interests. Trustees, executors, personal representatives, and agents are all examples of fiduciaries. When you pick trustees, executors, personal representatives, and agents in your estate plan, you’re picking one or more people to make decisions in your and your beneficiaries’ best interests and in accordance with the instructions you leave. Luckily, understanding the basics of what each of these terms means and what to consider when making your choices can make your estate plan work far better....

A Powerful Exercise to Surface the Values You Want to Pass on to the Next Generation

Posted on: February 9th, 2017
Successful estate planning is about far more than simply passing your wealth to the next generation— it’s also about passing on your values. No matter which financial or legal structures you choose to contain and manage your assets, these instruments only preserve your wealth until it reaches the hands of your beneficiaries. What happens then? Your values enabled you to accumulate wealth and persevere in spite of obstacles and long odds. If your children and grandchildren don’t share and cherish those values, they could lose their inheritance as quickly as they received it....

Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment

Posted on: February 2nd, 2017
Most financially savvy individuals begin planning their estate when they’re in peak mental shape. The idea that this might change at some point in the distant future is an unpleasant one, and they would rather go about their estate planning as if they’ll be as sharp as a tack late into their golden years. Unfortunately, this common approach of ignoring a potential problem and hoping it simply won’t happen can leave a giant hole in your estate plan. Read on to find out that this common hole can be more easily filled than you might think....

Even Vampires Need Estate Planning

Posted on: October 14th, 2015
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