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DIY WILLS AND TRUSTS – Read This Before You Proceed

DIY WILLS AND TRUSTS – Read This Before You Proceed

Among the types of estate planning, a last will and testament are among the most common. This typewritten document is the legal tool that helps you communicate your wishes as to how your assets will be disbursed. Today, we are seeing many people turn to DIY Wills and...

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5 HIDDEN DANGERS OF JOINT OWNERSHIP WITH A CHILD

[vc_row][vc_column][vc_column_text]A common question I am asked is whether probate can be avoided if assets are owned jointly with a child. I would like to share just four of the disastrous reasons why you should not add a child’s name to the title of an asset just to...

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MYTHS AND MISUNDERSTANDING ABOUT REVOCABLE LIVING TRUSTS

[vc_row][vc_column][vc_column_text]People often hear things about living trusts from friends, family members and the media, and just assume they are true without taking the time to check them out. Here are some common myths and misunderstandings: 1.      A living...

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WHEN SHOULD I BEGIN PLANNING MY ESTATE?

[vc_row][vc_column][vc_column_text]The problem with estate planning is that you never know when you are going to die.  I just came from a meeting with a client and they said well, next year we are going to do this and the next year we are going to this other.  And I...

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WARNING: YOUR CHILDREN’S FUTURES ARE AT STAKE

WARNING: YOUR CHILDREN’S FUTURES ARE AT STAKE

Have you ever thought about what would happen to your minor children if you died without a Will? Many young families do not think about the consequences of such a tragedy. We all assume that we will live forever into our golden years, all the while running the risk...

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SCARY FACTS ABOUT NURSING HOME POVERTY

SCARY FACTS ABOUT NURSING HOME POVERTY

I met a couple recently, Rose and John, who had been married for over 50 years. Rose informed me that they were recently divorced. I am sure by the look on my face, she could tell I was shocked and confused, since they were standing together in front of me. Rose...

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