Do I need an Estate Planner?
You do if you want to insure that what you worked long and hard for goes where you want it to go — quickly and cost-effectively. Good estate planning starts with a good plan. It’s the first step achieving your future plans and peace of mind. We provide the best estate planning tools, guidance, and strategies to achieve your long-term goals and to safeguard your lifestyle, your heirs, and your assets against unpredictable future events and tax liabilities.
Estate Planning
Medicaid Planning | Long Term Care Planning
Special Needs Estate Planning
Blended Family Estate Planning
Practice areas
Son/Daughter-in-Law Protection Planning
Domestic Partner Planning
Trust Funding and Settlement Services
Courses, Programs and Webinars
What is probate? What’s the difference between a Will and a Revocable Living Trust? What are the big decisions I need to make? There’s a lot of information, misinformation, and folk remedies out there, but I cut through all of that to explain the basics of estate planning in plain English, long before you step foot into the attorney’s office to work on your specific goals and objectives – http://www.estatecrashcoursewebinar.com
There are very few areas of estate planning more fraught with risk than trying to plan an inheritance for a special needs beneficiary… if you don’t know the basics. In this free webinar, I go through the myths, goals, and proper techniques in estate planning for a beneficiary with special needs – http://www.specialneedsplanningwebinar.com.
It’s not enough to just have a revocable living trust and not ensure that your assets are coordinated with it to avoid probate. It’s like having the world’s best suitcase for your dream vacation, but failing to pack everything you need. In this webinar, I break down the biggest “trust funding fails” I have seen in my legal career. Trust funding doesn’t have to be a complicated mess when you know the basics and reasoning behind the different techniques – http://www.trustfundingwebinar.com
When it comes to Medicaid Planning, there is little room for mistakes and hardly no forgiveness for incorrect moves (at least without expensive court intervention). In this free webinar, I review the different ways to pay for long term care, and why the “traditional” long term care insurance industry fell apart – http://www.payforlongtermcare.com
Unfortunately, not all marriages are “happily ever after,” and sometimes parents see red flags that their married children ignore. There’s not much parents can do in the marriage, nor do they want to, especially when there are grandchildren involved. But this doesn’t mean that you have to risk your hard earned fortune has to end up going to an in-law… or even possibly to their daughter-in-law’s next spouse and his children – http://www.inlawplanningwebinar.com
Featured Videos
Recent Posts
Gifts, Advances, and Loans: Balancing an Estate Plan When the Kids Need Money NOW
Estate Planning distributions aren’t always clean and even. Sometimes the kids and grandkids need money…
Trust Funding is Critical
Sometimes, messages need to be repeated to make sure they stick. Unfortunately, this often happens…
Asset Protection: Selling Inherited House Inside a Trust
There’s an awful lot of an advantage to having a lifetime of asset protection, but…