Preview of “Estate Planning Basics” Audiobook
The keystone to our law office's estate planning process [...]
I’m Moving Out of State… Is My Trust Still Good?
I'm Moving Out Of State “Is my trust still [...]
Should A Law Firm Be Your Trustee?
How One Firm Set Up Their Client’s Trust to [...]
Declare Independence From Probate
I wrote this blog back on Independence Day, but [...]
Who Should Be Your Trustee?
And The One Thing You Should NEVER Do One [...]
Will Bank Honor Pre-Arranged Payments After Death?
Pre-Arranged Payments - Simple Solution It seems like there [...]
Joint vs Individual Trusts for a Couple
The Pro-Con Checklist for What’s Right for YOUR Situation [...]
They Passed, But I Need To Get Into Their Bank Account
The situation is extremely typical among people who haven’t [...]
Millennial Planning Challenges and Opportunities
Millennial planning consists of unique challenges that Boomers and [...]
The Married ABC Trust and Tax ID Numbers
A big thanks to a subscriber who sent in [...]