11 Red Flags of Estate Planning
Top 11 Reasons Why a Revocable Living Trust is Needed. When it comes to estate planning, there are a lot of red flags indicating a need for some specific protections. However, one of the biggest solutions is a well-drafted, optimally-funded revocable living trust to keep the estate out of probate. The top eleven red flags listed below indicate […]
The Estate Paparazzi
Estate Privacy When an estate goes through probate, privacy is out the door worse than Beyonce taking a stroll down Rodeo Drive. In this outtake from the webinar “Estate Planning… Bigger Than Beyonce” I review the loss of privacy that occurs to an estate mired in this court process. My name, account values, beneficiary contact […]
“In-Law Protection” Estate Plans Provide More Than Divorce Insurance
Estate Plans With In-Law Protection In recent years, there has been a sharp increase in the number of clients wanting to secure their inheritance across two generations, mainly to make sure that their estate does not eventually end up in the hands of a son-in-law or daughter-in-law after they have passed on. By protecting each […]
Age of Inheritance
[Please note that this is a frequent “reprint” article for our office. We intentionally re-release this important information at least once a year to our clients through the newsletter because the issue tends to come up. If you have any questions on this information about your own plan, then please schedule an appointment with the […]
Is it time for the LGBTQ community to get their houses in order?
The LGBT Community is bracing itself under the new Trump Administration. It’s not a time to panic, but it is time for members of the community to get their houses in order.
How to Blow a $100,000 Inheritance on Nothing
When someone receives an inheritance, especially an unanticipated one, it might leave them feeling quite overwhelmed by their new found options.
Protective Planning for Inheritances
Recently, I had the opportunity to speak with someone about inheritance issues concerning her father’s estate. Apparently, her father had inherited a lot of money and real estate from her grandparent’s estate.
Most Bizarre Inheritance Stories
When it comes to inheritances people have always been able to award anyone they deemed necessary to receive the assets.