People sometimes harbor misconceptions because they hear half-truths, which will often enter the picture in the estate planning realm. We will clear up one of these partial truths in this post. Irrevocable Trusts The notion we are going to look at … [Read more...]
Do You Have These Essential Estate Planning Documents?
When you enter uncharted waters to take on a responsibility that is not in your wheelhouse, you should break it down into its simplest parts. This applies to estate planning, and we are going to look at the five essential estate planning documents in … [Read more...]
Do I Have to Be Wealthy to Have a Trust?
There are a lot of misconceptions that circulate about estate planning. One of them is the idea that trusts are only for high net worth individuals. In fact, this is simply not the case at all, and we will look at the details here. Trusts for … [Read more...]
What Bruce Willis Can Teach Us About Incapacity Planning
When Bruce Willis announced his retirement from acting because of aphasia, it sent shockwaves through Hollywood and across the country. Just a few weeks ago, Bruce’s family indicated that the disease had progressed to frontotemporal dementia … [Read more...]
The Lessons from Lisa Marie
Regular readers of this blog often see articles regarding the latest celebrity whose death created a mess because their Estate Plan failed to properly protect the celebrity’s family and loved ones. It seems that an individual with fame and money … [Read more...]
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