Using Local Insight And Legal Know-How
To Protect Your Interests
estate plan When many people think about estate plans, they ask themselves, do I need one? Are they only for the old or the rich? However, it is important for you to know that everyone needs an estate plan. Estate plans are written into the law, and under this state...
Funding your trust or estate plan can easily be forgotten. In fact, it often is, but what about when the funding causes other problems? Funding is the process where you implement your estate. You transfer assets into a trust or business entity. Or it could be the...
Adding your kid’s names to bank accounts is a pet peeve of mine. A lot of times I get asked – why? My answer is always that it makes a mess of something that doesn’t need to be a mess. A financial power of attorney does everything that putting your child’s name on...
Stuff George Carlin would have been a great pitchman for estate planning. You may remember his stand-up routine on “stuff.” We all have stuff, and we’re pretty particular about our stuff. We move it around with us, it’s hard for some of us to get rid of it, and some...