College Students + Estate Planning
Jan 03, 2016
To many, estate planning is thought of as something “old people” do. In actuality, everyone 18 years of age or older is a candidate for some form of estate planning. College Planning Life brings many...
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The Basics of IRA Beneficiary Trusts
Jan 03, 2016
An Individual Retirement Account (IRA) is often a large part of any given estate. This concentration of wealth can play a vital role in estate planning. An IRA Beneficiary Trust can be a great tool fo...
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"I'll Get Around to It Someday" - Dying Without an Estate Plan
Jan 01, 2016
People come up with all kinds of seemingly logical reasons not to complete an estate plan. Failing to properly plan can lead to unintended consequences and unnecessary costs. Here are a few of the rea...
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The Top 7 Benefits of Trust Based Estate Planning
Jan 01, 2016
The importance of choosing the right estate plan can be just as important as the drafting itself. One common question I find clients asking is “what exactly are the benefits of a trust based plan over...
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Single Member LLC Drafting - Asset Protection + Estate Planning
Jan 01, 2016
Much like a home with a broken window, an LLC without a properly drafted operating agreement leaves the owner with little or no protection from the “elements.” What makes an LLC a good one for asset p...
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The Top 7 Benefits of Enhanced Life Estate Deeds (Lady Bird Deeds)
Jan 01, 2016
An Enhanced Life Estate Deed, otherwise commonly referred to as a “Lady Bird Deed,” can be an effective tool for purposes of avoiding probate. For many, a family home can be one of the most valuable a...
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