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Listen to the conversation about a Living Will and why it is necessary as part of a comprehensive plan. What is the difference between a Living Will and any other documents. This is a must to listen
Any parents with children under 18 must specifically appoint who should raise the children if a tragedy happens and both parents are deceased. What are the issues? Another major reason to do proper
Listen to what some of the unfortunate circumstances are that can happen in failing to plan. Special Needs issues, divorce issues, poor business succession planning, children losing their inheritance
Most people do not realize that the largest cost of Estate Planning is not the upfront expense to do documents. The largest cost happens when someone dies as part of the settlement process. If the p
Who needs to do some planning? Listen to a description of the considerations in deciding whether to do any planning. How do I protect my family or plan for charitable gifting. Its not what you own,
Listen to my story about how I became passionate in taking care of people in their estate planning needs. My own family's personal struggle and what it meant to how I do things and why.
There are many different alternatives in creating a comprehensive estate plan. What kind of legacy do you want to leave to the world? How do you want to pass your knowledge to your children and gran
Usually clients will say "What's the difference between the two?" That confusion can lead to people making a bad choice and causing their family a great many problems after they die. Listen to the a
If you are not comfortable working with the attorney you have started with, your plan will not work. You must be sure you have the right person. Listen to why.
There are many different ways to give to charity, to make a difference in the world. Some can be done while alive and others can be done after someone passes away. It can be done in both ways where