Time For Your 3000 Mile Oil Change - Servicing Your Estate Plan
Apr 09, 2010
Your car requires regular servicing in order to maintain its performance and reliabilityand so does your estate plan. Remember all those pamphlets that were sitting in your glove box along with an own...
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How to Choose Your Executor
Apr 09, 2010
What is an executor?
Choosing your executor is an important and necessary task, though potentially morbid and depressing. The executor is the person who carries out your wishes when you're gone. Basica...
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There’s a 100% Chance That You’re Going to Die - When Is The Best Time To Plan Your Estate?
Apr 09, 2010
The vast majority of people dont even start thinking about planning their estates until they reach retirement age. If thats your plan then youre making at least two mistakes:
You are gambling that no...
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You Say It’s Your Birthday. It's My Birthday Too - Some Gifts Just Aren't Worth Giving.
Apr 09, 2010
Often people will transfer title of their assets to their adult children while they are living, thinking it will make things easier for their children when something happens to them. Doing this will pr...
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It’s Alive – What is a Living Trust
Apr 09, 2010
Living trusts enable you to control the distribution of your estate. Furthermore, certain trusts may enable you to reduce or avoid many of the taxes and fees that may be imposed upon your death.
In sho...
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How to Help Your 18 Year Old with Estate Planning
Apr 09, 2010
What are you planning to give your teenager when he or she turns 18 and legally becomes an adult?A new watch? A car?A deposit for an apartment?A trip to Europe?
Those are all fine gifts, if you can aff...
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Estate Planning is Not Just for the Wealthy
Apr 09, 2010
Much too often I speak to people and they tell me that estate planning is something for the wealthy. After much contemplation, introspection and coffee, I came to a conclusion that now seems so obvious...
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The Truth About Estate Planning - Sometimes You Can't See the Forest for the Trees
Apr 09, 2010
Most people have some idea what estate planning is about, but much of what they "know" is actually false. Prior to working with clients, we want them to recognize that the "truth" about estate planning...
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The Importance of Updating Your Beneficiary Information
Apr 09, 2010
When you start a new job, you sign a lot of forms. Tax forms, health care forms and retirement beneficiary designation forms. Your first few days on the job you take the forms and read them, think abou...
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Think Before You Plan
Apr 09, 2010
Estate planning is not just about reducing taxes. Estate Planning is also about making sure your assets are distributed as you want both during your lifetime and after you're gone. The fact is that whe...
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