by Francine Ward | Jun 4, 2021 | Estate Plan, Estate Planning
Are your estate documents stale? Are they still protecting you? Estate Documents and Income Tax?Make sure your estate documents are current. With the growing estate tax exclusion amount, this tax has been effectively repealed for about 99.8% of the country. ...
by Francine Ward | May 5, 2021 | Estate Planning
Estate planning Is essential for unmarried partners so they can provide important protections for a surviving partner and/or any minor children. Myth #1: When I die, my partner that I am not married to can continue living in our home. Fact: At your death, the only...
by Francine Ward | Nov 25, 2020 | Estate Plan, Estate Planning, Family Trust, Trust, Trusts, Will, Wills
Revocable Trust vs. Irrevocable Trust: A properly funded trust allows you to avoid probate, minimize taxes, provides organization, maintains control, and provides for yourself and your heirs. In its most simple terms, a trust is a book of instructions wherein you tell...
by Francine Ward | Nov 19, 2020 | Estate Plan, Estate Planning
It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root canal. However, you also probably want to make sure that your loved ones are protected and receive your hard-earned money and property – regardless of whether you have...
by Francine Ward | May 20, 2015 | Estate Plan, Estate Planning, Healthcare directive, Legal Blog, Power of Attorney, Probate, Trust, Trusts, Will, Wills
Will. Trust. Estate Plan How prepared are you for your future and the future of your loved ones – truly prepared, a little prepared, or not so much? Believe it or not, most people are not. Many people believe they don’t really need to get their estate plan in order....
by Francine Ward | Sep 17, 2014 | asset protection, Estate Plan, Estate Planning, Francine D. Ward, Francine Ward, Healthcare directive, Legal Blog, Power of Attorney, Probate, Trust, Will
Will. Trust. Asset Protection. Do you have a Will? A Trust? an Asset Protection plan? Are you someone with a fair amount of assets, let’s say over $150,000? Suppose you have no immediate family, e.g., spouse, domestic partner, children, whom you want to leave...
