by Francine Ward | Feb 2, 2023 | 31 Days to Estate Planning Success, Estate Planning
Estate Planning Blogs Estate Planning Blogs. Have you ever wished there was one location to find basic information about estate planning? One location where you could get some definitions for concepts e.g., what is a trust? What is a Trustee? What goes into an estate...
by Francine Ward | Jan 31, 2023 | 31 Days to Estate Planning Success, Estate Planning
Do You Really Want to Work? Five years ago, people complained they couldn’t find work. Today, there are so many jobs available, and no one wants to work. Instead, robbers, burglars, drug dealers, and scammers pervade the landscape. Scamming has become the new normal....
by Francine Ward | Jan 30, 2023 | 31 Days to Estate Planning Success, Estate Planning
Probate Process Probate process basic steps. When someone passes away, their estate is generally required to go through probate unless there was a valid trust in place. It is a lengthy and often expensive process. Expensive not just in terms of the financial cost, but...
by Francine Ward | Jan 29, 2023 | 31 Days to Estate Planning Success, Estate Planning
Asset Protection is Important. Why is asset protection important? First, to protect your assets, so they get into the hands of your intended beneficiaries, and to protect the most vulnerable of your beneficiaries from themselves. Who Should Get Your Insurance...
by Francine Ward | Jan 28, 2023 | 31 Days to Estate Planning Success, Estate Planning
Reasons for having an insurance policy. Do you have life insurance? If not, have you considered purchasing some? Life insurance is one of the most important components of an estate plan. There are a number of reasons why you might consider incorporating life insurance...
by Francine Ward | Jan 27, 2023 | 31 Days to Estate Planning Success, Estate Planning
Funding the trust with out-of-state property. Imagine your primary residence is in the state of California. But you also have a second home in Idaho and a piece of unimproved land in Nevada. Your California lawyer created a trust-based estate plan and funded your...
