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...
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....
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...
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...
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...
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...
Estate planning for artists. Do any of the following apply to you? Do you create art as a hobby? While you might not be making money from your art, your work might nonetheless have value either later in your life or after you die. For that reason, it’s important that...
Do you own Cryptocurrency? Crypto and Estate Plan. Do you own cryptocurrency? If so, you may be wondering with all of the controversy if it is still a good investment. The answer is probably, but no one knows for sure. Some experts say the long-term cryptocurrency...
Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To assist your loved ones in not becoming part of this statistic, you need to first educate them. Then, your job is to...