by Kevin | Jun 16, 2019 | Articles
Dedicated to Protecting and Preserving Your Life’s Legacy Why is there a need for Estate Planning? By developing an Estate Plan, you can control your assets and save your heirs from the lengthy, costly and emotionally draining process of going through the probate...
by Kevin | Aug 8, 2018 | News
The article, which was written with physicians in mind but still applies for all types of estates, proposes two scenarios which can lead to beneficiaries not receiving what you intend them to. The first is for those estate plans that are made after attending a seminar...
by Kevin | Aug 8, 2018 | News
Where funding a trust is important, and this article reiterates that point, it is also imperative – as the article notes – to review it. The article explains that, over time, things can change, such as your job or overall financial situation, for the better or for the...
by Kevin | Aug 8, 2018 | News
This article begins with a question and an answer, regarding the funding of a trust and what that means. It uses the analogy of a box that, while functional on its own it is only truly useful when something is put into it. The article explains that trusts are similar,...
by Kevin | Aug 8, 2018 | News
This article admits that there are numerous myths surrounding estate planning, chief among them that we have the time to make one later. That is one of the six myths the article works to dismiss in order to help readers understand the important role a timely,...