Recent Blog Posts
How to Title Assets in Your Trust
So you have a trust. You're Awesome! You're on the right path to have smooth, efficient, and effective estate planning. One of the most important parts of your trust is to make sure that your [...]
When to Review or Update Your Revocable Living Trust
Do you have a Revocable Living Trust? If so, here are two important things you should know. You're awesome! [...]
How Much Asset Protection Trusts Cost
When you are considering an asset protection trust, it's always helpful to know what to expect and how much [...]
How Much Does a Revocable Living Trust Cost?
It's helpful to have an expectation about what a product or service will cost. Likewise, it's helpful to know [...]
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What Do I Do After Someone Dies?
Earlier this week, my wife got a text from a friend asking what to do after someone dies. Her friend's neighbor unexpectedly passed away, and the family didn't know what to do next. It's hard to deal with getting access to accounts and assets, especially during such an emotional time. [...]
How Much Estate Planning Costs
I get asked this question a lot. And if people don't ask, I know that they want to ask. So let's get the cat out of the bag. I will outline the ranges of fees you can expect to see out there so that you know how much estate planning [...]
5 More Revocable Trust Mistakes
Not long ago I highlighted 5 Revocable Trust Mistakes you should avoid when you implement an estate plan. I've seen and reviewed hundreds of trusts and here are 5 More Revocable Trust Mistakes you should avoid. 1. Making Outright Distributions Outright distributions means that upon your death, your trustee gathers [...]
5 More Asset Protection Mistakes You Should Avoid
A few weeks ago I wrote about 5 Asset Protection Mistakes You Should Avoid. Here are 5 more asset protection mistakes you should avoid. 1. Owning Assets in Your Own Name One of the key ways to protect assets is to transfer them out of your ownership. If you don't [...]
3 Irrevocable Trust Misconceptions
People make incorrect assumptions about irrevocable trusts all the time. Yes, even attorneys, CPAs, and financial advisors. Irrevocable trusts are nothing to be afraid of. Here are the top 3 irrevocable trust misconceptions: 1. You Can't Modify An Irrevocable Trust This is not true. You can absolutely modify an irrevocable [...]
5 Asset Protection Mistakes You Should Avoid
There are many reasons to plan ahead to protect your assets from potential risks. You may be in a high liability profession, you may be a business owner with higher exposure, you may have valuable assets, or you may just have bad luck (car accident, someone gets injured in [...]
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