Recent Blog Posts
When To Get an Estate Plan?
"When I have an estate I'll make sure to do some estate planning". I hear statements similar to this ALL THE TIME! What people should be asking is "When To Get an Estate Plan?" [...]
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 [...]
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 [...]
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 [...]
All Blog Posts
5 Revocable Trust Mistakes
Revocable trusts are amazing estate planning tools that most people need for estate planning. Having reviewed hundreds of trusts over the years, here are 5 Common Revocable Trust Mistakes I see people make. 1. Not Funding Your Revocable Trust Funding the trust means titling assets in the name of the [...]
We not Me
Your Wife is in Law School Too? I was in a job interview during law school. During the discussion, I noticed a curious look in the interviewer. It continued for a while as I answered questions and asked some of my own. It was a pleasant discussion, although I [...]
Tips for Choosing a Guardian for Minor Children
Choosing a guardian for minor children can be simple for some and a much more difficult process for others. I've see some people start the estate planning process but take months (or even years) to implement it because they couldn't decide who to name as guardian for children. Here [...]
What is Probate?
I spend a lot of time designing estate plans for people to avoid probate. What is probate and why do we want to avoid it? What is Probate? First of all, probate isn't necessarily a dirty word. It's exists to protect you in a way. Probate is the court supervised [...]
How to Leave Inheritance to Children
Beneficiary Trusts - A Better Way to Leave Inheritance to Children There is a better way to leave an inheritance to your children - Beneficiary Trusts. I hear over and over that clients don't want their children to get too much too soon or that they don't want their children [...]
Shared Experiences Forge Relationships
Think about your most meaningful relationships. I'm willing to bet that those relationships were formed through shared experiences. At least they became more meaningful through shared experiences. I would also bet that you can think of at least one lifelong friend that you haven't seen in years but if [...]
Get Social