Recent Blog Posts
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 the value of the product or service. A Revocable Living Trust is the most popular [...]
What is Probate?
I spend a lot of time designing estate plans for people to avoid probate. What is probate and why do [...]
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 [...]
Shared Experiences Forge Relationships
Think about your most meaningful relationships. I'm willing to bet that those relationships were formed through shared experiences. At [...]
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Be Awesome!
"Remember when you were in the Beatles? That was awesome!" - Chris Farley to Paul McCartney If you could meet someone famous what would you say to them? Fame must be strange. We feel like we've developed a relationship with the "famous" person but they have no such relationship with [...]
What is a Pour-over Will
A Pour-over Will is a simple type of Last Will and Testament that works together with a Revocable Living Trust. Instead of dividing assets upon your death, a Pour-over Will is used to "pour" assets into your Revocable Living Trust upon your death. Your trust does the rest. When most [...]
Look Where You’re Going, Even if You May Crash
Look where you’re going, even if you may crash We hear a lot of motivational phrases about staying focussed on our goals or vision. It’s the secret right? If you keep your mind pointing in that direction, that’s the direction you’ll go right? It’s all going to end up being [...]
What is a Revocable Living Trust?
Central Part of Estate Planning A revocable trust, also known as a “living trust” or a “revocable living trust”, is the central part of your Foundation Estate Planning Documents. Most people need a revocable trust. It's also one of the most widely used estate planning techniques. A revocable trust [...]
Do you ever read the same book more than once?
Some say there are too many books out there to read the same one twice. Others love returning to a book they love. What’s your opinion? I love to read, well, mostly I listen to books. I think both arguments have merit. That said, here are two reasons why I [...]
Estate Planning Everyone Needs
The Estate Planning Documents Most People Need Do you need estate planning? The answer is yes, but what exactly does that mean? The key is to make sure your affairs are handled smoothly both while you're alive AND after you pass away. Here's the estate planning everyone [...]
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