Tag: Trusts

What Went Wrong?

Recently I received an email from a client asking me what went wrong in her parent’s estate plan so as to make it so that they had to go through probate. She asked, “isn’t the purpose of getting a trust

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How to Engage Children in Charitable Giving

The intent of this article is to give the reader some ideas on how to teach generosity, civic engagement, and financial responsibility. Parents often struggle with the paradox of teaching their children to be savvy with their money while at

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A Not So Obvious Estate Planning Mistake

       You just got done signing estate plan papers with your attorney, and he summarizes everything you have just done, “Today you completed your Estate Plan.  You have a pour over will that will act like a big

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What will really happen to my estate if I die without a will or a Trust?

Ok, for all of you out there who do not have an estate plan, I have put together a brief video explaining what will happen to your estate if you die without having first planned by getting a trust or

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Probate Court Explained

Probate Court is talked about by every estate planning attorney.  I do not think that it gets explained very well though.  Watch this video for brief, yet simple explanation. This video will answer, what probate court is, how long does

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Building an Empire Part 2 – Start with Your Assets

              What are your assets?  Most people think of bank accounts, stocks, bonds, land, and businesses when they think of assets.  They would be right, they are assets, but those are not the only

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Legacy Planning 101:

Hi, Please check out my first white board animation video explaining Legacy/Estate Planning.  Let me know what you think.  If you are interested in this approach, give me a call and set up an appointment for a free family wealth

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