The key to proper estate planning is clear, comprehensive, customized instructions for your own care and that of your loved ones. These instructions can be included in a will, a trust, and in several other related documents. We find that most of our clients are best served with a combination of these tools. DEVELOP Your…
Read more
Everything in estate planning comes down to title. Personal protections depend on title. Tax savings depend on title. In other words, you and your family only receive the benefits of your planning if your planning controls your wealth. Control comes from title. There are basically three types of title: Individual Name, Joint Name and Contract.…
Read more
Proper Estate Planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should allow for the possibility of your own disability. It should give “what you own to whom you want, when you want, and the way you want”. Your estate plan should include…
Read more
Before you leave the kids with a babysitter for a few hours, you conduct serious research and planning sessions to make sure they will be safe. You provide multiple pages of instructions for the babysitter to ensure that your child and house are safe in their capable hands. Have you done the research and planning…
Read more