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Estate Planning 101 Presentation – August 28 and 29, 2023

You planned for a babysitter.  You prepared 100 pages of instructions for the babysitter.  You went to dinner at a restaurant and the first thing you did was to call home and ask how things were going.  What kind of planning have you done for when you are deceased and can not call home to ask how things are going? Estate Planning 101 presentation…
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THE ESTATE PLANNING SOLUTION: It’s Not About Documents – It’s About Results!

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…
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The Importance of Title

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.…
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What Is “Proper” Estate Planning?

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…
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