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Estate Planning

Estate Planning - Part 5 of 5 - The Annual Review - Don't Estate Planning - Part 5 of 5 - The Annual Review - Don't "Set It and Forget It" The first three meetings (Part 1, Part 2, Part 3.1, Part 3.2) set an extremely solid foundation for your family and your finances. Now you can sit back, sip some lemonade (or whisky), and never look... Read Post
Estate Planning - Part 4 of 5- The Funding Signing - You're Not Done Yet (The Solution) Estate Planning - Part 4 of 5- The Funding Signing - You're Not Done Yet (The Solution) Last week, we discussed how important it is that your trust is fully funded. By “fully funded,” we mean that all of your assets are either titled into the name of your trust, or that your trust is... Read Post
Estate Planning - Part 3 of 5 - The Funding of Your Trust - You're Not Done Yet (The Problem) Estate Planning - Part 3 of 5 - The Funding of Your Trust - You're Not Done Yet (The Problem) If you have a bank account to secure your money, but walk around with wads of cash in your pockets and then get mugged, did you protect yourself? Of course not. Having a structure in place, but not... Read Post
Estate Planning - Part 2 of 5 - The Trust Signing - Estate Planning - Part 2 of 5 - The Trust Signing - "Trust, But Verify" Read Post
Estate Planning - Part 1 of 5 - The Initial Meeting - Getting to Know Us Estate Planning - Part 1 of 5 - The Initial Meeting - Getting to Know Us Our first meeting is (hopefully) less painful than a trip to the DMV. Read Post
How Estate Planning Can Help You Avoid Problems You Didn't Know You Had How Estate Planning Can Help You Avoid Problems You Didn't Know You Had Let’s imagine a truly awful scenario: I get in a car accident tomorrow, and I’m in a coma. Read Post
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