Preparing for your Initia…

Preparing for your Initial Estate Planning Appointment

In this video we talk about how you can prepare for your initial estate planning appointment. We look at the packet of materials we send you before the appointment to help you prepare and talk about how those materials will help you get the most out… Read More
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Protect Your Assets - Rea…

Protect Your Assets - Reasons you need to do your Estate Plan - Part 6

In this video series we are working through the five reasons why you need to do your estate planning. This video covers the fifth reason – with good estate planning can protect your assets. While Wills and Revocable Living Trusts won’t pr… Read More
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Preserving Family Harmony…

Preserving Family Harmony - Reasons You Need to Do Your Estate Plan - Part 5

In this video series we are working through the five reasons why you need to do your estate planning. This video covers the fourth reason – good estate planning can preserve family harmony. A good estate plan can preserve family harmony and red… Read More
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How to Protect Your Home…

How to Protect Your Home from Nursing Home Costs

A person’s home is usually that one assets that gives them comfort and security. Protecting that home as we get older becomes more and more important. Protecting the home from the cost of long term care can be done in a number of ways. However,… Read More
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Protecting Beneficiaries…

Protecting Beneficiaries – Reasons You Need to do Estate Planning – Part 4

In this video series we are working through the five reasons why you need to do your estate planning. This video covers the third reason – so that you can protect your beneficiaries. Read More
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Why Use Living Trusts?

Why Use Living Trusts?

This is a very short explanation of the main reasons why people use Living Trusts in their estate planning. Read More
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Avoiding Probate – Reas…

Avoiding Probate – Reasons You Need to do Estate Planning – Part 3

In this video series we are working through the 5 reasons why you need to do your estate planning. This video covers the second reason – so that your estate can avoid Probate. Read More
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Avoiding Unintended Resul…

Avoiding Unintended Results - Reasons You Need to do Estate Planning - Part 2

In our introductory video to this subject of why you need to do estate planning, I went through the 5 reasons why estate planning is important. In this video, I’m going to go into more detail on that first reason, and that is, estate planning allow… Read More
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5 Reasons You Need to do…

5 Reasons You Need to do your Estate Planning - Part 1

There are essentially 5 reasons why people need to set up an estate plan for themselves. It’s likely that you have at least 1 of these in your life, and you might have all 5. Read More
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WHY IS ESTATE PLANNING SO…

WHY IS ESTATE PLANNING SO IMPORTANT?

Everyone needs to do some kind of estate plan. Regardless of who you are, whether you are single or married, have kids or not, are young or older, and no matter your level of assets, a good estate plan is important for you. This video helps you under… Read More
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