Estate Planning When You'…

Estate Planning When You're Single

Many people assume that estate planning is primarily for married couples, but the truth of the matter is that estate planning is just as important for a single person as it is for a married couple. Whether a person is single because they are divorced… Read More
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A Living Trust won't Prot…

A Living Trust won't Protect your Assets

When we are sitting with clients discussing how to plan their estates, we are often asked about how to protect assets from the high cost of long term care or from other potential creditors. It’s generally in the context of whether a Revocable Livin… Read More
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If you have a Revocable L…

If you have a Revocable Living Trust, You Need to Watch this Video

If you have a trust and set it up to avoid probate when you pass away, which is a very common goal for estate planning, then you need to watch this video. First, congratulations on getting your trust set up. You’ve taken a great first step for maki… Read More
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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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