How Should You Handle Per…

How Should You Handle Personal Property in Your Estate Plan?

It’s one thing to make a plan to divide up your money. For the most part, you simply decide the amounts or percentages each of your beneficiaries will receive. Ultimately, after you’ve passed and your estate has been liquidated (house sol… Read More
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Prince Died Without a Wil…

Prince Died Without a Will

The unexpected death of iconic singer/songwriter Prince last week has been dominating the headlines ever since it happened. It’s yet another example of someone taken too young without warning. While the repercussions will continue to reverberat… Read More
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Dave Ramsey is Wrong Abou…

Dave Ramsey is Wrong About Living Trusts

Dave Ramsey gets a lot of good things done, and he helps a lot of people with debt and getting their financial houses in order. He’s very knowledgeable about a lot of things relating to debt and finances, but he apparently doesn’t know a… Read More
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"What Should We Share With Our Family About Our Estate Plan?"

This is a question that comes up often, in one of many forms. Usually about midway through our Delivery Meeting, our client will ask something along the lines of either “should we give our kids a copy of this?” or “what should we tell our kids… Read More
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Who Should You Name as Yo…

Who Should You Name as Your Successor Trustee?

If you are looking into creating a Revocable Living Trust, you probably want to name yourself as the initial Trustee (or you and your spouse would be named as Co-Trustees) so you can continue to have control of your assets and your financial affairs.… Read More
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