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Unfunded Living Trusts-Don’t Let It Happen To You
I wanted to share with you a couple of key points about estate planning that you should know. One is about unfunded living trusts. What is that? You go to the attorney…
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A Sad Tale of Good Estate Planning Advice Gone Wrong
I just got back from a memorial service for a good friend of mine that I had known since high school. Unfortunately he left behind an estate planning nightmare. I gave my friend…
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Legacy Planning – The Basic Documents of Estate Planning and Beyond
The third step in your do it yourself financial plan is estate planning. Estate planning is thought about as wills, trusts, and gifts, etc. Not anymore. No one wants to think of sickness,…
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Do-It-Yourself Financial Plan Step #3 Estate Planning
Do-It-Yourself Financial Plan Step #3 Estate planning is not just for the dying. Wills, trusts, powers of attorneys, medical directives, etc- sounds so awful. But consider that if something were to happen to…