Blog Archives for tag Assets

Make Estate Planning a Part of Your New Year’s Resolution

As we near the end of 2014, it’s time to begin thinking about how to make 2015 an exceptional year…. Continue reading »

Funding a Trust – What does it mean?

A trust, when boiled down, is just words on paper.  It is critical to have the right words, but words… Continue reading »

Getting Organized

I was making lunch this morning, and went to fill the container with ice water, and I could not find… Continue reading »

New Year’s Resolution

Part of the annual holiday tradition is to make resolutions for the coming year – things that you want to… Continue reading »

What NOT to do When Considering an Estate Plan

If you search the internet, you will discover that there are many estate planning resources meant to educate you on… Continue reading »

Protecting the Deceased from Identity Theft

Identity theft is an ever-growing concern in America today. The risk of identity theft does not end at death. A… Continue reading »

Are Attorneys Expensive?

I was giving a presentation the other day, and a couple of the people in the crowd claimed that lawyers… Continue reading »

10 Best States to Retire

I recently read about the worst states to live in during retirement, and relayed the results in a recent blog…. Continue reading »

Single? You Still Need an Estate Plan

I sometimes hear people say that they don’t need an estate plan because they’re young and single.  These people fail… Continue reading »

What did the Supreme Court just do to my IRA?

Many of us have retirement accounts, such as IRAs, 401ks and 403bs. The retirement accounts might very well be the… Continue reading »


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