BLOGS


Latest Blog Posts

Nobody Wants To Say It- But Honestly, Sometimes It's Obvious

Posted on: May 18th, 2012
Know anyone who is not capable of managing their affairs? Proper planning can allow someone else to step in and help, but in the absence of planning, a court appointed guardianship is usually necessary. It can get ugly, and it can get messy, but mostly it can be heartbreaking. Read this post and you'll understand why planning ahead is simply a better way to go....

15 Minutes Could Save You 15 Percent or More of Your Estate- Seriously

Posted on: May 11th, 2012
A little planning really does go a long way. Without a proper plan in place the average family is basically giving up at least $15,000 dollars, but it could be much more if there is any estate tax liability or if the plan is contested. Much, much more......

It's Worse Than Identity Theft- Who's Driving Your Life?

Posted on: May 4th, 2012
It's quite common for individuals to have someone help manage their affairs through a power of attorney. However, what happens when the person you've trusted with your life goes bad? Read ahead and you'll see...Bad things, very bad things happen......

Harrison Ford Won't Need It- But How Are You Getting Out Of It?

Posted on: April 27th, 2012
We've all heard about Medicaid, but have we all heard what it takes to qualify? It's a doozy! Plan ahead and you'll be fine, if not good luck not getting crushed. Read this post and you'll see what you're up against....

Apparently, Will Based Planning Stinks!

Posted on: April 20th, 2012
When most people think of estate planning they think of making a will. What do wills actually do for an estate plan anyway? Are there any better options nowadays than a simple will?- In reality most people nowadays need more than a will based plan to properly protect their estate. Read this post and you'll see what we mean....

It's Packing Whatever You Want it To

Posted on: April 13th, 2012
Why would someone need a gun trust? Well, thanks to our beloved gun control laws it can be very difficult to own and use Title II weapons. In fact without a gun trust, leaving them to friends or family could accidently commit a felony in violation of the National Firearms Act. So if you have a Title II firearm, the question is why wouldn't you want a gun trust?...

What's In The Box? Nothing, Absolutely Nothing!

Posted on: April 6th, 2012
Many people who have purchased a trust package from a variety of places don't realize that for a trust to actually work it needs to be properly funded. How can you fund your trust? Read on......

Probate- Like Getting Run Over By A Semi

Posted on: March 30th, 2012
Ever wonder what's so bad about probate? They always tell you planning helps you avoid probate- well, what's so bad about that? It has to do with fees, costs, delays, and publicity. Trust us... it's not very fun!...

If You Can Have It Your Way, Why Don't They Ask What Your Way Is?

Posted on: March 23rd, 2012
Why do so many people settle for far less than they deserve? It's amazing how many families spend a few hundred dollars on a cut rate trust scam and end up with little more than an expensive stack of papers. When planning is done wrong it costs far more in the end than it "saved" in the beginning. Don't let that happen to you. ...

Is DIY planning OK?

Posted on: March 20th, 2012
Should you use an online service or software to create your own estate planning? Is the gamble really worth it when it comes to protecting your family?...

So Important, Even a Caveman Should Do It

Posted on: March 16th, 2012
Why is it that people neglect estate planning when it has the potential to make such a big impact on their family's lives?...

Possible Changes to Gift and Estate Tax Laws

Posted on: December 14th, 2011
Rumors abound as to what the Super Committee will recommend for the estate and gift tax, if anything. And at this point no one knows what the future holds in this area. That said, we do know that the deadline for the Super Committee's proposal, November 23, 2011, is rapidly approaching....


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