Trusts are a very valuable planning tool. When people think about estate planning, most people think about wills. While wills are the most basic/common tool for estate planning, trusts are an incredibly effective way to plan for things that wills can’t address. Trusts can be used to: Organize your assets so it’s easier on your [...]
Answer these 8 questions to find out where you stand with your estate planning.
Sometimes there’s confusion about what we really do around here. We ARE NOT financial advisors who sell financial products or invest money. Some of the things we do are: Use legal tools like wills, trusts, deeds and LLC’s to accomplish your goals and carry out your wishes. Coordinate your assets with your goals. Counsel and [...]
2-year-old Cole has a book that talks about the right and wrong ways to do things. Like, “Do wear underwear. But don’t wear it on your head!” WOULD YOU USE A MICROWAVE TO WASH DISHES? The other day I met with a client who wanted to use their microwave as a washing machine. Okay, not [...]
We all have control issues. Cole, my son, is 2-years-old now. (The Terrible Two’s!) Yes, we have our share of yelling, “NO!!” and throwing full tantrums on the floor. Toddlers are just beginning to understand how they can exert control on the world around them, which makes for an interesting family life for a while. [...]
Michelle and I got the kids a Wii for Christmas. Some evenings now you’ll find us practicing Wii bowling. I’ve even been teaching Bailey all the “cool” bowling terms – like a turkey or a sleeper. Even bowling has its own language to describe what’s going on in the game. Estate planning has its own [...]