Everyone needs a will, but it is important to understand what type of will to use and why to use it. I am a proponent of trusts. In my mind it is a good idea for everyone to have a living trust. The advantage of a trust
Estate planning basics require time and energy, but being proactive is so important. This is more of a personal blog. Over the years, I have spoken to well over a million people, and many of my “seminar friends” know my story. I have spent many months of
Do I need a will? This question has only one quick response. Yes. The truth is that there is no age or wealth requirement on those who need a will. Everyone needs a will and the sooner the better. Life is full of unexpected consequences and preparation
Avoid Probate – Overview Avoid probate and the time delay and expense if a loved one passes away or becomes incapacitated. Here comes the probate trick. When your bank account is owned by your trust, i.e., it is in the name of your trust, and you die,