Contrary to popular belief, estate planning isn’t just for those entering their golden years. In fact, everyone over the age of 18 should have certain estate planning documents in place. Learn more about estate planning necessities for young adults in my latest...
If the concept of a “trust protector” is new to you, you’re not alone. Up until the 1990s, the role was familiar almost exclusively in the context of offshore trusts established in tax havens, such as Panama or the Cook Islands. Individuals establishing such trusts...
No one likes to think about the possibility that they may become incapacitated or otherwise unfit to make their own financial decisions, but life can be full of surprises. While most people with disabilities are fully capable of managing their own lives, there are...
Many people make a will and think they have ensured their loved ones will inherit their assets at death. In this episode we will go over title of assets, and the effect it has on how assets pass at death. You will be surprised at the results! Podcast Disclaimer: By...
When a loved one passes away, their assets may need to go through a legal procedure called probate in which a court will determine how those assets are to be distributed. In this episode, you’ll learn more about probate and how to protect your loved ones from having...
![[Episode 4] Important Documents Every Young Adult Should Have in Their Estate Plan](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/05/estate-planning-for-young-adults-1080x675.jpeg)
![[Episode 3] The Effect of Account Titling and Beneficiary Designations in Your Estate Plan](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/05/CL-The-Effect-of-Account-Titling-and-Beneficiary-Designations-in-Your-Estate-Plan-1-1-1080x675.jpg)
![[Episode 2] What Is Probate and Can It Be Avoided?](https://da4f8aae.delivery.rocketcdn.me/wp-content/uploads/2022/04/probate-avoidance-podcast-1080x675.jpeg)
