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Updating Your Estate Plan

Updating Your Estate Plan

When should you review it? What should you review?       An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The third goal is to state who will...
Will You Avoid These Estate Planning Mistakes?

Will You Avoid These Estate Planning Mistakes?

Too many wealthy households commit these common blunders.   Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly, but make mistakes that can potentially affect both the transfer and destiny of...
TOD or Living Trust?

TOD or Living Trust?

A look at two basic methods for shielding assets from probate. How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are two basic ways to accomplish that objective. One, you could create a revocable living...