It is the high school graduation season and now time for my annual column for young adults. If you have any adult high school or college aged children, they are responsible for making their own medical and mental healthcare decisions. …
With Estate Planning Fees You Get What You Pay For – Part II
There are a lot of different types of estate plans being sold out there. It is best that you know what you are buying. In last week’s column, we discussed the three most common types of will estate plans that …
With Estate Planning Fees You Get What You Pay For – Part I
I regularly get asked, “How much does a will cost?” Or, “How much is a trust?” Well, this is not a simple question to answer because a will or a trust is only a single component in an overall estate …
May Savvy Separate Tr Offer More Benefits
For most of my married clients, I typically prepare separate trusts for each spouse instead of a joint trust for both spouses. I am occasionally asked why. The reason is very simple, it is what most of my clients want. …
May Savvy You Can Provide For Your Children – Lifetime Trusts
You do not want to disinherit your children, but money management skills were not the talents that God has given them. The kids went through Grandma’s inheritance in less than a year. You may not want that to happen to …