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The Court Can’t Stop Stupid

Posted on 01/26/2014

In a Dear Abby column sometime ago, there was a letter from Conflicted Sis In Maryland. Conflicted Sis explained that upon Grandmother’s death, Grandmother left some money to her grandson who was a life-long drug addict. That grandson was Conflicted …

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Younger Adults Need Planning Too

Posted on 01/19/2014

You may be a younger adult. If you are like most young adults, planning for your retirement is one of farthest things from your mind. Planning for your disability, death or other catastrophe is even farther from your mind. It …

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Survey

Posted on 01/12/2014

Last week we discussed buying a home. When buying a home, an issue which should be addressed is verifying which real estate you are getting with the purchase. One of the best ways, if not the best way, to exactly …

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Buying a Home

Posted on 01/05/2014

You may be looking to buy a new home. A common mistake many people make after finding a home they like, is to sign a purchase agreement, also called an offer to purchase, and then bring the signed agreement to …

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Legend:

0-15 Level of risk is low.

You have done a very good job of protecting your estate.

16-30 Level of risk is moderate.

You have done a pretty good job of protecting your estate.

31-45 Level of risk in the "dangerous" area.

  • Examine areas where you are weak.
  • Seek advice from competent professionals that you trust.

46+ Level of risk is "severe".

  • Immediately begin a comprehensive examination of your estate planning needs.
  • Develop a step-by-step plan to plan for your disability and to protect your estate.
  • Seek advice from competent professionals that you trust.

Disclaimer

This website is not designed for do-it-yourselfers. The ideas presented herein are for discussion and educational purposes only. The information presented is the opinion of the authors only and DOES NOT create any attorney/client relationship and is not to be relied upon for any specific person or situation. For specific information regarding your needs, concerns, and plan, you must consult with your tax advisor, financial planner and estate planning attorney to discuss your situation and obtain advice.

You should not attempt to implement any of the techniques or ideas presented without competent advice. You would not want to do your own brain surgery, why would you want to do your own estate plan? Check with a qualified Attorney or other professional adviser before you attempt to implement these or any other estate planning techniques. It usually costs more to fix an estate planning problem than it would have cost to do it properly in the first place.

Legal and tax issues frequently change, therefore some material may be affected by changes in the laws regarding wills, trusts, taxes, and other issues, or new interpretations of the law since preparing this material. For that reason, the accuracy and completeness of information and the opinions expressed are not guaranteed. The information in this website may be reproduced, mechanically or electronically, in whole or in part so long as the firm information and copyright data are included in such reproduction.