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Who Does What, When?

Posted on 04/30/2017

When you are doing your estate plan, you have to choose people for certain things. For what jobs do you have to make a selection and what are their duties? Who do you want to benefit, or to not benefit …

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Be Prepared

Posted on 04/23/2017

You fall and break your hip. Or you have a stroke. Or you have a heart attack. Or you or your spouse end up in a nursing home. What are you gonna do? What are your loved ones gonna do? …

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How to Collect from the Dead Guy

Posted on 04/16/2017

You’re owed money by someone to whom you’ve loaned money or provided services and before you get paid, the guy dies. What are you gonna do? I was in my doctor’s office this past week and he had a patient …

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How Long Do You Keep Financial Records?

Posted on 04/09/2017

We regularly get the question of “How long should I keep my _____ records?” The _____ can be tax, estate, trust, bank, etc. The answer to that question is not always so simple, because it depends upon the type of …

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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.