Articles

Don’t Forget to Update Your EP

So you have completed and signed your will or trust. You are done and you can put it away until it is needed, right? Wrong. Just because you have completed your estate plan doesn’t mean that you don’t have to …

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Business Exit Strategies Are Critical

Whenever you get into a business, one of the most important items that you should consider is how to get out of the business. This is called an exit strategy. What will happen when you no longer are running your …

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Business Entities

So you have decided to start your own business. Starting your own business can be exciting, fun and often times scary. You may be a good baker, toolmaker, stylist, engineer or architect, but you have never run your own business. …

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Taking Care of Fido

You may have a cat or dog which you likely consider a member of your family. You may even be more concerned about what happens to your pet than what happens to your children or your spouse. It costs money …

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Do You Need To Update

Many people wonder if they should update their estate plan or if their existing estate plan is adequate to meet their needs. I recommend that people review or have their estate plan reviewed annually, to make sure that it is …

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Reasons to do Estate Planning

I’ve had people come up to me and say “I don’t need estate planning because I don’t have anything.” These people mistakenly believe that estate planning is all about death planning for their stuff. What they do not realize is …

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Medical Directives

One of the most important documents necessary to avoid court involvement when you are old and funny is a Durable Power of Attorney for Health Care also called a Designation of Patient Advocate. With this document, you choose who is …

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Children’s Accounts May Need to be Probated

In an attempt to do their own mini-estate plan, many people add their children’s or grandchildren’s names to financial assets. These assets could include saving accounts, checking accounts, Christmas club accounts, CDs, life insurance policies, annuities, U.S. Savings Bonds, etc. …

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Wills Guarantee Probate

“Dad’s (or Mom’s) will says I am the sole beneficiary. I took the will to the bank, but the bank refused to give me my money. Why won’t the bank give me my money, when Dad’s (or Mom’s) will says …

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