Estate Planning

November 5, 2018
name-a-guardian

Who should you name a guardian for minor children?

A Last Will and Testament is the legal document to name a guardian for your minor children. A guardian is someone who will take care of […]
October 15, 2018

Good record keeping is important for your family’s sake

Now that you have made a list of your assets, it is a good idea to learn the basics of good record keeping! This means, as […]
October 1, 2018

Identifying Your Estate Assets

 Your Assets may be Hidden Treasure for your Family What is an asset? An asset is anything of value or a resource of value that can […]
April 23, 2018
Protect your business from probate

How to protect your business from probate as a sole proprietor.

You may have set up a trust to protect your estate from probate but what have you done to ensure your business avoids probate?  Your business […]
March 3, 2018
protect your corporation from probate

How to protect your corporation from probate.

In this article I will share useful information for the corporate and partnership business owner.  As I explained in an article about sole proprietors, it’s all […]
February 15, 2018
health care directive

When should I get a Health Care Directive?

When is the right time for an Advanced Health Care Directive? A lot of people think that setting up a Health Care Directive can wait until […]
January 15, 2018

Updating Your Trust

It’s a new year!  It’s time to consider updating your trust.  Significant life events last year may change who you want to leave your property to […]
November 17, 2017

How to talk to your parents about their estate planning

They want what is best for you, but are they prepared? How do you talk to your parents about their estate planning? Many of us travel […]
October 19, 2017

Beware of Unwanted Solicitation on Your Property Profile

An Offer for Your Property Profile may be unwanted solicitation in your mailbox. After a document is recorded on your property, you may receive what looks […]