Estate Planning

January 27, 2019

Naming beneficiaries to keep the peace.

Naming beneficiaries to keep the peace among your children. Children seem to be the natural choice to name as your beneficiaries.  But, often times, the children […]
December 10, 2018

Things to consider when choosing beneficiaries

What is a beneficiary?  A beneficiary is someone you name who will receive your property after you die.   You can name your spouse as the […]
November 5, 2018
name-a-guardian

How to name a guardian for your 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

With a new year, we tend to think about getting things done that we have put off in the past.  Among other things, it’s also a […]