Category Archives: Estate Planning & Probate

ESTATE PLANNING – WW 2017_5

Are you one of the people who delay when it comes to estate planning, seeing it as too complicated and presenting unrealistic goals. It doesn’t have to be that way! If you have estate planning documents drafted prior to 2012, it … Continue reading

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Estate Planning – retirement WW2017_1

Want to waste your retirement plan? A favorite client recently retained me after his mother’s death to help him settle her revocable living trust (RLT). His father died shortly before. My client was the trustee and sole heir under the … Continue reading

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The Best Holiday Gift WW2016_11

The best holiday gift What is the best holiday gift for your loved ones? Save them from the stress and expense of cleaning up your estate! Trust me. Unless you have a deal with the devil, you will not die … Continue reading

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Estate Planning WW 2016_9

How do I simplify your estate ? clients often don’t consider the fact that once a person dies, the dededent is not available to transfer property to his family. So often the family must go to the Probate Court to … Continue reading

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Listen and grow richer…

Business, tax and estate laws are complex. Knowledge is essential Ask Wis to speak to your group. Wis is a tax and estate expert and a professionally trained speaker. He can entertains while enlightening. Wis is your mentor.  He says: “You cannot know … Continue reading

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Estate Planning Package

To begin your estate planning, upload and complete your !!RIP-RLT Information Package.

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WHO’S AFRAID OF PROBATE?

This article describes the executor’s duties. Don’t attempt to handle an estate without the help of an experienced lawyer. Do you want to look like the lady below?  To find out how to avoid the Probate process check out Wis’s … Continue reading

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Estate Planning Basics

DO YOU NEED AN ESTATE PLAN? What you don’t know about that will can kill your family Why don’t you have an up to date estate plan? You think you don’t need a will. Most of the time you are … Continue reading

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WW 2015_12 Estates

My goal in helping you plan your estate is “ease and effectiveness” and that is why I favor the Revocable Living Trust as the primary document in an estate plan. It is the most flexible way to deal with unexpected … Continue reading

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Estate Planning WW2016_7

How do I offer you “ease and effectiveness” in your Estate Planning? In over 35 years of estate planning, I have developed a three part system to make estate planning easier and less expensive. The steps are: 1. Education and … Continue reading

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