Tag Archives: estate planning

ESTATE PLANNING – WW 2017_8

EASY AND EFFECTIVE? I discussed in the last WealthWISe how my approach to estate planning is a quicker less stressful process. So there is no reason to put it off. In fact, if you have a will or a trust … Continue reading

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Revocable Living Trusts

Have you ever asked yourself what would happen to your estate if you were in a serious accident? What if you ended up in a coma or worse? What would happen to your loved ones if you died? Even if … Continue reading

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Estate Planning Organizer

ESTATE PLANNING INFORMATION PACKAGE For complete transparency, this Estate Planning Information Package is also your estate planning agreement. I agree to provide you a Trust, Will, Power of Attorney and Advance Care Plan if selected on the Questionnaire below. To begin … Continue reading

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WHO’S AFRAID OF PROBATE?

The job of the executor can be long and arduous, but with the help of a professional, you can get it done. This article describes the executor’s duties. (To find out how to relieve your family from spending the time … Continue reading

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Estate Planning Basics

NEW:  Ask me about clearing unnecessary and expensive trusts from your estate plan. Wills and trusts designed to avoid death taxes that once applied to smaller estates are no longer needed. You no longer need to pay for a trustee or trust tax returns … Continue reading

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