Tag Archives: estate

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

Before I tell you more about revocable living trusts (RLT), I want to tell you that my father was once a Probate Judge and he insisted that I draft an RLT for him and my mother. I and my ex-wife … 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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WealthWISe 2015_09 Estate

A recent Tennessee court decision has invalidated many wills. Watch out if your will contains an “Affidavit” and your witnesses signed only once. I have used such wills successfully many times  in the Shelby County Probate Court. But no more! Call me … Continue reading

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