Tag Archives: trust

The TOP 4 (MUST HAVE) Estate Planning Documents

If you follow us on Facebook or Twitter, you have probably seen the weekly Friday “Homework” in preparing for your estate planning meeting.┬áIf you don’t follow us, you should! So, what is this “Homework?” Well it’s basically a list of … Continue reading

Posted in blended families, Children, Estate Planning, Family, Future, Goals, trust, Wills | Tagged , , , , , , | 1 Comment

Want to know what NOT to do when it comes to Estate Planning? Here are 5 Common Mistakes!

Here are 5 Common Estate Planning Mistakes you want to AVOID: You don’t have an estate plan: If you own assets exceeding $150,000 (thats owning one house!), a will is not going to protect your assets or the loved ones … Continue reading

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Estate Planning isn’t just for the rich!

Yes, a will is always important but if you have assets, a more comprehensive estate plan is necessary. While reading the current issue of MONEY Magazine, I came across an article (that’s where the picture came from) and thought it … Continue reading

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