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. If 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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