Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets
When it comes to estate planning, I get many questions about many topics. One of the most common questions I
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I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love.
I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
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Undecided?
That is totally fine. It is normal to feel a little uneasy about estate planning.
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it’s a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.
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It’s called “Wear Clean Underwear” because your mom always told you to wear clean underwear in case you were in an accident. But once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.
This quick guide helps you learn how to make the smart and loving choice for your family
Do you know beyond a shadow of a doubt what would happen legally and financially to you, your loved ones, your money and everything else you care about if something unexpected happened to you? We'll help you set up a plan that's tailored to your needs.
If you are a parent of minor children who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens.
Americans are now more concerned than ever about protecting their assets from creditor claims, taxes, divorce and other disasters. And rightly so. we have strategies to help protect your assets while you are alive and for your family after you are gone.
Trying to handle the details of being a trustee during a time of loss can be a challenge. We are here to help you through the technical details of administering your loved one's trust.
When it comes to estate planning, I get many questions about many topics. One of the most common questions I
When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately,
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Learn The Six Major Mistakes Families Make When Choosing An Estate Planning Attorney … And How To Make A Loving Choice For Your Family
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