Estate Planning

Estate Planning – Part 1: Introduction After countless conversations with family, friends and clients over the past two decades, I have found a visual checklist to be the best tool for helping people understand the basics of estate planning. This technique allows both the clients and the es … Continue reading “Estate Planning – Part 1: Introduction”	Estate Planning – Part 2: Your Body … Continue reading “Estate Planning – Part 2: Your Body”
Estate Planning – Part 3: Your Property … Continue reading “Estate Planning – Part 3: Your Property”	Estate Planning – Part 4: Direct Transfers That Ignore the Estate Plan … Continue reading “Estate Planning – Part 4: Direct Transfers That Ignore the Estate Plan”
Estate Planning – Part 5: The Completed Visual Checklist … Continue reading “Estate Planning – Part 5: The Completed Visual Checklist”	Estate Planning – Part 6: Glossary of Terms and People … Continue reading “Estate Planning – Part 6: Glossary of Terms and People”
Estate Planning – Part 7: Retitling Assets After the Paperwork is Signed … Continue reading “Estate Planning – Part 7: Retitling Assets After the Paperwork is Signed”	Estate Planning – Part 8: Social Media … Continue reading “Estate Planning – Part 8: Social Media”
Estate Planning: Part 9 – Gun Trusts … Continue reading “Estate Planning: Part 9 – Gun Trusts”