by sitebuilder | Aug 18, 2014 | Blog
Most people think an estate plan should be focused solely on what happens to your assets after your death. However, disability, even for a short time period, is likely to happen to you at some point in your life. 1 in 4 twenty-year old’s will become disabled before...
by sitebuilder | Jul 31, 2014 | Blog
You’ve signed your Trust. Great! But wait, there’s more… Creating your Trust is just the first step. Upon signing, your Trust is merely an “empty bucket.” Funding your Trust, means filling the “empty bucket” with your assets. Your assets fill the “empty bucket” by...
by sitebuilder | Jul 25, 2014 | Blog
“I don’t have a lot of money, so I’ll just add my kids to my (bank account) (title to my home) (title to my car) etc.” This is a common refrain from those who think they are not wealthy enough for an Estate Plan. Wealth does not determine whether you should have...
by sitebuilder | Jul 22, 2014 | Blog
Becoming a legal adult means that parents are no longer in control of most aspects of their now adult-aged child. Because your child is an adult, you can no longer make their healthcare decisions, talk to their doctors nor access any of their financial records...
by sitebuilder | Jul 16, 2014 | Blog
Here is a list of Do’s and Don’ts in our final installment for seniors seeking to protect their privacy: DO shred all confidential material. DO use encrypted networks to access sensitive accounts. DO obtain copies of your credit report at least annually. DO use strong...
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