Wills and Estate Planning

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How to Choose Between Wills and Trusts

January 23, 2019

There are two tools available for passing the bulk of your legacy to others, and the best choice for one person might not be a good choice for another. The foundation of your estate plan can be either a will or a trust, usually a revocable Living Trust. They’re not exclusive. Most estates have both […]

Estate Planning Without Wills & Trusts – Part 2

July 20, 2018

In Part 1 of this article, I shared some of the avenues through which you can ensure transfer of assets without the need for wills and trusts. So this week, let’s continue the discussion with more ways to avoid probate and transfer property… starting with: Bank accounts. Though once obscure, payable on death (POD) bank accounts […]

estate planning

How to Manage Your Estate Planning without Wills, Trusts, and Probate

July 13, 2018

You might be surprised to learn that many Estate Planning goals can be accomplished without wills and trusts. In fact, using other tools can spare you some of the expense and complications of wills and trusts. These strategies also cause the assets to avoid the delay and expense of probate, transferring the title of each […]

Estate Planning

How to Write an Ethical Will for Your Estate Planning

May 4, 2018

Your estate plan is part of your legacy, but your legacy should be more than financial assets, material possessions and legal documents. For more and more people, the final touch to their estate plans is what sometimes is known as an ethical will. Others have called it a legacy letter, heritage will, family philosophy statement, […]

Estate Planning Lessons from Jerry Lewis’s Will

October 5, 2017

Comedian Jerry Lewis died recently at age 91. Unlike many celebrities, he apparently owned most of his assets outright and disposed of them through a will. That has a least two effects. One is that the estate must go through the time and expense of the probate process. The other effect is that the details […]

Another Reason to Have a Strong Will and Estate Plan

October 5, 2017

If you don’t have an estate plan, the government’s going to prepare one for you, and you might not like it. This article explains that when you don’t appoint a agent with a power of attorney or a successor trustee who can act for you when you start to fade, the government will appoint someone […]

David Rockefeller’s Will and the Benefits of Avoiding Probate

April 24, 2017

Wills are public documents. They’re filed in a local probate court and available for anyone to view. That’s why many wealthy people hold the bulk of their assets through trusts that avoid probate. David Rockefeller, the last remaining grandson of John D. Rockefeller, died recently. A large part of his wealth was held through family […]

estate planning

5 Best Options for Meeting Estate Planning Goals Without Wills and Trusts

November 10, 2016

Many Estate Planning goals can be accomplished without wills and trusts. Using other tools can spare you some of the expense and complications of wills and trusts. These strategies also cause the assets to avoid the delay and expense of probate, transferring the title of each asset automatically to the person you intended. But these […]

November 2020:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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