Is an estate dispute causing you stress? These problems can eat up time and money. I know the best way to resolve them. You might think “This sounds too good to be true, Ed.” Well, your lawyer can’t guarantee you’ll win in court. You could end up…
Read full article
Are you confused and unable to start your estate planning? You’re not alone. I’ll give you three easy ways to start your estate planning. One is totally free. Many British adults say they don’t know where to begin their estate planning either. The secret to successful estate…
Read full article
Your Estate Plan may also deal with insurance, taxes and debts that may need to be paid by your estate. Talk to your financial advisor about your retirement accounts, life insurance and pensions. Ensure these are up to date with respect to your designated beneficiaries. Financial planners…
Read full article
Your Estate Plan has a variety of tools, including these three documents: 1) Will to name executors to distribute your property. 2) Power of Attorney for your financial affairs. 3) Power of Attorney for health-care decisions. You may be nervous about dealing with lawyers and professionals. But…
Read full article
Creating your Estate Plan will help you put your worries behind you. You benefit when you: • Protect valuable assets for the people you love. • Reduce income and probate taxes without risk. • Name the right person you trust for every job. • Ensure that your…
Read full article
Let’s look at the six steps you should take to create an estate plan. This will protect you and your loved ones from disaster: 1. Get Ready — Identify your goals, assets and debts. 2. Save Taxes — Find ways to reduce income taxes and probate taxes….
Read full article
Here is a summary of what your Estate Plan does to save you time and money. It will help you organize your thoughts for when you meet your lawyer. Let’s look at the essential documents you’ll need: 1. Will • Names an executor and backup executor • …
Read full article
It's that time of year again. You need a thoughtful client gift that also promotes your services. Here's a suggestion at a price everyone can afford. I'm offering a special holiday box rate for my book Estate to the Heart. This is the book that finally makes…
Read full article
Clients often do not get proper advice. This can happen when they make their own wills. They do this because they wrongly think: all lawyers are the same lawyers are not necessary a simple online will form is all they need they are not rich and don’t…
Read full article
One advisor asks: My clients left a one-page document with my assistant. They wanted me to witness their signatures. They left a message saying the paper was a codicil to change their wills. The clients had found the form online and filled it out. Question: Should I…
Read full article
416 769 - 9800