Read Part 1 and Part 2 of my posts in this series. What if you become incapacitated, or an illness prevents you from handling your finances? What will you do? If you don’t have a power of attorney to handle your property, your loved ones must get…
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Would you like to make sure your loved ones are protected? What would it be worth to you if, no matter what happens, you had a detailed plan of action ready? Well, I will share this information with you here, at no cost. You can use this…
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Here’s what happened after Marty died. Marty signed his will and had named his older brother, Vince, to be his estate executor. When Marty made his will, he had two young sons. Marty thought Vince would be a good money manager because he knew Marty’s family. 20…
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This may surprise you: Not every will is valid. A common question I receive is: Why bother making wills if judges can cancel them? Well, not making a valid will can be the biggest blunder you can make. The trick is to have a legal will. But…
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Estate planning is confusing and many people want to avoid lawyers. Many advisors fall into a trap of trying to oblige the client. This can lead to several weaknesses in estate planning, which I’ll explain. Estate planners, unlike lawyers, cannot tell you what to do when…
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