Tag: making wills

Some Surprising Statistics

Wondering why you haven’t carried out your estate planning resolutions yet? According to one survey of 831 lawyers in the U.S., you may not be alone. WealthCounsel, a nationwide organization of estate planning attorneys, in its January 2011 (Trusts & Estates) magazine summarized the key finding that…
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Estate Planning: The Good, the Bad, and the Ugly

What’s the difference between a good, bad, or ugly estate plan? Your answer may differ if you are the person creating the disastrous estate plan or a victim of poor planning. If you are a victim of bad estate planning, you have a different perspective. You could…
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Making Estate Planning Simple

My approach to estate planning is different. My purpose is to help you understand the essentials. You can take simple steps to protect your family and money. My aim is to help you with your estate planning purpose. Your money should go straight to the people you…
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Will Your Family Be Caught Unprepared in 2011?

Here is the easiest Estate Planning resolution you can keep. It’ll make sure that your family and your money are protected. Take this quiz. It’s part of my book, Breakthrough Estate Planning: Finding All The Answers You’ll Ever Need. I have included it here for your benefit….
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Executor Dictionary A-Z

Beneficiaries – Not All Are Equal Beneficiary: one who receives benefit under a trust, insurance policy or will As an executor, you must know that not all beneficiaries have the same rights. Here are three main types of estate beneficiaries: 1. Specific Gift Beneficiary Sarah got a…
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