Steps to Take when Any Family Member Dies With Checklist
Death of a family member is difficult. This estate plan is meant to make things easier by giving family members who survive step by step…
Category: Articles
When a loved one has died, ask these three questions
This guide is intended to assist the surviving spouse when the first spouse dies and/or surviving family members or beneficiaries when the second spouse dies. …
Asset Protection Checklist: the Trust that Every Couple Must Have to Protect Each Other
Asset protection law differs from estate planning in its trigger event, body of law, methods, and value propositions. Estate planning is simp[y estat…
What is Legal Disability and Why Does it Matter?
Are you or a loved one facing high medical costs? Is the illness persistent and consistent? Have you realized that typical health insurance is not…
What is a Trigger Event in a Contingent Asset Protection Plan?
You have heard of an estate plan. You may even have an estate plan. Whoopee! Estate plans are about estate transfer. That’s it. Estate transfer…
The 2020 SECURE Act and the Three Money Models to Help You Work Around It
Show Notes This episode is a legal update with a higher view of planning, necessary philosophies of wealth planning to help you make the appropriate…
Life, Death and the Law as Expressed on Youtube
I posted a video on Youtube on the subject of a Living Will. I have a lot to say about naming an Advanced Medical Directive…