Why Your Estate Plan is Probably Wrong (And How to Fix It)
Think your estate plan is solid? Think again. Discover the most common pitfalls in estate planning and learn how our unique profile-based approach can…
Tag: Estate Planning
It Ain’t Law Until It’s Law: Reaction to Proposal to Amend Section 1014
I just received an email from a client who is concerned about he heard that Kamala Harris proposed an amendment to Section 1014 of the…
Introduction to the EPIC Framework: the Four Phases of Planning
A summary of the four phases of planning, how they iterate, and why the EPIC Framework is so important.
Estate Planning: More Than Just Avoiding Taxes
Estate planning isn't just about avoiding taxes. It's a comprehensive approach to transferring wealth, protecting assets, and ensuring your wishes are…
Beneficiaries of Trusts: Could You Be One Without Knowing?
Could I Be the Beneficiary of a Trust Without Knowing?
Estate Planning Strategies: Ensuring Smooth Asset Transfer Through Clear Documentation
Estate planning is crucial for securing your legacy and protecting loved ones. With over 60% of Americans lacking a basic will, clear documentation an…
Estate Planning: Comprehensive Strategies for Your Financial Legacy
Estate planning is crucial beyond drafting a will. It includes various documents and strategies to ensure asset transfer and protection. A comprehensi…
6 Steps to Safeguard Your Legacy: Expert Estate Planning Strategies
Estate planning is crucial for ensuring your wishes are respected and your loved ones are protected. From wills and trusts to durable powers of attorn…
Probate Procedures in the State of Washington: A Comprehensive Guide
In Washington, probate means transparency and control. While an inventory and appraisal are optional, they empower Personal Representatives to navigat…
Methods to Avoid Probate: Checklist
Probate is the legal validation of a will post-death. Seeking methods to sidestep probate can reduce costs, time, and maintain privacy. Understanding …