Get your copy FREE now, 9 estate planning mistakes to avoid!
“These are the most common mistakes I see in my practice every day”
Phil McPherson, | Estate Planning Attorney
How Do I Plan My Estate?
How Do I Plan My Estate? Estate planning is a critical step that everybody should take at some point during their life because, whether or not they are consciously aware – you have an estate. If you own a house or a car – then you have an...
Manage and Protect Life’s Treasures
Estate Planning and How it Can Affect Your Family. What is Probate? Probate is a legal process A Will still passes through probate The historical purpose of probate court Your family has no control What causes Probate? Probate is a Latin derivative that means “to...
Making Sure Your Heirs Get What You Intend
The article, which was written with physicians in mind but still applies for all types of estates, proposes two scenarios which can lead to beneficiaries not receiving what you intend them to. The first is for those estate plans that are made after attending a seminar...
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Making Sure Your Heirs Get What You Intend
The article, which was written with physicians in mind but still applies for all types of estates, proposes two scenarios which can lead to beneficiaries not receiving what you intend them to. The first is for those estate plans that are made after attending a seminar...
Your Mid-Year Estate Planning Checklist
Where funding a trust is important, and this article reiterates that point, it is also imperative – as the article notes – to review it. The article explains that, over time, things can change, such as your job or overall financial situation, for the better or for the...
Estate Planning: Don’t forget to fund the trust
This article begins with a question and an answer, regarding the funding of a trust and what that means. It uses the analogy of a box that, while functional on its own it is only truly useful when something is put into it. The article explains that trusts are similar,...
6 Common Myths About Estate Planning
This article admits that there are numerous myths surrounding estate planning, chief among them that we have the time to make one later. That is one of the six myths the article works to dismiss in order to help readers understand the important role a timely,...
