Monthly Archives: February 2022
MUST-HAVE WILL CLAUSES
A will is a very personal document that is unique to the individual who wrote it (also known as the testator). There are certain clauses, however, that will ensure an efficient and effective will. The following must-have will clauses will … Continue reading
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FIND CASH YOU DIDN’T KNOW YOU HAD IN YOUR LIFE INSURANCE POLICY
Many irrevocable trusts that were drafted years ago contain life insurance polices that have lapsed or are close to lapsing. Many people often think there is nothing that can be done about an old life insurance policy that is in … Continue reading
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ADVANCE MEDICAL DIRECTIVES
An Advance Directive includes several types of documentation meant to protect your medical wishes in a situation where you are debilitated or unable to make decisions on your own. The laws and policies vary in each state, so it is … Continue reading
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ANNUITIES – IT’S ALL IN THE MATH
When it comes to investing in annuities, there is a lot to think about. What can you expect to get out? What ruses should you look out for? Would a bond be a better idea? The good thing about a … Continue reading
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REAL ESTATE AS A SEPARATE INVESTMENT CLASS
When people think of investing, the traditional things that come to mind are the big three: stocks, bonds, and cash. However, with the rise of alternative investing assets, such as real estate, people are changing the way they think about … Continue reading
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THE BIGGEST MISTAKES IN ESTATE PLANNING-ASIDE FROM DOING NOTHING
Nobody likes to think about the end of their life, but it is inescapable and should be planned for accordingly. When devising your trust, here are some key things to avoid: Trusting the state to take charge Having a will … Continue reading
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ARE YOUR ESTATE PLANNING ADVISORS ON THE SAME PAGE?
Estate planning cannot be carried out by only one person. An attorney is great, but he might not know all the tax laws that go into estate planning. Therefore, a CPA is needed. But then your insurance policies might not … Continue reading
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YOUR LEGACY IS MORE IMPORTANT THAN MONEY
An experienced estate planning attorney can help you avoid alienating family members when you’re not giving the same thing to each person. The attorney should also help you choose a trustee. The trustee needs to be someone who lives close … Continue reading
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