In the next series of blogs, I will be answering some questions as to why it is important for everyone to create an Estate Plan. Many people think of Estate Plans as something extra, or something you do when you have a lot of assets, but this is not the case. Everyone, no matter how [Read more…]
Ten Common Estate Planning Mistakes
Simply stated, an Estate Plan is your plan for how your most important assets will be protected (your home, children and other assets). A good Estate Plan should answer the following:
- How do you protect your assets?
- How do you protect yourself from the unexpected?
- How should your assets be distributed?
Regardless of whether you [Read more…]
Siblings’ Decisions – Should I Create an Estate Plan?
Out of all of my siblings, I only have two that are married. One is my brother, Tyler, who is an accountant and the other is my sister, Heather, who works as a nurse. They both have very different personalities and one is from my dad’s first marriage while the other is from my mom’s [Read more…]
Caesar’s Estate Plan
During the reign of Augustus Caesar, the Roman army suffered its worst loss and defeat in the German wilderness during 9 A.D. Because of that loss, Augustus bequeathed in his estate plan to his successor, Tiberius, the virtue of Prudence, stating “be satisfied with the status quo and suppress completely any desire to increase the [Read more…]
Protect Your Children’s Future with a Kids Protection Plan
Have you ever wondered what it would be like to receive a knock at the door after your loved ones are late coming home? As you open the door, the first thing you see is the small reflection of light from a police officer’s badge. [Read more…]
My Story of John Wayne’s Will
My story of John Wayne’s will dates back to a hot summer day in 1979; while at my desk I received a phone call from an attorney who was a partner in one of the major Los Angeles law firms. My job at the time was in sales for a newspaper published specifically for attorneys. [Read more…]