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Beware the Frozen Asset Period

Most folks have heard that a properly designed and implemented revocable trust based estate plan will allow trust heirs to avoid Court supervised (and attorney accompanied) Probate proceedings at death. While this is true, the avoidance of Probate may not be the most important attribute of a properly implemented revocable trust based estate plan. While Read More

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Estate Planning = Risk Management

When recently challenged to describe “what I do” in a few words, it occurred to me that I could refer to myself as a “risk manager”. It is commonly accepted that insurance is the “go to” tool to manage every day risks. Life insurance, liability insurance and property insurance are all commonly used tools to Read More

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On Being 98% Perfect

Have you ever been faced with the need to address an important task but have “put it off” out of indecision as to how to best handle the matter? It is human nature to want to “get things right.” Often, when faced with difficult decisions, it is easy to procrastinate to avoid having to make Read More

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Don’t Waste Your Time With Estate Planning!

Let’s face it, when that ‘nagging little voice’ in the back of your mind suggests that you might want to ‘get your affairs in order’ by designing and implementing an appropriate estate plan — a common pushback to this entirely sensible thought is that the effort is simply a ‘waste of time.’ Well, let’s examine Read More

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Don’t Forget About Asset Alignment!

Congratulations! You have just signed your Living Trust or Last Will and Testament! If you are like most folks, this is a meaningful and satisfying moment. A thoughtfully designed and implemented estate plan is the critical step to assuring that your planning goals and objectives are reached and that the wealth that you have taken Read More

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Protect that Inheritance!

One of the important elements of a thoughtfully designed estate plan is not “how much” is left to a particular heir – but rather “how” the inheritance is left to the heir. With no estate plan implemented, there is only one outcome. The heirs (determined by state law) will receive the inheritance outright. For many Read More

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