Updates, News and Reminders
- (1) Asset Protection
- (1) Business
- (30) Living Trust
- (16) Probate
- (1) Retirement
- (3) Security
- (0) Social Media
POD and TOD Account Disadvantages
What are POD and TODs? They are an increasingly popular method of providing for the distribution of financial accounts at your death. They are helpful in certain situations; however, there are critical limitations and risks associated with using them.
Disaster Protection this Summer
Disaster intrudes into our lives without any warning in most instances. Therefore, being prepared and protecting yourself and your family is critical.
Your Guardianship Risk
The reality is that every one of us is at risk of becoming a ward of the state – under order and control of the court system.
Your Summer Checklist
A checklist helps to ensure there are no gaps in your health care, financial, insurance, or estate plan documents.
Health Care Power of Attorney and Kids
Is it necessary for your children to have a Health Care Power of Attorney document? The short answer is- Maybe
A Chicago Cop, George Halas, and Prince
What could those three people possibly have in common? Horrendous estate planning.
Know Your Health Care Rights
We have all experienced the health care system. Honestly, can you say you are looking forward to your next experience? Part of it is the uncertainty of what we will find out. However, most of our anxiety and frustration is about the feeling we are not in control. Well, you can be, and you have the right to be in total control of your health and your care.
Firearms Transfer Rules Update
Whether it is at your retirement or your death, an often overlooked issue can cause many problems. Whether you have two firearms or 20+, there is a process to transfer them to another person. I know you fully know how someone did that a few months ago. However, like everything else, times have changed. Firearms … Continue reading Firearms Transfer Rules Update
Have Your Beneficiaries Been Reviewed Lately?
There are various reasons why your listed beneficiaries might not fit your current intentions. It can also prove costly because of circumstances beyond your control.
Living Trust Timely Updates to Act Now
The Fall Season is traditionally when clients finally take care of their Living Trust and estate plan. There isn’t anyone who hasn’t thought of taking care of this critical business. But there always seems to be something more important to do. Hopefully, this update gives you some valuable information and an incentive.