#EstatePlanning

How to Lose Half Your House

Don’t accidentally disinherit loved ones by not planning ahead. As people get married or re-married later in life, there is good chance...

You Need a Pre-paid Legal Plan

Pre-paid legal plans are a great deal for estate planning and more. One of the best kept secrets from an employment benefits perspective...

Top 5 Mistakes in Estate Planning

Here are the top five most common mistakes in estate planning: Mistake #1: Not making a plan at all. If you die with no estate planning...

Trust or Will - How to Choose?

People ask me all the time about the benefits of using a Trust versus a Will for their primary estate planning document and I tell them,...

Want the State to Decide Where Your Stuff Goes?

Did you know that everyone in DC, Maryland, and Virginia already have estate plans? In fact, everyone in the US has an estate plan. Some...

The Bad Rap on Trust Fund Kids

According to teen angst movies, trust fund kids are all spoiled rich kids. The reality is a bit different, at least when it comes to kids...