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Any significant asset can be threatened by creditors, predators, and major relationship shifts like divorce. A good trust will take into account the highly specific dangers faced by your circumstances—both…

Assuming All Trusts Are the Same

February 22, 2019

If you read through Mistake #10, you now understand how a mere “last will and testament” does not provide the vital mechanisms offered by a living trust. A will can…

WHAT IS A LIVING TRUST, EXACTLY?

February 15, 2019

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Much of the rest of this book will be about constructing a good living trust. But what is a living trust, exactly? As I explained briefly earlier in the book,…

New Year, New (or Updated!) Estate Plan

February 7, 2019

2019 is here and it’s the year to finally tackle creating your estate plan so your family, loved ones, and legacy are protected after you pass. Is this something you…

Estate Planning – Don’t Forget About Your Digital Assets

February 7, 2019

When we think of our estates passing on after we die, our houses, cars, money, and children may spring to mind. Most people don’t think about their cloud storage, social…

PROBATE IS DANGEROUSLY PUBLIC

January 31, 2019

Like Bob Jr. from our earlier post, most people are shocked to learn that probate offers the family no privacy whatsoever. Literally, anyone can go to any court in America,…

CalAble Accounts: What You Need to Know

January 28, 2019

In December 2018, CalAble Savings Plans opened to the public. Individuals who became disabled below the age of twenty-six are now able to invest in a tax-free account, without losing…

MINOR CHILDREN PRESENT A SPECIAL PROBLEM – The Question of Guardianship

January 23, 2019