Estate Planning & Living Trust Information

Let’s take the mystery out of a living trust. Should everyone have a living trust and estate planning, and who will be the person you appoint to handle the trust after your death?

Estate Planning for Santa Claus

How would Santa do estate planning? What kinds of issues would he and Mrs. Claus face? If you're a business owner, you might learn something from Santa about your own planning!

Asset Protection Options

Learn how to protect your assets.

Free Living Will and Free Living Will Forms Online

Looking for a free living will? If you are preparing your finances and other personal matters for your retirement and want to make sure that your family members are taken care of in the event of your death, you will need one. There are several useful sites online where you can download a free living will form to use for your needs. You can chose generic forms based on your state, as each state has different laws regarding living wills.

A Guide to Purchasing Real Estate in Mexico for Americans

For Americans buying their dream property in Mexico, it’s important to understand the differences between Mexico’s real estate system and that of the United States. It’s never safe to assume that any law or process is the same between the two systems, and oftentimes they are completely different.

Living Wills and Healthcare Power of Attorneys Help to Make Sure Your Wishes are Met

No one can foresee problems that may arise should he become incapacitated. Yet, you can avoid negative consequences of unforeseen problems by creating Living Wills and Healthcare Power of Attorneys (HCPOA).

Is Your Special Needs Child Included in Your Estate Plan?

You have undoubtedly made provisions for how your beneficiaries or guardians will handle your finances in the event of your death or disability. You’ve appointed a guardian for your young children and you’ve outlined instructions for how to handle your child’s education, finances and other expenses. Sure, you have a plan in place to provide for your child – but have you thought about special provisions for your Special Needs Child?

Estate Planning - Intent to Disinherit or Oversight?

Over views incomplete estate planning and some laws that are in place to remedy the situation of overlooked heirs as opposed to those specifically disinherited.

Estate Tax Planning

Estate tax is the levy by the government against the taxable estate of a deceased person. Taxable estate means gross estate reduced by allowable deductions. Gross estate means total estate comprising the value of all assets owned by the deceased at the time of death. IRS determines taxable estate by subtracting from gross estate certain allowable deductions like funeral expenses paid out of the estate, debts outstanding at the time of death, estate administration expenses, charitable, marital, and deductions

How to Close the Best Deal in Spokane Washinton

Spokane Washinton is a very good place for real estate investment! This region is the administrative...

Write Before You Cannot Speak!

Design appears everywhere. From spider web to bridge spans, structure supports purpose. Trees have it, bees live it, and the earth orbits around it. Designs in nature inspire some while others procra...

Corporate Kit Estate Binders

Corporate kit estate binders help to keep everything in one place. Corporate binders usually have important material related to a public or private company, which includes a minute book, share certificate, common seal, stock ledgers, etc. All of these things are kept in a well-built, turned-edge, D-ring minute book binder engraved with the company name. This is a corporate kit binder.

Ira Trusts: What's All The Hype About

A recent new development in estate planning is helping thousands of affluent people across the country with IRAs over 100,000 transcend estate tax and income tax. It keeps your beneficiaries from blowing all of the money you’ve worked so hard for.

Revocable Living Trusts to Protect Your Family

Regardless of the resource(s) you choose to set up your plan, a revocable living trust can protect your assets and achieve your objectives by making sure that every step is carried out in full. Making these arrangements could be the most important decision you make regarding management of your estate to ensure you and your family's well-being when you're no longer able to direct that financial course.