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ESTATE PLANNING ATTORNEY BLOG
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be selfish
6
Mar
Be Selfish… | Estate Planning TV 038
Estate Planning TV , March 6, 2018
Be Selfish… I can’t tell you how many people come into my office wanting
to talk estate planning and immediately try to do everything they can to
live as poorly.

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estate planning lessons
27
Feb
How Should I Distribute Trust Assets To The Kids? | Estate Planning TV 037 Estate Planning TV , February 27, 2018
5 Ways To Distribute Your Trust Assets To Your Kids A question I often
get from clients is “how should I distribute my assets to my kids via my trust.

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estate planning under $100K
20
Feb
Estate Planning With Assets Under $100K | Estate Planning TV 036
Estate Planning TV , February 20, 2018
The Estate Plan For People with $100k of Assets If you have $100k or
less of assets and you don’t think you need an estate plan, you are
wrong. It’s.

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estate planning lessons
13
Feb
Three Estate Planning Lessons From “Gifted” | Estate Planning TV 035
Estate Planning TV , February 13, 2018
Three Estate Planning Lessons from “Gifted” I am a sucker for movies
with cute kids in them, particularly when they face real struggle and
overcome it. “Gifted” is just such.

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trust administration attorney
6
Feb
New Trustee? Do This First | Estate Planning TV 034
Estate Planning TV , February 6, 2018
New Trustee? Do This First. People are rarely ready to become the
trustee of a trust. It’s not something that usually has a specific start date. For that reason, when.

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professional trustee
30
Jan
3 Reasons To Use A Professional Trustee | Estate Planning TV 033
Estate Planning TV , January 30, 2018
3 Reasons to Use a Professional Trustee Whenever a client decides to
create a trust we talk about who they’d like to name as the successor
trustee (the person that.

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estate planning attorney
23
Jan
The Biggest Estate Planning Mistake I See | Estate Planning TV 032
Estate Planning TV , January 23, 2018
The Biggest Estate Planning Mistake I See I am a huge golfer. HUGE. And
my enthusiasm for the sport tends to rub off on people. That means I get to.

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temporary guardian for the kids
16
Jan
Protecting Your Kids While You’re On Vacation (And They’re At Home) | Estate Planning TV 031
Estate Planning TV , January 16, 2018
 Protecting Your Kids While You’re on Vacation (and they’re at home) As I write this post I am flying over California with my wife on the way to
Cabo.

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estate tax planning
9
Jan
The Hard Truth About Estate Tax Planning | Estate Planning TV 030
Estate Planning TV , January 9, 2018
The Hard Truth About Estate Tax Planning Believe it or not a lot of
people come to me to ask me estate tax advice and I end up telling them.

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estate planning attorney
2
Jan
How To Make 2018 Your Best Year Ever | Estate Planning TV 029
Estate Planning TV , January 2, 2018
How to Make 2018 Your Best Year Ever This is one of those episodes that
isn’t directly related to my role as an estate planning attorney. This
is related to.

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ABOUT
We help people with estate planning, probate and trust administration.
Our goal is to help make the process of protecting your family, grieving
a loss, or creating generational wealth as easy and productive as possible.

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