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  • Estate Planning Pitfall – You haven’t made formal funeral arrangements

    June / July 2019
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 260

    Abstract: It’s difficult for many people to think about their own mortality, and it’s not surprising to learn that many put off planning their funerals. Unfortunately, this lack of planning can result in emotional turmoil for surviving family members when someone dies unexpectedly. This brief article explains how to formally arrange one’s own funeral.

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  • Estate Planning Red Flag – You’re transferring a vehicle to your revocable trust

    January / February 2018
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 260

    Abstract: A living trust isn’t effective unless it’s funded. Trust owners transfer ownership of assets to the trust and designate it as beneficiary of retirement accounts or insurance policies. But can owners transfer ownership of automobiles or other vehicles to the trust? This brief article examines the pitfalls of doing so.

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