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  • Two essential documents to protect your estate
    December 2022
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 260

    Abstract: Estate planning isn’t just about what happens to a person’s assets after death. It’s also about protecting one’s family during his or her lifetime. This article discusses two estate planning documents that are essential for everyone: a living will and a health care power of attorney.

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  • Estate Planning Pitfall – You’ve amended your will yourself
    August / September 2021
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 260

    Abstract: A common reason for a person to amend a will is because of a change in his or her family’s circumstances, such as adding a newborn grandchild as a beneficiary or removing an adult child’s spouse after a divorce. This brief article explains reasons a person should resist the temptation to make the changes without professional guidance.

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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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