Helpful Articles

Setting Up Your Pet Trust

Who will care for my fur baby?

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Leona Helmsley left a $12 million dollar trust for her Maltese! Do the rest of us really need to worry about setting up a Pet Trust?For many of us, our pets are a member of the family. Did you even know that you can set up a Pet Trust for the care of your lovable furry child? Many families overlook ...
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Estate Planning

Protecting Your Children’s Inheritance With “Spendthrift Trusts” Became Harder This Year.

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Up until 2017, estate planning attorneys felt that “Spendthrift Trusts” were among the most reliable methods of asset protection for a child’s inheritance. That may have changed after the U.S. Supreme Court’s 2017 decision U.S. v. Harris. A spendthrift trust is a trust created by one person for ...
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Good Parents Worry, Great Parents Plan

(or, Is Your Estate Plan Ready For The Zombie Apocalypse?)

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I recently finished a great book by a fellow WealthCounsel member, Laura K. Meier, called "Good Parents Worry, Great Parent's Plan - Wills, Trusts, and Estate Planning for Parents of Young Children." It's on Amazon, and I encourage you to pick up a copy. Laura owns an Estate Planning practice in ...
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Celebrity Blunders:

Being Rich and Famous Doesn't Protect Against Estate Planning Mistakes

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Celebrities make mistakes too. Their mistakes are just so much more interesting! But they can also be instructive. If the Rich and Famous can forget to do some basic estate planning, so can we. But we don't have to! Do you fall within the more than 50% of the U.S. population who has no will or ...
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Good Parents Worry, Great Parents Plan, Part II

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Welcome back to Part II. I was telling you about Laura Meier's great book Good Parents Worry, Great Parents Plan, which focuses upon the special Estate Planning needs of young families with kids. Young Families may not have have a lot of "assets", but they certainly have something worth protecting ...
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Good Parents Worry, Great Parents Plan, Part III

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Welcome back for Part III of this series of blog posts, inspired by a book written by a fellow Wealthcounsel member, Laura K. Meier, titled "Good Parents Worry, Great Parents Plan". In Parts I and II we talked about how if you are a Young Family with kids, you need to protect your kids in the event ...
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Living Wills, Health Care Agents And Powers Of Attorney: How To Use Them.

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The Living Will is one of the core documents in your Estate Plan which protect you and your family while you are still alive, but are unable to make or communicate your decisions because you are “incapacitated”. That might result from a temporary condition, such as unconsciousness, or a stroke ...
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