4 Common Estate Planning Errors and How to Avoid Them

Some mistakes don’t show up right away. When people make estate planning errors, they may never know what they did. Their loved ones will find out, though. But, there are ways to prevent errors that may cause your family unnecessary grief. It just takes some careful planning and communication. Lost Assets Martha did not trust banks. Instead of depositing her money into a checking or savings account, she hid it in Read More

Pour-Over Wills: A Safety Net for Your Assets

Tightrope walkers need a safety net. Fire fighters also may use them when rescuing people from a burning building. It may surprise you to learn that even your estate planning may benefit from a safety net of sorts. A pour-over Will may prevent your assets from falling into the probate abyss or being devoured by estate taxes. Omitted Trust Assets. People often transfer their assets to a trust, intending that the Read More