by designonetest | Mar 10, 2016 | Estate Planning
Because there are so many different kinds of Trust agreements, it can often be a daunting task to determine which is right for your situation, which makes estate planning more challenging. However, that’s what we, as estate planning attorneys, do every day. We...
by designonetest | Oct 19, 2015 | Estate Planning
And you thought you had to wait until Halloween to celebrate something. Think again! In 2008 the National Association of Estate Planners & Councils (NAEPC), in conjunction with Rep. Mike Thompson (D-CA) and 49 of his colleagues, helped pass a law which declared...
by designonetest | Sep 29, 2015 | Estate Planning, retirement planning
If you are remarried or soon to be remarried (or know someone who is), then you should read this blog post. You should pay special attention if you are remarried to a person who has less assets than you. You will learn about a commonly used technique that can save you...
