The advantages and disadvantages of Wills and Living Trusts.​​​​​​​

How Probate Court works and why you may want to avoid it for your family.

How Powers of Attorney work and don’t work. (Some may not be valid if you are disabled or pass away.)

Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.

Why putting property in your children’s names may be a mistake.

How the new SECURE Act affects your trust and/or retirement accounts.

Best Practices for naming retirement account and Life Insurance beneficiaries.

Learn our "90 in 90 FORMula" where we can get 90% of your eStatePlan™ Portfolio completed in 90 minutes or less.