Decisions about your health care are some of the most important you will ever make. While you are well, planning for the unexpected now is so important. Don’t put off making plans until it’s too late and you are unable to assert your wishes. National Health Care Decisions Day is Sunday, April 16th. This day is dedicated to educating and empowering both young and old about the importance of advanced care planning. Read More
Is your trust funded? Setting up a trust – the right way.
“The fortune is in the follow-up.” Jim Rohn “The devil is in the details.” Ludwig Mies van der Rohe I recently met with a couple who had gone several years ago to a nearby “traditional” law firm for their estate planning. The firm created separate revocable trusts for the husband and the wife, and then, once all of the documents were signed, sent the couple an email with a spreadsheet of all of their Read More
