Living trust scams

Living Trust Scams and the Senior Consumer If you are age 50 or older, you should take special care when buying living trusts. Your age group is often a special target of salespersons whose goal is to sell you something without carefully analyzing your needs. It is...

The Importance of Trust Administration

Many people probably think that once they have an estate plan in place their needs have been met. They are ready to move on, and feel secure in the knowledge that when they die their estate will be handled according to their wishes. To some extent this is true. Your...

Common Estate Planning Mistakes

People make many mistakes in estate planning. Several examples of mistakes are given, including procrastination, failure to update, improper fiduciary choices, leaving assets outright, etc. We have all heard about estate planning. But many of us have misconceptions....

Do It Yourself Estate Planning

| When Do-It-Yourself Estate Planners Have Fools for Clients As a growing number of Americans use software or do-it-yourself kits to do their own esate planning, many are finding that the end results are far from what they’d hoped. With several real-life case...