I bet your biggest heroes are the people who do the most for their families. Right? Those are the people most highly rated in the Pilgrim book I can tell you that. Well, if you want to be a hero to your family, get a trust or will and make sure the accompanying documents are […]
Estate Protection
You can do everything right; stay out of debt, save and invest, and your family may still have nothing to show for it if you aren’t careful. This category explains estate planning in plain English so you’ll understand and be empowered to take action the right action. It also describes the simple and inexpensive things you can do to protect everything you’ve worked so hard for all your life.
Note: You should speak to a qualified attorney before taking action. This is not meant to substitute for appropriate legal advice.
Planning Your Will and Estate the Right Way
Everyone wondered how much Michael Jackson had when he died several years ago and who was going to get his money. And more important they asked who wasn’t going to get anything. The reason everyone kept asking those questions was because nobody knew the answers. And the reason nobody knew was because Jackson created a living […]
Who Is Going To Spend Your Beneficiaries’ Money?
Please explain to me why most people work so hard to accumulate wealth and spend so little time protecting it for their family? It makes no sense. I mean think about it. By the time you leave this world either you’ll be broke or you’ll leave assets – one or the other. If you die […]
Will Or Trust? Which is Best Part 1
My parents died in their 40s and had no Will or trust. As a result of this (and their complete lack of emergency planning) my siblings and I were scattered to the wind with almost no assets. This topic hits close to home. Fortunately, estate planning doesn’t have to be that complicated. When you die, […]
What Community Property Laws Mean
If you live in Alaska, Arizona, California, Idaho, Nevada, New Mexico, Texas, Louisiana, Wisconsin, Washington or Puerto Rico, you live in a community property state, where community property laws are in effect. These laws govern your personal property and debts. It’s important you understand them even if you have no plans to divorce. That’s because […]
How To Complete A Change Of Beneficiary Form
If you don’t make friends with your change of beneficiary form it just might become your worst enemy one day. That’s because one little mistake could mess up your entire estate plan. Luckily, this form is easy to tame. It takes less than 3 minutes to update and it’s simple to understand how to do […]