Lessons from Paul Walker’s estate plan…

Lessons from Paul Walker’s estate plan…
Paul Walker was famous for playing in the “Fast and Furious” movies.   He died in a tragic car accident in November 2013 and was a relatively young man.  His [...]
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Avoiding probate with a revocable living trust…
AVOIDING PROBATE WITH A REVOCABLE LIVING TRUST The most common way to avoid probate is by establishing and funding a Revocable Living Trust.  This type of trust is often just [...]
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Case Study: Living trust to avoid probate…
Case Study:  Younger Parents with Minor Children Who Have Moved From Out of State   This case study family has five members:  Mom and Dad are in their early 40’s [...]
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Two Important Statistics Related to Aging in America
Two Important Statistics Related to Aging in America 1.  The life expectancy of today’s senior is roughly a decade longer than the previous generation of seniors. 2.  Over the next [...]
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Estate Planning 101: What is a pourover will?
A pour-over will is a will used in conjunction with a revocable living trust to dispose of property owned by a person at their death which not transferred to the [...]
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Attention new parents, you need a guardian for your children…
Estate planning is not just for older folks.   In fact, one of the best aspects of estate planning for young parents is to name a guardian for your minor [...]
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Estate Planning DIY tip…don’t DIY…
About a year ago I was contacted by the son of an elderly woman who had just passed away.  He asked me whether an unsigned estate plan is valid.  Puzzled, [...]
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The basics of wills…
With a will, a person can name a guardian for minor children, name someone as the executor of their estate (referred to as a “personal representative” in Missouri) and name [...]
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