Category: Estate Planning

Democrats Win the House

Posted on December 11, 2018

Effect of the Midterm Elections on Your Estate Plan Article provided by WealthCounsel; Content edited and modified by Stephen M. Watson, Esq. Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that […]

Posted in Estate Planning

What Happened to My Property?

Posted on November 28, 2018

Article written by Stephen M. Watson, Esq. For clients who are married, most often they want their assets to go something like this: First, to the surviving spouse; Second, to the children, and further descendants (grandchildren, great-grandchildren, and so on). After […]

Posted in Estate Planning

Protecting Your Beneficiaries from Remarriage, Failed Marriages, Creditors, and Themselves

Posted on November 6, 2018

Article written by Trey T. Parker, Esq Estate planning is more than transferring wealth – it is about people.  Depending on your situation, this may include any or all of the following:  spouses, children, grandchildren, extended family members, and friends.  […]

Posted in Estate Planning

Asset-Protection Basics

Posted on October 22, 2018

Article provided by WealthCounsel; Reviewed & edited by James W. Garrett, Esq. Most of us do not expect to be sued.  However, lawsuits are filed every day.  If your financial and estate planning doesn’t include adequate asset protection, you could […]

Posted in Estate Planning

Revocable Living Trusts:  A No Brainer for Young Couples

Posted on October 9, 2018

Article written by Kevin B. O’Donnell, Esq. Introduction             A recent study estimated that 60-70% of Americans between the ages of 18-52 have no estate plan.  For young couples, this percentage is certainly higher.  One reason many young couples fail […]

Posted in Estate Planning