Linda brought the most organized binder I saw that week. One tab had no sticky [...]
A couple came to one of our workshops, took great notes, and told me they [...]
He updated his will after the divorce, but a beneficiary form from a job twenty [...]
Nobody had told them they never moved their accounts into it. The trust was real. [...]
Their binder looked perfect, but their trust no longer owned their home and their IRA [...]
Your children may be responsible, successful, and great with money, but that does not protect [...]
They had a beautiful plan. A trust, matching wills, everything drawn up by a good [...]
Wearing multiple hats in an estate plan, like being both a trustee and beneficiary, can [...]
After a month of stories about plans that failed, I want to end with one [...]
Their estate plan worked exactly as intended. The trust avoided probate, and everything passed smoothly [...]
