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Caroline and Connor  – A Tragic Story of Failing to Name Guardian As A Parent

Take Your Loved Ones’ Assets Out Of Probate

There was a family of three. The mother had two children, a son Adam and a daughter Ada. They lived happy life together and didn’t really worry about the future. They assumed that things would fall into place naturally. Dementia Unfortunately, one day, the...
Caroline and Connor  – A Tragic Story of Failing to Name Guardian As A Parent

The Story of Justin, David, and Christine

The Inheritance  Christine, David, and Justin inherited $400,000 each from their father after his death. Unfortunately, their father’s poor planning led to unexpected consequences. Their father made a simple plan which lacked extra protections. Under his plan,...
Caroline and Connor  – A Tragic Story of Failing to Name Guardian As A Parent

Story about a Mom and Son

True Story When my son Bob was only 3 years old, I was out to dinner one night with my husband. That was in 2020. As we were eating, it occurred to me that my baby boy was home with a 16-year-old babysitter, While l had created an estate plan, I realized that if...
Caroline and Connor  – A Tragic Story of Failing to Name Guardian As A Parent

What’s A/B Trust? What’s Clayton QTIP?

WHTA’S A/B TRUST? WHAT’S CLAYTON QTIP?  A/B trusts and Clayton QTIP are estate planning tools that can help couples reduce estate taxes and preserve their assets for their heirs. Here is an overview of each trust: A/B Trust: An A/B trust, also known as a bypass trust...
Why Do We Need an Estate Planning

Why Do We Need an Estate Planning

Struggle Without Estate Planning – Emily and Her Father’s Story  Emily lives with her father. Their family is not particularly rich and doesn’t have many assets. Emily’s father was hospitalized following a car accident and is incapacitated. Because Emily’s...
Caroline and Connor  – A Tragic Story of Failing to Name Guardian As A Parent

Why Do You Need Estate Planning?

Help Your Loved Ones with an Estate Planning Expert Everyone in the U.S. has health insurance, rental insurance, and car insurance but rarely have estate planning. We have health insurance not because we will see doctors tomorrow, that’s called insurance....
A/B Trusts & Clayton QTIP Estate Planning

A/B Trusts & Clayton QTIP Estate Planning

A/B trusts and Clayton QTIP are estate planning tools that can help couples reduce estate taxes and preserve their assets for their heirs. Here is an overview of each trust:   A/B Trust: An A/B trust, also known as a bypass trust or a credit shelter trust, is a...
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