Webinars / Articles
Why Guidance in Healthcare Directives is Important?(1)
Kaylee's Story Kaylee Springer was full of life and ready to start a new chapter in Florida with her husband, Jonathan, when she went into cardiac arrest at her home in Key West at the age of 25 in August 2002. Kaylee was successfully resuscitated by emergency medical...
The Value of the Homestead Exemption
What's Homestead? In Texas, the term “homestead” refers to a house or other residential structure you own, including improvements and up to 10 acres where the structure sits for urban homesteads. For rural homesteads, this limitation on size is 100 acres for a single...
How LAPTs Protect Beneficiaries’ Inheritance
Sydney's Story Sydney Martinez is the beautiful daughter of an extremely successful businessman and a stay-at-home mother. Because they loves their daughter immensely, Sydney’s parents set up a simple plan in which she was to receive one third of her inheritance at...
Caroline and Connor – A Tragic Story of Failing to Name Guardian As A Parent
Caroline and Connor Morrison were loving parents to three young boys. However, in June 2010, their lives were tragically cut short in a car accident. While their sons survived the accident, Caroline and Connor did not. This was just the beginning of a difficult...
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 mother...
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, all...
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...
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
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 father...
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....